Loading...
+0.21%
Today
-1.01%
This Month
+11.33%
Year To Date
+26.92%
2 Years
+26.92%
5 Years
+33.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.38%
- 🪙 Cryptocurrencies16.8%
- 💻 Electronic Technology10.95%
- 📊 ETFs10.12%
- 🏥 Health Services9.39%
- 💰 Finance8.59%
- 🚗 Consumer Durables3.92%
- 🚚 Transportation2.87%
- 🛍️ Retail Trade2.5%
- 🍞 Consumer Non Durables2.17%
- 💼 Commercial Services1.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.59%
- 🇺🇸 NYSE29.61%
- 🌍 Digital Currency16.8%
- 🇳🇱 Euronext Amsterdam6.29%
- 🇬🇧 LSE4.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.51%
- 🇱🇺 Luxembourg6.29%
- 🇮🇱 Israel5.58%
- 🇬🇧 United Kingdom4.87%
Dividends
Dividend Yield
1%
24 out of 38 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (48.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.37% | 48.17% | $0.23 |
 UNH | 0.17% | 2.8% | $7.74 |
 VOO | 0.07% | 1.29% | - |
 KO | 0.06% | 2.8% | $1.89 |
 ELV | 0.04% | 1.93% | $6.22 |
 IAG.L | 0.04% | 1.99% | - |
 HUM | 0.03% | 1.49% | $3.54 |
 PGR | 0.03% | 1.93% | $1.15 |
 MSFT | 0.03% | 0.67% | $3 |
 QQQ | 0.03% | 0.58% | - |
 BA.L | 0.02% | 1.75% | $0.3 |
 AAPL | 0.02% | 0.48% | $0.97 |
 C | 0.01% | 2.56% | $2.12 |
 GOOG | 0.01% | 0.46% | $0.2 |
 JPM | 0.01% | 1.82% | $4.4 |
 RR.L | 0.01% | 0.62% | - |
 GS | 0.01% | 1.69% | $11 |
 WMT | 0.01% | 0.95% | $0.81 |
 V | 0.01% | 0.64% | $2.01 |
 MA | 0.01% | 0.52% | $2.46 |
 META | 0.01% | 0.29% | $1 |
 GE | 0.01% | 0.51% | $0.44 |
 AXP | 0.01% | 0.94% | $2.6 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
HUM | Pay Day | Jul 25, 2025 | $0.88 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 9.1/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
19.31
19.31
-2
0
2
20
20
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
5.61
5.61
0
0.3
0.6
6
6
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
19.31
19.31
-2
0
2
20
20
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
5.61
5.61
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.22
High:
PLTR
607.51PLTRLow:
SNOW
-53.67SNOWDetails
PEG Ratio
663.84
High:
KO
10,142.7KOLow:
ZIM
0.42ZIMDetails
Price/Book
12.07
High:
MA
77.09MALow:
RR.L
-90.44RR.LDetails
Price/Sales
6.22
High:PLTR
114.01PLTRLow:ZIM
0.22ZIMDetails
Price/CF
23.54
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
43.26
High:KO
272.99KOLow:ZIM
0.6ZIMDetails
P/E Ratio
34.22
High:PLTR
607.51PLTRLow:SNOW
-53.67SNOWDetails
PEG Ratio
663.84
High:KO
10,142.7KOLow:ZIM
0.42ZIMDetails
Price/Book
12.07
High:MA
77.09MALow:RR.L
-90.44RR.LDetails
Price/Sales
6.22
High:PLTR
114.01PLTRLow:ZIM
0.22ZIMDetails
Price/CF
23.54
High:KO
282.33KOLow:ZIM
0.46ZIMDetails
Price/FCF
43.26
High:KO
272.99KOLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.55% | Feb 2025 | May 2025 | 3 |
-1.22% | Jul 2025 | - | 1 |