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+0.75%
This Month
+5.82%
Year To Date
+60.67%
2 Years
+38.21%
5 Years
+466.41%
10 Years
+19.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.1%
- 🖥️ Technology Services22.49%
- 🏭 Industrial Services10.95%
- 🚚 Transportation8.99%
- 💻 Electronic Technology5.94%
- 🧬 Health Technology4.05%
- 🛍️ Retail Trade3.49%
- 🛠️ Producer Manufacturing2.84%
- 🚗 Consumer Durables2.79%
- ⚡ Utilities2.21%
- ⛏️ Energy Minerals2.1%
- 💼 Commercial Services1.87%
- 🧪 Process Industries1.58%
- 📊 ETFs1.46%
- 🏥 Health Services1.04%
- 🪨 Non Energy Minerals0.85%
- ❓ Other0.48%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.69%
- 🇺🇸 Nasdaq29.73%
- 🌍 Digital Currency25.1%
- 🇩🇪 FRA4.69%
- 🇸🇦 Tadawul2.1%
- 🇩🇰 Copenhagen Stock Exchange1.52%
- 🇮🇹 Borsa Italiana0.52%
- 🇫🇷 Euronext Paris0.52%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇺🇸 OTC Markets Stock Exchange0.09%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.62%
- 🇮🇱 Israel12.04%
- 🇩🇪 Germany4.93%
- 🇩🇰 Denmark2.34%
- 🇨🇳 China2.17%
- 🇸🇦 Saudi Arabia2.1%
- 🇬🇷 Greece1.89%
- 🇰🇾 Cayman Islands0.7%
- 🇮🇹 Italy0.52%
- 🇫🇷 France0.52%
- 🇮🇳 India0.17%
- 🇳🇴 Norway0.12%
- 🇨🇦 Canada0.05%
- 🇸🇬 Singapore0.02%
Dividends
Dividend Yield
0.93%
29 out of 97 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.36% | 6.96% | $0.23 |
 WM | 0.17% | 1.62% | $2.9 |
 LHA.DE | 0.07% | 4.22% | $0.3 |
 SHIP | 0.06% | 3.07% | $0.1 |
 ORCL | 0.04% | 1.26% | $1.6 |
 JD.US | 0.03% | 3.47% | $0.74 |
 ENEL.MI | 0.03% | 5.4% | $0.43 |
 NOVO-B.CO | 0.02% | 3.91% | $9.4 |
 NVO | 0.02% | 2.64% | $0.98 |
 SY1.DE | 0.02% | 1.37% | $1.1 |
 NAS.OL | 0.02% | 13.17% | - |
 QCOM | 0.01% | 2.13% | $3.25 |
 PYPL | 0.01% | 0.76% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 MSFT | 0.01% | 0.73% | $3 |
 CSCO | 0.01% | 1.52% | $1.58 |
 INFY | 0.01% | 3.82% | $0.39 |
 VST | 0% | 0.61% | $0.85 |
 CRM | 0% | 0.66% | $0.4 |
 CC.US | 0% | 2.29% | $1 |
 CNMD | 0% | 1.62% | $0.8 |
 BABA | 0% | 0.91% | $0.98 |
 NVDA | 0% | 0.12% | $0.02 |
 JBL | 0% | 0.1% | $0.32 |
 PRIM | 0% | 0.43% | $0.24 |
 LRCX | 0% | 0.34% | $8 |
 BAYN.DE | 0% | 0.23% | $0.11 |
 GEHC | 0% | 0.2% | $0.12 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
8.82
8.82
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
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
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
8.82
8.82
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
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
29.81
High:
TSLA
372.52TSLALow:
RDNT
-363.03RDNTDetails
PEG Ratio
225.5
High:WM
822.01WMLow:RDNT
-611.43RDNTDetails
Price/Book
10.55
High:LRCX
41.39LRCXLow:
WIX
-26.95WIXDetails
Price/Sales
9.46
High:
MSTR
64.43MSTRLow:
QS
-QSDetails
Price/CF
23.07
High:MSTR
7,511.07MSTRLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
56.04
High:BABA
1,196.17BABALow:IDEXQ
0.76IDEXQDetails
P/E Ratio
29.81
High:TSLA
372.52TSLALow:RDNT
-363.03RDNTDetails
PEG Ratio
225.5
High:WM
822.01WMLow:RDNT
-611.43RDNTDetails
Price/Book
10.55
High:LRCX
41.39LRCXLow:WIX
-26.95WIXDetails
Price/Sales
9.46
High:MSTR
64.43MSTRLow:QS
-QSDetails
Price/CF
23.07
High:MSTR
7,511.07MSTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
56.04
High:BABA
1,196.17BABALow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.1% | Feb 2018 | Aug 2025 | 90 |
-15.6% | Oct 2025 | - | 12 |
-12.05% | Sep 2017 | Nov 2017 | 2 |
-7.83% | Aug 2016 | Sep 2016 | 1 |
-0.9% | Oct 2016 | Nov 2016 | 1 |