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+1.07%
Today
-0.95%
This Month
-16.79%
Year To Date
+70.48%
2 Years
+44.87%
5 Years
+8.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.57%
- 🖥️ Technology Services25.56%
- 📊 ETFs12.4%
- 🛍️ Retail Trade7.42%
- 💻 Electronic Technology6.89%
- 🚗 Consumer Durables4.52%
- 💰 Finance2.5%
- 🪨 Non Energy Minerals2.13%
- 🏭 Industrial Services2.09%
- 🍞 Consumer Non Durables1.51%
- 🧬 Health Technology1.4%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.79%
- 🌍 Digital Currency33.57%
- 🇺🇸 NYSE13.69%
- 🇬🇧 LSE3.19%
- 🇮🇹 Borsa Italiana1.51%
- 🇺🇸 Chicago Board Options Exchange1.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.99%
- 🇮🇹 Italy2.46%
- 🇨🇦 Canada2.13%
- 🇩🇰 Denmark1.4%
- 🇨🇭 Switzerland1.05%
Dividends
Dividend Yield
0.44%
18 out of 30 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EWZ (7.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.1% | 7.77% | - |
 META | 0.05% | 0.4% | $1 |
 ET | 0.04% | 7.44% | $1.25 |
 GOLD.BARRICK | 0.04% | 1.91% | $0.4 |
 SPY | 0.03% | 1.28% | - |
 NVO | 0.03% | 2.03% | $0.98 |
 MSFT | 0.02% | 0.88% | $3 |
 QQQ | 0.02% | 0.64% | - |
 CPR.MI | 0.02% | 1.16% | $0.07 |
 TQQQ | 0.02% | 1.72% | - |
 GRMN | 0.02% | 1.57% | $3.71 |
 RSG | 0.01% | 0.94% | $2.14 |
 GOOG | 0.01% | 0.52% | $0.2 |
 INDA | 0.01% | 0.78% | - |
 GM | 0.01% | 1.08% | $0.42 |
 RACE | 0.01% | 0.7% | $2.64 |
 MU | 0% | 0.67% | $0.46 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CPR.MI | Ex-Dividend | Apr 22, 2025 | $0.07 |
RACE | Ex-Dividend | Apr 22, 2025 | $3.12 |
CPR.MI | Pay Day | Apr 24, 2025 | $0.07 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
RACE | Pay Day | May 6, 2025 | $3.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
EWZ | Pay Day | Jun 17, 2025 | $0.91 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3.3/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-7.25
-7.25
-8
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-7.25
-7.25
-8
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.87
High:
PLTR
495.93PLTRLow:
GM
7.25GMDetails
PEG Ratio
108.92
High:PLTR
441.28PLTRLow:
MU
9.91MUDetails
Price/Book
6.75
High:PLTR
43.84PLTRLow:GM
0.71GMDetails
Price/Sales
5.54
High:PLTR
82.74PLTRLow:GM
0.25GMDetails
Price/CF
23.14
High:PLTR
165.72PLTRLow:GM
2.79GMDetails
Price/FCF
50.5
High:MU
1,171.75MULow:
ET
24.19ETDetails
P/E Ratio
25.87
High:PLTR
495.93PLTRLow:GM
7.25GMDetails
PEG Ratio
108.92
High:PLTR
441.28PLTRLow:MU
9.91MUDetails
Price/Book
6.75
High:PLTR
43.84PLTRLow:GM
0.71GMDetails
Price/Sales
5.54
High:PLTR
82.74PLTRLow:GM
0.25GMDetails
Price/CF
23.14
High:PLTR
165.72PLTRLow:GM
2.79GMDetails
Price/FCF
50.5
High:MU
1,171.75MULow:ET
24.19ETDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.66% | Feb 2021 | Nov 2024 | 45 |
-24.67% | Feb 2025 | - | 3 |
-13.27% | Sep 2020 | Nov 2020 | 2 |
-7.99% | Dec 2024 | Jan 2025 | 1 |
-1.36% | May 2020 | Jun 2020 | 1 |