Loading...
+0.91%
This Month
+19.62%
Year To Date
+166.6%
2 Years
+263.79%
5 Years
+263.58%
10 Years
+29.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.9%
- 💻 Electronic Technology14.47%
- 📊 ETFs12.26%
- 🖥️ Technology Services11.63%
- 💵 Cash5.56%
- 🚗 Consumer Durables4.32%
- 💰 Finance4.31%
- 🚚 Transportation4.12%
- 💼 Commercial Services1.18%
- 🛍️ Retail Trade0.77%
- 💇♀️ Consumer Services0.59%
- 🪨 Non Energy Minerals0.54%
- 🧬 Health Technology0.38%
- 🛠️ Producer Manufacturing0.24%
- 🍞 Consumer Non Durables0.07%
- 🧩 Miscellaneous0.07%
- 🏭 Industrial Services0.04%
- ⚡ Utilities0.04%
- ⛏️ Energy Minerals0.03%
- 📡 Communications0.03%
- 🏥 Health Services0.02%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.9%
- 🇺🇸 Nasdaq31.76%
- 🇺🇸 NYSE17.41%
- 🇬🇧 LSE4.62%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇩🇪 FRA0.15%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇮🇹 Borsa Italiana0.07%
- 🇫🇷 Euronext Paris0.07%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇨🇭 SIX0.05%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇩🇪 Xetra ETFs0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.06%
- 🇬🇧 United Kingdom3.31%
- 🇱🇺 Luxembourg1.35%
- 🇨🇦 Canada1.2%
- 🇮🇱 Israel1.14%
- 🇮🇪 Ireland0.83%
- 🇨🇳 China0.77%
- 🇩🇪 Germany0.15%
- 🇸🇬 Singapore0.11%
- 🇳🇱 Netherlands0.11%
- 🇺🇾 Uruguay0.1%
- 🇨🇭 Switzerland0.1%
- 🇹🇼 Taiwan0.09%
- 🇮🇹 Italy0.07%
- 🇫🇷 France0.07%
- 🇪🇸 Spain0.07%
- 🇮🇳 India0.05%
- 🇩🇰 Denmark0.04%
- 🇿🇦 South Africa0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇭🇰 Hong Kong0.03%
- 🇯🇵 Japan0.03%
- 🇦🇺 Australia0.02%
- 🇵🇦 Panama0.02%
- 🇧🇷 Brazil0.02%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
0.3%
166 out of 332 instruments pay dividend.
64 dividend payments in the next 30 days.
Highest Dividend: $WU (10.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.09% | 1.16% | - |
 IAG.L | 0.05% | 1.84% | - |
 PFE | 0.02% | 6.92% | $1.66 |
 MSFT | 0.01% | 0.67% | $3 |
 GOOG | 0.01% | 0.35% | $0.2 |
 RYAAY | 0.01% | 1.61% | $0.93 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 AAXJ | 0.01% | 1.98% | - |
 VTI | 0.01% | 1.22% | - |
 WCLD | 0.01% | 1.68% | - |
 QQQ | 0% | 0.51% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BABA | 0% | 0.76% | $0.98 |
 JPM | 0% | 1.8% | $4.4 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
 SPM.MI | 0% | 7.45% | - |
 BAC | 0% | 2.14% | $0.96 |
 CSCO | 0% | 2.44% | $1.58 |
 CPA | 0% | 5.5% | $4.86 |
 ALV.DE | 0% | 4.38% | $13.8 |
 ACN | 0% | 2.33% | $4.99 |
 NEXI.MI | 0% | 4.77% | - |
 B | 0% | 1.63% | $0.4 |
 AENA.MC | 0% | 3.24% | $6.2 |
 WU | 0% | 10.66% | $0.94 |
 GLPI | 0% | 6.38% | $2.98 |
 TSM | 0% | 1.01% | $1.74 |
 TAN | 0% | 0.48% | - |
 AU | 0% | 2.72% | $0.22 |
 DTE.DE | 0% | 2.84% | $0.77 |
 ABBN.ZU | 0% | 1.64% | $0.87 |
 VICI | 0% | 5.16% | $1.66 |
 BAH | 0% | 2.12% | $1.96 |
 VOW3.DE | 0% | 6.37% | $9.06 |
