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+4.11%
This Month
+4.11%
Year To Date
+42.53%
2 Years
+158.69%
5 Years
+286.8%
10 Years
+1.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.57%
- 💻 Electronic Technology12.89%
- 🪙 Cryptocurrencies10.93%
- 🚚 Transportation7.08%
- 💰 Finance6.4%
- 🧬 Health Technology6.27%
- 🪨 Non Energy Minerals5.49%
- 📡 Communications5.05%
- 🏭 Industrial Services2.83%
- 🛍️ Retail Trade2.75%
- 🛠️ Producer Manufacturing2.71%
- 💇♀️ Consumer Services2.26%
- ⛏️ Energy Minerals2.13%
- 💵 Cash1.74%
- 📊 ETFs1.27%
- 🚗 Consumer Durables1.11%
- 🧩 Miscellaneous0.92%
- 💼 Commercial Services0.6%
- 🏥 Health Services0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.42%
- 🇺🇸 NYSE37.46%
- 🌍 Digital Currency10.93%
- 🇬🇧 LSE3.22%
- 🇳🇱 Euronext Amsterdam2.32%
- 🇩🇪 FRA2.3%
- 🇮🇹 Borsa Italiana0.61%
- 🇸🇦 Tadawul0.43%
- 🇨🇭 SIX0.37%
- 🇫🇷 Euronext Paris0.35%
- 🇩🇰 Copenhagen Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.56%
- 🇮🇱 Israel5.61%
- 🇬🇧 United Kingdom3.06%
- 🇳🇱 Netherlands2.7%
- 🇧🇷 Brazil2.47%
- 🇨🇦 Canada2.45%
- 🇩🇪 Germany2.3%
- 🇹🇼 Taiwan1.91%
- 🇨🇳 China1.58%
- 🇨🇭 Switzerland1.29%
- 🇧🇲 Bermuda0.94%
- 🇸🇬 Singapore0.64%
- 🇬🇷 Greece0.52%
- 🇸🇦 Saudi Arabia0.43%
- 🇨🇾 Cyprus0.41%
- 🇫🇷 France0.35%
- 🇩🇰 Denmark0.21%
Dividends
Dividend Yield
2.23%
50 out of 116 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.89% | 19.88% | $0.23 |
 T | 0.24% | 4.77% | $1.11 |
 FSK | 0.18% | 19.5% | $2.47 |
 ABBV | 0.12% | 3.13% | $6.06 |
 PNL.NV | 0.08% | 6.76% | $0.09 |
 ADAM | 0.06% | 10.34% | $1 |
 VALE | 0.06% | 8.49% | $1.33 |
 BP.L | 0.04% | 5.58% | $0.23 |
 GGB | 0.04% | 2.45% | $0.22 |
 MPW | 0.04% | 6.42% | $0.6 |
 PFE | 0.04% | 6.77% | $1.66 |
 CIM | 0.03% | 11.4% | $1.55 |
 HAL | 0.03% | 2.08% | $0.66 |
 STLAM.MI | 0.03% | 8.45% | $1.55 |
 BLK | 0.02% | 1.93% | $20.2 |
 BA.L | 0.02% | 1.67% | $0.3 |
 SHEL.L | 0.02% | 3.96% | $0.8 |
 MRK | 0.02% | 3.02% | $3.04 |
 CVX | 0.02% | 4.13% | $6.28 |
 TSM | 0.02% | 0.81% | $1.74 |
 FRO | 0.01% | 3.59% | $2.17 |
 OKE | 0.01% | 5.57% | $3.89 |
 C | 0.01% | 2.11% | $2.12 |
 VOW3.DE | 0.01% | 6.49% | $9.06 |
 IRM | 0.01% | 3.51% | $2.6 |
 MSFT | 0.01% | 0.77% | $3 |
 META | 0.01% | 0.35% | $1 |
 UNH | 0.01% | 2.6% | $7.74 |
 BAC | 0.01% | 2.08% | $0.96 |
 GOOG | 0.01% | 0.26% | $0.2 |
 ALLY | 0.01% | 2.83% | $1.2 |
 LMT | 0.01% | 2.32% | $12.45 |
 RHM.DE | 0.01% | 0.43% | $5.7 |
 SBLK | 0.01% | 1.42% | $1.82 |
 UBSG.ZU | 0.01% | 2.01% | $0.64 |
 ASML.NV | 0.01% | 0.58% | $6.1 |
 QCOM | 0.01% | 2.31% | $3.25 |
 SIE.DE | 0.01% | 2.12% | $4.7 |
 BWA | 0.01% | 1.2% | $0.44 |
 NOVO-B.CO | 0.01% | 3.06% | $9.4 |
 BABA | 0.01% | 0.62% | $0.98 |
 SWKS | 0.01% | 4.92% | $2.72 |
 IBM | 0.01% | 2.31% | $6.65 |
 SAF.PA | 0% | 0.93% | $2.2 |
 STMMI.MI | 0% | 1.31% | $0.28 |
 AMAT | 0% | 0.58% | $1.44 |
 LLY | 0% | 0.6% | $4.86 |
 AAPL | 0% | 0.42% | $0.97 |
 MU | 0% | 0.12% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
22.01
22.01
-2
0
2
23
23
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
10.88
10.88
0
0.75
1.25
11
11
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
22.01
22.01
-2
0
2
23
23
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
10.88
10.88
0
0.75
1.25
11
11
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31
High:
INTC
4,581.13INTCLow:
CRWD
-350.43CRWDDetails
PEG Ratio
211.5
High:AMAT
7,669.31AMATLow:
CRWV
-263.26CRWVDetails
Price/Book
7.71
High:
FTNT
76.26FTNTLow:ABBV
-143.18ABBVDetails
Price/Sales
6.41
High:
PLTR
111.21PLTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.69
High:
MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
52.3
High:RHM.DE
5,198.92RHM.DELow:ZIM
1.1ZIMDetails
P/E Ratio
31
High:INTC
4,581.13INTCLow:CRWD
-350.43CRWDDetails
PEG Ratio
211.5
High:AMAT
7,669.31AMATLow:CRWV
-263.26CRWVDetails
Price/Book
7.71
High:FTNT
76.26FTNTLow:ABBV
-143.18ABBVDetails
Price/Sales
6.41
High:PLTR
111.21PLTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.69
High:MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
52.3
High:RHM.DE
5,198.92RHM.DELow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.83% | Mar 2015 | Nov 2024 | 116 |
-14.52% | Dec 2024 | Jul 2025 | 7 |
-9.22% | Nov 2025 | - | 3 |
-8.51% | Jan 2015 | Feb 2015 | 1 |