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-0.18%
Today
+0.75%
This Month
+6.86%
Year To Date
+37.3%
2 Years
+101.83%
5 Years
-9.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š„ Copy Trading36.72%
- š ETFs36.07%
- šµ Cash6.76%
- šŖ Cryptocurrencies3.99%
- š Consumer Non Durables3.52%
- āļø Energy Minerals2.71%
- š Transportation2.49%
- š Consumer Durables1.9%
- š„ļø Technology Services1.28%
- šļø Retail Trade0.88%
- šāāļø Consumer Services0.84%
- šŖØ Non Energy Minerals0.73%
- š§¬ Health Technology0.56%
- š„ Health Services0.49%
- š» Electronic Technology0.29%
- š¼ Commercial Services0.25%
- š° Finance0.2%
- ā” Utilities0%
- š§Ŗ Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- šŗšø NYSE35.69%
- š¬š§ LSE22.37%
- šŗšø Nasdaq8.78%
- š Digital Currency3.99%
- šŗšø Chicago Board Options Exchange2.48%
- š©šŖ FRA0.76%
- š«š· Euronext Paris0.07%
Countries Breakdown
- Country
- Total
- šŗšø United States9.65%
- š®š± Israel1.89%
- š§š· Brazil1.77%
- š©šŖ Germany0.76%
- šØš³ China0.75%
- š©š° Denmark0.56%
- š¬š· Greece0.36%
- š¬š§ United Kingdom0.17%
- šøšŖ Sweden0.16%
- š«š· France0.07%
Dividends
Dividend Yield
1.98%
39 out of 74 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ZIM (45.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.85% | 45.12% | $0.23 |
 EWZ | 0.19% | 7.43% | - |
 PBR.A | 0.15% | 12.33% | $2.21 |
 F | 0.08% | 7.44% | $0.78 |
 KHC | 0.06% | 6.05% | $1.6 |
 VOW3.DE | 0.05% | 6.83% | $9.06 |
 TQQQ | 0.05% | 1.79% | - |
 VALE | 0.04% | 7.83% | $1.33 |
 VGK | 0.04% | 3.03% | - |
 SHIP | 0.04% | 10.25% | $0.1 |
 SCHD | 0.03% | 4.03% | - |
 ISF.L | 0.03% | 3.54% | - |
 OXY | 0.03% | 2.18% | $0.8 |
 FXI | 0.03% | 1.58% | - |
 EVR.L | 0.03% | 17.85% | - |
 UUP | 0.03% | 4.81% | - |
 PEP | 0.03% | 4.21% | $5.15 |
 EWG | 0.02% | 1.91% | - |
 PFF | 0.02% | 6.64% | - |
 LEVI | 0.02% | 2.99% | $0.48 |
 DIA.US | 0.02% | 1.65% | - |
 NKE | 0.02% | 2.5% | $1.45 |
 TLT | 0.02% | 4.21% | - |
 UNH | 0.01% | 2.89% | $7.74 |
 O | 0.01% | 5.69% | $3.09 |
 NVO | 0.01% | 1.63% | $0.98 |
 VOO | 0.01% | 1.37% | - |
 WBA | 0.01% | 8.91% | $1.46 |
 VONG | 0.01% | 0.59% | - |
 INTC | 0% | 2.48% | $0.5 |
 BABA | 0% | 0.86% | $0.98 |
 FL | 0% | 1.89% | $1.6 |
 LIT | 0% | 1.03% | - |
 LUV | 0% | 2.21% | $0.72 |
 INDA | 0% | 0.74% | - |
 GOOG | 0% | 0.47% | $0.2 |
 MSFT | 0% | 0.69% | $3 |
 TAN | 0% | 0.58% | - |
 DIS | 0% | 0.88% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
EWG | Pay Day | Jun 17, 2025 | $0.00 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
SHIP | Ex-Dividend | Jun 27, 2025 | $0.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
SHIP | Pay Day | Jul 10, 2025 | $0.10 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
UUP | Pay Day | Dec 27, 2025 | $1.32 |
Performance Metrics
Score 2.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-13.86
-13.86
-14
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-13.86
-13.86
-14
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.58
High:
TOST
178.42TOSTLow:
FL
-6.31FLDetails
PEG Ratio
138.54
High:
O
1,956.66OLow:
FCEL
-175.4FCELDetails
Price/Book
3.95
High:
NVO
15.95NVOLow:
NIO
-144.34NIODetails
Price/Sales
2.5
High:
SPCE
21.67SPCELow:
TUPBQ
0TUPBQDetails
Price/CF
12.66
High:TOST
43.58TOSTLow:
ZIM
0.46ZIMDetails
Price/FCF
32.48
High:
PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
P/E Ratio
20.58
High:TOST
178.42TOSTLow:FL
-6.31FLDetails
PEG Ratio
138.54
High:O
1,956.66OLow:FCEL
-175.4FCELDetails
Price/Book
3.95
High:NVO
15.95NVOLow:NIO
-144.34NIODetails
Price/Sales
2.5
High:SPCE
21.67SPCELow:TUPBQ
0TUPBQDetails
Price/CF
12.66
High:TOST
43.58TOSTLow:ZIM
0.46ZIMDetails
Price/FCF
32.48
High:PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.08% | Jan 2018 | - | 90 |