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+0.02%
Today
+10.53%
This Month
+19.05%
Year To Date
+142.88%
2 Years
+261.82%
5 Years
+30.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.22%
- 💻 Electronic Technology14.51%
- 📊 ETFs10.77%
- 🖥️ Technology Services9.3%
- 👥 Copy Trading6%
- 🚗 Consumer Durables4.13%
- 🚚 Transportation4.01%
- 💰 Finance3.51%
- 💵 Cash3.1%
- 💼 Commercial Services0.78%
- 💇♀️ Consumer Services0.55%
- 🧬 Health Technology0.31%
- 🛍️ Retail Trade0.3%
- 🍞 Consumer Non Durables0.07%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.6%
- 🇺🇸 Nasdaq30.99%
- 🇺🇸 NYSE16.64%
- 🇬🇧 LSE4.69%
- 🇺🇸 Chicago Board Options Exchange0.6%
- 🇭🇰 Hong Kong Exchanges0.3%
- 🇩🇪 FRA0.09%
- 🇫🇷 Euronext Paris0.08%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇳🇱 Euronext Amsterdam0.06%
- 🇮🇹 Borsa Italiana0.05%
- 🇩🇪 Xetra ETFs0.05%
- 🇨🇭 SIX0.05%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇧🇪 Euronext Brussels0.01%
- 🇫🇮 Helsinki Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.01%
- 🇬🇧 United Kingdom3.3%
- 🇱🇺 Luxembourg1.37%
- 🇮🇱 Israel1.16%
- 🇨🇦 Canada1.05%
- 🇮🇪 Ireland0.81%
- 🇨🇳 China0.75%
- 🇸🇬 Singapore0.11%
- 🇺🇾 Uruguay0.1%
- 🇨🇭 Switzerland0.1%
- 🇩🇪 Germany0.09%
- 🇳🇱 Netherlands0.09%
- 🇹🇼 Taiwan0.09%
- 🇫🇷 France0.08%
- 🇪🇸 Spain0.07%
- 🇭🇰 Hong Kong0.05%
- 🇮🇹 Italy0.05%
- 🇮🇳 India0.05%
- 🇯🇵 Japan0.03%
- 🇿🇦 South Africa0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇩🇰 Denmark0.03%
- 🇵🇦 Panama0.02%
- 🇦🇺 Australia0.02%
- 🇧🇷 Brazil0.01%
- 🇰🇷 South Korea0.01%
- 🇧🇪 Belgium0.01%
- 🇫🇮 Finland0%
- 🇫🇴 Faroe Islands0%
Dividends
Dividend Yield
0.29%
79 out of 154 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.09% | 1.21% | - |
 IAG.L | 0.05% | 1.89% | - |
 PFE | 0.02% | 7.02% | $1.66 |
 plessas | 0.01% | 1.18% | - |
 MSFT | 0.01% | 0.65% | $3 |
 GOOG | 0.01% | 0.42% | $0.2 |
 EZJ.L | 0.01% | 2.39% | $0.05 |
 RYAAY | 0.01% | 1.41% | $0.93 |
 AAXJ | 0.01% | 1.72% | - |
 jaynemesis | 0.01% | 0.8% | - |
 WCLD | 0.01% | 1.68% | - |
 BitcoinWorldWide | 0.01% | 0.7% | - |
 GoldWorldWide | 0% | 0.93% | - |
 NVDA | 0% | 0.02% | $0.02 |
 AI-Revolution | 0% | 0.22% | - |
 Fin-Tech | 0% | 0.61% | - |
 FuturePayments | 0% | 0.55% | - |
 BABA | 0% | 0.86% | $0.98 |
 JPM | 0% | 1.82% | $4.4 |
 AAPL | 0% | 0.48% | $0.97 |
 META | 0% | 0.29% | $1 |
 GigEconomy | 0% | 0.26% | - |
 BAC | 0% | 2.19% | $0.96 |
 CPA | 0% | 5.99% | $4.86 |
 ALV.DE | 0% | 4.49% | $13.8 |
 CSCO | 0% | 2.37% | $1.58 |
 INTC | 0% | 2.15% | $0.5 |
 AENA.MC | 0% | 3.34% | $6.2 |
 GLPI | 0% | 6.55% | $2.98 |
 TAN | 0% | 0.51% | - |
 VICI | 0% | 5.27% | $1.66 |
 VOW3.DE | 0% | 6.99% | $9.06 |
 BAH | 0% | 1.94% | $1.96 |
 GEN | 0% | 1.65% | $0.5 |
 ACN | 0% | 2.1% | $4.99 |
 RCL | 0% | 0.7% | - |
 JNJ | 0% | 3.1% | $4.81 |
 LHA.DE | 0% | 3.99% | $0.3 |
 MTN | 0% | 5.56% | $8.56 |
 XBI | 0% | 0.17% | - |
