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0%
This Month
+9.42%
Year To Date
+71.99%
2 Years
+229.4%
5 Years
-7.85%
10 Years
-1.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.37%
- 📊 ETFs16.06%
- 🖥️ Technology Services12.28%
- 💻 Electronic Technology11.66%
- 🪨 Non Energy Minerals7.65%
- 💰 Finance6.74%
- 🚗 Consumer Durables4.37%
- 🛍️ Retail Trade2.01%
- 🍞 Consumer Non Durables1.73%
- 🛠️ Producer Manufacturing1.11%
- 📡 Communications0.86%
- 💼 Commercial Services0.76%
- 🚚 Transportation0.56%
- 🧬 Health Technology0.43%
- 🏥 Health Services0.42%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency33.37%
- 🇺🇸 NYSE33.05%
- 🇺🇸 Nasdaq28.78%
- 🇦🇺 Sydney1.5%
- 🇭🇰 Hong Kong Exchanges1.26%
- 🇳🇱 Euronext Amsterdam0.92%
- 🇬🇧 LSE0.67%
- 🇫🇷 Euronext Paris0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.08%
- 🇨🇦 Canada3.5%
- 🇦🇺 Australia2.57%
- 🇬🇧 United Kingdom1.76%
- 🇳🇱 Netherlands1.63%
- 🇨🇳 China1.26%
- 🇰🇾 Cayman Islands0.78%
- 🇹🇼 Taiwan0.66%
- 🇸🇬 Singapore0.56%
- 🇫🇷 France0.45%
- 🇩🇰 Denmark0.43%
Dividends
Dividend Yield
0.51%
24 out of 81 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BHP (4.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DJP | 0.07% | 3.69% | - |
 BHP | 0.05% | 4.83% | $3.01 |
 VBR | 0.05% | 2.11% | - |
 URA | 0.03% | 1.91% | - |
 XLE | 0.03% | 3.37% | - |
 GDXJ | 0.03% | 1.65% | - |
 JNUG | 0.03% | 1.47% | - |
 GDX | 0.03% | 0.77% | - |
 NKE | 0.03% | 2.1% | $1.45 |
 2899.HK | 0.02% | 1.96% | $0.27 |
 NEM | 0.02% | 1.6% | $1.3 |
 UL.US | 0.02% | 3.18% | $1.82 |
 B | 0.02% | 1.81% | $0.4 |
 UNH | 0.02% | 3.58% | $7.74 |
 PAAS | 0.01% | 1.44% | $0.4 |
 MSFT | 0.01% | 0.63% | $3 |
 NVO | 0.01% | 2.45% | $0.98 |
 ASML.NV | 0.01% | 1.09% | $6.1 |
 RMV.L | 0.01% | 1.25% | $0.09 |
 TSM | 0.01% | 0.97% | $1.74 |
 MU | 0% | 0.44% | $0.46 |
 SOXL | 0% | 1.07% | - |
 CCJ | 0% | 0.16% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML.NV | Pay Day | Aug 6, 2025 | $1.87 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
NEM | Ex-Dividend | Sep 4, 2025 | $0.25 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
RMV.L | Ex-Dividend | Sep 25, 2025 | $0.06 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
RMV.L | Pay Day | Oct 24, 2025 | $0.06 |
GDX | Pay Day | Dec 23, 2025 | $0.40 |
GDXJ | Pay Day | Dec 23, 2025 | $1.11 |
Performance Metrics
Score 4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.55
High:
PLTR
673.67PLTRLow:
MDB
-192.05MDBDetails
PEG Ratio
213.96
High:
ADSK
5,160.11ADSKLow:
LMND
-400.87LMNDDetails
Price/Book
11.05
High:
APP
222.96APPLow:
B
1.5BDetails
Price/Sales
10.08
High:
ASTS
2,534.45ASTSLow:
UNH
0.51UNHDetails
Price/CF
31.28
High:
MSTR
7,511.07MSTRLow:
LBIRD.PA
5.99LBIRD.PADetails
Price/FCF
54.09
High:MSTR
1,187.5MSTRLow:
NU
5.19NUDetails
P/E Ratio
43.55
High:PLTR
673.67PLTRLow:MDB
-192.05MDBDetails
PEG Ratio
213.96
High:ADSK
5,160.11ADSKLow:LMND
-400.87LMNDDetails
Price/Book
11.05
High:APP
222.96APPLow:B
1.5BDetails
Price/Sales
10.08
High:ASTS
2,534.45ASTSLow:UNH
0.51UNHDetails
Price/CF
31.28
High:MSTR
7,511.07MSTRLow:LBIRD.PA
5.99LBIRD.PADetails
Price/FCF
54.09
High:MSTR
1,187.5MSTRLow:NU
5.19NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.18% | Jan 2018 | - | 91 |