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+0.43%
This Month
+17.11%
Year To Date
+116.34%
2 Years
+59%
5 Years
+101.72%
10 Years
+15.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.84%
- 🖥️ Technology Services24.03%
- 📊 ETFs9.87%
- 💵 Cash8.97%
- 💻 Electronic Technology8.13%
- 🛍️ Retail Trade6.52%
- 🚗 Consumer Durables3.91%
- 🏥 Health Services3.8%
- 🧬 Health Technology2.73%
- 💰 Finance1.57%
- 🏭 Industrial Services1.31%
- 🍞 Consumer Non Durables1.1%
- ⛏️ Energy Minerals1.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.01%
- 🌍 Digital Currency29.84%
- 🇺🇸 NYSE14.78%
- 🇬🇧 LSE3.33%
- 🇮🇹 Borsa Italiana1.1%
- 🇺🇸 Chicago Board Options Exchange0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.31%
- 🇩🇰 Denmark2.73%
- 🇮🇹 Italy2.4%
- 🇳🇱 Netherlands1.66%
- 🇧🇷 Brazil1.06%
Dividends
Dividend Yield
0.5%
17 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (10.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.11% | 10.36% | $2.21 |
 UNH | 0.1% | 2.73% | $7.74 |
 NVO | 0.06% | 2.23% | $0.98 |
 EWZ | 0.06% | 5.59% | - |
 ET | 0.03% | 7.5% | $1.25 |
 META | 0.03% | 0.27% | $1 |
 SPY | 0.02% | 1.16% | - |
 MSFT | 0.01% | 0.67% | $3 |
 QQQ | 0.01% | 0.51% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 CPR.MI | 0.01% | 1.06% | $0.07 |
 RSG | 0.01% | 1.03% | $2.14 |
 RACE | 0.01% | 0.72% | $2.64 |
 GOOG | 0.01% | 0.35% | $0.2 |
 INDA | 0.01% | 0.72% | - |
 MU | 0% | 0.35% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
RSG | Ex-Dividend | Oct 2, 2025 | $0.62 |
RSG | Pay Day | Oct 15, 2025 | $0.62 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.8/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.37
High:
PLTR
508.84PLTRLow:
PBR.A
5.33PBR.ADetails
PEG Ratio
156.96
High:PLTR
649.32PLTRLow:
MU
4.78MUDetails
Price/Book
9.29
High:PLTR
61.25PLTRLow:PBR.A
1PBR.ADetails
Price/Sales
6.92
High:PLTR
114.05PLTRLow:
UNH
0.68UNHDetails
Price/CF
23.71
High:PLTR
202PLTRLow:PBR.A
2.19PBR.ADetails
Price/FCF
61.08
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
P/E Ratio
33.37
High:PLTR
508.84PLTRLow:PBR.A
5.33PBR.ADetails
PEG Ratio
156.96
High:PLTR
649.32PLTRLow:MU
4.78MUDetails
Price/Book
9.29
High:PLTR
61.25PLTRLow:PBR.A
1PBR.ADetails
Price/Sales
6.92
High:PLTR
114.05PLTRLow:UNH
0.68UNHDetails
Price/CF
23.71
High:PLTR
202PLTRLow:PBR.A
2.19PBR.ADetails
Price/FCF
61.08
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.77% | Feb 2021 | Nov 2024 | 45 |
-23.14% | Feb 2025 | Jul 2025 | 5 |
-13.27% | Sep 2020 | Nov 2020 | 2 |
-7.99% | Dec 2024 | Jan 2025 | 1 |
-1.36% | May 2020 | Jun 2020 | 1 |