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+0.47%
This Month
+12.87%
Year To Date
+44.48%
2 Years
+38.37%
5 Years
+38.37%
10 Years
+8.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.38%
- 📊 ETFs20.41%
- 💵 Cash19.03%
- 🪙 Cryptocurrencies11.5%
- 🚗 Consumer Durables6.58%
- 🚚 Transportation3.63%
- 🧪 Process Industries3.43%
- 🏭 Industrial Services2.43%
- ⛏️ Energy Minerals2.41%
- 🧬 Health Technology2.33%
- 🧩 Miscellaneous2.3%
- 💇♀️ Consumer Services1.5%
- 🪨 Non Energy Minerals1.32%
- 🛠️ Producer Manufacturing1.13%
- 🍞 Consumer Non Durables0.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.23%
- 🇬🇧 LSE15.18%
- 🌍 Digital Currency11.5%
- 🇺🇸 Nasdaq6.12%
- 🇫🇷 Euronext Paris1.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.91%
- 🇬🇧 United Kingdom15.63%
- 🇮🇱 Israel3.63%
- 🇧🇷 Brazil1.51%
- 🇫🇷 France1.13%
- 🇨🇭 Switzerland0.44%
Dividends
Dividend Yield
2.26%
19 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (21.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.78% | 21.54% | $0.23 |
 LLOY.L | 0.34% | 3.48% | $0.03 |
 PBR | 0.15% | 9.87% | $1.73 |
 AV.L | 0.15% | 5.8% | $0.33 |
 AM | 0.12% | 4.98% | $0.9 |
 SSSS | 0.12% | 5.21% | $7.25 |
 JPM | 0.12% | 1.78% | $4.4 |
 HIK.L | 0.09% | 4.05% | $0.57 |
 RGA | 0.09% | 1.92% | $3.4 |
 KBH | 0.06% | 1.52% | $0.85 |
 RIO | 0.04% | 4.99% | $4.34 |
 ECL | 0.03% | 0.98% | $2.24 |
 PNC | 0.03% | 3.34% | $6.2 |
 TROW | 0.03% | 4.85% | $4.92 |
 PG | 0.02% | 2.85% | $3.83 |
 OXY | 0.02% | 2.26% | $0.8 |
 SU.PA | 0.02% | 1.7% | $3.5 |
 PHM | 0.02% | 0.71% | $0.76 |
 GHC | 0.01% | 0.65% | $6.81 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.17
-1.17
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.17
-1.17
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.77
High:
WBD
130.97WBDLow:
FXPO.L
-1.73FXPO.LDetails
PEG Ratio
153.75
High:
TROW
2,719.92TROWLow:
SSSS
1.57SSSSDetails
Price/Book
2.29
High:
ECL
7.7ECLLow:
ZIM
0.6ZIMDetails
Price/Sales
2.71
High:SSSS
7.35SSSSLow:ZIM
0.32ZIMDetails
Price/CF
13.73
High:ECL
29.73ECLLow:ZIM
0.61ZIMDetails
Price/FCF
27.58
High:FXPO.L
163.31FXPO.LLow:ZIM
1.1ZIMDetails
P/E Ratio
15.77
High:WBD
130.97WBDLow:FXPO.L
-1.73FXPO.LDetails
PEG Ratio
153.75
High:TROW
2,719.92TROWLow:SSSS
1.57SSSSDetails
Price/Book
2.29
High:ECL
7.7ECLLow:ZIM
0.6ZIMDetails
Price/Sales
2.71
High:SSSS
7.35SSSSLow:ZIM
0.32ZIMDetails
Price/CF
13.73
High:ECL
29.73ECLLow:ZIM
0.61ZIMDetails
Price/FCF
27.58
High:FXPO.L
163.31FXPO.LLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.72% | Jan 2022 | Feb 2024 | 25 |
-7.17% | Feb 2025 | Jun 2025 | 4 |
-3.73% | Dec 2024 | Jan 2025 | 1 |
-3.33% | Apr 2024 | May 2024 | 1 |
-1.63% | Oct 2024 | Nov 2024 | 1 |
-0.91% | Jun 2024 | Jul 2024 | 1 |
-0.63% | Oct 2025 | - | 3 |
-0.23% | Aug 2024 | Sep 2024 | 1 |