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+1.11%
This Month
+1.11%
Year To Date
+74.32%
2 Years
+142.63%
5 Years
+142.63%
10 Years
+23.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies92.08%
- 🚚 Transportation2.27%
- 💻 Electronic Technology1.27%
- 💰 Finance1.25%
- 🍞 Consumer Non Durables0.61%
- 🚗 Consumer Durables0.47%
- 📡 Communications0.4%
- 🧬 Health Technology0.4%
- ⛏️ Energy Minerals0.28%
- 🖥️ Technology Services0.27%
- 🧪 Process Industries0.26%
- ⚡ Utilities0.19%
- 💵 Cash0.14%
- 🪨 Non Energy Minerals0.14%
- 🏭 Industrial Services0.04%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency92.08%
- 🇺🇸 NYSE5.41%
- 🇺🇸 Nasdaq2.39%
- 🇬🇧 LSE0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.63%
- 🇮🇱 Israel2.33%
- 🇨🇭 Switzerland0.95%
- 🇯🇵 Japan0.47%
- 🇧🇷 Brazil0.26%
- 🇬🇧 United Kingdom0.18%
- 🇭🇰 Hong Kong0.01%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.68%
26 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.44% | 19.88% | $0.23 |
 VZ | 0.03% | 7% | $2.66 |
 CALM | 0.03% | 10.26% | $1.87 |
 PFE | 0.03% | 6.77% | $1.66 |
 PBR | 0.02% | 8.24% | $1.73 |
 OUT | 0.02% | 4.88% | $1.2 |
 GRMN | 0.02% | 1.79% | $3.71 |
 SPG | 0.01% | 4.68% | $7.75 |
 MO | 0.01% | 6.81% | $3.92 |
 O | 0.01% | 5.25% | $3.09 |
 PAYX | 0.01% | 5.05% | $3.65 |
 DUK | 0.01% | 3.55% | $4.1 |
 ABR | 0.01% | 16.58% | $1.72 |
 KO | 0.01% | 2.85% | $1.89 |
 RIO | 0.01% | 4.32% | $4.34 |
 PEP | 0% | 3.83% | $5.15 |
 NTDOY | 0% | 0.86% | $0.24 |
 GIS | 0% | 5.48% | $2.36 |
 AESI | 0% | 8.86% | $0.78 |
 BAC | 0% | 2.08% | $0.96 |
 AXP | 0% | 0.93% | $2.6 |
 AAPL | 0% | 0.42% | $0.97 |
 SHEL.L | 0% | 3.96% | $0.8 |
 SIMO | 0% | 3.09% | $1.49 |
 CVS | 0% | 3.36% | $2.54 |
 CP | 0% | 0.89% | $0.56 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
18.36
18.36
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
18.36
18.36
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.83
High:CVS
209.28CVSLow:AESI
-115.26AESIDetails
PEG Ratio
470.65
High:O
3,157.55OLow:CALM
3.89CALMDetails
Price/Book
7.25
High:AAPL
49.43AAPLLow:MO
-38.81MODetails
Price/Sales
4.72
High:O
10.04OLow:
MCG.L
0.04MCG.LDetails
Price/CF
17.25
High:SIMO
58.98SIMOLow:ZIM
0.61ZIMDetails
Price/FCF
35.75
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
23.83
High:CVS
209.28CVSLow:AESI
-115.26AESIDetails
PEG Ratio
470.65
High:O
3,157.55OLow:CALM
3.89CALMDetails
Price/Book
7.25
High:AAPL
49.43AAPLLow:MO
-38.81MODetails
Price/Sales
4.72
High:O
10.04OLow:MCG.L
0.04MCG.LDetails
Price/CF
17.25
High:SIMO
58.98SIMOLow:ZIM
0.61ZIMDetails
Price/FCF
35.75
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.34% | Aug 2025 | - | 6 |
-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 |