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-12.04%
This Month
+57.26%
Year To Date
+79.06%
2 Years
-20.04%
5 Years
-20.04%
10 Years
-5.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance20.14%
- 🪨 Non Energy Minerals12.88%
- 🪙 Cryptocurrencies12.28%
- 🛍️ Retail Trade11.04%
- 🖥️ Technology Services9.71%
- 🧬 Health Technology8%
- 🏥 Health Services7.54%
- 💼 Commercial Services6.38%
- 👥 Copy Trading1.88%
- 💇♀️ Consumer Services1.48%
- 💵 Cash1.48%
- 🍞 Consumer Non Durables1.18%
- 📊 ETFs1.06%
- ⚡ Utilities0.89%
- 🏭 Industrial Services0.77%
- ⛏️ Energy Minerals0.74%
- 🧩 Miscellaneous0.66%
- 📦 Distribution Services0.5%
- 🌾 Commodities0.26%
- 📡 Communications0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.17%
- 🇺🇸 Nasdaq28.32%
- 🌍 Digital Currency12.31%
- 🇬🇧 LSE0.6%
- 🌍 Commodity0.26%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🌍 FX0.07%
- 🇫🇷 Euronext Paris0.07%
- 🇦🇺 Sydney0.06%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.73%
- 🇨🇦 Canada12.94%
- 🇨🇳 China5.57%
- 🇩🇰 Denmark2.19%
- 🇨🇭 Switzerland1.27%
- 🇳🇱 Netherlands0.82%
- 🇺🇾 Uruguay0.58%
- 🇬🇧 United Kingdom0.4%
- 🇰🇾 Cayman Islands0.24%
- 🇳🇴 Norway0.2%
- 🇦🇺 Australia0.2%
- 🇬🇷 Greece0.15%
- 🇫🇷 France0.07%
- 🇧🇷 Brazil0.05%
- 🇮🇪 Ireland0.05%
- 🇭🇰 Hong Kong0.04%
- 🇫🇮 Finland0.02%
- 🇧🇲 Bermuda0.02%
- 🇿🇦 South Africa0.01%
- 🇱🇺 Luxembourg0.01%
- 🇦🇷 Argentina0.01%
- 🇮🇱 Israel0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.68%
37 out of 73 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ABR (15.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPW | 0.74% | 6.74% | $0.6 |
 PFE | 0.11% | 6.85% | $1.66 |
 SBRA | 0.1% | 6.31% | $1.2 |
 ARE | 0.08% | 10.22% | $5.02 |
 FundManagerZech | 0.07% | 5.54% | - |
 ABR | 0.06% | 15.73% | $1.72 |
 NNN | 0.06% | 5.89% | $2.26 |
 NVO | 0.06% | 2.53% | $0.98 |
 BAM | 0.04% | 3.3% | $1.41 |
 WPC | 0.04% | 5.56% | $3.67 |
 UNH | 0.04% | 2.63% | $7.74 |
 MAA | 0.03% | 4.57% | $5.81 |
 JD.US | 0.03% | 3.42% | $0.74 |
 BABA | 0.02% | 0.69% | $0.98 |
 D | 0.02% | 4.5% | $2.67 |
 EIX | 0.02% | 5.78% | $3.04 |
 FR.US | 0.02% | 3.07% | $1.38 |
 AG | 0.02% | 0.13% | $0.02 |
 CRM | 0.01% | 0.66% | $0.4 |
 GIS | 0.01% | 5.16% | $2.36 |
 RICK | 0.01% | 1.13% | $0.24 |
 APA | 0.01% | 4.2% | $1 |
 LTC.US | 0.01% | 6.59% | $2.28 |
 GLEN.L | 0.01% | 2.01% | $0.1 |
 PYPL | 0.01% | 0.23% | - |
 PAX | 0.01% | 3.87% | $1.02 |
 WDS | 0.01% | 6.57% | $1.36 |
 Andrew-BT | 0.01% | 3.48% | - |
 TPL | 0.01% | 0.79% | $4.5 |
 EL | 0% | 1.35% | $2.64 |
 META | 0% | 0.32% | $1 |
 VALE | 0% | 9.97% | $1.33 |
 ChristopheNour | 0% | 0.44% | - |
 VOD.L | 0% | 4.09% | $0.08 |
 TMO | 0% | 0.31% | $1.48 |
 MDT.US | 0% | 2.91% | $2.77 |
 BMNR | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 2.6/10
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-13.67
-13.67
-14
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-13.67
-13.67
-14
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.68
High:
WBD
158.37WBDLow:
TEM.US
-58.02TEM.USDetails
PEG Ratio
80.1
High:
TPL
649.73TPLLow:
MNMD
-887.21MNMDDetails
Price/Book
4.7
High:TEM.US
24.03TEM.USLow:
VOD.L
0.47VOD.LDetails
Price/Sales
3.07
High:
ATAI
2,008.99ATAILow:MNMD
-MNMDDetails
Price/CF
17.51
High:
BULL
1,936.14BULLLow:
APA
1.82APADetails
Price/FCF
64.24
High:
MAA
3,373.93MAALow:VOD.L
3.19VOD.LDetails
P/E Ratio
27.68
High:WBD
158.37WBDLow:TEM.US
-58.02TEM.USDetails
PEG Ratio
80.1
High:TPL
649.73TPLLow:MNMD
-887.21MNMDDetails
Price/Book
4.7
High:TEM.US
24.03TEM.USLow:VOD.L
0.47VOD.LDetails
Price/Sales
3.07
High:ATAI
2,008.99ATAILow:MNMD
-MNMDDetails
Price/CF
17.51
High:BULL
1,936.14BULLLow:APA
1.82APADetails
Price/FCF
64.24
High:MAA
3,373.93MAALow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.76% | Sep 2021 | - | 52 |
-3.44% | Jul 2021 | Aug 2021 | 1 |