 ENGI.PA | 0% | 8.4% | $1.43 |
 FGR.PA | 0% | 4.36% | $4.1 |
 GEN | 0% | 1.7% | $0.5 |
 BTG.US | 0% | 2.47% | $0.16 |
 LYG | 0% | 3.81% | $0.14 |
 BBVA.MC | 0% | 3.63% | $0.45 |
 CME | 0% | 4.09% | $9.75 |
 ET | 0% | 7.52% | $1.25 |
 XOM | 0% | 3.63% | $3.76 |
 IBE.MC | 0% | 3.3% | $0.45 |
 FIS | 0% | 2.28% | $1.76 |
 RCL | 0% | 0.7% | - |
 JNJ | 0% | 2.86% | $4.81 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 CI | 0% | 1.95% | $5.26 |
 LHA.DE | 0% | 3.98% | $0.3 |
 MTN | 0% | 5.64% | $8.56 |
 01211.HK | 0% | 1.37% | $3.41 |
 NEM | 0% | 1.32% | $1.3 |
 JOYY | 0% | 4.51% | $0.71 |
 ROCKB.CO | 0% | 2.61% | $43 |
 GAW.L | 0% | 3.65% | $5.5 |
 MAN | 0% | 5.46% | $3.01 |
 KO | 0% | 2.97% | $1.89 |
 AVGO | 0% | 0.69% | $19.7 |
 GOOGL | 0% | 0.35% | $0.2 |
 BKNG | 0% | 0.68% | $17.5 |
 MDLZ | 0% | 3.11% | $1.7 |
 3968.HK | 0% | 4.63% | $2.13 |
 ETN | 0% | 1.17% | $3.6 |
 V | 0% | 0.69% | $2.01 |
 GFI | 0% | 1.83% | $0.31 |
 IHG.L | 0% | 1.43% | $1.23 |
 EDEN.PA | 0% | 5.06% | $1.1 |
 ASML | 0% | 0.78% | $5.57 |
 FINV | 0% | 3.26% | $0.24 |
 QFIN | 0% | 5.03% | $1.06 |
 HSY | 0% | 2.96% | $5.12 |
 PRY.MI | 0% | 1.05% | $0.7 |
 WKL.NV | 0% | 2.24% | $2.08 |
 NTRS | 0% | 2.4% | $3 |
 GRMN | 0% | 1.51% | $3.71 |
 QCOM | 0% | 2.18% | $3.25 |
 00027.HK | 0% | 2.91% | - |
 CRM | 0% | 0.65% | $0.4 |
 0700.HK | 0% | 0.74% | $3.4 |
 AEM | 0% | 1.08% | $1.6 |
 TT | 0% | 0.88% | $3.27 |
 INTC | 0% | 0.51% | $0.5 |
 VAC | 0% | 3.99% | $3 |
 WH | 0% | 1.88% | $1.46 |
 PAAS | 0% | 1.26% | $0.4 |
 NEE | 0% | 3.14% | $1.97 |
 MU | 0% | 0.35% | $0.46 |
 SW | 0% | 3.41% | $1.18 |
 NTES | 0% | 2.16% | $2.58 |
 EBAY | 0% | 1.24% | $1.04 |
 0914.HK | 0% | 3.23% | $1.04 |
 LUV | 0% | 2.32% | $0.72 |
 BK | 0% | 1.87% | $1.68 |
 ALLFG.NV | 0% | 2.22% | - |
 DAL | 0% | 1.05% | $0.3 |
 LVS | 0% | 1.77% | $0.8 |
 GS | 0% | 1.76% | $11 |
 DVN | 0% | 2.72% | $2.05 |
 NEX.PA | 0% | 2.09% | $2.3 |
 AXP | 0% | 0.93% | $2.6 |
 01928.HK | 0% | 2.54% | - |
 MAR | 0% | 0.99% | $2.19 |
 MC.PA | 0% | 2.63% | $13 |
 JKHY | 0% | 1.42% | $2.14 |
 CB | 0% | 1.36% | $3.49 |
 WTW | 0% | 1.1% | $3.44 |
 VRSN | 0% | 0.55% | - |
 BLK | 0% | 1.89% | $20.2 |
 KGC | 0% | 0.56% | $0.12 |
 CMPO | 0% | 1.62% | $0.3 |
 SMSN.L | 0% | 1.69% | $23.68 |
 UI | 0% | 0.45% | $2.4 |
 NKE | 0% | 2.17% | $1.45 |
 LLY | 0% | 0.8% | $4.86 |
 VRSK | 0% | 0.65% | $1.46 |
 IFX.DE | 0% | 1.11% | $0.35 |
 EXPE | 0% | 0.56% | - |
 ASML.NV | 0% | 0.98% | $6.1 |
 SU.PA | 0% | 1.79% | $3.5 |
 DIS | 0% | 0.85% | $0.75 |
 MMC | 0% | 1.64% | $2.84 |
 SIE.DE | 0% | 2.31% | $4.7 |
 WPM | 0% | 0.64% | $0.61 |
 MA | 0% | 0.5% | $2.46 |
 LOGI | 0% | 1.48% | $1.18 |
 KER.PA | 0% | 2.54% | $14 |
 IBKR | 0% | 0.47% | $0.55 |
 INTU | 0% | 0.64% | $3.6 |
 HMY | 0% | 0.99% | $0.08 |
 BFH | 0% | 1.27% | $0.84 |
 EXPN.L | 0% | 1.21% | $0.46 |
 FNV | 0% | 0.79% | $1.41 |
