Loading...
+0.83%
Today
+7.81%
This Month
+14.1%
Year To Date
+48.24%
2 Years
+118.38%
5 Years
-2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ต Cash25.23%
- ๐ช Cryptocurrencies22.39%
- ๐ฅ๏ธ Technology Services11.38%
- ๐ป Electronic Technology7.97%
- ๐ฐ Finance4.32%
- ๐ Consumer Durables3.52%
- ๐๏ธ Retail Trade3.29%
- โ๏ธ Energy Minerals3.1%
- ๐ Transportation2.98%
- โก Utilities2.49%
- ๐โโ๏ธ Consumer Services2.42%
- ๐ผ Commercial Services2.07%
- ๐ Consumer Non Durables1.79%
- ๐งฌ Health Technology1.11%
- ๐ ETFs0.72%
- ๐ญ Industrial Services0.49%
- ๐ ๏ธ Producer Manufacturing0.47%
- ๐ฅ Health Services0.23%
- ๐งช Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- ๐ Digital Currency22.39%
- ๐บ๐ธ Nasdaq20.76%
- ๐บ๐ธ NYSE19.88%
- ๐ฌ๐ง LSE2.4%
- ๐ฉ๐ช FRA2.38%
- ๐ซ๐ท Euronext Paris0.8%
- ๐ญ๐ฐ Hong Kong Exchanges0.58%
- ๐ต๐น Euronext Lisbon0.55%
- ๐บ๐ธ Chicago Board Options Exchange0.27%
- ๐ณ๐ด Oslo Stock Exchange0.23%
- ๐ช๐ธ Bolsa De Madrid0.19%
- ๐ฉ๐ฐ Copenhagen Stock Exchange0.19%
- ๐ณ๐ฑ Euronext Amsterdam0.1%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States28.19%
- ๐ฌ๐ง United Kingdom3.26%
- ๐จ๐ณ China2.77%
- ๐ฉ๐ช Germany2.38%
- ๐ฎ๐ฑ Israel1.74%
- ๐ฆ๐ท Argentina1.26%
- ๐ฉ๐ฐ Denmark0.9%
- ๐ณ๐ฑ Netherlands0.88%
- ๐ฑ๐บ Luxembourg0.87%
- ๐จ๐ฆ Canada0.8%
- ๐ฌ๐ฆ0.8%
- ๐บ๐พ Uruguay0.72%
- ๐ต๐น Portugal0.55%
- ๐ง๐ฒ Bermuda0.49%
- ๐ฎ๐ช Ireland0.43%
- ๐ฒ๐ฝ Mexico0.39%
- ๐จ๐ด Colombia0.34%
- ๐จ๐ญ Switzerland0.29%
- ๐ณ๐ด Norway0.23%
- ๐ช๐ธ Spain0.19%
- ๐ง๐ท Brazil0.11%
- ๐ธ๐ช Sweden0.03%
Dividends
Dividend Yield
1.48%
41 out of 100 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EC.PA | 0.37% | 46.89% | - |
 ZIM | 0.32% | 49.42% | $0.23 |
 VOW3.DE | 0.13% | 7.06% | $9.06 |
 O | 0.12% | 5.64% | $3.09 |
 ARR | 0.05% | 17.48% | $3.84 |
 EC | 0.04% | 11.21% | $1.62 |
 EZJ.L | 0.04% | 2.4% | $0.05 |
 SHEL | 0.04% | 4% | $2.7 |
 NKE | 0.03% | 2.17% | $1.45 |
 EDP.LSB | 0.03% | 5.32% | $0.2 |
 NG.L | 0.02% | 4.42% | $0.57 |
 F | 0.02% | 6.72% | $0.78 |
 AEP | 0.02% | 3.42% | $3.47 |
 PFE | 0.02% | 6.99% | $1.66 |
 INTC | 0.02% | 2.16% | $0.5 |
 BABA | 0.02% | 0.86% | $0.98 |
 RWE.DE | 0.02% | 2.99% | $1 |
 QCOM | 0.02% | 2.22% | $3.25 |
 DELL | 0.01% | 1.48% | $1.63 |
 NVO | 0.01% | 1.84% | $0.98 |
 PEP | 0.01% | 3.83% | $5.15 |
 USRT | 0.01% | 2.81% | - |
 GLNG | 0.01% | 2.44% | $1 |
 NAS.OL | 0.01% | 5.14% | - |
 ENG.MC | 0.01% | 6.04% | $1.41 |
 DIS | 0.01% | 0.82% | $0.75 |
 MSFT | 0.01% | 0.65% | $3 |
 RYAAY | 0.01% | 1.49% | $0.93 |
 ASML | 0.01% | 0.83% | $5.57 |
 00285.HK | 0.01% | 1.86% | $0.59 |
 GOOG | 0.01% | 0.44% | $0.2 |
 CRM | 0% | 0.62% | $0.4 |
 APO | 0% | 1.25% | $1.75 |
 01211.HK | 0% | 1.14% | $3.41 |
 AAPL | 0% | 0.48% | $0.97 |
 GGAL | 0% | 0.56% | $1.57 |
 BMA | 0% | 0.59% | $2.82 |
 IWG.L | 0% | 0.45% | $0.01 |
 VWS.CO | 0% | 0.47% | - |
 NVDA | 0% | 0.02% | $0.02 |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
ARR | Pay Day | Jul 30, 2025 | $0.24 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
Performance Metrics
Score 4.1/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.11
High:
GLNG
1,552.65GLNGLow:
HUBS
-1,212.63HUBSDetails
PEG Ratio
100.05
High:
O
1,975.94OLow:HUBS
-1,457.41HUBSDetails
Price/Book
7.75
High:
NVDA
50.15NVDALow:
IRBT
-175.76IRBTDetails
Price/Sales
5.92
High:NVDA
28.57NVDALow:
ACHR
-ACHRDetails
Price/CF
20.61
High:IRBT
117.63IRBTLow:
ZIM
0.46ZIMDetails
Price/FCF
40.52
High:
PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
P/E Ratio
36.11
High:GLNG
1,552.65GLNGLow:HUBS
-1,212.63HUBSDetails
PEG Ratio
100.05
High:O
1,975.94OLow:HUBS
-1,457.41HUBSDetails
Price/Book
7.75
High:NVDA
50.15NVDALow:IRBT
-175.76IRBTDetails
Price/Sales
5.92
High:NVDA
28.57NVDALow:ACHR
-ACHRDetails
Price/CF
20.61
High:IRBT
117.63IRBTLow:ZIM
0.46ZIMDetails
Price/FCF
40.52
High:PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.33% | Feb 2018 | - | 90 |
-11.42% | Jul 2017 | Aug 2017 | 1 |
-11.3% | Sep 2017 | Nov 2017 | 2 |