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+0.47%
Today
+14.09%
This Month
+20.83%
Year To Date
+203.67%
2 Years
+226.6%
5 Years
+37.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies94.59%
- 🚚 Transportation1.08%
- 💻 Electronic Technology1.01%
- 💰 Finance0.8%
- 🚗 Consumer Durables0.47%
- 🍞 Consumer Non Durables0.45%
- 📡 Communications0.31%
- 🖥️ Technology Services0.3%
- 🧪 Process Industries0.27%
- 🧬 Health Technology0.25%
- ⛏️ Energy Minerals0.19%
- ⚡ Utilities0.14%
- 🪨 Non Energy Minerals0.07%
- 🏭 Industrial Services0.03%
- 🛍️ Retail Trade0.03%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency94.59%
- 🇺🇸 NYSE3.19%
- 🇺🇸 Nasdaq2.16%
- 🇬🇧 LSE0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.64%
- 🇮🇱 Israel1.16%
- 🇨🇭 Switzerland0.81%
- 🇯🇵 Japan0.47%
- 🇧🇷 Brazil0.18%
- 🇬🇧 United Kingdom0.13%
- 🇭🇰 Hong Kong0.01%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.69%
28 out of 55 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.51% | 49.65% | $0.23 |
 PBR | 0.03% | 14.64% | $1.73 |
 VZ | 0.02% | 6.33% | $2.66 |
 PFE | 0.02% | 7.01% | $1.66 |
 CALM | 0.02% | 6.34% | $1.87 |
 GRMN | 0.01% | 1.59% | $3.71 |
 OUT | 0.01% | 5.09% | $1.2 |
 SPG | 0.01% | 5.08% | $7.75 |
 MO | 0.01% | 6.93% | $3.92 |
 O | 0.01% | 5.65% | $3.09 |
 ABR | 0.01% | 14.09% | $1.72 |
 DUK | 0% | 3.51% | $4.1 |
 PAYX | 0% | 2.88% | $3.65 |
 RIO | 0% | 6.44% | $4.34 |
 KO | 0% | 2.86% | $1.89 |
 NTDOY | 0% | 0.79% | $0.24 |
 PEP | 0% | 3.89% | $5.15 |
 GIS | 0% | 4.89% | $2.36 |
 AESI | 0% | 7.35% | $0.78 |
 BAC | 0% | 2.18% | $0.96 |
 AXP | 0% | 1% | $2.6 |
 WBA | 0% | 4.36% | $1.46 |
 MCG.L | 0% | 2.42% | $0.07 |
 AAPL | 0% | 0.48% | $0.97 |
 SHEL.L | 0% | 4.12% | $0.8 |
 CVS | 0% | 4.31% | $2.54 |
 SIMO | 0% | 2% | $1.49 |
 CP | 0% | 0.71% | $0.56 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Jul 22, 2025 | $0.66 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
CVS | Pay Day | Aug 1, 2025 | $0.66 |
GIS | Pay Day | Aug 1, 2025 | $0.61 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
SIMO | Ex-Dividend | Aug 7, 2025 | $0.50 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
DUK | Ex-Dividend | Aug 15, 2025 | $1.06 |
O | Pay Day | Aug 15, 2025 | $0.27 |
SIMO | Pay Day | Aug 21, 2025 | $0.50 |
PAYX | Pay Day | Aug 29, 2025 | $1.08 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
DUK | Pay Day | Sep 16, 2025 | $1.06 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 8.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
29.8
29.8
-2
0
2
30
30
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
29.8
29.8
-2
0
2
30
30
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.46
1.46
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.76
High:
NTDOY
56.11NTDOYLow:
WBA
-1.58WBADetails
PEG Ratio
589.4
High:
KO
9,978.59KOLow:
ZIM
0.41ZIMDetails
Price/Book
6.63
High:
AAPL
47.23AAPLLow:
MO
-27.86MODetails
Price/Sales
4.28
High:NTDOY
13.37NTDOYLow:
MCG.L
0.06MCG.LDetails
Price/CF
16.73
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
33.8
High:
PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
P/E Ratio
23.76
High:NTDOY
56.11NTDOYLow:WBA
-1.58WBADetails
PEG Ratio
589.4
High:KO
9,978.59KOLow:ZIM
0.41ZIMDetails
Price/Book
6.63
High:AAPL
47.23AAPLLow:MO
-27.86MODetails
Price/Sales
4.28
High:NTDOY
13.37NTDOYLow:MCG.L
0.06MCG.LDetails
Price/CF
16.73
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
33.8
High:PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |