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+0.94%
Today
+15.62%
This Month
+19.04%
Year To Date
+87.92%
2 Years
+106.69%
5 Years
+20.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.41%
- 🍞 Consumer Non Durables12.59%
- 💻 Electronic Technology10.16%
- 💼 Commercial Services5.85%
- 📡 Communications4.18%
- 🛍️ Retail Trade3.72%
- ⛏️ Energy Minerals1.58%
- 💵 Cash1.32%
- 🖥️ Technology Services0.97%
- 📦 Distribution Services0.92%
- 💰 Finance0.37%
- 🛠️ Producer Manufacturing0.35%
- 🚚 Transportation0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.41%
- 🇺🇸 NYSE28.24%
- 🇺🇸 Nasdaq9.49%
- 🇫🇷 Euronext Paris3.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.9%
- 🇹🇼 Taiwan7.68%
- 🇨🇳 China3.72%
- 🇫🇷 France3.1%
- 🇨🇦 Canada0.7%
- 🇳🇱 Netherlands0.7%
- 🇧🇲 Bermuda0.37%
- 🇮🇱 Israel0.35%
- 🇩🇪 Germany0.15%
- 🇬🇷 Greece0.13%
Dividends
Dividend Yield
1.01%
13 out of 25 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
 ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 T | Pay Day | Aug 1, 2025 | $0.28 |
 VZ | Pay Day | Aug 1, 2025 | $0.68 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
 KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 5/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.57
High:
ENPH
36.9ENPHLow:
CSIQ
-84.37CSIQDetails
PEG Ratio
3,486.29
High:
KO
10,007.14KOLow:
JMIA
-12.3JMIADetails
Price/Book
5.94
High:
ASML
13.69ASMLLow:
TOPS
0.19TOPSDetails
Price/Sales
5.57
High:
TSM
11.67TSMLow:CSIQ
0.15CSIQDetails
Price/CF
17.63
High:KO
282.33KOLow:TOPS
1.61TOPSDetails
Price/FCF
53
High:
SEDG
476.9SEDGLow:TOPS
1.61TOPSDetails
P/E Ratio
25.57
High:ENPH
36.9ENPHLow:CSIQ
-84.37CSIQDetails
PEG Ratio
3,486.29
High:KO
10,007.14KOLow:JMIA
-12.3JMIADetails
Price/Book
5.94
High:ASML
13.69ASMLLow:TOPS
0.19TOPSDetails
Price/Sales
5.57
High:TSM
11.67TSMLow:CSIQ
0.15CSIQDetails
Price/CF
17.63
High:KO
282.33KOLow:TOPS
1.61TOPSDetails
Price/FCF
53
High:SEDG
476.9SEDGLow:TOPS
1.61TOPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Nov 2021 | Feb 2024 | 27 |
-16.03% | Feb 2025 | Jul 2025 | 5 |
-10.51% | Apr 2024 | Nov 2024 | 7 |
-6.44% | Sep 2021 | Oct 2021 | 1 |
-4.57% | Dec 2024 | Jan 2025 | 1 |
-1.73% | Jun 2021 | Jul 2021 | 1 |