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-3.19%
This Month
-10.4%
Year To Date
+30.1%
2 Years
+44.51%
5 Years
+44.51%
10 Years
+8.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.15%
- 🪙 Cryptocurrencies19.57%
- 🖥️ Technology Services10.83%
- 💻 Electronic Technology10.27%
- 💰 Finance6.5%
- 🧩 Miscellaneous5.43%
- 🚚 Transportation5.33%
- 🌾 Commodities4.83%
- 💵 Cash4.73%
- 🧬 Health Technology2.51%
- 🍞 Consumer Non Durables2.28%
- ⛏️ Energy Minerals1.46%
- 🪨 Non Energy Minerals1.26%
- 💇♀️ Consumer Services0.93%
- 🛍️ Retail Trade0.65%
- 🏥 Health Services0.56%
- 🛠️ Producer Manufacturing0.52%
- 💼 Commercial Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.08%
- 🇺🇸 Nasdaq29.03%
- 🌍 Digital Currency19.57%
- 🇬🇧 LSE8.54%
- 🌍 Commodity4.83%
- 🇺🇸 Chicago Board Options Exchange1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.65%
- 🇬🇧 United Kingdom7.37%
- 🇨🇱 Chile1.56%
- 🇳🇱 Netherlands1.46%
- 🇵🇪 Peru1.37%
- 🇨🇦 Canada1.26%
- 🇹🇼 Taiwan1.24%
- 🇸🇬 Singapore1.05%
- 🇰🇷 South Korea0.92%
- 🇱🇺 Luxembourg0.52%
- 🇺🇾 Uruguay0.46%
- 🇩🇰 Denmark0.46%
- 🇧🇲 Bermuda0.14%
- 🇮🇱 Israel0.09%
- 🇵🇷 Puerto Rico0.09%
Dividends
Dividend Yield
0.41%
21 out of 58 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 |
|---|---|---|---|
 SHEL.L | 0.05% | 3.48% | $0.8 |
 BAP | 0.04% | 3.2% | $9.27 |
 PEP | 0.04% | 3.49% | $5.15 |
 LTM | 0.04% | 2.34% | - |
 C | 0.03% | 2.14% | $2.12 |
 KO | 0.03% | 2.64% | $1.89 |
 JPM | 0.03% | 1.95% | $4.4 |
 B | 0.02% | 1.81% | $0.4 |
 MSFT | 0.02% | 0.86% | $3 |
 NVO | 0.02% | 3.45% | $0.98 |
 ZIM | 0.01% | 14.84% | $0.23 |
 DAL | 0.01% | 1.13% | $0.3 |
 NAT | 0.01% | 8.13% | $0.43 |
 TSM | 0.01% | 0.78% | $1.74 |
 LLY | 0.01% | 0.62% | $4.86 |
 BKNG | 0.01% | 0.93% | $17.5 |
 ASML | 0.01% | 0.54% | $5.57 |
 SMSN.L | 0.01% | 0.66% | $23.68 |
 GOOG | 0.01% | 0.28% | $0.2 |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.52
1.52
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
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.52
1.52
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
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.09
High:
PLTR
242.08PLTRLow:
RKLB
-191.35RKLBDetails
PEG Ratio
-158.86
High:JPM
1,118.42JPMLow:RKLB
-9,779.22RKLBDetails
Price/Book
10.42
High:PLTR
49.59PLTRLow:BKNG
-24.32BKNGDetails
Price/Sales
10.01
High:
SMR
126.87SMRLow:
TNYA
-TNYADetails
Price/CF
26.17
High:
MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
50.9
High:PEP
5,797.72PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
31.09
High:PLTR
242.08PLTRLow:RKLB
-191.35RKLBDetails
PEG Ratio
-158.86
High:JPM
1,118.42JPMLow:RKLB
-9,779.22RKLBDetails
Price/Book
10.42
High:PLTR
49.59PLTRLow:BKNG
-24.32BKNGDetails
Price/Sales
10.01
High:SMR
126.87SMRLow:TNYA
-TNYADetails
Price/CF
26.17
High:MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
50.9
High:PEP
5,797.72PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.36% | Nov 2021 | Mar 2024 | 28 |
-17.54% | Dec 2024 | May 2025 | 5 |
-16% | Nov 2025 | - | 5 |
-14.61% | Apr 2024 | Nov 2024 | 7 |