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+1.88%
This Month
+0.77%
Year To Date
+50.13%
2 Years
+174.23%
5 Years
+467.83%
10 Years
+23.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.87%
- 💵 Cash10.03%
- 🛍️ Retail Trade9.83%
- 📊 ETFs9.38%
- 💰 Finance5.97%
- 🍞 Consumer Non Durables4.64%
- 🖥️ Technology Services3.71%
- 💇♀️ Consumer Services3.46%
- 🛠️ Producer Manufacturing2.22%
- 🚗 Consumer Durables2.15%
- 🪨 Non Energy Minerals1.64%
- 🧬 Health Technology1.48%
- 🚚 Transportation1.3%
- ⛏️ Energy Minerals1.05%
- 🧪 Process Industries0.95%
- 🏥 Health Services0.93%
- 📡 Communications0.44%
- 💼 Commercial Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.87%
- 🇺🇸 NYSE30.41%
- 🇺🇸 Nasdaq13.65%
- 🇭🇰 Hong Kong Exchanges2.27%
- 🇩🇪 FRA1.9%
- 🇬🇧 LSE0.81%
- 🇺🇸 Chicago Board Options Exchange0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.92%
- 🇨🇳 China5.06%
- 🇬🇧 United Kingdom2.26%
- 🇮🇱 Israel2.1%
- 🇩🇪 Germany1.9%
- 🇦🇺 Australia1.83%
- 🇧🇷 Brazil0.58%
- 🇨🇦 Canada0.39%
- 🇮🇪 Ireland0.24%
- 🇭🇰 Hong Kong0.07%
Dividends
Dividend Yield
1.15%
28 out of 81 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (20.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.27% | 20.91% | $0.23 |
 NOMD | 0.08% | 5.6% | $0.3 |
 ALLY | 0.07% | 2.84% | $1.2 |
 TW.L | 0.07% | 9.16% | $0.1 |
 CCOI | 0.07% | 16.18% | $3.84 |
 CIVI | 0.07% | 6.62% | $2 |
 SBGI | 0.07% | 6.72% | $1 |
 SWK | 0.06% | 4.61% | $3.24 |
 01128.HK | 0.05% | 5.74% | $0.08 |
 IIPR | 0.04% | 14.92% | $7.34 |
 06862.HK | 0.03% | 6.09% | $0.82 |
 DAN | 0.03% | 1.84% | $0.4 |
 PFE | 0.03% | 6.72% | $1.66 |
 EMN | 0.03% | 5.48% | $3.22 |
 NKE | 0.02% | 2.45% | $1.45 |
 UNH | 0.02% | 2.65% | $7.74 |
 TKA.DE | 0.02% | 1.63% | $0.15 |
 ABEV | 0.02% | 3.75% | $0.13 |
 JD.US | 0.02% | 3.3% | $0.74 |
 BABA | 0.02% | 0.66% | $0.98 |
 MPW | 0.02% | 5.89% | $0.6 |
 HRL | 0.01% | 4.81% | $1.12 |
 AIN | 0.01% | 2.23% | $1.03 |
 EL | 0.01% | 1.36% | $2.64 |
 0656.HK | 0% | 0.4% | $0.04 |
 02319.HK | 0% | 3.77% | $0.54 |
 EBAY | 0% | -1.42% | $-1.04 |
 BBW | -0.01% | -1.76% | $-0.4 |
Performance Metrics
Score 6.6/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
35.35
35.35
-2
0
2
36
36
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
35.35
35.35
-2
0
2
36
36
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.46
High:
WBD
130.97WBDLow:
02319.HK
-174.5902319.HKDetails
PEG Ratio
54.74
High:
ABEV
339.6ABEVLow:
CRWV
-219.43CRWVDetails
Price/Book
5.19
High:CRWV
10.18CRWVLow:
CCOI
-24.57CCOIDetails
Price/Sales
2.98
High:
IREN
23.2IRENLow:
OMI
0.03OMIDetails
Price/CF
17.86
High:CCOI
183.57CCOILow:
ZIM
0.61ZIMDetails
Price/FCF
101.29
High:
EMN
519.71EMNLow:ZIM
1.1ZIMDetails
P/E Ratio
30.46
High:WBD
130.97WBDLow:02319.HK
-174.5902319.HKDetails
PEG Ratio
54.74
High:ABEV
339.6ABEVLow:CRWV
-219.43CRWVDetails
Price/Book
5.19
High:CRWV
10.18CRWVLow:CCOI
-24.57CCOIDetails
Price/Sales
2.98
High:IREN
23.2IRENLow:OMI
0.03OMIDetails
Price/CF
17.86
High:CCOI
183.57CCOILow:ZIM
0.61ZIMDetails
Price/FCF
101.29
High:EMN
519.71EMNLow: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 |
-14.1% | Oct 2025 | - | 3 |
-10.71% | May 2021 | Oct 2021 | 5 |
-2.16% | Oct 2017 | Nov 2017 | 1 |
-1.88% | Dec 2024 | Jan 2025 | 1 |