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+0.41%
Today
-3.18%
This Month
-8.88%
Year To Date
+61.11%
2 Years
+51.5%
5 Years
+18.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.25%
- 🖥️ Technology Services11.22%
- 💻 Electronic Technology10.21%
- 🏭 Industrial Services8.26%
- 🚚 Transportation6.22%
- ⚡ Utilities5.65%
- 📊 ETFs3.18%
- 🛍️ Retail Trade2.95%
- 💼 Commercial Services2.25%
- 📡 Communications1.71%
- 🚗 Consumer Durables1.65%
- 🧬 Health Technology1.54%
- ⛏️ Energy Minerals1.5%
- 🛠️ Producer Manufacturing1.49%
- 🏥 Health Services0.83%
- 🪨 Non Energy Minerals0.74%
- 💵 Cash0.3%
- 🧪 Process Industries0.24%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.25%
- 🇺🇸 Nasdaq24.66%
- 🇺🇸 NYSE23.8%
- 🇩🇪 FRA6.27%
- 🇳🇴 Oslo Stock Exchange1.57%
- 🇸🇦 Tadawul1.5%
- 🇩🇰 Copenhagen Stock Exchange1.05%
- 🇮🇹 Borsa Italiana0.58%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇺🇸 Chicago Board Options Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.05%
- 🇩🇪 Germany6.57%
- 🇮🇱 Israel2.3%
- 🇨🇳 China1.76%
- 🇬🇧 United Kingdom1.71%
- 🇳🇴 Norway1.57%
- 🇸🇦 Saudi Arabia1.5%
- 🇬🇷 Greece1.48%
- 🇩🇰 Denmark1.05%
- 🇨🇦 Canada0.8%
- 🇳🇱 Netherlands0.71%
- 🇮🇹 Italy0.58%
- 🇮🇳 India0.32%
- 🇸🇬 Singapore0.05%
Dividends
Dividend Yield
1.73%
33 out of 98 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1212.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.75% | 51.78% | $0.23 |
 SHIP | 0.17% | 11.61% | $0.1 |
 VOD | 0.13% | 7.48% | $0.94 |
 WM | 0.1% | 1.33% | $2.9 |
 RWE.DE | 0.1% | 3.22% | $1 |
 SAOC | 0.1% | 6.74% | $1.87 |
 LHA.DE | 0.05% | 4.88% | $0.3 |
 DELL | 0.04% | 2.19% | $1.63 |
 ENEL.MI | 0.03% | 5.84% | $0.43 |
 DHL.DE | 0.03% | 5.15% | $1.85 |
 CSCO | 0.03% | 2.89% | $1.58 |
 URA | 0.03% | 3.36% | - |
 JD.US | 0.02% | 2.82% | $0.74 |
 ORCL | 0.02% | 1.32% | $1.6 |
 LRCX | 0.02% | 1.4% | $8 |
 CC | 0.02% | 8.8% | $1 |
 GOLD.BARRICK | 0.01% | 1.91% | $0.4 |
 QCOM | 0.01% | 2.49% | $3.25 |
 GOOG | 0.01% | 0.52% | $0.2 |
 INFY | 0.01% | 2.57% | $0.39 |
 ASML | 0.01% | 0.9% | $5.57 |
 MSFT | 0.01% | 0.88% | $3 |
 VST | 0.01% | 0.76% | $0.85 |
 CRM | 0.01% | 0.65% | $0.4 |
 ORSTED.CO | 0% | 0.46% | - |
 CNMD | 0% | 1.65% | $0.8 |
 BABA | 0% | 0.9% | $0.98 |
 TZA | 0% | 4.12% | - |
 PRIM | 0% | 0.5% | $0.24 |
 BAYN.DE | 0% | 0.52% | $0.11 |
 GEHC | 0% | 0.21% | $0.12 |
 NVDA | 0% | 0.04% | $0.02 |
 WDI.DE | 0% | 1212.12% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
GEHC | Ex-Dividend | Apr 25, 2025 | $0.04 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
DELL | Pay Day | May 2, 2025 | $0.52 |
ASML | Pay Day | May 6, 2025 | $1.92 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
GEHC | Pay Day | May 15, 2025 | $0.04 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 6.4/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
10.25
10.25
-2
0
2
11
11
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
10.25
10.25
-2
0
2
11
11
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.61
High:
RDNT
1,522.32RDNTLow:
COHR
-135.02COHRDetails
PEG Ratio
89.73
High:
PLTR
441.28PLTRLow:COHR
-158.02COHRDetails
Price/Book
6.33
High:PLTR
43.84PLTRLow:
WIX
-113.77WIXDetails
Price/Sales
4.95
High:PLTR
82.74PLTRLow:
SUNWQ
-SUNWQDetails
Price/CF
21.07
High:
1833.HK
436.841833.HKLow:
QVCGA
0.24QVCGADetails
Price/FCF
42.23
High:
CFLT
970.62CFLTLow:QVCGA
0.4QVCGADetails
P/E Ratio
25.61
High:RDNT
1,522.32RDNTLow:COHR
-135.02COHRDetails
PEG Ratio
89.73
High:PLTR
441.28PLTRLow:COHR
-158.02COHRDetails
Price/Book
6.33
High:PLTR
43.84PLTRLow:WIX
-113.77WIXDetails
Price/Sales
4.95
High:PLTR
82.74PLTRLow:SUNWQ
-SUNWQDetails
Price/CF
21.07
High:1833.HK
436.841833.HKLow:QVCGA
0.24QVCGADetails
Price/FCF
42.23
High:CFLT
970.62CFLTLow:QVCGA
0.4QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.1% | Feb 2018 | - | 87 |
-12.05% | Sep 2017 | Nov 2017 | 2 |
-7.83% | Aug 2016 | Sep 2016 | 1 |
-0.9% | Oct 2016 | Nov 2016 | 1 |