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+0.49%
Today
+6.15%
This Month
-17.75%
Year To Date
-42.3%
2 Years
-99.52%
5 Years
-75.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash17.99%
- 💇♀️ Consumer Services17.01%
- 🌾 Commodities13.38%
- 🪙 Cryptocurrencies12.37%
- 🚚 Transportation8.23%
- 📡 Communications6.92%
- 🧬 Health Technology4.66%
- 🛍️ Retail Trade4.37%
- 🍞 Consumer Non Durables4.26%
- 🚗 Consumer Durables3.16%
- 💻 Electronic Technology2.09%
- 💰 Finance1.24%
- ⛏️ Energy Minerals0.1%
- 💼 Commercial Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.61%
- 🇺🇸 Nasdaq19.44%
- 🌍 Commodity13.38%
- 🌍 Digital Currency12.37%
- 🇬🇧 LSE3.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.82%
- 🇮🇱 Israel8.23%
- 🇬🇧 United Kingdom3.07%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
5.45%
16 out of 32 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ZIM (48.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 4% | 48.61% | $0.23 |
 PARA | 0.26% | 1.52% | $0.2 |
 T | 0.22% | 4.07% | $1.11 |
 BMY | 0.2% | 5.13% | $2.34 |
 PSN.L | 0.16% | 5.09% | $0.6 |
 TGT | 0.16% | 4.24% | $4.42 |
 SJM | 0.15% | 3.99% | $4.24 |
 VZ | 0.1% | 6.35% | $2.66 |
 CTO | 0.08% | 8.58% | $1.52 |
 ABR | 0.04% | 13.31% | $1.72 |
 MO | 0.04% | 6.88% | $3.92 |
 LMT | 0.02% | 3.17% | $12.45 |
 MED.US | 0.01% | 8.09% | $6.59 |
 CIVI | 0.01% | 6.78% | $2 |
 COST | 0% | 0.52% | $19.22 |
 HAS | 0% | 3.61% | $2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Aug 1, 2025 | $0.28 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
BMY | Pay Day | Aug 1, 2025 | $0.62 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
SJM | Ex-Dividend | Aug 15, 2025 | $1.10 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
SJM | Pay Day | Sep 2, 2025 | $1.10 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
Performance Metrics
Score 1.9/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-1.27
-1.27
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.38
-1.38
-2
1
2
3
3
Jensen's Alpha
-68
-68
-69
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-5.65
-5.65
-6
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-1.27
-1.27
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.38
-1.38
-2
1
2
3
3
Jensen's Alpha
-68
-68
-69
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-5.65
-5.65
-6
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.88
High:
AMD
115.09AMDLow:
CTO
-30.03CTODetails
PEG Ratio
152.92
High:
COST
577.18COSTLow:
SINT
-0.22SINTDetails
Price/Book
2.18
High:
LMT
16.06LMTLow:
MO
-28.29MODetails
Price/Sales
1.19
High:
IONQ
236.05IONQLow:
FTCHQ
-FTCHQDetails
Price/CF
6.82
High:FTCHQ
331.51FTCHQLow:
ZIM
0.46ZIMDetails
Price/FCF
19.33
High:FTCHQ
562.53FTCHQLow:ZIM
0.6ZIMDetails
P/E Ratio
41.88
High:AMD
115.09AMDLow:CTO
-30.03CTODetails
PEG Ratio
152.92
High:COST
577.18COSTLow:SINT
-0.22SINTDetails
Price/Book
2.18
High:LMT
16.06LMTLow:MO
-28.29MODetails
Price/Sales
1.19
High:IONQ
236.05IONQLow:FTCHQ
-FTCHQDetails
Price/CF
6.82
High:FTCHQ
331.51FTCHQLow:ZIM
0.46ZIMDetails
Price/FCF
19.33
High:FTCHQ
562.53FTCHQLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.64% | Dec 2021 | - | 44 |