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+0.99%
This Month
-19.38%
Year To Date
-9.61%
2 Years
+93.47%
5 Years
+93.47%
10 Years
+16.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies88.93%
- 🚚 Transportation3.57%
- 💻 Electronic Technology1.83%
- 💰 Finance1.61%
- 🍞 Consumer Non Durables0.8%
- 📡 Communications0.62%
- 🧬 Health Technology0.49%
- 🚗 Consumer Durables0.48%
- ⛏️ Energy Minerals0.44%
- 🧪 Process Industries0.35%
- 🖥️ Technology Services0.3%
- ⚡ Utilities0.25%
- 🪨 Non Energy Minerals0.18%
- 💵 Cash0.17%
- 🏭 Industrial Services0.04%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency88.93%
- 🇺🇸 NYSE7.77%
- 🇺🇸 Nasdaq3.13%
- 🇬🇧 LSE0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.73%
- 🇮🇱 Israel3.63%
- 🇨🇭 Switzerland1.43%
- 🇯🇵 Japan0.48%
- 🇧🇷 Brazil0.42%
- 🇬🇧 United Kingdom0.25%
- 🇭🇰 Hong Kong0.02%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.78%
26 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (14.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.52% | 14.84% | $0.23 |
 VZ | 0.03% | 5.49% | $2.66 |
 PFE | 0.03% | 6.48% | $1.66 |
 CALM | 0.03% | 8.98% | $1.87 |
 PBR | 0.03% | 6.34% | $1.73 |
 OUT | 0.02% | 4.15% | $1.2 |
 SPG | 0.02% | 4.34% | $7.75 |
 MO | 0.02% | 6.19% | $3.92 |
 O | 0.01% | 4.92% | $3.09 |
 PAYX | 0.01% | 4.55% | $3.65 |
 DUK | 0.01% | 3.23% | $4.1 |
 RIO | 0.01% | 4.15% | $4.34 |
 KO | 0.01% | 2.64% | $1.89 |
 ABR | 0.01% | 13.56% | $1.72 |
 PEP | 0.01% | 3.49% | $5.15 |
 GRMN | 0.01% | 0.36% | $3.71 |
 NTDOY | 0% | 0.99% | $0.24 |
 GIS | 0% | 5.6% | $2.36 |
 BAC | 0% | 2.2% | $0.96 |
 AESI | 0% | 7.47% | $0.78 |
 AXP | 0% | 1.1% | $2.6 |
 AAPL | 0% | 0.4% | $0.97 |
 SHEL.L | 0% | 3.48% | $0.8 |
 SIMO | 0% | 2.44% | $1.49 |
 CVS | 0% | 3.32% | $2.54 |
 CP | 0% | 0.77% | $0.56 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
11.78
11.78
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
11.78
11.78
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.13
High:CVS
58.23CVSLow:AESI
-24.74AESIDetails
PEG Ratio
182.39
High:GIS
2,278.45GISLow:
MCG.L
-0.81MCG.LDetails
Price/Book
7.47
High:AAPL
43.77AAPLLow:MO
-32.57MODetails
Price/Sales
4.79
High:O
10.58OLow:MCG.L
0.05MCG.LDetails
Price/CF
14.88
High:SIMO
50.92SIMOLow:ZIM
0.61ZIMDetails
Price/FCF
31.2
High:PEP
5,797.72PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
25.13
High:CVS
58.23CVSLow:AESI
-24.74AESIDetails
PEG Ratio
182.39
High:GIS
2,278.45GISLow:MCG.L
-0.81MCG.LDetails
Price/Book
7.47
High:AAPL
43.77AAPLLow:MO
-32.57MODetails
Price/Sales
4.79
High:O
10.58OLow:MCG.L
0.05MCG.LDetails
Price/CF
14.88
High:SIMO
50.92SIMOLow:ZIM
0.61ZIMDetails
Price/FCF
31.2
High:PEP
5,797.72PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.6% | Aug 2025 | - | 8 |
-22.76% | Feb 2025 | Jul 2025 | 5 |
-18.54% | Apr 2024 | Nov 2024 | 7 |
-9.92% | Nov 2022 | Mar 2023 | 4 |
-9.44% | Jul 2023 | Oct 2023 | 3 |
-3.83% | Dec 2024 | Jan 2025 | 1 |
-3.7% | May 2023 | Jun 2023 | 1 |
-0.97% | Jan 2024 | Feb 2024 | 1 |