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-0.4%
Today
+5.68%
This Month
+0.74%
Year To Date
+41.18%
2 Years
+177.42%
5 Years
+46.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.49%
- 💰 Finance14.67%
- ⛏️ Energy Minerals10.92%
- 🪙 Cryptocurrencies7.47%
- 🖥️ Technology Services5.29%
- 🧬 Health Technology4.84%
- 🚚 Transportation4.36%
- 🏭 Industrial Services2.22%
- 🚗 Consumer Durables1.3%
- 🛠️ Producer Manufacturing0.71%
- 🪨 Non Energy Minerals0.63%
- 💹 Forex0.44%
- 📦 Distribution Services0.38%
- 🛍️ Retail Trade0.32%
- 💼 Commercial Services0.28%
- 🧩 Miscellaneous0.14%
- 💻 Electronic Technology0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.19%
- 🇬🇧 LSE13.75%
- 🇺🇸 Nasdaq10.82%
- 🌍 Digital Currency7.47%
- 🇭🇰 Hong Kong Exchanges2.64%
- 🇫🇷 Euronext Paris1.81%
- 🇸🇪 Stockholm Stock Exchange0.99%
- 🌍 FX0.44%
- 🇩🇪 FRA0.39%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom11.97%
- 🇮🇱 Israel10.34%
- 🇺🇸 United States5.66%
- 🇧🇷 Brazil5.47%
- 🇨🇴 Colombia3.53%
- 🇨🇳 China2.73%
- 🇬🇷 Greece2.17%
- 🇫🇷 France1.81%
- 🇸🇪 Sweden0.99%
- 🇧🇲 Bermuda0.95%
- 🇩🇪 Germany0.39%
- 🇨🇦 Canada0.14%
- 🇮🇪 Ireland-0.01%
- 🇱🇺 Luxembourg-0.01%
- 🇹🇼 Taiwan-0.02%
Dividends
Dividend Yield
2.72%
34 out of 88 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ZIM (42.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.64% | 42.28% | $0.23 |
 PBR.A | 0.62% | 11.24% | $2.21 |
 VOO | 0.43% | 1.37% | - |
 GPRK | 0.31% | 8.69% | $0.55 |
 PLUS.L | 0.22% | 5.05% | $1.33 |
 INSW | 0.07% | 10.8% | $5.74 |
 SBLK | 0.06% | 8.96% | $1.82 |
 DAC | 0.06% | 4% | $3.15 |
 EVO.ST | 0.05% | 4.74% | $31.03 |
 0390.HK | 0.04% | 5.08% | $0.21 |
 3323.HK | 0.03% | 4.86% | $0.25 |
 ES.PA | 0.03% | 1.97% | $3 |
 0386.HK | 0.03% | 7.44% | $0.37 |
 PGRE | 0.02% | 2.44% | $0.14 |
 PAH3.DE | 0.02% | 5.25% | $2.56 |
 JKS | 0.02% | 16.28% | $1.48 |
 1186.HK | 0.02% | 5.85% | $0.35 |
 1800.HK | 0.02% | 6.53% | $0.32 |
 JXN | 0.02% | 3.71% | $2.64 |
 TEP.PA | 0.01% | 4.58% | $3.85 |
 JOE | 0% | 1.29% | $0.48 |
 META | 0% | 0.32% | $1 |
 9988.HK | 0% | 0.87% | $0.98 |
 GOOG | 0% | 0.47% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 CRM | 0% | 0.58% | $0.4 |
 GE | 0% | 0.64% | $0.44 |
 MSFT | 0% | 0.72% | $3 |
 GOOGL | 0% | 0.48% | $0.2 |
 MU | 0% | 0.49% | $0.46 |
 ACN | 0% | 1.84% | $4.99 |
 BABA | 0% | 0.85% | $0.98 |
 AVGO | 0% | 0.97% | $19.7 |
 TSM | 0% | 1.15% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
DAC | Ex-Dividend | May 27, 2025 | $0.85 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
ZIM | Ex-Dividend | Jun 2, 2025 | $0.74 |
DAC | Pay Day | Jun 5, 2025 | $0.85 |
SBLK | Ex-Dividend | Jun 6, 2025 | $0.05 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
JOE | Ex-Dividend | Jun 10, 2025 | $0.14 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
JXN | Ex-Dividend | Jun 12, 2025 | $0.80 |
INSW | Ex-Dividend | Jun 12, 2025 | $0.60 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
1800.HK | Ex-Dividend | Jun 20, 2025 | $0.02 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
JOE | Pay Day | Jun 26, 2025 | $0.14 |
JXN | Pay Day | Jun 26, 2025 | $0.80 |
INSW | Pay Day | Jun 26, 2025 | $0.60 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
1800.HK | Pay Day | Aug 15, 2025 | $0.02 |
Performance Metrics
Score 9.2/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
6.39
6.39
0
1
2
7
7
Jensen's Alpha
32.86
32.86
-2
0
2
33
33
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
6.3
6.3
0
0.75
1.25
7
7
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
5.46
5.46
0
0.3
0.6
6
6
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
6.39
6.39
0
1
2
7
7
Jensen's Alpha
32.86
32.86
-2
0
2
33
33
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
6.3
6.3
0
0.75
1.25
7
7
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
5.46
5.46
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.48
High:
PLTR
534.02PLTRLow:
CRWD
-5,292.85CRWDDetails
PEG Ratio
43.48
High:PLTR
647.27PLTRLow:
ZS
-2,737.99ZSDetails
Price/Book
4.24
High:PLTR
53.2PLTRLow:
1186.HK
0.241186.HKDetails
Price/Sales
2.98
High:
MSTR
223.07MSTRLow:
COGT
-COGTDetails
Price/CF
10.59
High:MSTR
7,511.07MSTRLow:
ZIM
0.46ZIMDetails
Price/FCF
26.59
High:MSTR
1,187.5MSTRLow:ZIM
0.6ZIMDetails
P/E Ratio
20.48
High:PLTR
534.02PLTRLow:CRWD
-5,292.85CRWDDetails
PEG Ratio
43.48
High:PLTR
647.27PLTRLow:ZS
-2,737.99ZSDetails
Price/Book
4.24
High:PLTR
53.2PLTRLow:1186.HK
0.241186.HKDetails
Price/Sales
2.98
High:MSTR
223.07MSTRLow:COGT
-COGTDetails
Price/CF
10.59
High:MSTR
7,511.07MSTRLow:ZIM
0.46ZIMDetails
Price/FCF
26.59
High:MSTR
1,187.5MSTRLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.29% | Feb 2025 | - | 4 |
-5.13% | Aug 2023 | Jan 2024 | 5 |
-3.03% | Jun 2024 | Sep 2024 | 3 |
-0.96% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Dec 2024 | Jan 2025 | 1 |