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+0.56%
This Month
+15.97%
Year To Date
+196.33%
2 Years
+137.99%
5 Years
+1921.2%
10 Years
+27.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.21%
- 🧬 Health Technology20.68%
- 🖥️ Technology Services12.34%
- 📊 ETFs8.24%
- 🚗 Consumer Durables3.86%
- 🧩 Miscellaneous3.64%
- 💇♀️ Consumer Services2.33%
- 💻 Electronic Technology2.17%
- 💼 Commercial Services1.97%
- 🛍️ Retail Trade1.83%
- 💵 Cash1.81%
- 🧪 Process Industries1.78%
- 🍞 Consumer Non Durables1.66%
- 🚚 Transportation1.45%
- 🛠️ Producer Manufacturing1.06%
- 🏥 Health Services0.9%
- ⛏️ Energy Minerals0.75%
- 🏭 Industrial Services0.31%
- 🪨 Non Energy Minerals0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.43%
- 🌍 Digital Currency33.21%
- 🇺🇸 NYSE19.75%
- 🇺🇸 Chicago Board Options Exchange4.37%
- 🇬🇧 LSE2.67%
- 🇭🇰 Hong Kong Exchanges1.63%
- 🇩🇪 FRA0.63%
- 🇫🇮 Helsinki Stock Exchange0.4%
- 🇫🇷 Euronext Paris0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.42%
- 🇨🇦 Canada9.41%
- 🇨🇳 China3.86%
- 🇬🇧 United Kingdom3.03%
- 🇮🇱 Israel1.51%
- 🇩🇰 Denmark1.34%
- 🇸🇬 Singapore0.88%
- 🇩🇪 Germany0.63%
- 🇧🇷 Brazil0.47%
- 🇫🇮 Finland0.4%
- 🇫🇷 France0.31%
- 🇨🇭 Switzerland0.3%
- 🇭🇰 Hong Kong0.14%
- 🇸🇪 Sweden0.08%
Dividends
Dividend Yield
0.33%
22 out of 94 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEP (29.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.07% | 29.33% | $4 |
 NVO | 0.04% | 2.64% | $0.98 |
 HRL | 0.03% | 5.42% | $1.12 |
 SMG | 0.03% | 4.44% | $2.64 |
 VFC | 0.02% | 2.68% | $0.57 |
 FF | 0.02% | 2.66% | $0.24 |
 REPX | 0.02% | 3.77% | $1.42 |
 JDW.L | 0.02% | 1.46% | - |
 SIRI | 0.01% | 3.73% | $0.1 |
 UNH | 0.01% | 2.25% | $7.74 |
 01128.HK | 0.01% | 7.78% | $0.08 |
 EZJ.L | 0.01% | 1.97% | $0.05 |
 0914.HK | 0.01% | 5.78% | $1.04 |
 DPZ | 0.01% | 2.19% | $5.44 |
 QCOM | 0.01% | 2.13% | $3.25 |
 BABA | 0.01% | 0.91% | $0.98 |
 02382.HK | 0% | 1.71% | $0.22 |
 INF.L | 0% | 2.4% | $0.18 |
 00241.HK | 0% | 2.19% | - |
 REGN | 0% | 0.44% | - |
 0968.HK | 0% | 0.48% | $0.23 |
 BAYN.DE | 0% | 0.23% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
64.14
64.14
-2
0
2
65
65
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.96
3.96
0
0.75
1.25
4
4
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
64.14
64.14
-2
0
2
65
65
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.96
3.96
0
0.75
1.25
4
4
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
209.22
High:INF.L
884.55INF.LLow:
IONQ
-250.35IONQDetails
PEG Ratio
-145.86
High:REGN
872.92REGNLow:
ABCL
-843.11ABCLDetails
Price/Book
3.51
High:
AEVA
39.14AEVALow:SMG
-13.3SMGDetails
Price/Sales
2.16
High:
AUR
3,107.06AURLow:
HFG.DE
0.08HFG.DEDetails
Price/CF
14
High:
GRAB
160.94GRABLow:
0656.HK
1.40656.HKDetails
Price/FCF
35.04
High:GRAB
1,625.54GRABLow:
BMBL
1.56BMBLDetails
P/E Ratio
209.22
High:INF.L
884.55INF.LLow:IONQ
-250.35IONQDetails
PEG Ratio
-145.86
High:REGN
872.92REGNLow:ABCL
-843.11ABCLDetails
Price/Book
3.51
High:AEVA
39.14AEVALow:SMG
-13.3SMGDetails
Price/Sales
2.16
High:AUR
3,107.06AURLow:HFG.DE
0.08HFG.DEDetails
Price/CF
14
High:GRAB
160.94GRABLow:0656.HK
1.40656.HKDetails
Price/FCF
35.04
High:GRAB
1,625.54GRABLow:BMBL
1.56BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.29% | Jan 2018 | Apr 2021 | 39 |
-45.97% | May 2021 | Nov 2024 | 42 |
-29.97% | Mar 2015 | May 2017 | 26 |
-27.3% | Jul 2017 | Aug 2017 | 1 |
-20.27% | Sep 2017 | Nov 2017 | 2 |
-15.03% | Oct 2025 | Aug 2026 | 10 |
-6.31% | Feb 2025 | Jul 2025 | 5 |
-0.02% | Aug 2025 | Sep 2025 | 1 |