 GE | 0% | 0.46% | $0.44 |
 MKTX | 0% | 1.62% | $2.92 |
 GPN | 0% | 1.14% | $1 |
 TM | 0% | 2.71% | $4.64 |
 XBI | 0% | 0.04% | - |
 RHM.DE | 0% | 0.47% | $5.7 |
 SPNS | 0% | 0.7% | $0.54 |
 TCOM.CH | 0% | 0.39% | - |
 DLB | 0% | 1.83% | $1.17 |
 RGLD | 0% | 0.73% | $1.58 |
 AON | 0% | 0.77% | $2.52 |
 H | 0% | 0.42% | $0.6 |
 NTDOY | 0% | 0.61% | $0.24 |
 CARR | 0% | 1.32% | $0.76 |
 AGI | 0% | 0.32% | $0.1 |
 HL | 0% | 0.28% | $0.03 |
 EFX | 0% | 0.71% | $1.56 |
 HLT | 0% | 0.22% | $0.6 |
 DHR | 0% | 0.59% | $1.05 |
 WAB | 0% | 0.49% | $0.74 |
 WDC | 0% | 0.22% | - |
 SONY | 0% | 0.35% | $0.49 |
 EA | 0% | 0.45% | $0.76 |
 MAG | 0% | 0.25% | - |
 REGN | 0% | 0.46% | - |
 0968.HK | 0% | 1.14% | $0.23 |
 AG | 0% | 0.22% | $0.02 |
 PRX.NV | 0% | 0.38% | $0.07 |
 TW | 0% | 0.39% | $0.38 |
 MRVL | 0% | 0.38% | $0.24 |
 PRGS | 0% | 0.4% | $0.7 |
 XP | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
0914.HK | Ex-Dividend | Sep 8, 2025 | $0.03 |
UI | Pay Day | Sep 8, 2025 | $0.80 |
QFIN | Ex-Dividend | Sep 8, 2025 | $0.76 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
CME | Ex-Dividend | Sep 9, 2025 | $1.25 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
GEN | Pay Day | Sep 10, 2025 | $0.12 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
H | Pay Day | Sep 10, 2025 | $0.15 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NTES | Pay Day | Sep 11, 2025 | $0.57 |
AGI | Ex-Dividend | Sep 11, 2025 | $0.02 |
FNV | Ex-Dividend | Sep 11, 2025 | $0.38 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
CB | Ex-Dividend | Sep 12, 2025 | $0.97 |
01928.HK | Pay Day | Sep 12, 2025 | $0.03 |
GLPI | Ex-Dividend | Sep 12, 2025 | $0.78 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GPN | Ex-Dividend | Sep 12, 2025 | $0.25 |
BFH | Pay Day | Sep 12, 2025 | $0.21 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
B | Pay Day | Sep 15, 2025 | $0.15 |
HSY | Pay Day | Sep 15, 2025 | $1.37 |
VRSK | Ex-Dividend | Sep 15, 2025 | $0.45 |
EFX | Pay Day | Sep 15, 2025 | $0.50 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
AG | Pay Day | Sep 15, 2025 | $0.00 |
CPA | Pay Day | Sep 15, 2025 | $1.61 |
WH | Ex-Dividend | Sep 15, 2025 | $0.41 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TW | Pay Day | Sep 16, 2025 | $0.12 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
VAC | Ex-Dividend | Sep 17, 2025 | $0.79 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
EXPE | Pay Day | Sep 18, 2025 | $0.40 |
SW | Pay Day | Sep 18, 2025 | $0.43 |
WKL.NV | Pay Day | Sep 18, 2025 | $1.08 |
VICI | Ex-Dividend | Sep 18, 2025 | $0.45 |
LYG | Pay Day | Sep 19, 2025 | $0.07 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
JOYY | Ex-Dividend | Sep 22, 2025 | $0.95 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
