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-0.42%
This Month
+29.68%
Year To Date
+39.66%
2 Years
+5.21%
5 Years
-76.49%
10 Years
-20.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade43.02%
- 🚚 Transportation16.68%
- 🪙 Cryptocurrencies9.19%
- 🚗 Consumer Durables5.57%
- 💻 Electronic Technology4.55%
- 💰 Finance3.81%
- 📊 ETFs3.34%
- 💵 Cash3.34%
- 🖥️ Technology Services2.06%
- 🍞 Consumer Non Durables1.72%
- 🧬 Health Technology1.52%
- 💇♀️ Consumer Services1.12%
- 🧪 Process Industries1.09%
- 💼 Commercial Services1.08%
- ⛏️ Energy Minerals0.74%
- ⚡ Utilities0.71%
- 📡 Communications0.47%
- 🪨 Non Energy Minerals0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.22%
- 🇬🇧 LSE14.97%
- 🇺🇸 Nasdaq9.25%
- 🌍 Digital Currency9.19%
- 🇳🇴 Oslo Stock Exchange1.31%
- 🇩🇪 FRA1.03%
- 🇭🇰 Hong Kong Exchanges0.39%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇺🇸 Chicago Board Options Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇨🇳 China46.85%
- 🇺🇸 United States17.33%
- 🇬🇧 United Kingdom14.97%
- 🇳🇴 Norway1.31%
- 🇩🇪 Germany1.03%
- 🇫🇷 France0.85%
- 🇮🇱 Israel0.66%
- 🇧🇷 Brazil0.45%
- 🇮🇪 Ireland0.43%
- 🇫🇴 Faroe Islands0.39%
- 🇨🇦 Canada0.28%
Dividends
Dividend Yield
1.46%
27 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (20.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EZJ.L | 0.4% | 2.7% | $0.05 |
 BABA | 0.28% | 0.66% | $0.98 |
 ZIM | 0.14% | 20.91% | $0.23 |
 ORC | 0.08% | 19.7% | $1.56 |
 NAS.OL | 0.07% | 5.31% | - |
 FOBANK.CO | 0.06% | 15.26% | - |
 DEQ.DE | 0.05% | 14.43% | $1.32 |
 MBG.DE | 0.05% | 7.15% | $5.3 |
 PBR | 0.04% | 9.85% | $1.73 |
 EIX | 0.04% | 5.79% | $3.04 |
 MAA | 0.03% | 4.22% | $5.81 |
 SNY | 0.03% | 3.27% | $1.48 |
 KO | 0.03% | 2.9% | $1.89 |
 PG | 0.02% | 2.88% | $3.83 |
 T | 0.02% | 4.39% | $1.11 |
 MCD | 0.02% | 2.34% | $6.53 |
 PFE | 0.02% | 6.72% | $1.66 |
 HPQ | 0.01% | 4.55% | $1.1 |
 BAC | 0.01% | 2% | $0.96 |
 3323.HK | 0.01% | 3.23% | $0.25 |
 MDT.US | 0.01% | 2.77% | $2.77 |
 SHW | 0.01% | 0.94% | $2.64 |
 OXY | 0.01% | 2.26% | $0.8 |
 META | 0% | 0.31% | $1 |
 JDW.L | 0% | 1.72% | - |
 AAPL | 0% | 0.37% | $0.97 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.7/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-14.9
-14.9
-15
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.74
-1.74
-2
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-14.9
-14.9
-15
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.74
-1.74
-2
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.06
High:
INTC
4,128.3INTCLow:
RGTI
-20.03RGTIDetails
PEG Ratio
226.31
High:INTC
4,112.79INTCLow:
NIO
-88.03NIODetails
Price/Book
2.94
High:
AAPL
56.93AAPLLow:
MCD
-101.3MCDDetails
Price/Sales
3.19
High:RGTI
1,129.39RGTILow:
3323.HK
0.213323.HKDetails
Price/CF
21.71
High:
KO
37.25KOLow:
ZIM
0.61ZIMDetails
Price/FCF
32.47
High:
MAA
3,373.93MAALow:ZIM
1.1ZIMDetails
P/E Ratio
23.06
High:INTC
4,128.3INTCLow:RGTI
-20.03RGTIDetails
PEG Ratio
226.31
High:INTC
4,112.79INTCLow:NIO
-88.03NIODetails
Price/Book
2.94
High:AAPL
56.93AAPLLow:MCD
-101.3MCDDetails
Price/Sales
3.19
High:RGTI
1,129.39RGTILow:3323.HK
0.213323.HKDetails
Price/CF
21.71
High:KO
37.25KOLow:ZIM
0.61ZIMDetails
Price/FCF
32.47
High:MAA
3,373.93MAALow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.73% | Mar 2020 | - | 70 |
-10.15% | Nov 2019 | Feb 2020 | 3 |
-9.11% | Aug 2019 | Oct 2019 | 2 |