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-0.13%
This Month
-8.75%
Year To Date
+75.35%
2 Years
-100%
5 Years
-100%
10 Years
-87.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.89%
- 💻 Electronic Technology8.53%
- 💵 Cash8.31%
- 💰 Finance5.82%
- 🖥️ Technology Services4.86%
- 🪙 Cryptocurrencies4.36%
- 🛍️ Retail Trade2.94%
- 🏥 Health Services2.53%
- 🛠️ Producer Manufacturing2.45%
- ⛏️ Energy Minerals2.21%
- 🧬 Health Technology2.12%
- 🚗 Consumer Durables2.02%
- 📡 Communications1.96%
- 🍞 Consumer Non Durables1.15%
- 💇♀️ Consumer Services0.93%
- 🚚 Transportation0.86%
- 🧩 Miscellaneous0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.99%
- 🇺🇸 Nasdaq11.83%
- 🇺🇸 Chicago Board Options Exchange5.2%
- 🌍 Digital Currency4.36%
- 🇬🇧 LSE3.61%
- 🇩🇪 FRA1.83%
- 🇫🇷 Euronext Paris0.82%
- 🇮🇹 Borsa Italiana0.47%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇪🇸 Bolsa De Madrid0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.72%
- 🇬🇧 United Kingdom4.41%
- 🇨🇳 China2.58%
- 🇩🇪 Germany1.83%
- 🇯🇵 Japan1.1%
- 🇰🇷 South Korea0.87%
- 🇫🇷 France0.82%
- 🇧🇷 Brazil0.36%
- 🇪🇸 Spain0.31%
- 🇮🇹 Italy0.26%
- 🇳🇱 Netherlands0.21%
- 🇮🇱 Israel0.16%
Dividends
Dividend Yield
0.95%
49 out of 70 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.08% | 50.48% | $0.23 |
 BNP.PA | 0.06% | 7.38% | $4.6 |
 HRZN | 0.06% | 22.41% | - |
 PBR | 0.06% | 15.78% | $1.73 |
 LGEN.L | 0.04% | 9.15% | $0.2 |
 F | 0.04% | 6.26% | $0.78 |
 INSW | 0.04% | 7.06% | $5.74 |
 HSBC | 0.03% | 4.99% | $3.03 |
 BMW.DE | 0.03% | 5.32% | $6 |
 VZ | 0.03% | 6.68% | $2.66 |
 DTE.DE | 0.03% | 2.99% | $0.77 |
 BATS.L | 0.03% | 6.34% | $2.36 |
 0386.HK | 0.03% | 6.05% | $0.37 |
 GSK | 0.03% | 3.67% | $1.45 |
 C | 0.02% | 2.34% | $2.12 |
 BP.L | 0.02% | 5.94% | $0.23 |
 BAC | 0.02% | 2.05% | $0.96 |
 VOW3.DE | 0.02% | 6.98% | $9.06 |
 ENI.MI | 0.02% | 6.85% | $0.94 |
 AV.L | 0.02% | 5.61% | $0.33 |
 REP.MC | 0.02% | 5.51% | $0.73 |
 STLAM.MI | 0.02% | 7.42% | $1.55 |
 ABBV | 0.02% | 2.83% | $6.06 |
 XOM | 0.01% | 3.53% | $3.76 |
 JKS | 0.01% | 5.5% | $1.48 |
 PFE | 0.01% | 6.97% | $1.66 |
 O | 0.01% | 5.31% | $3.09 |
 VOD | 0.01% | 4.04% | $0.94 |
 UPS.RTH | 0.01% | 7.58% | $6.5 |
 SMSN.L | 0.01% | 1.24% | $23.68 |
 T | 0.01% | 4.26% | $1.11 |
 MAIN | 0.01% | 5.19% | $2.85 |
 MKS.L | 0.01% | 0.9% | $0.03 |
 DIS | 0.01% | 0.89% | $0.75 |
 AXP | 0.01% | 0.91% | $2.6 |
 JNJ | 0.01% | 2.66% | $4.81 |
 KO | 0.01% | 2.99% | $1.89 |
 BABA | 0.01% | 0.6% | $0.98 |
 GE | 0.01% | 0.45% | $0.44 |
 MSFT | 0.01% | 0.66% | $3 |
 INTC | 0% | 0.33% | $0.5 |
 SONY | 0% | 0.33% | $0.49 |
 COKE | 0% | 0.75% | $2 |
 GEV | 0% | 0.13% | - |
 AAPL | 0% | 0.39% | $0.97 |
 META | 0% | 0.35% | $1 |
 GOOG | 0% | 0.32% | $0.2 |
 V | 0% | 0.69% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
COKE | Ex-Dividend | Oct 24, 2025 | $0.25 |
GE | Pay Day | Oct 27, 2025 | $0.36 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
T | Pay Day | Nov 3, 2025 | $0.28 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
MAIN | Ex-Dividend | Nov 7, 2025 | $0.26 |
COKE | Pay Day | Nov 7, 2025 | $0.25 |
AXP | Pay Day | Nov 10, 2025 | $0.82 |
ABBV | Pay Day | Nov 14, 2025 | $1.64 |
O | Pay Day | Nov 14, 2025 | $0.27 |
MAIN | Pay Day | Nov 14, 2025 | $0.26 |
HRZN | Pay Day | Nov 14, 2025 | $0.11 |
GEV | Pay Day | Nov 17, 2025 | $0.25 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
C | Pay Day | Nov 26, 2025 | $0.60 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
BATS.L | Ex-Dividend | Dec 29, 2025 | $0.76 |
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 1.8/10
Beta
2.24
2.24
0
0.8
1.2
0
3
Sharpe Ratio
-1.09
-1.09
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.17
-1.17
-2
1
2
3
3
Jensen's Alpha
-76.32
-76.32
-77
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-4.13
-4.13
-5
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Beta
2.24
2.24
0
0.8
1.2
0
3
Sharpe Ratio
-1.09
-1.09
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.17
-1.17
-2
1
2
3
3
Jensen's Alpha
-76.32
-76.32
-77
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-4.13
-4.13
-5
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.64
High:
TSLA
259.11TSLALow:
RBLX
-94.52RBLXDetails
PEG Ratio
945.64
High:
AAPL
27,104.01AAPLLow:RBLX
-569.82RBLXDetails
Price/Book
6.45
High:RBLX
264.61RBLXLow:
ABBV
-2,239.96ABBVDetails
Price/Sales
5.06
High:
NVDA
27.12NVDALow:
ALDX
-ALDXDetails
Price/CF
18.9
High:
KO
233.26KOLow:
ZIM
0.56ZIMDetails
Price/FCF
38.8
High:
OPK
507.21OPKLow:ZIM
0.87ZIMDetails
P/E Ratio
35.64
High:TSLA
259.11TSLALow:RBLX
-94.52RBLXDetails
PEG Ratio
945.64
High:AAPL
27,104.01AAPLLow:RBLX
-569.82RBLXDetails
Price/Book
6.45
High:RBLX
264.61RBLXLow:ABBV
-2,239.96ABBVDetails
Price/Sales
5.06
High:NVDA
27.12NVDALow:ALDX
-ALDXDetails
Price/CF
18.9
High:KO
233.26KOLow:ZIM
0.56ZIMDetails
Price/FCF
38.8
High:OPK
507.21OPKLow:ZIM
0.87ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Feb 2021 | - | 57 |