 KO | 0% | 2.87% | $1.89 |
 MDLZ | 0% | 2.71% | $1.7 |
 ASML | 0% | 0.84% | $5.57 |
 IHG.L | 0% | 1.48% | $1.23 |
 HSY | 0% | 3.1% | $5.12 |
 QCOM | 0% | 2.19% | $3.25 |
 VAC | 0% | 3.93% | $3 |
 WH | 0% | 1.83% | $1.46 |
 LUV | 0% | 1.95% | $0.72 |
 NTES | 0% | 2.01% | $2.58 |
 00027.HK | 0% | 2.71% | - |
 DAL | 0% | 1.14% | $0.3 |
 BKNG | 0% | 0.64% | $17.5 |
 LVS | 0% | 1.86% | $0.8 |
 MC.PA | 0% | 2.78% | $13 |
 MAR | 0% | 0.94% | $2.19 |
 CB | 0% | 1.35% | $3.49 |
 TSM | 0% | 0.96% | $1.74 |
 SMSN.L | 0% | 1.9% | $23.68 |
 NKE | 0% | 2.12% | $1.45 |
 DIS | 0% | 0.83% | $0.75 |
 CRM | 0% | 0.62% | $0.4 |
 JOYY | 0% | 1.74% | $0.71 |
 KER.PA | 0% | 3.04% | $14 |
 LOGI | 0% | 1.49% | $1.18 |
 TM | 0% | 3.4% | $4.64 |
 01928.HK | 0% | 1.36% | - |
 EXPE | 0% | 0.43% | - |
 VRSN | 0% | 0.27% | - |
 NTDOY | 0% | 0.79% | $0.24 |
 TCOM.CH | 0% | 0.44% | - |
 DLB | 0% | 1.72% | $1.17 |
 0700.HK | 0% | 0.87% | $3.4 |
 H | 0% | 0.41% | $0.6 |
 GOOGL | 0% | 0.43% | $0.2 |
 HLT | 0% | 0.22% | $0.6 |
 SONY | 0% | 0.4% | $0.49 |
 EA | 0% | 0.5% | $0.76 |
 WDC | 0% | 0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (AI-Revolution) | Pay Day | Jul 22, 2025 | $0.12 |
MU (plessas) | Pay Day | Jul 22, 2025 | $0.12 |
 CVS (plessas) | Ex-Dividend | Jul 22, 2025 | $0.66 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 SRE.L (plessas) | Pay Day | Jul 24, 2025 | $0.04 |
 MMC (BitcoinWorldWide) | Ex-Dividend | Jul 24, 2025 | $0.90 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 DHR (plessas) | Pay Day | Jul 25, 2025 | $0.32 |
 1109.HK (plessas) | Pay Day | Jul 25, 2025 | $0.14 |
 BK (BitcoinWorldWide) | Ex-Dividend | Jul 25, 2025 | $0.53 |
 ASML.NV (plessas) | Ex-Dividend | Jul 28, 2025 | $1.87 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 01211.HK (plessas) | Pay Day | Jul 29, 2025 | $0.55 |
01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 0992.HK (plessas) | Ex-Dividend | Jul 30, 2025 | $0.04 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
JPM (plessas) | Pay Day | Jul 31, 2025 | $1.40 |
 0390.HK (plessas) | Pay Day | Jul 31, 2025 | $0.02 |
CVS (plessas) | Pay Day | Aug 1, 2025 | $0.66 |
 GL (plessas) | Pay Day | Aug 1, 2025 | $0.27 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 AON (BitcoinWorldWide) | Ex-Dividend | Aug 1, 2025 | $0.74 |
 MET (plessas) | Ex-Dividend | Aug 5, 2025 | $0.57 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV (plessas) | Pay Day | Aug 6, 2025 | $1.87 |
BK (BitcoinWorldWide) | Pay Day | Aug 7, 2025 | $0.53 |
 AXP (FuturePayments) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (FuturePayments) | Pay Day | Aug 8, 2025 | $0.76 |
MA (plessas) | Pay Day | Aug 8, 2025 | $0.76 |
 CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
AXP (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.82 |
MA (BitcoinWorldWide) | Pay Day | Aug 8, 2025 | $0.76 |
