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+0.93%
Today
+1.71%
This Month
-18.96%
Year To Date
+38.81%
2 Years
-100%
5 Years
-89.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.31%
- 💵 Cash7.44%
- 💰 Finance6.07%
- 💻 Electronic Technology5.48%
- 🖥️ Technology Services4.48%
- 🪙 Cryptocurrencies3.77%
- 🛍️ Retail Trade3.24%
- 📡 Communications2.36%
- ⛏️ Energy Minerals2.31%
- 🛠️ Producer Manufacturing2.23%
- 🚚 Transportation2.12%
- 🚗 Consumer Durables2.01%
- 🧬 Health Technology1.93%
- 🏥 Health Services1.85%
- 🍞 Consumer Non Durables1.18%
- 💇♀️ Consumer Services1.07%
- 🪨 Non Energy Minerals1.06%
- ❓ Other0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.71%
- 🇺🇸 Nasdaq10.43%
- 🇺🇸 Chicago Board Options Exchange5.9%
- 🌍 Digital Currency3.77%
- 🇬🇧 LSE3.6%
- 🇩🇪 FRA2.17%
- 🇫🇷 Euronext Paris0.95%
- 🇭🇰 Hong Kong Exchanges0.55%
- 🇮🇹 Borsa Italiana0.48%
- 🇪🇸 Bolsa De Madrid0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.03%
- 🇬🇧 United Kingdom4.7%
- 🇨🇳 China2.3%
- 🇩🇪 Germany2.17%
- 🇯🇵 Japan1.14%
- 🇨🇦 Canada1.06%
- 🇫🇷 France0.95%
- 🇰🇷 South Korea0.63%
- 🇧🇷 Brazil0.39%
- 🇪🇸 Spain0.29%
- 🇮🇹 Italy0.26%
- 🇮🇱 Israel0.24%
- 🇳🇱 Netherlands0.22%
Dividends
Dividend Yield
2.09%
57 out of 71 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $ZIM (43.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.37% | 1.29% | - |
 VEU | 0.34% | 2.94% | - |
 SPHD | 0.11% | 3.42% | - |
 ZIM | 0.1% | 43.48% | $0.23 |
 HRZN | 0.07% | 17.51% | - |
 PBR | 0.06% | 15.77% | $1.73 |
 BNP.PA | 0.06% | 6.13% | $4.6 |
 INSW | 0.06% | 10.73% | $5.74 |
 LGEN.L | 0.05% | 8.36% | $0.2 |
 F | 0.05% | 7.32% | $0.78 |
 INDA | 0.04% | 0.74% | - |
 0386.HK | 0.04% | 7.33% | $0.37 |
 JKS | 0.04% | 15.97% | $1.48 |
 HSBC | 0.04% | 5.48% | $3.03 |
 BMW.DE | 0.04% | 5.59% | $6 |
 URA | 0.04% | 3.05% | - |
 VZ | 0.03% | 6.18% | $2.66 |
 BATS.L | 0.03% | 6.85% | $2.36 |
 DTE.DE | 0.03% | 2.66% | $0.77 |
 WBA | 0.03% | 8.9% | $1.46 |
 GSK | 0.03% | 3.83% | $1.45 |
 C | 0.03% | 2.87% | $2.12 |
 BP.L | 0.03% | 6.82% | $0.23 |
 INTC | 0.02% | 2.47% | $0.5 |
 BAC | 0.02% | 2.32% | $0.96 |
 VOW3.DE | 0.02% | 6.94% | $9.06 |
 ENI.MI | 0.02% | 7.65% | $0.94 |
 AV.L | 0.02% | 5.73% | $0.33 |
 REP.MC | 0.02% | 6.61% | $0.73 |
 HDV | 0.02% | 3.5% | - |
 STLAM.MI | 0.02% | 7.83% | $1.55 |
 ABBV | 0.02% | 3.36% | $6.06 |
 XOM | 0.02% | 3.77% | $3.76 |
 PFE | 0.02% | 7.27% | $1.66 |
 O | 0.01% | 5.67% | $3.09 |
 SMSN.L | 0.01% | 2.2% | $23.68 |
 VOD | 0.01% | 4.64% | $0.94 |
 UPS | 0.01% | 6.68% | $6.5 |
 T | 0.01% | 3.97% | $1.11 |
 MAIN | 0.01% | 5.2% | $2.85 |
 MKS.L | 0.01% | 0.98% | $0.03 |
 MAG | 0.01% | 0.93% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 JNJ | 0.01% | 3.25% | $4.81 |
 AXP | 0.01% | 0.97% | $2.6 |
 KO | 0.01% | 2.8% | $1.89 |
 BABA | 0.01% | 0.87% | $0.98 |
 GE | 0.01% | 0.58% | $0.44 |
 MSFT | 0.01% | 0.69% | $3 |
 SONY | 0% | 0.37% | $0.49 |
 AAPL | 0% | 0.49% | $0.97 |
 COKE | 0% | 0.75% | $2 |
 GEV | 0% | 0.1% | - |
 GOOG | 0% | 0.46% | $0.2 |
 V | 0% | 0.62% | $2.01 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
INSW | Ex-Dividend | Jun 12, 2025 | $0.60 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
O | Pay Day | Jun 13, 2025 | $0.27 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
HRZN | Ex-Dividend | Jun 16, 2025 | $0.11 |
HSBC | Pay Day | Jun 20, 2025 | $0.50 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
INSW | Pay Day | Jun 26, 2025 | $0.60 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MKS.L | Pay Day | Jul 4, 2025 | $0.04 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
HRZN | Pay Day | Jul 15, 2025 | $0.11 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 1.8/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
-1.17
-1.17
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.24
-1.24
-2
1
2
3
3
Jensen's Alpha
-77.91
-77.91
-78
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-4.66
-4.66
-5
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
-1.17
-1.17
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.24
-1.24
-2
1
2
3
3
Jensen's Alpha
-77.91
-77.91
-78
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-4.66
-4.66
-5
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.4
High:
RDDT
173.64RDDTLow:
RBLX
-70.28RBLXDetails
PEG Ratio
181.7
High:
KO
10,128.43KOLow:RBLX
-254.56RBLXDetails
Price/Book
5.41
High:
ABBV
233.19ABBVLow:
VOW3.DE
0.27VOW3.DEDetails
Price/Sales
3.95
High:
NVDA
23.2NVDALow:
MAG
-MAGDetails
Price/CF
16.35
High:KO
282.33KOLow:
ZIM
0.46ZIMDetails
Price/FCF
32.24
High:
OPK
507.21OPKLow:ZIM
0.6ZIMDetails
P/E Ratio
29.4
High:RDDT
173.64RDDTLow:RBLX
-70.28RBLXDetails
PEG Ratio
181.7
High:KO
10,128.43KOLow:RBLX
-254.56RBLXDetails
Price/Book
5.41
High:ABBV
233.19ABBVLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
3.95
High:NVDA
23.2NVDALow:MAG
-MAGDetails
Price/CF
16.35
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
32.24
High:OPK
507.21OPKLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Feb 2021 | - | 53 |