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-0.07%
This Month
+12.56%
Year To Date
+39.22%
2 Years
+162.52%
5 Years
+89.35%
10 Years
+11.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications24.31%
- 💰 Finance19.39%
- 🍞 Consumer Non Durables13.92%
- 📊 ETFs11.65%
- 🚚 Transportation7.29%
- 🖥️ Technology Services6.13%
- 💻 Electronic Technology4.89%
- 🪨 Non Energy Minerals4.75%
- 🚗 Consumer Durables3.93%
- 💵 Cash2.11%
- 🛍️ Retail Trade1.65%
- 💇♀️ Consumer Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE38.05%
- 🇭🇰 Hong Kong Exchanges21.19%
- 🇺🇸 NYSE12.59%
- 🇺🇸 Nasdaq11.32%
- 🇳🇴 Oslo Stock Exchange7.29%
- 🇺🇸 Chicago Board Options Exchange5.24%
- 🇫🇷 Euronext Paris2.52%
Countries Breakdown
- Country
- Total
- 🇮🇱 Israel19.39%
- 🇬🇧 United Kingdom16.69%
- 🇨🇳 China16.47%
- 🇺🇸 United States16.08%
- 🇸🇬 Singapore7.29%
- 🇭🇰 Hong Kong4.73%
- 🇫🇷 France2.52%
- 🇨🇭 Switzerland1.98%
- 🇳🇱 Netherlands1.41%
Dividends
Dividend Yield
4.9%
14 out of 17 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PLUS.L | 1.11% | 5.72% | $1.33 |
 0728.HK | 0.87% | 5.27% | $0.26 |
 IMB.L | 0.84% | 6.03% | $1.49 |
 BWLPG.OL | 0.68% | 9.39% | $37.72 |
 EVR.L | 0.49% | 17.85% | - |
 0941.HK | 0.29% | 6.13% | $4.83 |
 RNO.PA | 0.17% | 6.69% | $1.85 |
 STLA.US | 0.12% | 8.79% | $1.71 |
 T | 0.12% | 3.75% | $1.11 |
 M | 0.07% | 4.16% | $0.68 |
 FLIN | 0.05% | 0.77% | - |
 SMIN.US | 0.03% | 0.66% | - |
 MSFT | 0.03% | 0.67% | $3 |
 INTC | 0.02% | 0.51% | $0.5 |
Next Dividends
Performance Metrics
Score 4.9/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.58
0.58
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.58
0.58
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.08
High:
WBD
40.1WBDLow:
CRSR
-11.01CRSRDetails
PEG Ratio
252.1
High:
T
1,907.29TLow:
EVR.L
0.26EVR.LDetails
Price/Book
4.38
High:
MSFT
10.71MSFTLow:
STLA.US
0.31STLA.USDetails
Price/Sales
4.45
High:MSFT
13.11MSFTLow:
RNO.PA
0.16RNO.PADetails
Price/CF
14.98
High:MSFT
27.26MSFTLow:
M
2.44MDetails
Price/FCF
54.61
High:
FXPO.L
163.31FXPO.LLow:RNO.PA
5.49RNO.PADetails
P/E Ratio
35.08
High:WBD
40.1WBDLow:CRSR
-11.01CRSRDetails
PEG Ratio
252.1
High:T
1,907.29TLow:EVR.L
0.26EVR.LDetails
Price/Book
4.38
High:MSFT
10.71MSFTLow:STLA.US
0.31STLA.USDetails
Price/Sales
4.45
High:MSFT
13.11MSFTLow:RNO.PA
0.16RNO.PADetails
Price/CF
14.98
High:MSFT
27.26MSFTLow:M
2.44MDetails
Price/FCF
54.61
High:FXPO.L
163.31FXPO.LLow:RNO.PA
5.49RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.72% | Dec 2019 | Jan 2021 | 13 |
-18.52% | Feb 2022 | Dec 2023 | 22 |
-4.29% | Jul 2024 | Nov 2024 | 4 |
-2.95% | Sep 2021 | Jan 2022 | 4 |
-2.53% | Sep 2019 | Nov 2019 | 2 |
-2.33% | Jan 2024 | Apr 2024 | 3 |
-2.17% | Mar 2025 | May 2025 | 2 |
-0.38% | Jul 2021 | Aug 2021 | 1 |
-0.07% | Sep 2025 | - | 1 |