Loading...
-1.12%
Today
+0.4%
This Month
+3.86%
Year To Date
+74.33%
2 Years
+66.58%
5 Years
+19.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.99%
- 🖥️ Technology Services12.64%
- 💻 Electronic Technology11.56%
- 🏭 Industrial Services7.43%
- 🚚 Transportation6.27%
- ⚡ Utilities5.1%
- 📊 ETFs3.13%
- 🛍️ Retail Trade2.65%
- 💼 Commercial Services2.33%
- 🚗 Consumer Durables1.87%
- ⛏️ Energy Minerals1.74%
- 🛠️ Producer Manufacturing1.74%
- 📡 Communications1.62%
- 🧬 Health Technology1.59%
- 🏥 Health Services0.83%
- 🪨 Non Energy Minerals0.63%
- 🧪 Process Industries0.19%
- 💵 Cash0.19%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.99%
- 🇺🇸 Nasdaq26.8%
- 🇺🇸 NYSE24.23%
- 🇩🇪 FRA5.47%
- 🇸🇦 Tadawul1.74%
- 🇳🇴 Oslo Stock Exchange1.5%
- 🇩🇰 Copenhagen Stock Exchange0.84%
- 🇮🇹 Borsa Italiana0.54%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.28%
- 🇩🇪 Germany5.77%
- 🇮🇱 Israel3.09%
- 🇸🇦 Saudi Arabia1.74%
- 🇬🇧 United Kingdom1.62%
- 🇨🇳 China1.54%
- 🇬🇷 Greece1.53%
- 🇳🇴 Norway1.5%
- 🇩🇰 Denmark0.84%
- 🇳🇱 Netherlands0.72%
- 🇨🇦 Canada0.68%
- 🇮🇹 Italy0.54%
- 🇮🇳 India0.31%
- 🇸🇬 Singapore0.04%
Dividends
Dividend Yield
1.56%
33 out of 98 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.69% | 45.12% | $0.23 |
 SHIP | 0.16% | 10.25% | $0.1 |
 SAOC | 0.12% | 6.74% | $1.87 |
 WM | 0.09% | 1.33% | $2.9 |
 RWE.DE | 0.09% | 3.31% | $1 |
 VOD | 0.07% | 4.52% | $0.94 |
 LHA.DE | 0.05% | 4.22% | $0.3 |
 DELL | 0.03% | 1.65% | $1.63 |
 ENEL.MI | 0.03% | 5.87% | $0.43 |
 URA | 0.03% | 3.05% | - |
 DHL.DE | 0.03% | 4.59% | $1.85 |
 CSCO | 0.02% | 2.51% | $1.58 |
 JD.US | 0.02% | 2.95% | $0.74 |
 LRCX | 0.02% | 1.08% | $8 |
 ORCL | 0.02% | 1% | $1.6 |
 B | 0.01% | 1.93% | $0.4 |
 QCOM | 0.01% | 2.32% | $3.25 |
 GOOG | 0.01% | 0.47% | $0.2 |
 CC | 0.01% | 7.88% | $1 |
 INFY | 0.01% | 2.41% | $0.39 |
 ASML | 0.01% | 0.79% | $5.57 |
 MSFT | 0.01% | 0.69% | $3 |
 VST | 0.01% | 0.52% | $0.85 |
 CRM | 0% | 0.6% | $0.4 |
 CNMD | 0% | 1.41% | $0.8 |
 ORSTED.CO | 0% | 0.46% | - |
 BABA | 0% | 0.86% | $0.98 |
 PRIM | 0% | 0.41% | $0.24 |
 TZA | 0% | 4.26% | - |
 BAYN.DE | 0% | 0.42% | $0.11 |
 GEHC | 0% | 0.18% | $0.12 |
 NVDA | 0% | 0.03% | $0.02 |
 WDI.DE | 0% | 1156.07% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
VOD | Ex-Dividend | Jun 6, 2025 | $0.25 |
WM | Ex-Dividend | Jun 6, 2025 | $0.82 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
CNMD | Ex-Dividend | Jun 13, 2025 | $0.20 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
B | Pay Day | Jun 16, 2025 | $0.10 |
CC | Pay Day | Jun 16, 2025 | $0.09 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
PRIM | Ex-Dividend | Jun 30, 2025 | $0.08 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CNMD | Pay Day | Jul 3, 2025 | $0.20 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
PRIM | Pay Day | Jul 15, 2025 | $0.08 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
Performance Metrics
Score 6.5/10
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
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.6
10.6
-2
0
2
11
11
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
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
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.6
10.6
-2
0
2
11
11
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.39
High:
TSLA
182.61TSLALow:
COHR
-359.29COHRDetails
PEG Ratio
160.84
High:
DBX
3,230.1DBXLow:COHR
-390.25COHRDetails
Price/Book
7.58
High:
NVDA
41.28NVDALow:
NIO
-144.34NIODetails
Price/Sales
6.13
High:NVDA
23.52NVDALow:
SUNWQ
-SUNWQDetails
Price/CF
18.92
High:
CFLT
240.97CFLTLow:
QVCGA
0.18QVCGADetails
Price/FCF
37.6
High:CFLT
962.23CFLTLow:QVCGA
0.33QVCGADetails
P/E Ratio
29.39
High:TSLA
182.61TSLALow:COHR
-359.29COHRDetails
PEG Ratio
160.84
High:DBX
3,230.1DBXLow:COHR
-390.25COHRDetails
Price/Book
7.58
High:NVDA
41.28NVDALow:NIO
-144.34NIODetails
Price/Sales
6.13
High:NVDA
23.52NVDALow:SUNWQ
-SUNWQDetails
Price/CF
18.92
High:CFLT
240.97CFLTLow:QVCGA
0.18QVCGADetails
Price/FCF
37.6
High:CFLT
962.23CFLTLow:QVCGA
0.33QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.1% | Feb 2018 | - | 89 |
-12.05% | Sep 2017 | Nov 2017 | 2 |
-7.83% | Aug 2016 | Sep 2016 | 1 |
-0.9% | Oct 2016 | Nov 2016 | 1 |