00027.HK | Ex-Dividend | Sep 24, 2025 | $0.09 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
CME | Pay Day | Sep 25, 2025 | $1.25 |
QFIN | Pay Day | Sep 25, 2025 | $0.76 |
AGI | Pay Day | Sep 25, 2025 | $0.02 |
FNV | Pay Day | Sep 25, 2025 | $0.38 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
GLPI | Pay Day | Sep 26, 2025 | $0.78 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
GPN | Pay Day | Sep 26, 2025 | $0.25 |
JKHY | Pay Day | Sep 26, 2025 | $0.58 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
MDLZ | Ex-Dividend | Sep 30, 2025 | $0.50 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
HLT | Pay Day | Sep 30, 2025 | $0.15 |
MAR | Pay Day | Sep 30, 2025 | $0.67 |
0914.HK | Pay Day | Sep 30, 2025 | $0.03 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
VRSK | Pay Day | Sep 30, 2025 | $0.45 |
WTW | Ex-Dividend | Sep 30, 2025 | $0.92 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
WH | Pay Day | Sep 30, 2025 | $0.41 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NTRS | Pay Day | Oct 1, 2025 | $0.80 |
VAC | Pay Day | Oct 1, 2025 | $0.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
IHG.L | Pay Day | Oct 2, 2025 | $0.59 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
CB | Pay Day | Oct 3, 2025 | $0.97 |
GAW.L | Pay Day | Oct 3, 2025 | $0.73 |
RGLD | Ex-Dividend | Oct 3, 2025 | $0.45 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
VICI | Pay Day | Oct 9, 2025 | $0.45 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
JOYY | Pay Day | Oct 10, 2025 | $0.95 |
MDLZ | Pay Day | Oct 14, 2025 | $0.50 |
WTW | Pay Day | Oct 15, 2025 | $0.92 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
RGLD | Pay Day | Oct 17, 2025 | $0.45 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
00027.HK | Pay Day | Oct 31, 2025 | $0.09 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.9/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
12.61
12.61
-2
0
2
13
13
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
12.61
12.61
-2
0
2
13
13
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.62
High:
QTWO
1,260.52QTWOLow:
ZS
-1,000.19ZSDetails
PEG Ratio
414.55
High:
AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
13.49
High:
RBLX
254.7RBLXLow:
NIO
-76.32NIODetails
Price/Sales
13.38
High:
PLTR
116.31PLTRLow:
QS
-QSDetails
Price/CF
37.92
High:
VYX
493.27VYXLow:
IBKR
0.74IBKRDetails
Price/FCF
59.12
High:
RHM.DE
5,198.92RHM.DELow:IBKR
0.74IBKRDetails
P/E Ratio
40.62
High:QTWO
1,260.52QTWOLow:ZS
-1,000.19ZSDetails
PEG Ratio
414.55
High:AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
13.49
High:RBLX
254.7RBLXLow:NIO
-76.32NIODetails
Price/Sales
13.38
High:PLTR
116.31PLTRLow:QS
-QSDetails
Price/CF
37.92
High:VYX
493.27VYXLow:IBKR
0.74IBKRDetails
Price/FCF
59.12
High:RHM.DE
5,198.92RHM.DELow:IBKR
0.74IBKRDetails
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 |