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+1.25%
This Month
+1.25%
Year To Date
+88.25%
2 Years
+42.26%
5 Years
+445.97%
10 Years
+19.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.61%
- 🖥️ Technology Services18.64%
- 🏭 Industrial Services11.05%
- 🚚 Transportation6.86%
- 💻 Electronic Technology6.55%
- 🧬 Health Technology4.55%
- 🛍️ Retail Trade4.03%
- ⛏️ Energy Minerals3.63%
- 🚗 Consumer Durables3.56%
- ⚡ Utilities2.26%
- 💼 Commercial Services1.97%
- 🏥 Health Services1.82%
- 🛠️ Producer Manufacturing1.48%
- 🧪 Process Industries1.41%
- 💵 Cash0.7%
- 📊 ETFs0.53%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.49%
- 🌍 Digital Currency29.61%
- 🇺🇸 Nasdaq25.18%
- 🇩🇪 FRA3.82%
- 🇸🇦 Tadawul3.63%
- 🇩🇰 Copenhagen Stock Exchange1.69%
- 🇮🇹 Borsa Italiana0.53%
- 🇫🇷 Euronext Paris0.49%
- 🇭🇰 Hong Kong Exchanges0.36%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.96%
- 🇮🇱 Israel9.19%
- 🇩🇪 Germany4.07%
- 🇸🇦 Saudi Arabia3.63%
- 🇩🇰 Denmark2.79%
- 🇨🇳 China2.53%
- 🇬🇷 Greece2.04%
- 🇮🇹 Italy0.53%
- 🇫🇷 France0.49%
- 🇮🇳 India0.28%
- 🇳🇴 Norway0.16%
- 🇨🇦 Canada0.1%
- 🇸🇬 Singapore0.04%
Dividends
Dividend Yield
1.32%
29 out of 95 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 | 0.82% | 19.88% | $0.23 |
 WM | 0.15% | 1.51% | $2.9 |
 SHIP | 0.07% | 3.39% | $0.1 |
 DELL | 0.03% | 1.89% | $1.63 |
 ENEL.MI | 0.03% | 5.47% | $0.43 |
 NOVO-B.CO | 0.02% | 3.06% | $9.4 |
 NVO | 0.02% | 2.03% | $0.98 |
 ORCL | 0.02% | 1.12% | $1.6 |
 LHA.DE | 0.02% | 3.54% | $0.3 |
 SY1.DE | 0.02% | 1.67% | $1.1 |
 JD.US | 0.02% | 3.42% | $0.74 |
 UNH | 0.01% | 2.6% | $7.74 |
 QCOM | 0.01% | 2.31% | $3.25 |
 GOOG | 0.01% | 0.26% | $0.2 |
 NAS.OL | 0.01% | 5.81% | - |
 INFY | 0.01% | 2.41% | $0.39 |
 CC.US | 0.01% | 3.36% | $1 |
 MSFT | 0.01% | 0.77% | $3 |
 PYPL | 0% | 0.25% | - |
 VST | 0% | 0.58% | $0.85 |
 CRM | 0% | 0.76% | $0.4 |
 CNMD | 0% | 1.92% | $0.8 |
 BABA | 0% | 0.62% | $0.98 |
 JBL | 0% | 0.13% | $0.32 |
 PRIM | 0% | 0.22% | $0.24 |
 BAYN.DE | 0% | 0.26% | $0.11 |
 GEHC | 0% | 0.18% | $0.12 |
 NVDA | 0% | 0.02% | $0.02 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
9.45
9.45
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
9.45
9.45
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.54
High:
NEGG
1,393.45NEGGLow:
RDNT
-396.23RDNTDetails
PEG Ratio
69.83
High:NEGG
1,390.59NEGGLow:BAYN.DE
-274.79BAYN.DEDetails
Price/Book
10.8
High:NVDA
36.4NVDALow:DELL
-28.28DELLDetails
Price/Sales
8.11
High:
MSTR
106.4MSTRLow:
SUNWQ
-SUNWQDetails
Price/CF
23.3
High:MSTR
7,511.07MSTRLow:
QVCGA
0.45QVCGADetails
Price/FCF
53.95
High:MSTR
1,187.5MSTRLow:
IDEXQ
0.76IDEXQDetails
P/E Ratio
35.54
High:NEGG
1,393.45NEGGLow:RDNT
-396.23RDNTDetails
PEG Ratio
69.83
High:NEGG
1,390.59NEGGLow:BAYN.DE
-274.79BAYN.DEDetails
Price/Book
10.8
High:NVDA
36.4NVDALow:DELL
-28.28DELLDetails
Price/Sales
8.11
High:MSTR
106.4MSTRLow:SUNWQ
-SUNWQDetails
Price/CF
23.3
High:MSTR
7,511.07MSTRLow:QVCGA
0.45QVCGADetails
Price/FCF
53.95
High:MSTR
1,187.5MSTRLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.1% | Feb 2018 | Aug 2025 | 90 |
-12.05% | Sep 2017 | Nov 2017 | 2 |
-8.81% | Oct 2025 | - | 4 |
-7.83% | Aug 2016 | Sep 2016 | 1 |
-0.9% | Oct 2016 | Nov 2016 | 1 |