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+0.78%
Today
-4.24%
This Month
-19.1%
Year To Date
+35.72%
2 Years
+426.4%
5 Years
+22.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies44.37%
- š ETFs16.29%
- šļø Retail Trade7.99%
- š° Finance5.83%
- š Consumer Non Durables5.77%
- šāāļø Consumer Services3.81%
- š§¬ Health Technology2.78%
- š Consumer Durables2.46%
- š» Electronic Technology2.46%
- šŖØ Non Energy Minerals2.45%
- š ļø Producer Manufacturing1.58%
- š„ļø Technology Services1.43%
- š Transportation1.09%
- šµ Cash0.84%
- āļø Energy Minerals0.78%
- š§Ŗ Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency44.37%
- šŗšø NYSE34.75%
- šŗšø Nasdaq11.35%
- šš° Hong Kong Exchanges2.82%
- š¬š§ LSE2.76%
- š©šŖ FRA2.24%
- š©š° Copenhagen Stock Exchange0.43%
- šŗšø Chicago Board Options Exchange0.37%
Countries Breakdown
- Country
- Total
- šŗšø United States20.24%
- šØš³ China5.49%
- š¬š§ United Kingdom4.82%
- š®š± Israel2.39%
- š©šŖ Germany2.24%
- š°š· South Korea0.88%
- š§š· Brazil0.69%
- š©š° Denmark0.43%
- šØš¦ Canada0.34%
- šš° Hong Kong0.12%
Dividends
Dividend Yield
1.74%
35 out of 79 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (51.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.56% | 51.78% | $0.23 |
 BLOK | 0.1% | 7% | - |
 TW.L | 0.09% | 8.43% | $0.1 |
 NOMD | 0.09% | 3.16% | $0.3 |
 ALLY | 0.09% | 3.79% | $1.2 |
 SBGI | 0.08% | 7.07% | $1 |
 SWK | 0.08% | 5.72% | $3.24 |
 URA | 0.07% | 3.36% | - |
 IIPR | 0.05% | 14.73% | $7.34 |
 06862.HK | 0.04% | 5.19% | $0.82 |
 01128.HK | 0.04% | 5.27% | $0.08 |
 DAN | 0.04% | 3.4% | $0.4 |
 IEMG | 0.04% | 3.1% | - |
 TKA.DE | 0.04% | 1.59% | $0.15 |
 PFE | 0.04% | 7.63% | $1.66 |
 NKE | 0.03% | 2.76% | $1.45 |
 ABEV | 0.03% | 4.14% | $0.13 |
 GDX | 0.03% | 0.88% | - |
 MPW | 0.03% | 7.16% | $0.6 |
 JD.US | 0.03% | 2.82% | $0.74 |
 BABA | 0.02% | 0.9% | $0.98 |
 SMSN.L | 0.02% | 2.48% | $23.68 |
 EL | 0.02% | 3.71% | $2.64 |
 GSK.L | 0.02% | 4.57% | $0.59 |
 HRL | 0.02% | 3.74% | $1.12 |
 MU | 0.01% | 0.67% | $0.46 |
 3323.HK | 0.01% | 4.21% | $0.25 |
 REMX | 0.01% | 2.51% | - |
 RMD | 0.01% | 0.97% | $1.92 |
 CRK | 0% | 0.6% | $0.5 |
 0656.HK | 0% | 0.5% | $0.04 |
 LIT | 0% | 0.98% | - |
 02319.HK | 0% | 2.78% | $0.54 |
 VWS.CO | 0% | 0.63% | - |
 TAN | 0% | 0.54% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
3323.HK | Ex-Dividend | Apr 30, 2025 | $0.02 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
HRL | Pay Day | May 15, 2025 | $0.29 |
06862.HK | Ex-Dividend | May 21, 2025 | $0.06 |
01128.HK | Ex-Dividend | May 27, 2025 | $0.02 |
0656.HK | Ex-Dividend | Jun 11, 2025 | $0.00 |
01128.HK | Pay Day | Jun 11, 2025 | $0.02 |
02319.HK | Ex-Dividend | Jun 16, 2025 | $0.07 |
IEMG | Pay Day | Jun 17, 2025 | $0.51 |
06862.HK | Pay Day | Jun 19, 2025 | $0.06 |
02319.HK | Pay Day | Jun 27, 2025 | $0.07 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
0656.HK | Pay Day | Jul 16, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
REMX | Pay Day | Dec 24, 2025 | $1.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 6.6/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
40.53
40.53
-2
0
2
41
41
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
40.53
40.53
-2
0
2
41
41
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
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
27.11
High:
02319.HK
693.9502319.HKLow:
BHC
-40.7BHCDetails
PEG Ratio
68.14
High:
INMD
1,679.39INMDLow:
MARS.L
-120.3MARS.LDetails
Price/Book
4.12
High:
06862.HK
8.4906862.HKLow:
WIX
-113.77WIXDetails
Price/Sales
2.4
High:
COIN
6.7COINLow:
OMI
0.05OMIDetails
Price/CF
16.2
High:
GME
82.66GMELow:
ZIM
0.79ZIMDetails
Price/FCF
50.27
High:
MU
1,171.75MULow:ZIM
1.04ZIMDetails
P/E Ratio
27.11
High:02319.HK
693.9502319.HKLow:BHC
-40.7BHCDetails
PEG Ratio
68.14
High:INMD
1,679.39INMDLow:MARS.L
-120.3MARS.LDetails
Price/Book
4.12
High:06862.HK
8.4906862.HKLow:WIX
-113.77WIXDetails
Price/Sales
2.4
High:COIN
6.7COINLow:OMI
0.05OMIDetails
Price/CF
16.2
High:GME
82.66GMELow:ZIM
0.79ZIMDetails
Price/FCF
50.27
High:MU
1,171.75MULow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.88% | Jan 2018 | Mar 2021 | 38 |
-43.57% | Nov 2021 | Nov 2024 | 36 |
-23.67% | Feb 2025 | - | 3 |
-10.71% | May 2021 | Oct 2021 | 5 |
-2.16% | Oct 2017 | Nov 2017 | 1 |
-1.88% | Dec 2024 | Jan 2025 | 1 |