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+2.21%
Today
+19.01%
This Month
+13.75%
Year To Date
+80.41%
2 Years
+448.54%
5 Years
+26.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies51.13%
- š ETFs14.13%
- šļø Retail Trade7.21%
- š° Finance5.9%
- š Consumer Non Durables4.3%
- šāāļø Consumer Services3.12%
- š» Electronic Technology2.64%
- š Consumer Durables1.95%
- š§¬ Health Technology1.9%
- šŖØ Non Energy Minerals1.81%
- š„ļø Technology Services1.57%
- š ļø Producer Manufacturing1.56%
- šµ Cash1.47%
- š Transportation0.87%
- š¼ Commercial Services0.45%
- š„ Health Services0.31%
- š§Ŗ Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency51.13%
- šŗšø NYSE29.01%
- šŗšø Nasdaq11.81%
- šš° Hong Kong Exchanges2.22%
- š¬š§ LSE2.16%
- š©šŖ FRA1.65%
- šŗšø Chicago Board Options Exchange0.45%
- š©š° Copenhagen Stock Exchange0.43%
Countries Breakdown
- Country
- Total
- šŗšø United States20.02%
- šØš³ China4.14%
- š¬š§ United Kingdom3.24%
- š®š± Israel1.76%
- š©šŖ Germany1.65%
- š°š· South Korea0.78%
- š§š· Brazil0.48%
- š©š° Denmark0.43%
- šØš¦ Canada0.3%
- šš° Hong Kong0.08%
Dividends
Dividend Yield
1.3%
35 out of 80 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.43% | 49.42% | $0.23 |
 BLOK | 0.09% | 5.36% | - |
 NOMD | 0.07% | 3.67% | $0.3 |
 TW.L | 0.07% | 8.6% | $0.1 |
 ALLY | 0.07% | 3.01% | $1.2 |
 SBGI | 0.06% | 6.8% | $1 |
 URA | 0.06% | 2.39% | - |
 SWK | 0.05% | 4.68% | $3.24 |
 IIPR | 0.04% | 14.48% | $7.34 |
 06862.HK | 0.03% | 6.47% | $0.82 |
 01128.HK | 0.03% | 4.08% | $0.08 |
 IEMG | 0.03% | 2.95% | - |
 DAN | 0.03% | 2.45% | $0.4 |
 PFE | 0.03% | 6.99% | $1.66 |
 TKA.DE | 0.02% | 1.39% | $0.15 |
 NKE | 0.02% | 2.17% | $1.45 |
 ABEV | 0.02% | 4.14% | $0.13 |
 JD.US | 0.02% | 2.89% | $0.74 |
 BABA | 0.02% | 0.86% | $0.98 |
 GDX | 0.02% | 0.8% | - |
 SMSN.L | 0.02% | 1.95% | $23.68 |
 MPW | 0.02% | 7.84% | $0.6 |
 GSK.L | 0.01% | 4.6% | $0.59 |
 EL | 0.01% | 1.96% | $2.64 |
 HRL | 0.01% | 3.96% | $1.12 |
 UNH | 0.01% | 3.01% | $7.74 |
 REMX | 0.01% | 2.74% | - |
 MU | 0.01% | 0.4% | $0.46 |
 3323.HK | 0.01% | 3.91% | $0.25 |
 LIT | 0% | 1.04% | - |
 0656.HK | 0% | 0.4% | $0.04 |
 RMD | 0% | 0.82% | $1.92 |
 02319.HK | 0% | 3.29% | $0.54 |
 VWS.CO | 0% | 0.46% | - |
 TAN | 0% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Jul 22, 2025 | $0.12 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
ALLY | Ex-Dividend | Aug 1, 2025 | $0.30 |
ALLY | Pay Day | Aug 15, 2025 | $0.30 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
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 6.7/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
39.25
39.25
-2
0
2
40
40
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.03
3.03
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
39.25
39.25
-2
0
2
40
40
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.03
3.03
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.7
High:
02319.HK
603.5602319.HKLow:
DAN
-67.2DANDetails
PEG Ratio
178.48
High:
COIN
1,544.76COINLow:
BHC
-64.07BHCDetails
Price/Book
5.27
High:COIN
10.21COINLow:
WIX
-51.59WIXDetails
Price/Sales
3.08
High:COIN
16.47COINLow:
OMI
0.06OMIDetails
Price/CF
15.38
High:
HZO
42HZOLow:
ZIM
0.46ZIMDetails
Price/FCF
63
High:OMI
315.31OMILow:ZIM
0.6ZIMDetails
P/E Ratio
32.7
High:02319.HK
603.5602319.HKLow:DAN
-67.2DANDetails
PEG Ratio
178.48
High:COIN
1,544.76COINLow:BHC
-64.07BHCDetails
Price/Book
5.27
High:COIN
10.21COINLow:WIX
-51.59WIXDetails
Price/Sales
3.08
High:COIN
16.47COINLow:OMI
0.06OMIDetails
Price/CF
15.38
High:HZO
42HZOLow:ZIM
0.46ZIMDetails
Price/FCF
63
High:OMI
315.31OMILow:ZIM
0.6ZIMDetails
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 |