Loading...
-4.66%
This Month
+2.41%
Year To Date
+30.06%
2 Years
+18.74%
5 Years
+69.55%
10 Years
+7.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs82.05%
- 🚚 Transportation5.1%
- 💵 Cash1.91%
- 💰 Finance1.62%
- 🪙 Cryptocurrencies1.47%
- ⛏️ Energy Minerals1.41%
- 🧬 Health Technology1.11%
- 🛍️ Retail Trade0.9%
- 🍞 Consumer Non Durables0.76%
- 💻 Electronic Technology0.74%
- 🧪 Process Industries0.71%
- 🖥️ Technology Services0.64%
- 💇♀️ Consumer Services0.38%
- 🚗 Consumer Durables0.28%
- 💼 Commercial Services0.19%
- 📦 Distribution Services0.14%
- 🏭 Industrial Services0.05%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.96%
- 🇺🇸 Nasdaq11%
- 🇩🇪 Xetra ETFs9.73%
- 🇬🇧 LSE6.67%
- 🇺🇸 Chicago Board Options Exchange1.8%
- 🌍 Digital Currency1.47%
- 🇳🇴 Oslo Stock Exchange1.19%
- 🇩🇪 FRA1.19%
- 🇫🇷 Euronext Paris1%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇭🇰 Hong Kong Exchanges0.2%
- Regular Trading Hours - RTH0.04%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom4.59%
- 🇺🇸 United States2.67%
- 🇩🇪 Germany1.67%
- 🇳🇴 Norway1.19%
- 🇫🇷 France0.88%
- 🇮🇹 Italy0.74%
- 🇨🇦 Canada0.48%
- 🇩🇰 Denmark0.47%
- 🇮🇱 Israel0.39%
- 🇨🇭 Switzerland0.39%
- 🇦🇺 Australia0.31%
- 🇨🇳 China0.2%
- 🇸🇪 Sweden0.07%
Dividends
Dividend Yield
0.45%
22 out of 135 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (14.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.08% | 9.93% | $5.9 |
 EZJ.L | 0.04% | 3.11% | $0.05 |
 IAG.L | 0.04% | 1.82% | - |
 STWD | 0.04% | 10.61% | $1.92 |
 AKRBP.OL | 0.03% | 8.5% | $24.77 |
 E | 0.03% | 3.42% | $1.46 |
 LTC.US | 0.02% | 5.91% | $2.28 |
 GNL | 0.02% | 8.03% | $1.38 |
 VOW3.DE | 0.02% | 6.71% | $9.06 |
 TRIG.L | 0.02% | 10.96% | $0.07 |
 LYB | 0.02% | 7.66% | $5.09 |
 ZIM | 0.02% | 14.84% | $0.23 |
 ADC | 0.02% | 3.77% | $2.96 |
 WDS | 0.02% | 4.93% | $1.36 |
 DOW | 0.01% | 5.36% | $2.8 |
 ICL | 0.01% | 3.69% | $0.21 |
 MAERSKB.CO | 0.01% | 2.86% | $515 |
 KER.PA | 0.01% | 1.14% | $14 |
 NVO | 0% | 3.45% | $0.98 |
 GLEN.L | 0% | 2.41% | $0.1 |
 1618.HK | 0% | 3.41% | $0.07 |
 0700.HK | 0% | 0.9% | $3.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.44
-4.44
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.44
-4.44
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16
High:KER.PA
430.9KER.PALow:LYB
-26.48LYBDetails
PEG Ratio
90.73
High:E
429.24ELow:
JMIA
-20.85JMIADetails
Price/Book
1.48
High:JMIA
37.48JMIALow:
BYND
-0.08BYNDDetails
Price/Sales
0.82
High:
CRSP
1,628.53CRSPLow:
RCKT
-RCKTDetails
Price/CF
5.67
High:0700.HK
190700.HKLow:ZIM
0.61ZIMDetails
Price/FCF
18.93
High:GNL
941.66GNLLow:ZIM
1.1ZIMDetails
P/E Ratio
16
High:KER.PA
430.9KER.PALow:LYB
-26.48LYBDetails
PEG Ratio
90.73
High:E
429.24ELow:JMIA
-20.85JMIADetails
Price/Book
1.48
High:JMIA
37.48JMIALow:BYND
-0.08BYNDDetails
Price/Sales
0.82
High:CRSP
1,628.53CRSPLow:RCKT
-RCKTDetails
Price/CF
5.67
High:0700.HK
190700.HKLow:ZIM
0.61ZIMDetails
Price/FCF
18.93
High:GNL
941.66GNLLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.49% | Sep 2021 | Nov 2024 | 38 |
-19.77% | Jun 2020 | Nov 2020 | 5 |
-19.13% | Dec 2024 | Aug 2025 | 8 |
-17.36% | Jul 2018 | Jan 2020 | 18 |
-5.73% | Feb 2020 | Apr 2020 | 2 |
-4.66% | Mar 2026 | - | 1 |
-3.78% | Jul 2021 | Aug 2021 | 1 |
-1.1% | Dec 2025 | Jan 2026 | 1 |
-0.63% | Mar 2021 | May 2021 | 2 |