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0%
Today
0%
This Month
+3.09%
Year To Date
+56.01%
2 Years
+59.4%
5 Years
+14.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.01%
- 🚚 Transportation19.18%
- 🚗 Consumer Durables12.75%
- 🖥️ Technology Services11.83%
- 🛍️ Retail Trade9.96%
- 📡 Communications7.84%
- 🪨 Non Energy Minerals6.91%
- 🧬 Health Technology5.3%
- 💇♀️ Consumer Services3.21%
- ⛏️ Energy Minerals1.7%
- 💼 Commercial Services1.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64%
- 🇺🇸 Nasdaq18.04%
- 🇩🇪 FRA12.36%
- 🇫🇷 Euronext Paris4.71%
- 🇺🇸 Chicago Board Options Exchange0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.17%
- 🇩🇪 Germany12.36%
- 🇨🇳 China10.76%
- 🇬🇷 Greece8.52%
- 🇮🇱 Israel8%
- 🇧🇷 Brazil7.8%
- 🇫🇷 France4.71%
- 🇨🇾 Cyprus2.66%
Dividends
Dividend Yield
5.85%
20 out of 28 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 1.78% | 22.3% | $0.23 |
 TEN.US | 0.71% | 8.39% | $0.6 |
 VALE | 0.68% | 9.88% | $1.33 |
 VOW3.DE | 0.53% | 9.21% | $9.06 |
 BMW.DE | 0.51% | 7.62% | $6 |
 PFE | 0.34% | 6.37% | $1.66 |
 ORA.PA | 0.33% | 6.95% | $0.72 |
 FRO | 0.3% | 11.26% | $2.17 |
 VZ | 0.21% | 6.82% | $2.66 |
 JD.US | 0.09% | 1.82% | $0.74 |
 VFH | 0.08% | 2.09% | - |
 CIVI | 0.07% | 3.94% | $2 |
 MSFT | 0.07% | 0.76% | $3 |
 BABA | 0.05% | 0.99% | $0.98 |
 VB | 0.04% | 1.45% | - |
 DIS | 0.02% | 0.88% | $0.75 |
 VOO | 0.02% | 1.26% | - |
 GOOGL | 0.01% | 0.29% | $0.2 |
 INDA | 0.01% | 0.78% | - |
 VOOG | 0% | 0.57% | - |
Performance Metrics
Score 4.6/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.77% | Jul 2021 | May 2024 | 34 |
-4.54% | Oct 2024 | Jan 2025 | 3 |
-1.14% | May 2021 | Jun 2021 | 1 |
-0.68% | Jun 2024 | Aug 2024 | 2 |