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+0.37%
Today
+1.08%
This Month
+5.54%
Year To Date
+50.75%
2 Years
+141.3%
5 Years
+12.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services16.94%
- 🛍️ Retail Trade15.42%
- 🪙 Cryptocurrencies12.18%
- ⚡ Utilities10.49%
- 💵 Cash9.39%
- ⛏️ Energy Minerals7.39%
- 🪨 Non Energy Minerals6.83%
- 💰 Finance5.83%
- 💼 Commercial Services5.43%
- 💻 Electronic Technology4.96%
- 📊 ETFs2.34%
- 🚗 Consumer Durables1.53%
- 🚚 Transportation1.12%
- 🧪 Process Industries0.73%
- 💇♀️ Consumer Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.8%
- 🇺🇸 Nasdaq37.05%
- 🌍 Digital Currency12.18%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🇬🇧 LSE0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.03%
- 🇨🇳 China13.51%
- 🇦🇷 Argentina11.21%
- 🇰🇾 Cayman Islands8.63%
- 🇲🇽 Mexico5.23%
- 🇺🇾 Uruguay4.23%
- 🇱🇺 Luxembourg3.35%
- 🇧🇷 Brazil2.41%
- 🇨🇦 Canada1.97%
- 🇮🇱 Israel1.12%
- 🇨🇴 Colombia0.64%
- 🇷🇺 Russia0.27%
- 🇩🇪 Germany0.21%
Dividends
Dividend Yield
1.89%
24 out of 48 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.51% | 45.12% | $0.23 |
 TX | 0.32% | 9.45% | $3.3 |
 OGZDL.L | 0.18% | 67.74% | - |
 PBR | 0.14% | 15.95% | $1.73 |
 VALE | 0.12% | 7.83% | $1.33 |
 VIPS | 0.07% | 3.17% | $0.41 |
 JD.US | 0.07% | 2.95% | $0.74 |
 EWZ | 0.07% | 7.43% | - |
 CRESY | 0.06% | 8.28% | $0.55 |
 GPRK | 0.05% | 8.55% | $0.55 |
 KWEB | 0.05% | 3.17% | - |
 ATHM.CH | 0.04% | 6.76% | $1.68 |
 B | 0.04% | 1.93% | $0.4 |
 CEPU | 0.04% | 2.91% | $0.91 |
 BABA | 0.03% | 0.86% | $0.98 |
 INTC | 0.03% | 2.48% | $0.5 |
 GOOG | 0.02% | 0.47% | $0.2 |
 META | 0.02% | 0.3% | $1 |
 9988.HK | 0.01% | 0.87% | $0.98 |
 BTU | 0.01% | 2.25% | $0.3 |
 MU | 0% | 0.43% | $0.46 |
 PARA | 0% | 1.68% | $0.2 |
 WDC | 0% | 0.18% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
B | Pay Day | Jun 16, 2025 | $0.10 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.1/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.72
0.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.72
0.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.46
High:
TSLA
182.61TSLALow:
STNE
-18.25STNEDetails
PEG Ratio
42.15
High:
QLYS
227.94QLYSLow:
JMIA
-8.7JMIADetails
Price/Book
6.96
High:
NVDA
41.28NVDALow:
2007.HK
-1.422007.HKDetails
Price/Sales
6.07
High:NVDA
23.52NVDALow:2007.HK
0.042007.HKDetails
Price/CF
16.47
High:TSLA
54.2TSLALow:
ZIM
0.46ZIMDetails
Price/FCF
30.77
High:
VIST
1,621.11VISTLow:ZIM
0.6ZIMDetails
P/E Ratio
25.46
High:TSLA
182.61TSLALow:STNE
-18.25STNEDetails
PEG Ratio
42.15
High:QLYS
227.94QLYSLow:JMIA
-8.7JMIADetails
Price/Book
6.96
High:NVDA
41.28NVDALow:2007.HK
-1.422007.HKDetails
Price/Sales
6.07
High:NVDA
23.52NVDALow:2007.HK
0.042007.HKDetails
Price/CF
16.47
High:TSLA
54.2TSLALow:ZIM
0.46ZIMDetails
Price/FCF
30.77
High:VIST
1,621.11VISTLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.56% | Jul 2021 | Jun 2023 | 23 |
-34.45% | Jan 2020 | Feb 2021 | 13 |
-28.46% | Mar 2018 | Dec 2019 | 21 |
-12.7% | Aug 2023 | Dec 2023 | 4 |
-10.11% | May 2016 | Nov 2016 | 6 |
-8.3% | Feb 2025 | - | 5 |
-3.73% | Jun 2024 | Aug 2024 | 2 |
-1.95% | Apr 2024 | May 2024 | 1 |
-1.93% | Dec 2024 | Jan 2025 | 1 |
-1.61% | Jan 2024 | Feb 2024 | 1 |
-0.97% | Sep 2017 | Oct 2017 | 1 |
-0.27% | Mar 2017 | Apr 2017 | 1 |