0992.HK (plessas) | Pay Day | Aug 13, 2025 | $0.04 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
 LLY (plessas) | Ex-Dividend | Aug 15, 2025 | $1.50 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
MMC (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | Aug 15, 2025 | $0.74 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (plessas) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 IBKR (Fin-Tech) | Ex-Dividend | Aug 29, 2025 | $0.08 |
 GS (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $4.00 |
IBKR (BitcoinWorldWide) | Ex-Dividend | Aug 29, 2025 | $0.08 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
 AEM (GoldWorldWide) | Ex-Dividend | Sep 2, 2025 | $0.40 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MET (plessas) | Pay Day | Sep 9, 2025 | $0.57 |
LLY (plessas) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (plessas) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
IBKR (Fin-Tech) | Pay Day | Sep 12, 2025 | $0.08 |
IBKR (BitcoinWorldWide) | Pay Day | Sep 12, 2025 | $0.08 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (plessas) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TMO (plessas) | Ex-Dividend | Sep 15, 2025 | $0.43 |
AEM (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.40 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (BitcoinWorldWide) | Pay Day | Sep 29, 2025 | $4.00 |
 HUH1V.HE (plessas) | Ex-Dividend | Sep 30, 2025 | $0.58 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
KO (plessas) | Pay Day | Oct 1, 2025 | $0.51 |
HUH1V.HE (plessas) | Pay Day | Oct 8, 2025 | $0.58 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BitcoinWorldWide) | Pay Day | Oct 9, 2025 | $0.82 |
TMO (plessas) | Pay Day | Oct 15, 2025 | $0.43 |
 INDA (plessas) | Pay Day | Dec 20, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
12.8
12.8
-2
0
2
13
13
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
12.8
12.8
-2
0
2
13
13
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.07
High:
PLTR
670.39PLTRLow:
CRWD
-681.21CRWDDetails
PEG Ratio
201.62
High:
KO
9,978.59KOLow:
LMND
-464.01LMNDDetails
Price/Book
15.01
High:
LYV
329.03LYVLow:
NIO
-168.98NIODetails
Price/Sales
14.68
High:PLTR
125.81PLTRLow:
QS
-QSDetails
Price/CF
30.51
High:
TTWO
18,296.3TTWOLow:
CAR
0.75CARDetails
Price/FCF
41.11
High:
CFLT
962.23CFLTLow:
ALV.DE
3.38ALV.DEDetails
P/E Ratio
43.07
High:PLTR
670.39PLTRLow:CRWD
-681.21CRWDDetails
PEG Ratio
201.62
High:KO
9,978.59KOLow:LMND
-464.01LMNDDetails
Price/Book
15.01
High:LYV
329.03LYVLow:NIO
-168.98NIODetails
Price/Sales
14.68
High:PLTR
125.81PLTRLow:QS
-QSDetails
Price/CF
30.51
High:TTWO
18,296.3TTWOLow:CAR
0.75CARDetails
Price/FCF
41.11
High:CFLT
962.23CFLTLow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.81% | May 2021 | Nov 2024 | 42 |
-19.38% | Feb 2025 | Jun 2025 | 4 |
-1.27% | Dec 2024 | Jan 2025 | 1 |