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-1.96%
This Month
+4.03%
Year To Date
+29.28%
2 Years
-9.25%
5 Years
+31.57%
10 Years
+4.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.55%
- 💼 Commercial Services15.66%
- 🚚 Transportation10.49%
- 💇♀️ Consumer Services10.06%
- 🚗 Consumer Durables6.35%
- 📊 ETFs6.22%
- 🛍️ Retail Trade6.19%
- 💰 Finance5.02%
- 💻 Electronic Technology4.01%
- 💵 Cash3.92%
- 🍞 Consumer Non Durables3.58%
- 🧬 Health Technology0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.11%
- 🇺🇸 Nasdaq34.49%
- 🇩🇪 FRA7.38%
- 🇬🇧 LSE1.56%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.54%
- 🇨🇳 China21.7%
- 🇩🇪 Germany9.8%
- 🇮🇱 Israel5.45%
- 🇨🇾 Cyprus4.26%
- 🇬🇧 United Kingdom1.56%
Dividends
Dividend Yield
2%
10 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (20.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NLY | Ex-Dividend | Sep 30, 2026 | $0.70 |
 ARR | Ex-Dividend | Oct 15, 2026 | $0.24 |
 PG | Ex-Dividend | Oct 24, 2026 | $1.09 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 SWBI | Ex-Dividend | Dec 17, 2026 | $0.13 |
 ZIM | Ex-Dividend | Dec 20, 2026 | $0.88 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 VIPS | Ex-Dividend | Apr 10, 2027 | $0.62 |
 DHL.DE | Ex-Dividend | May 6, 2027 | $2.05 |
 VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 3.1/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.37
-6.37
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.37
-6.37
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.67
High:
COIN
59.82COINLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
3.49
High:PG
267.01PGLow:
SNOW
-451.99SNOWDetails
Price/Book
1.74
High:
JMIA
66.42JMIALow:
SCPX
-0.1SCPXDetails
Price/Sales
1.33
High:SNOW
17.94SNOWLow:SCPX
0.08SCPXDetails
Price/CF
11.27
High:
QIWI
52.7QIWILow:
WIZZ.L
0.99WIZZ.LDetails
Price/FCF
27.04
High:PG
71.92PGLow:WIZZ.L
2.78WIZZ.LDetails
P/E Ratio
19.67
High:COIN
59.82COINLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
3.49
High:PG
267.01PGLow:SNOW
-451.99SNOWDetails
Price/Book
1.74
High:JMIA
66.42JMIALow:SCPX
-0.1SCPXDetails
Price/Sales
1.33
High:SNOW
17.94SNOWLow:SCPX
0.08SCPXDetails
Price/CF
11.27
High:QIWI
52.7QIWILow:WIZZ.L
0.99WIZZ.LDetails
Price/FCF
27.04
High:PG
71.92PGLow:WIZZ.L
2.78WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.14% | Feb 2021 | - | 68 |
-3.41% | Apr 2020 | May 2020 | 1 |
-2.94% | Sep 2020 | Nov 2020 | 2 |
-0.12% | Jun 2020 | Jul 2020 | 1 |