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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
- 🪙 Cryptocurrencies41.82%
- 🛍️ Retail Trade9.6%
- 💵 Cash7.94%
- 💰 Finance7.25%
- 📊 ETFs6.01%
- 🍞 Consumer Non Durables4.48%
- 🖥️ Technology Services3.5%
- 💇♀️ Consumer Services3.35%
- ⛏️ Energy Minerals2.65%
- 🚗 Consumer Durables2.43%
- 🛠️ Producer Manufacturing2.17%
- 🧬 Health Technology2%
- 🪨 Non Energy Minerals1.87%
- 🧪 Process Industries1.47%
- 🚚 Transportation1.37%
- 🏥 Health Services0.95%
- 📡 Communications0.91%
- 💼 Commercial Services0.45%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.82%
- 🇺🇸 NYSE30.85%
- 🇺🇸 Nasdaq13.75%
- 🇬🇧 LSE2.21%
- 🇭🇰 Hong Kong Exchanges2.09%
- 🇩🇪 FRA1.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.93%
- 🇨🇳 China5.23%
- 🇬🇧 United Kingdom3.91%
- 🇮🇱 Israel2.43%
- 🇩🇪 Germany1.58%
- 🇧🇷 Brazil0.98%
- 🇨🇦 Canada0.36%
- 🇮🇪 Ireland0.29%
Dividends
Dividend Yield
1.49%
27 out of 70 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.27% | 19.88% | $0.23 |
 CCOI | 0.12% | 13.19% | $3.84 |
 ASHM.L | 0.1% | 7.57% | $0.17 |
 NOMD | 0.1% | 5.69% | $0.3 |
 ALLY | 0.08% | 2.83% | $1.2 |
 TW.L | 0.08% | 8.82% | $0.1 |
 ABEV | 0.07% | 7.5% | $0.13 |
 CIVI | 0.07% | 7.55% | $2 |
 SBGI | 0.07% | 6.57% | $1 |
 SWK | 0.06% | 4.1% | $3.24 |
 01128.HK | 0.05% | 6.41% | $0.08 |
 EMN | 0.04% | 5.05% | $3.22 |
 CNXC | 0.04% | 3.45% | $1.18 |
 IIPR | 0.04% | 15.25% | $7.34 |
 OXY | 0.04% | 2.26% | $0.8 |
 NKE | 0.03% | 2.53% | $1.45 |
 06862.HK | 0.03% | 5.42% | $0.82 |
 MPW | 0.03% | 6.42% | $0.6 |
 DAN | 0.03% | 1.47% | $0.4 |
 PFE | 0.03% | 6.74% | $1.66 |
 UNH | 0.02% | 2.59% | $7.74 |
 TKA.DE | 0.02% | 1.44% | $0.15 |
 JD.US | 0.02% | 3.4% | $0.74 |
 BABA | 0.02% | 0.62% | $0.98 |
 AIN | 0.01% | 1.93% | $1.03 |
 0656.HK | 0% | 0.49% | $0.04 |
 BBW | -0.01% | -1.35% | $-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
29.88
High:DAN
61.68DANLow:
CRWV
-52.38CRWVDetails
PEG Ratio
46.81
High:
MNST
363.34MNSTLow:CRWV
-263.26CRWVDetails
Price/Book
5.11
High:CRWV
12.22CRWVLow:CCOI
-28.99CCOIDetails
Price/Sales
2.93
High:CRWV
11CRWVLow:
OMI
0.03OMIDetails
Price/CF
17.42
High:CCOI
183.57CCOILow:ZIM
0.61ZIMDetails
Price/FCF
103.59
High:NKE
947.69NKELow:ZIM
1.1ZIMDetails
P/E Ratio
29.88
High:DAN
61.68DANLow:CRWV
-52.38CRWVDetails
PEG Ratio
46.81
High:MNST
363.34MNSTLow:CRWV
-263.26CRWVDetails
Price/Book
5.11
High:CRWV
12.22CRWVLow:CCOI
-28.99CCOIDetails
Price/Sales
2.93
High:CRWV
11CRWVLow:OMI
0.03OMIDetails
Price/CF
17.42
High:CCOI
183.57CCOILow:ZIM
0.61ZIMDetails
Price/FCF
103.59
High:NKE
947.69NKELow: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 |