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-0.19%
This Month
+9.6%
Year To Date
+95.23%
2 Years
+453.35%
5 Years
+517.58%
10 Years
+25.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.66%
- 📊 ETFs14.12%
- 🛍️ Retail Trade8.12%
- 💰 Finance5.63%
- 🍞 Consumer Non Durables4.08%
- 💇♀️ Consumer Services3.06%
- 💵 Cash2.08%
- 💻 Electronic Technology2.07%
- 🚗 Consumer Durables1.98%
- 🛠️ Producer Manufacturing1.93%
- 🧬 Health Technology1.72%
- 🪨 Non Energy Minerals1.7%
- 🖥️ Technology Services1.6%
- 🏥 Health Services0.8%
- 🚚 Transportation0.77%
- ⛏️ Energy Minerals0.49%
- 💼 Commercial Services0.48%
- 💹 Forex0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.66%
- 🇺🇸 NYSE30.83%
- 🇺🇸 Nasdaq11.89%
- 🇭🇰 Hong Kong Exchanges2.17%
- 🇩🇪 FRA1.48%
- 🇬🇧 LSE1.28%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇺🇸 Chicago Board Options Exchange0.45%
- 🌍 FX0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.74%
- 🇨🇳 China4.29%
- 🇬🇧 United Kingdom2.92%
- 🇮🇱 Israel1.66%
- 🇩🇪 Germany1.48%
- 🇧🇷 Brazil0.46%
- 🇩🇰 Denmark0.46%
- 🇨🇦 Canada0.35%
- 🇮🇪 Ireland0.22%
- 🇭🇰 Hong Kong0.07%
Dividends
Dividend Yield
1.27%
33 out of 80 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.39% | 50.86% | $0.23 |
 BLOK | 0.07% | 4.54% | - |
 NOMD | 0.07% | 4.42% | $0.3 |
 ALLY | 0.07% | 2.89% | $1.2 |
 TW.L | 0.07% | 9.56% | $0.1 |
 SBGI | 0.06% | 7.14% | $1 |
 SWK | 0.06% | 4.4% | $3.24 |
 URA | 0.05% | 1.91% | - |
 01128.HK | 0.04% | 5.52% | $0.08 |
 IIPR | 0.04% | 13.42% | $7.34 |
 IEMG | 0.03% | 3.13% | - |
 06862.HK | 0.03% | 6.32% | $0.82 |
 DAN | 0.03% | 1.94% | $0.4 |
 CIVI | 0.03% | 5.64% | $2 |
 PFE | 0.03% | 6.98% | $1.66 |
 NKE | 0.02% | 2.15% | $1.45 |
 TKA.DE | 0.02% | 1.52% | $0.15 |
 UNH | 0.02% | 2.78% | $7.74 |
 ABEV | 0.02% | 4.32% | $0.13 |
 GDX | 0.02% | 0.77% | - |
 JD.US | 0.02% | 3.13% | $0.74 |
 BABA | 0.02% | 0.77% | $0.98 |
 MPW | 0.02% | 7.19% | $0.6 |
 GSK.L | 0.01% | 4.29% | $0.59 |
 HRL | 0.01% | 4.57% | $1.12 |
 EL | 0.01% | 1.6% | $2.64 |
 MU | 0.01% | 0.37% | $0.46 |
 0656.HK | 0% | 0.37% | $0.04 |
 02319.HK | 0% | 3.71% | $0.54 |
 LIT | 0% | 0.69% | - |
 VWS.CO | 0% | 0.44% | - |
 TAN | 0% | 0.48% | - |
 EBAY | 0% | -1.23% | $-1.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
CIVI | Ex-Dividend | Sep 11, 2025 | $0.50 |
EBAY | Pay Day | Sep 12, 2025 | -$0.29 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
SBGI | Pay Day | Sep 15, 2025 | $0.25 |
SWK | Pay Day | Sep 16, 2025 | $0.83 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
01128.HK | Pay Day | Sep 17, 2025 | $0.02 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
CIVI | Pay Day | Sep 25, 2025 | $0.50 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
ABEV | Pay Day | Oct 6, 2025 | $0.02 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
06862.HK | Pay Day | Oct 15, 2025 | $0.04 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
39.49
39.49
-2
0
2
40
40
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
39.49
39.49
-2
0
2
40
40
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.01
High:
MGNI
88.4MGNILow:
02319.HK
-177.1902319.HKDetails
PEG Ratio
34.66
High:
06862.HK
308.4706862.HKLow:
SYNT.L
-51.03SYNT.LDetails
Price/Book
5.6
High:
EBAY
8.99EBAYLow:
WIX
-70.17WIXDetails
Price/Sales
3.07
High:
COIN
10.1COINLow:
OMI
0.05OMIDetails
Price/CF
17.19
High:
HZO
51.16HZOLow:
ZIM
0.56ZIMDetails
Price/FCF
93.54
High:
EL
560.47ELLow:ZIM
0.87ZIMDetails
P/E Ratio
31.01
High:MGNI
88.4MGNILow:02319.HK
-177.1902319.HKDetails
PEG Ratio
34.66
High:06862.HK
308.4706862.HKLow:SYNT.L
-51.03SYNT.LDetails
Price/Book
5.6
High:EBAY
8.99EBAYLow:WIX
-70.17WIXDetails
Price/Sales
3.07
High:COIN
10.1COINLow:OMI
0.05OMIDetails
Price/CF
17.19
High:HZO
51.16HZOLow:ZIM
0.56ZIMDetails
Price/FCF
93.54
High:EL
560.47ELLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.88% | Jan 2018 | Mar 2021 | 38 |
-43.57% | Nov 2021 | Nov 2024 | 36 |
-19.67% | Feb 2025 | Jul 2025 | 5 |
-10.71% | May 2021 | Oct 2021 | 5 |
-2.16% | Oct 2017 | Nov 2017 | 1 |
-1.88% | Dec 2024 | Jan 2025 | 1 |
-0.19% | Sep 2025 | - | 1 |