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+1.64%
This Month
+22.22%
Year To Date
+156.69%
2 Years
+180.23%
5 Years
+665.56%
10 Years
+18.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.94%
- 🪙 Cryptocurrencies19.96%
- 📊 ETFs16.71%
- 💰 Finance10.02%
- 💻 Electronic Technology8.4%
- 🛍️ Retail Trade3.35%
- 💼 Commercial Services2.72%
- 🧩 Miscellaneous2.21%
- 🏭 Industrial Services1.16%
- 🚚 Transportation0.81%
- 🍞 Consumer Non Durables0.3%
- 💵 Cash0.28%
- 🧬 Health Technology0.14%
- ⚡ Utilities0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.16%
- 🇺🇸 NYSE21.9%
- 🌍 Digital Currency19.96%
- 🇺🇸 Chicago Board Options Exchange6.1%
- 🇭🇰 Hong Kong Exchanges2.32%
- 🇬🇧 LSE0.89%
- 🇫🇷 Euronext Paris0.38%
- 🇩🇰 Copenhagen Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.53%
- 🇮🇱 Israel18.59%
- 🇨🇳 China3.42%
- 🇨🇦 Canada2.21%
- 🇨🇭 Switzerland0.92%
- 🇫🇷 France0.38%
- 🇩🇰 Denmark0.08%
Dividends
Dividend Yield
0.29%
20 out of 48 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EWZ (5.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.03% | 0.65% | $3 |
 GDXJ | 0.03% | 1.65% | - |
 EEM | 0.03% | 2.45% | - |
 EWZ | 0.03% | 5.59% | - |
 INTC | 0.02% | 0.51% | $0.5 |
 EFA | 0.02% | 2.88% | - |
 ISF.L | 0.02% | 3.5% | - |
 EWW | 0.02% | 4.4% | - |
 GOOG | 0.02% | 0.35% | $0.2 |
 DG.PA | 0.02% | 4.09% | $4.5 |
 IDEV | 0.02% | 2.99% | - |
 GRMN | 0.01% | 1.51% | $3.71 |
 ORCL | 0.01% | 0.8% | $1.6 |
 ACWI | 0.01% | 1.58% | - |
 BABA | 0.01% | 0.76% | $0.98 |
 GDX | 0.01% | 0.77% | - |
 META | 0.01% | 0.27% | $1 |
 GE | 0% | 0.45% | $0.44 |
 IBB | 0% | 0.3% | - |
 ORSTED.CO | 0% | 0.46% | - |
Next Dividends
Performance Metrics
Score 7.4/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
9.89
9.89
-2
0
2
10
10
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
9.89
9.89
-2
0
2
10
10
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.74
High:
ORCL
51.37ORCLLow:
PATH
-91.33PATHDetails
PEG Ratio
80.53
High:
DG.PA
324.44DG.PALow:PATH
-394.91PATHDetails
Price/Book
6
High:ORCL
30.61ORCLLow:
BYND
-0.27BYNDDetails
Price/Sales
6.57
High:
CRSP
120.68CRSPLow:
FLR.US
0.42FLR.USDetails
Price/CF
20.96
High:
RIOT
107.94RIOTLow:
UAL
2.7UALDetails
Price/FCF
59.53
High:ORCL
348.36ORCLLow:UAL
6.44UALDetails
P/E Ratio
30.74
High:ORCL
51.37ORCLLow:PATH
-91.33PATHDetails
PEG Ratio
80.53
High:DG.PA
324.44DG.PALow:PATH
-394.91PATHDetails
Price/Book
6
High:ORCL
30.61ORCLLow:BYND
-0.27BYNDDetails
Price/Sales
6.57
High:CRSP
120.68CRSPLow:FLR.US
0.42FLR.USDetails
Price/CF
20.96
High:RIOT
107.94RIOTLow:UAL
2.7UALDetails
Price/FCF
59.53
High:ORCL
348.36ORCLLow:UAL
6.44UALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.01% | Nov 2021 | Dec 2023 | 25 |
-22.56% | Jun 2013 | Sep 2013 | 3 |
-17.38% | Mar 2014 | Aug 2016 | 29 |
-16.81% | Feb 2018 | Nov 2020 | 33 |
-14.23% | Feb 2025 | May 2025 | 3 |
-12.55% | Apr 2024 | Nov 2024 | 7 |
-6.96% | Sep 2021 | Oct 2021 | 1 |
-5.63% | Feb 2013 | May 2013 | 3 |
-4.61% | Dec 2024 | Jan 2025 | 1 |
-4.24% | Jan 2024 | Feb 2024 | 1 |
-3.84% | Aug 2025 | - | 2 |
-3.64% | Dec 2013 | Jan 2014 | 1 |
-3.27% | May 2021 | Aug 2021 | 3 |
-2.7% | Oct 2013 | Nov 2013 | 1 |
-0.3% | Jul 2017 | Aug 2017 | 1 |
-0.18% | Sep 2017 | Oct 2017 | 1 |
-0.01% | Oct 2016 | Nov 2016 | 1 |