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+2.03%
This Month
+2.03%
Year To Date
+49.84%
2 Years
+98.88%
5 Years
+447.4%
10 Years
+22.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.86%
- 🛍️ Retail Trade9.9%
- 💵 Cash7.46%
- 💰 Finance7.15%
- 📊 ETFs6.17%
- 🍞 Consumer Non Durables4.98%
- 🖥️ Technology Services3.54%
- 💇♀️ Consumer Services3.38%
- ⛏️ Energy Minerals2.68%
- 🛠️ Producer Manufacturing2.44%
- 🚗 Consumer Durables2.42%
- 🪨 Non Energy Minerals2%
- 🧬 Health Technology1.96%
- 🧪 Process Industries1.5%
- 🚚 Transportation1.4%
- 🏥 Health Services1.01%
- 📡 Communications0.95%
- 💼 Commercial Services0.46%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.86%
- 🇺🇸 NYSE31.68%
- 🇺🇸 Nasdaq14.25%
- 🇬🇧 LSE2.23%
- 🇭🇰 Hong Kong Exchanges2.11%
- 🇩🇪 FRA1.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.75%
- 🇨🇳 China5.48%
- 🇬🇧 United Kingdom3.94%
- 🇮🇱 Israel2.49%
- 🇩🇪 Germany1.69%
- 🇧🇷 Brazil1.03%
- 🇨🇦 Canada0.35%
- 🇮🇪 Ireland0.31%
Dividends
Dividend Yield
1.48%
27 out of 70 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.27% | 19.2% | $0.23 |
 CCOI | 0.12% | 12.37% | $3.84 |
 ASHM.L | 0.1% | 7.37% | $0.17 |
 NOMD | 0.1% | 5.74% | $0.3 |
 ALLY | 0.08% | 2.88% | $1.2 |
 TW.L | 0.07% | 8.7% | $0.1 |
 ABEV | 0.07% | 7.2% | $0.13 |
 CIVI | 0.07% | 7.38% | $2 |
 SBGI | 0.07% | 6.45% | $1 |
 SWK | 0.06% | 3.96% | $3.24 |
 01128.HK | 0.05% | 6.3% | $0.08 |
 EMN | 0.04% | 4.85% | $3.22 |
 IIPR | 0.04% | 15.3% | $7.34 |
 CNXC | 0.04% | 3.17% | $1.18 |
 OXY | 0.04% | 2.23% | $0.8 |
 MPW | 0.03% | 6.48% | $0.6 |
 06862.HK | 0.03% | 5.35% | $0.82 |
 NKE | 0.03% | 2.46% | $1.45 |
 DAN | 0.03% | 1.3% | $0.4 |
 PFE | 0.03% | 6.61% | $1.66 |
 UNH | 0.02% | 2.47% | $7.74 |
 TKA.DE | 0.02% | 1.37% | $0.15 |
 JD.US | 0.02% | 3.27% | $0.74 |
 BABA | 0.02% | 0.58% | $0.98 |
 AIN | 0.01% | 1.88% | $1.03 |
 0656.HK | 0% | 0.48% | $0.04 |
 BBW | -0.01% | -1.38% | $-0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
34.22
34.22
-2
0
2
35
35
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
34.22
34.22
-2
0
2
35
35
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.98
High:DAN
68.38DANLow:
CRWV
-51.74CRWVDetails
PEG Ratio
53.6
High:
MNST
363.89MNSTLow:CRWV
-260.04CRWVDetails
Price/Book
5.11
High:CRWV
12.07CRWVLow:CCOI
-29.75CCOIDetails
Price/Sales
2.93
High:CRWV
10.87CRWVLow:
OMI
0.02OMIDetails
Price/CF
17.43
High:CCOI
183.57CCOILow:ZIM
0.61ZIMDetails
Price/FCF
153.28
High:BABA
1,196.48BABALow:ZIM
1.1ZIMDetails
P/E Ratio
29.98
High:DAN
68.38DANLow:CRWV
-51.74CRWVDetails
PEG Ratio
53.6
High:MNST
363.89MNSTLow:CRWV
-260.04CRWVDetails
Price/Book
5.11
High:CRWV
12.07CRWVLow:CCOI
-29.75CCOIDetails
Price/Sales
2.93
High:CRWV
10.87CRWVLow:OMI
0.02OMIDetails
Price/CF
17.43
High:CCOI
183.57CCOILow:ZIM
0.61ZIMDetails
Price/FCF
153.28
High:BABA
1,196.48BABALow:ZIM
1.1ZIMDetails
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 |
-17.31% | Oct 2025 | - | 4 |
-10.71% | May 2021 | Oct 2021 | 5 |
-2.16% | Oct 2017 | Nov 2017 | 1 |
-1.88% | Dec 2024 | Jan 2025 | 1 |