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-2.48%
Today
-1.19%
This Month
-1.89%
Year To Date
+75.62%
2 Years
+58.62%
5 Years
+11.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.75%
- 🖥️ Technology Services25.8%
- 📊 ETFs12.25%
- 💻 Electronic Technology7.2%
- 🛍️ Retail Trade7.02%
- 🚗 Consumer Durables4.07%
- 🧬 Health Technology2.36%
- 💰 Finance1.84%
- 🏭 Industrial Services1.69%
- 🪨 Non Energy Minerals1.65%
- 💵 Cash1.4%
- 🍞 Consumer Non Durables1.18%
- ⛏️ Energy Minerals1.17%
- 🏥 Health Services0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.79%
- 🌍 Digital Currency31.75%
- 🇺🇸 NYSE14.47%
- 🇬🇧 LSE3.75%
- 🇮🇹 Borsa Italiana1.18%
- 🇺🇸 Chicago Board Options Exchange1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.9%
- 🇩🇰 Denmark2.36%
- 🇮🇹 Italy2%
- 🇨🇦 Canada1.65%
- 🇧🇷 Brazil1.17%
- 🇨🇭 Switzerland0.89%
Dividends
Dividend Yield
0.56%
20 out of 33 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (12.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.14% | 12.33% | $2.21 |
 EWZ | 0.08% | 7.43% | - |
 NVO | 0.04% | 1.63% | $0.98 |
 META | 0.04% | 0.3% | $1 |
 ET | 0.03% | 7.32% | $1.25 |
 B | 0.03% | 1.93% | $0.4 |
 SPY | 0.03% | 1.29% | - |
 UNH | 0.03% | 2.89% | $7.74 |
 TQQQ | 0.02% | 1.79% | - |
 QQQ | 0.02% | 0.63% | - |
 MSFT | 0.02% | 0.69% | $3 |
 GRMN | 0.02% | 1.75% | $3.71 |
 CPR.MI | 0.01% | 1.15% | $0.07 |
 RSG | 0.01% | 0.92% | $2.14 |
 GOOG | 0.01% | 0.47% | $0.2 |
 INDA | 0.01% | 0.74% | - |
 GM | 0.01% | 1.08% | $0.42 |
 RACE | 0.01% | 0.67% | $2.64 |
 MU | 0% | 0.43% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.6/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-5.12
-5.12
-6
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-5.12
-5.12
-6
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.45
High:
PLTR
567.73PLTRLow:
MARA
-10.88MARADetails
PEG Ratio
160.7
High:PLTR
688.13PLTRLow:
MU
14.87MUDetails
Price/Book
8.71
High:PLTR
56.56PLTRLow:
GM
0.72GMDetails
Price/Sales
6.92
High:PLTR
106.55PLTRLow:GM
0.25GMDetails
Price/CF
20.06
High:PLTR
161.45PLTRLow:GM
2.05GMDetails
Price/FCF
45.73
High:MU
1,171.75MULow:
UNH
28.04UNHDetails
P/E Ratio
31.45
High:PLTR
567.73PLTRLow:MARA
-10.88MARADetails
PEG Ratio
160.7
High:PLTR
688.13PLTRLow:MU
14.87MUDetails
Price/Book
8.71
High:PLTR
56.56PLTRLow:GM
0.72GMDetails
Price/Sales
6.92
High:PLTR
106.55PLTRLow:GM
0.25GMDetails
Price/CF
20.06
High:PLTR
161.45PLTRLow:GM
2.05GMDetails
Price/FCF
45.73
High:MU
1,171.75MULow:UNH
28.04UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.66% | Feb 2021 | Nov 2024 | 45 |
-23.14% | Feb 2025 | - | 5 |
-13.27% | Sep 2020 | Nov 2020 | 2 |
-7.99% | Dec 2024 | Jan 2025 | 1 |
-1.36% | May 2020 | Jun 2020 | 1 |