Loading...
+0.46%
Today
+2.58%
This Month
-14.02%
Year To Date
+39.47%
2 Years
-100%
5 Years
-88.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.28%
- 💵 Cash7.74%
- 💻 Electronic Technology7.01%
- 💰 Finance6.04%
- 🖥️ Technology Services4.59%
- 🪙 Cryptocurrencies4.42%
- 🛍️ Retail Trade3.04%
- 🛠️ Producer Manufacturing2.49%
- ⛏️ Energy Minerals2.35%
- 🏥 Health Services2.16%
- 📡 Communications2.09%
- 🚗 Consumer Durables2.03%
- 🧬 Health Technology2%
- 🍞 Consumer Non Durables1.16%
- 💇♀️ Consumer Services1.08%
- 🪨 Non Energy Minerals0.98%
- 🚚 Transportation0.88%
- ❓ Other0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.36%
- 🇺🇸 Nasdaq10.99%
- 🇺🇸 Chicago Board Options Exchange5.57%
- 🌍 Digital Currency4.42%
- 🇬🇧 LSE3.46%
- 🇩🇪 FRA2%
- 🇫🇷 Euronext Paris0.89%
- 🇭🇰 Hong Kong Exchanges0.55%
- 🇮🇹 Borsa Italiana0.46%
- 🇪🇸 Bolsa De Madrid0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.37%
- 🇬🇧 United Kingdom4.4%
- 🇨🇳 China2.27%
- 🇩🇪 Germany2%
- 🇨🇦 Canada0.98%
- 🇯🇵 Japan0.98%
- 🇫🇷 France0.89%
- 🇰🇷 South Korea0.66%
- 🇧🇷 Brazil0.4%
- 🇪🇸 Spain0.3%
- 🇮🇹 Italy0.27%
- 🇮🇱 Israel0.2%
- 🇳🇱 Netherlands0.19%
Dividends
Dividend Yield
1.92%
57 out of 71 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.35% | 1.21% | - |
 VEU | 0.31% | 2.82% | - |
 SPHD | 0.1% | 3.44% | - |
 ZIM | 0.1% | 49.46% | $0.23 |
 HRZN | 0.06% | 16.4% | - |
 PBR | 0.06% | 14.65% | $1.73 |
 BNP.PA | 0.06% | 6.16% | $4.6 |
 INSW | 0.05% | 10.42% | $5.74 |
 LGEN.L | 0.05% | 8.22% | $0.2 |
 F | 0.04% | 6.62% | $0.78 |
 INDA | 0.04% | 0.74% | - |
 0386.HK | 0.04% | 6.84% | $0.37 |
 HSBC | 0.04% | 5.15% | $3.03 |
 BMW.DE | 0.04% | 5.1% | $6 |
 URA | 0.03% | 2.39% | - |
 DTE.DE | 0.03% | 2.97% | $0.77 |
 VZ | 0.03% | 6.35% | $2.66 |
 BATS.L | 0.03% | 6.29% | $2.36 |
 GSK | 0.03% | 4.37% | $1.45 |
 C | 0.03% | 2.45% | $2.12 |
 BP.L | 0.02% | 6.1% | $0.23 |
 INTC | 0.02% | 2.15% | $0.5 |
 BAC | 0.02% | 2.19% | $0.96 |
 ENI.MI | 0.02% | 7.22% | $0.94 |
 VOW3.DE | 0.02% | 6.99% | $9.06 |
 REP.MC | 0.02% | 6.04% | $0.73 |
 AV.L | 0.02% | 5.59% | $0.33 |
 HDV | 0.02% | 3.5% | - |
 ABBV | 0.02% | 3.49% | $6.06 |
 STLAM.MI | 0.02% | 8.45% | $1.55 |
 XOM | 0.02% | 3.63% | $3.76 |
 JKS | 0.02% | 5.44% | $1.48 |
 PFE | 0.02% | 7.02% | $1.66 |
 WBA | 0.01% | 4.35% | $1.46 |
 O | 0.01% | 5.65% | $3.09 |
 SMSN.L | 0.01% | 1.9% | $23.68 |
 VOD | 0.01% | 4.13% | $0.94 |
 UPS | 0.01% | 6.6% | $6.5 |
 MAIN | 0.01% | 4.63% | $2.85 |
 T | 0.01% | 4.06% | $1.11 |
 MKS.L | 0.01% | 1.03% | $0.03 |
 DIS | 0.01% | 0.83% | $0.75 |
 JNJ | 0.01% | 3.1% | $4.81 |
 AXP | 0.01% | 1% | $2.6 |
 KO | 0.01% | 2.87% | $1.89 |
 BABA | 0.01% | 0.86% | $0.98 |
 GE | 0.01% | 0.49% | $0.44 |
 MSFT | 0.01% | 0.65% | $3 |
 SONY | 0% | 0.4% | $0.49 |
 COKE | 0% | 0.87% | $2 |
 AAPL | 0% | 0.48% | $0.97 |
 GEV | 0% | 0.13% | - |
 GOOG | 0% | 0.42% | $0.2 |
 V | 0% | 0.65% | $2.01 |
 META | 0% | 0.29% | $1 |
 MAG | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
COKE | Ex-Dividend | Jul 25, 2025 | $0.25 |
T | Pay Day | Aug 1, 2025 | $0.28 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MAIN | Ex-Dividend | Aug 8, 2025 | $0.26 |
COKE | Pay Day | Aug 8, 2025 | $0.25 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MAIN | Pay Day | Aug 15, 2025 | $0.26 |
HRZN | Ex-Dividend | Aug 18, 2025 | $0.11 |
GEV | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
C | Pay Day | Aug 22, 2025 | $0.60 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
HRZN | Pay Day | Sep 16, 2025 | $0.11 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 1.8/10
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
-1.15
-1.15
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.22
-1.22
-2
1
2
3
3
Jensen's Alpha
-77.61
-77.61
-78
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-4.49
-4.49
-5
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
-1.15
-1.15
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.22
-1.22
-2
1
2
3
3
Jensen's Alpha
-77.61
-77.61
-78
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-4.49
-4.49
-5
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.84
High:
RDDT
229.33RDDTLow:
RBLX
-92.88RBLXDetails
PEG Ratio
167.83
High:
KO
9,978.59KOLow:RBLX
-336.42RBLXDetails
Price/Book
6.04
High:RBLX
271.59RBLXLow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
4.46
High:
NVDA
28.57NVDALow:
MAG
-MAGDetails
Price/CF
17.18
High:KO
282.33KOLow:
ZIM
0.46ZIMDetails
Price/FCF
34.05
High:
OPK
507.21OPKLow:ZIM
0.6ZIMDetails
P/E Ratio
32.84
High:RDDT
229.33RDDTLow:RBLX
-92.88RBLXDetails
PEG Ratio
167.83
High:KO
9,978.59KOLow:RBLX
-336.42RBLXDetails
Price/Book
6.04
High:RBLX
271.59RBLXLow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
4.46
High:NVDA
28.57NVDALow:MAG
-MAGDetails
Price/CF
17.18
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
34.05
High:OPK
507.21OPKLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Feb 2021 | - | 54 |