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+11.91%
This Month
-21.87%
Year To Date
-2.4%
2 Years
+87.49%
5 Years
+87.49%
10 Years
+14.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies88.21%
- 🚚 Transportation3.43%
- 💻 Electronic Technology2.01%
- 💰 Finance1.91%
- 🍞 Consumer Non Durables0.86%
- 📡 Communications0.59%
- ⛏️ Energy Minerals0.52%
- 🧬 Health Technology0.5%
- 🚗 Consumer Durables0.39%
- 🧪 Process Industries0.39%
- 🖥️ Technology Services0.39%
- ⚡ Utilities0.26%
- 🧩 Miscellaneous0.19%
- 🪨 Non Energy Minerals0.19%
- 💵 Cash0.12%
- 🏭 Industrial Services0.06%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency88.21%
- 🇺🇸 NYSE8.11%
- 🇺🇸 Nasdaq3.13%
- 🇺🇸 OTC Markets Stock Exchange0.39%
- 🇬🇧 LSE0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.52%
- 🇮🇱 Israel3.53%
- 🇨🇭 Switzerland1.45%
- 🇧🇷 Brazil0.5%
- 🇯🇵 Japan0.39%
- 🇬🇧 United Kingdom0.26%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.62%
27 out of 55 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OXSQ (28.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.27% | 7.99% | $0.23 |
 OXSQ | 0.05% | 28.77% | - |
 VZ | 0.04% | 6.42% | $2.66 |
 PFE | 0.03% | 6.91% | $1.66 |
 OUT | 0.03% | 3.75% | $1.2 |
 PBR | 0.03% | 5.19% | $1.73 |
 GRMN | 0.03% | 1.77% | $3.71 |
 CALM | 0.02% | 5.52% | $1.87 |
 SPG | 0.02% | 3.9% | $7.75 |
 MO | 0.02% | 5.81% | $3.92 |
 O | 0.01% | 5% | $3.09 |
 NTDOY | 0.01% | 3.01% | $0.24 |
 PAYX | 0.01% | 3.98% | $3.65 |
 DUK | 0.01% | 3.39% | $4.1 |
 RIO | 0.01% | 4.41% | $4.34 |
 KO | 0.01% | 2.54% | $1.89 |
 ABR | 0.01% | 20.98% | $1.72 |
 PEP | 0.01% | 4.26% | $5.15 |
 GIS | 0.01% | 6.57% | $2.36 |
 BAC | 0% | 1.83% | $0.96 |
 AXP | 0% | 1.01% | $2.6 |
 AESI | 0% | 3.51% | $0.78 |
 AAPL | 0% | 0.32% | $0.97 |
 SHEL.L | 0% | 3.4% | $0.8 |
 SIMO | 0% | 0.9% | $1.49 |
 CVS | 0% | 2.42% | $2.54 |
 CP | 0% | 0.75% | $0.56 |
Performance Metrics
Score 6.5/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
13.04
13.04
-2
0
2
14
14
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
13.04
13.04
-2
0
2
14
14
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.89
High:SIMO
64.61SIMOLow:GIS
-191.24GISDetails
PEG Ratio
142.01
High:O
494.14OLow:
MCG.L
-0.84MCG.LDetails
Price/Book
9.58
High:AAPL
44.98AAPLLow:MO
-37.35MODetails
Price/Sales
5.96
High:OXSQ
35.41OXSQLow:MCG.L
0.05MCG.LDetails
Price/CF
18.36
High:SIMO
50.92SIMOLow:MCG.L
0.83MCG.LDetails
Price/FCF
30.49
High:SIMO
251.07SIMOLow:ZIM
6.13ZIMDetails
P/E Ratio
29.89
High:SIMO
64.61SIMOLow:GIS
-191.24GISDetails
PEG Ratio
142.01
High:O
494.14OLow:MCG.L
-0.84MCG.LDetails
Price/Book
9.58
High:AAPL
44.98AAPLLow:MO
-37.35MODetails
Price/Sales
5.96
High:OXSQ
35.41OXSQLow:MCG.L
0.05MCG.LDetails
Price/CF
18.36
High:SIMO
50.92SIMOLow:MCG.L
0.83MCG.LDetails
Price/FCF
30.49
High:SIMO
251.07SIMOLow:ZIM
6.13ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.18% | Aug 2025 | - | 12 |
-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 |