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-6.1%
This Month
-2.33%
Year To Date
+59.69%
2 Years
+29.21%
5 Years
+426.64%
10 Years
+18.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.88%
- 🖥️ Technology Services21.63%
- 🏭 Industrial Services10.95%
- 💻 Electronic Technology8.44%
- 🚚 Transportation7.01%
- 🧬 Health Technology3.87%
- 🚗 Consumer Durables3.68%
- 🛍️ Retail Trade3.43%
- 💵 Cash2.66%
- ⚡ Utilities2.56%
- ⛏️ Energy Minerals2.28%
- 🛠️ Producer Manufacturing2.21%
- 💼 Commercial Services1.57%
- 🧪 Process Industries1.53%
- 🏥 Health Services1.51%
- 📊 ETFs1.44%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.12%
- 🇺🇸 Nasdaq27.69%
- 🌍 Digital Currency22.88%
- 🇩🇪 FRA3.69%
- 🇸🇦 Tadawul2.28%
- 🇩🇰 Copenhagen Stock Exchange1.74%
- 🇮🇹 Borsa Italiana0.57%
- 🇫🇷 Euronext Paris0.53%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇺🇸 OTC Markets Stock Exchange0.11%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.42%
- 🇮🇱 Israel10.99%
- 🇩🇪 Germany3.9%
- 🇩🇰 Denmark2.51%
- 🇨🇳 China2.41%
- 🇸🇦 Saudi Arabia2.28%
- 🇬🇷 Greece1.62%
- 🇮🇹 Italy0.57%
- 🇫🇷 France0.53%
- 🇮🇳 India0.2%
- 🇳🇴 Norway0.14%
- 🇨🇦 Canada0.06%
- 🇸🇬 Singapore0.02%
Dividends
Dividend Yield
0.87%
28 out of 96 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.37% | 7.82% | $0.23 |
 WM | 0.17% | 1.63% | $2.9 |
 SHIP | 0.06% | 3.76% | $0.1 |
 ORCL | 0.03% | 0.86% | $1.6 |
 ENEL.MI | 0.03% | 5.07% | $0.43 |
 NOVO-B.CO | 0.02% | 4.12% | $9.4 |
 NVO | 0.02% | 2.81% | $0.98 |
 LHA.DE | 0.02% | 3.94% | $0.3 |
 SY1.DE | 0.02% | 1.63% | $1.1 |
 JD.US | 0.02% | 3.33% | $0.74 |
 NAS.OL | 0.02% | 11.54% | - |
 PYPL | 0.02% | 1.01% | - |
 UNH | 0.01% | 2.25% | $7.74 |
 QCOM | 0.01% | 1.52% | $3.25 |
 GOOG | 0.01% | 0.23% | $0.2 |
 INFY | 0.01% | 3.51% | $0.39 |
 MSFT | 0.01% | 0.83% | $3 |
 VST | 0% | 0.6% | $0.85 |
 CRM | 0% | 0.9% | $0.4 |
 CC.US | 0% | 1.62% | $1 |
 CNMD | 0% | 2.28% | $0.8 |
 BABA | 0% | 0.82% | $0.98 |
 NVDA | 0% | 0.13% | $0.02 |
 JBL | 0% | 0.09% | $0.32 |
 PRIM | 0% | 0.25% | $0.24 |
 BAYN.DE | 0% | 0.31% | $0.11 |
 GEHC | 0% | 0.23% | $0.12 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
CC.US | Pay Day | Jun 16, 2026 | $0.09 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
SHIP | Ex-Dividend | Jun 29, 2026 | $0.20 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
PRIM | Ex-Dividend | Jun 30, 2026 | $0.08 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
SHIP | Pay Day | Jul 10, 2026 | $0.20 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
PRIM | Pay Day | Jul 15, 2026 | $0.08 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
Performance Metrics
Score 6.4/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.49
High:
NEGG
464.74NEGGLow:
RDNT
-292.25RDNTDetails
PEG Ratio
224.06
High:WM
771.63WMLow:RDNT
-492.22RDNTDetails
Price/Book
11.45
High:JBL
29.43JBLLow:
WIX
-28.86WIXDetails
Price/Sales
9.78
High:
MSTR
88.08MSTRLow:
TVRD
-TVRDDetails
Price/CF
23.33
High:MSTR
7,511.07MSTRLow:
QVCGA
0.12QVCGADetails
Price/FCF
59.94
High:BABA
1,196.17BABALow:QVCGA
0.72QVCGADetails
P/E Ratio
32.49
High:NEGG
464.74NEGGLow:RDNT
-292.25RDNTDetails
PEG Ratio
224.06
High:WM
771.63WMLow:RDNT
-492.22RDNTDetails
Price/Book
11.45
High:JBL
29.43JBLLow:WIX
-28.86WIXDetails
Price/Sales
9.78
High:MSTR
88.08MSTRLow:TVRD
-TVRDDetails
Price/CF
23.33
High:MSTR
7,511.07MSTRLow:QVCGA
0.12QVCGADetails
Price/FCF
59.94
High:BABA
1,196.17BABALow:QVCGA
0.72QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.1% | Feb 2018 | Aug 2025 | 90 |
-15.6% | Oct 2025 | - | 9 |
-12.05% | Sep 2017 | Nov 2017 | 2 |
-7.83% | Aug 2016 | Sep 2016 | 1 |
-0.9% | Oct 2016 | Nov 2016 | 1 |