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-1.24%
This Month
-8.92%
Year To Date
+75.16%
2 Years
+146.2%
5 Years
+146.2%
10 Years
+24.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies92.15%
- 🚚 Transportation2.11%
- 💻 Electronic Technology1.31%
- 💰 Finance1.23%
- 🍞 Consumer Non Durables0.59%
- 🚗 Consumer Durables0.56%
- 📡 Communications0.43%
- 🧬 Health Technology0.4%
- 🖥️ Technology Services0.31%
- 🧪 Process Industries0.29%
- ⛏️ Energy Minerals0.26%
- ⚡ Utilities0.18%
- 🪨 Non Energy Minerals0.11%
- 💵 Cash0.05%
- 🏭 Industrial Services0.03%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency92.15%
- 🇺🇸 NYSE5.18%
- 🇺🇸 Nasdaq2.6%
- 🇬🇧 LSE0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.67%
- 🇮🇱 Israel2.2%
- 🇨🇭 Switzerland0.96%
- 🇯🇵 Japan0.56%
- 🇧🇷 Brazil0.25%
- 🇬🇧 United Kingdom0.16%
- 🇭🇰 Hong Kong0.01%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.68%
26 out of 54 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (21.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.44% | 21.37% | $0.23 |
 CALM | 0.03% | 10.29% | $1.87 |
 VZ | 0.03% | 6.56% | $2.66 |
 PFE | 0.03% | 6.61% | $1.66 |
 PBR | 0.03% | 10.42% | $1.73 |
 OUT | 0.02% | 5.15% | $1.2 |
 GRMN | 0.02% | 1.77% | $3.71 |
 SPG | 0.01% | 4.68% | $7.75 |
 MO | 0.01% | 7.1% | $3.92 |
 O | 0.01% | 5.48% | $3.09 |
 DUK | 0.01% | 3.62% | $4.1 |
 PAYX | 0.01% | 3.77% | $3.65 |
 ABR | 0.01% | 15.03% | $1.72 |
 KO | 0.01% | 2.91% | $1.89 |
 RIO | 0.01% | 5.07% | $4.34 |
 PEP | 0% | 3.88% | $5.15 |
 NTDOY | 0% | 0.7% | $0.24 |
 GIS | 0% | 5.29% | $2.36 |
 AESI | 0% | 9.95% | $0.78 |
 BAC | 0% | 2% | $0.96 |
 AXP | 0% | 0.85% | $2.6 |
 AAPL | 0% | 0.37% | $0.97 |
 SHEL.L | 0% | 3.91% | $0.8 |
 CVS | 0% | 3.52% | $2.54 |
 SIMO | 0% | 1.62% | $1.49 |
 CP | 0% | 0.85% | $0.56 |
Performance Metrics
Score 7.4/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
20.02
20.02
-2
0
2
21
21
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
20.02
20.02
-2
0
2
21
21
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.89
High:
CVS
197.62CVSLow:
AESI
-102.58AESIDetails
PEG Ratio
411.46
High:
O
2,996.38OLow:
CALM
1.65CALMDetails
Price/Book
8.53
High:
AAPL
55.86AAPLLow:
MO
-36.8MODetails
Price/Sales
5.4
High:AAPL
9.96AAPLLow:
MCG.L
0.04MCG.LDetails
Price/CF
18.92
High:
SIMO
58.98SIMOLow:
ZIM
0.61ZIMDetails
Price/FCF
37.07
High:
PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
26.89
High:CVS
197.62CVSLow:AESI
-102.58AESIDetails
PEG Ratio
411.46
High:O
2,996.38OLow:CALM
1.65CALMDetails
Price/Book
8.53
High:AAPL
55.86AAPLLow:MO
-36.8MODetails
Price/Sales
5.4
High:AAPL
9.96AAPLLow:MCG.L
0.04MCG.LDetails
Price/CF
18.92
High:SIMO
58.98SIMOLow:ZIM
0.61ZIMDetails
Price/FCF
37.07
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.76% | Feb 2025 | Jul 2025 | 5 |
-22.38% | Aug 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 |