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+0.97%
Today
+13.79%
This Month
+12.22%
Year To Date
+65.16%
2 Years
+78.04%
5 Years
+21.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.64%
- ⛏️ Energy Minerals7.82%
- 💰 Finance6.08%
- 🚚 Transportation4.6%
- 💻 Electronic Technology4.24%
- 🍞 Consumer Non Durables2.9%
- 🛍️ Retail Trade2.14%
- ⚡ Utilities1.98%
- 🖥️ Technology Services1.93%
- 🚗 Consumer Durables1.9%
- 🧬 Health Technology1.77%
- 🪨 Non Energy Minerals1.35%
- 🏥 Health Services0.93%
- 🏭 Industrial Services0.8%
- 💇♀️ Consumer Services0.63%
- 📡 Communications0.52%
- 🧪 Process Industries0.49%
- 📊 ETFs0.16%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.64%
- 🇺🇸 NYSE17.72%
- 🇭🇰 Hong Kong Exchanges6.94%
- 🇺🇸 Nasdaq6.64%
- 🇫🇷 Euronext Paris5.16%
- 🇬🇧 LSE2.34%
- 🇩🇪 FRA1.13%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇨🇭 SIX0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.24%
- 🇨🇳 China6.13%
- 🇫🇷 France4.64%
- 🇭🇰 Hong Kong2.57%
- 🇬🇧 United Kingdom1.65%
- 🇧🇷 Brazil1.33%
- 🇩🇪 Germany1.13%
- 🇬🇷 Greece0.97%
- 🇯🇵 Japan0.97%
- 🇰🇷 South Korea0.85%
- 🇮🇱 Israel0.64%
- 🇱🇺 Luxembourg0.52%
- 🇮🇳 India0.3%
- 🇨🇭 Switzerland0.16%
Dividends
Dividend Yield
2.33%
51 out of 85 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ZIM (48.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.31% | 48.61% | $0.23 |
 IEP | 0.21% | 26.78% | $4 |
 INSW | 0.19% | 10.3% | $5.74 |
 CIVI | 0.1% | 6.78% | $2 |
 ENGI.PA | 0.09% | 7.41% | $1.43 |
 LAND.L | 0.08% | 6.84% | $0.4 |
 3988.HK | 0.08% | 5.62% | $0.26 |
 CVS | 0.07% | 4.37% | $2.54 |
 TTE.PA | 0.06% | 6.1% | $3.06 |
 VALE | 0.06% | 7.21% | $1.33 |
 0992.HK | 0.06% | 3.88% | $0.38 |
 PBR.A | 0.06% | 11.49% | $2.21 |
 PFE | 0.05% | 6.84% | $1.66 |
 PR | 0.05% | 3.79% | $0.21 |
 CS.PA | 0.05% | 5.18% | $1.98 |
 COP | 0.05% | 3.36% | $3.25 |
 O | 0.05% | 5.53% | $3.09 |
 HUN | 0.04% | 8.44% | $0.98 |
 MC.PA | 0.04% | 2.8% | $13 |
 06862.HK | 0.04% | 6.28% | $0.82 |
 CVX | 0.04% | 4.45% | $6.28 |
 MBG.DE | 0.04% | 8.44% | $5.3 |
 DAC | 0.04% | 3.74% | $3.15 |
 UPS | 0.04% | 6.5% | $6.5 |
 SESG.PA | 0.03% | 6.61% | $0.43 |
 TM | 0.03% | 3.4% | $4.64 |
 AES | 0.03% | 5.08% | $0.68 |
 1109.HK | 0.03% | 4.96% | $1.58 |
 UNH | 0.03% | 3% | $7.74 |
 PAH3.DE | 0.03% | 5.6% | $2.56 |
 0968.HK | 0.03% | 8.2% | $0.23 |
 JKS | 0.03% | 5.19% | $1.48 |
 1288.HK | 0.02% | 5% | $0.25 |
 PEP | 0.02% | 3.77% | $5.15 |
 HAL | 0.02% | 3.18% | $0.66 |
 SHEL | 0.02% | 3.95% | $2.7 |
 9618.HK | 0.02% | 2.99% | $2.97 |
 02319.HK | 0.02% | 3.24% | $0.54 |
 SMSN.L | 0.02% | 1.97% | $23.68 |
 BLK | 0.01% | 1.88% | $20.2 |
 02386.HK | 0.01% | 6.21% | $0.38 |
 QCOM | 0.01% | 2.21% | $3.25 |
 MDLZ | 0.01% | 2.67% | $1.7 |
 3323.HK | 0.01% | 3.44% | $0.25 |
 ROG.ZU | 0.01% | 3.82% | $9.6 |
 RWE.DE | 0.01% | 2.92% | $1 |
 TTST.L | 0.01% | 1.87% | $0.41 |
 AAPL | 0% | 0.47% | $0.97 |
 INDA | 0% | 0.74% | - |
 META | 0% | 0.29% | $1 |
 WDC | 0% | 0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
LAND.L | Pay Day | Jul 25, 2025 | $0.16 |
1109.HK | Pay Day | Jul 25, 2025 | $0.14 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
CVS | Pay Day | Aug 1, 2025 | $0.66 |
AES | Ex-Dividend | Aug 1, 2025 | $0.18 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
AES | Pay Day | Aug 15, 2025 | $0.18 |
O | Pay Day | Aug 15, 2025 | $0.27 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.7/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
7.76
7.76
-2
0
2
8
8
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
7.76
7.76
-2
0
2
8
8
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.71
High:
02319.HK
612.102319.HKLow:
KVYO
-186.2KVYODetails
PEG Ratio
160.35
High:
O
1,973.24OLow:KVYO
-213.96KVYODetails
Price/Book
2.05
High:
AAPL
47.52AAPLLow:
PAH3.DE
0.3PAH3.DEDetails
Price/Sales
1.42
High:
TTD
15.66TTDLow:
GNLX
-GNLXDetails
Price/CF
6.95
High:
02386.HK
221.2702386.HKLow:
ZIM
0.46ZIMDetails
Price/FCF
11.87
High:
PEP
5,253.35PEPLow:
1288.HK
0.571288.HKDetails
P/E Ratio
14.71
High:02319.HK
612.102319.HKLow:KVYO
-186.2KVYODetails
PEG Ratio
160.35
High:O
1,973.24OLow:KVYO
-213.96KVYODetails
Price/Book
2.05
High:AAPL
47.52AAPLLow:PAH3.DE
0.3PAH3.DEDetails
Price/Sales
1.42
High:TTD
15.66TTDLow:GNLX
-GNLXDetails
Price/CF
6.95
High:02386.HK
221.2702386.HKLow:ZIM
0.46ZIMDetails
Price/FCF
11.87
High:PEP
5,253.35PEPLow:1288.HK
0.571288.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.66% | May 2021 | - | 51 |
-14.74% | Sep 2020 | Nov 2020 | 2 |
-13.97% | May 2020 | Jul 2020 | 2 |
-5.56% | Dec 2020 | Jan 2021 | 1 |