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+0.15%
This Month
+0.15%
Year To Date
+75.01%
2 Years
+61.05%
5 Years
+143.8%
10 Years
+18.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.32%
- 🖥️ Technology Services18.42%
- 💰 Finance13.58%
- 🪙 Cryptocurrencies6.57%
- 🛍️ Retail Trade5.23%
- 🛠️ Producer Manufacturing3.86%
- 💵 Cash3.77%
- 💇♀️ Consumer Services3.63%
- 🍞 Consumer Non Durables2.32%
- 🧬 Health Technology2.12%
- 💼 Commercial Services1.88%
- 💻 Electronic Technology1.67%
- 🪨 Non Energy Minerals1.22%
- 🚚 Transportation0.8%
- 🚗 Consumer Durables0.51%
- 🏥 Health Services0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.04%
- 🇺🇸 Nasdaq24.21%
- 🇭🇰 Hong Kong Exchanges10.45%
- 🌍 Digital Currency6.57%
- 🇩🇪 FRA3.49%
- 🇬🇧 LSE1.38%
- 🇵🇹 Euronext Lisbon1.06%
- 🇩🇪 Xetra ETFs0.88%
- 🇫🇷 Euronext Paris0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.72%
- 🇨🇳 China18.22%
- 🇮🇱 Israel4.38%
- 🇩🇪 Germany3.49%
- 🇨🇦 Canada3.15%
- 🇬🇧 United Kingdom1.38%
- 🇵🇹 Portugal1.06%
- 🇸🇬 Singapore0.78%
- 🇫🇷 France0.76%
- 🇭🇰 Hong Kong0.49%
- 🇨🇭 Switzerland0.13%
- 🇨🇾 Cyprus0.11%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
0.69%
19 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PAY.L (8.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.22% | 5.25% | $3.09 |
 PAY.L | 0.08% | 8.3% | $0.48 |
 IBS.LS | 0.07% | 6.84% | - |
 NA9.DE | 0.06% | 1.58% | - |
 06862.HK | 0.05% | 5.4% | $0.82 |
 TEP.PA | 0.04% | 7.27% | $3.85 |
 0700.HK | 0.03% | 0.75% | $3.4 |
 01211.HK | 0.02% | 1.46% | $3.41 |
 TATE.L | 0.02% | 5.59% | $0.19 |
 2318.HK | 0.02% | 4.09% | $2.63 |
 JD.US | 0.02% | 3.42% | $0.74 |
 0968.HK | 0.02% | 1.32% | $0.23 |
 BABA | 0.01% | 0.62% | $0.98 |
 YUMC | 0.01% | 2.02% | $0.58 |
 CRM | 0.01% | 0.76% | $0.4 |
 9988.HK | 0.01% | 0.63% | $0.98 |
 ZEUS | 0% | 1.3% | $0.55 |
 CCJ | 0% | 0.15% | $0.09 |
 GL | 0% | 0.79% | $0.93 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.81
High:
GLBE
901.75GLBELow:0968.HK
-163.920968.HKDetails
PEG Ratio
558.49
High:O
3,157.55OLow:
AUR
-182.6AURDetails
Price/Book
1.88
High:
SMWB
20.32SMWBLow:
AZULQ
-AZULQDetails
Price/Sales
3.1
High:AUR
4,245.3AURLow:AZULQ
-AZULQDetails
Price/CF
21.18
High:
TRMB
56.91TRMBLow:AZULQ
0.61AZULQDetails
Price/FCF
33.88
High:
BROS
101.93BROSLow:AZULQ
0.76AZULQDetails
P/E Ratio
17.81
High:GLBE
901.75GLBELow:0968.HK
-163.920968.HKDetails
PEG Ratio
558.49
High:O
3,157.55OLow:AUR
-182.6AURDetails
Price/Book
1.88
High:SMWB
20.32SMWBLow:AZULQ
-AZULQDetails
Price/Sales
3.1
High:AUR
4,245.3AURLow:AZULQ
-AZULQDetails
Price/CF
21.18
High:TRMB
56.91TRMBLow:AZULQ
0.61AZULQDetails
Price/FCF
33.88
High:BROS
101.93BROSLow:AZULQ
0.76AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.23% | Nov 2021 | Sep 2024 | 34 |
-5.93% | Oct 2025 | - | 4 |
-5.82% | Sep 2021 | Oct 2021 | 1 |
-5.65% | Feb 2025 | Jun 2025 | 4 |
-5.63% | Sep 2020 | Nov 2020 | 2 |
-5.27% | May 2021 | Aug 2021 | 3 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Oct 2024 | Nov 2024 | 1 |