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+2.02%
This Month
+2.02%
Year To Date
+31.34%
2 Years
+37.6%
5 Years
+62.69%
10 Years
+8.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.88%
- 💵 Cash16.76%
- 🖥️ Technology Services15.81%
- 💰 Finance10.89%
- 🛍️ Retail Trade7.68%
- 💻 Electronic Technology6.16%
- 🪙 Cryptocurrencies4.21%
- 🧬 Health Technology2.88%
- ⛏️ Energy Minerals2.37%
- 🏥 Health Services2.23%
- 🧩 Miscellaneous2.04%
- 💼 Commercial Services2.03%
- 🍞 Consumer Non Durables1.9%
- 📡 Communications1.47%
- 🚚 Transportation0.87%
- 🏭 Industrial Services0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.94%
- 🇺🇸 Nasdaq23.47%
- 🇬🇧 LSE20.93%
- 🌍 Digital Currency4.21%
- 🇩🇰 Copenhagen Stock Exchange2.88%
- 🇫🇷 Euronext Paris2.36%
- 🇩🇪 FRA1.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.13%
- 🇬🇧 United Kingdom3.91%
- 🇩🇰 Denmark2.88%
- 🇫🇷 France2.36%
- 🇨🇳 China2.09%
- 🇧🇷 Brazil1.9%
- 🇮🇱 Israel1.77%
- 🇹🇼 Taiwan1.67%
- 🇩🇪 Germany1.44%
- 🇺🇾 Uruguay1.06%
Dividends
Dividend Yield
0.94%
22 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.17% | 9.16% | $1.73 |
 ZIM | 0.17% | 19.15% | $0.23 |
 VZ | 0.1% | 6.82% | $2.66 |
 NOVO-B.CO | 0.09% | 3.18% | $9.4 |
 TEP.PA | 0.07% | 6.55% | $3.85 |
 UNH | 0.06% | 2.56% | $7.74 |
 JPM | 0.04% | 1.78% | $4.4 |
 MSFT | 0.03% | 0.72% | $3 |
 TTE.PA | 0.03% | 6.35% | $3.06 |
 KO | 0.03% | 3.02% | $1.89 |
 PG | 0.03% | 3.02% | $3.83 |
 V | 0.02% | 0.69% | $2.01 |
 ATE.PA | 0.02% | 2.01% | $1.5 |
 SAP.DE | 0.02% | 1.13% | $2.2 |
 BABA | 0.01% | 0.7% | $0.98 |
 META | 0.01% | 0.32% | $1 |
 TSM | 0.01% | 0.83% | $1.74 |
 GOOGL | 0.01% | 0.26% | $0.2 |
 RR.L | 0.01% | 0.83% | - |
 AVGO | 0.01% | 0.71% | $19.7 |
 PYPL | 0% | 0.24% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.89
High:AVGO
72.21AVGOLow:
SNOW
-58.12SNOWDetails
PEG Ratio
220.08
High:V
1,280.47VLow:VZ
8.41VZDetails
Price/Book
7.51
High:RR.L
44.21RR.LLow:ZIM
0.67ZIMDetails
Price/Sales
6.81
High:AVGO
26.31AVGOLow:ZIM
0.35ZIMDetails
Price/CF
22.82
High:SNOW
106.88SNOWLow:ZIM
0.61ZIMDetails
Price/FCF
61.25
High:KO
272.99KOLow:ZIM
1.1ZIMDetails
P/E Ratio
30.89
High:AVGO
72.21AVGOLow:SNOW
-58.12SNOWDetails
PEG Ratio
220.08
High:V
1,280.47VLow:VZ
8.41VZDetails
Price/Book
7.51
High:RR.L
44.21RR.LLow:ZIM
0.67ZIMDetails
Price/Sales
6.81
High:AVGO
26.31AVGOLow:ZIM
0.35ZIMDetails
Price/CF
22.82
High:SNOW
106.88SNOWLow:ZIM
0.61ZIMDetails
Price/FCF
61.25
High:KO
272.99KOLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.93% | Feb 2020 | Jul 2020 | 5 |
-10.87% | Apr 2022 | Jul 2023 | 15 |
-6.03% | Sep 2020 | Nov 2020 | 2 |
-4.2% | Aug 2023 | Dec 2023 | 4 |
-2.36% | Jan 2022 | Mar 2022 | 2 |
-0.99% | Jul 2025 | Aug 2025 | 1 |
-0.98% | Apr 2024 | May 2024 | 1 |
-0.63% | Oct 2024 | Nov 2024 | 1 |
-0.32% | Jun 2024 | Aug 2024 | 2 |
-0.27% | Mar 2025 | Apr 2025 | 1 |
-0.26% | Dec 2024 | Jan 2025 | 1 |
-0.12% | Nov 2025 | Dec 2025 | 1 |