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-1.72%
Today
-0.3%
This Month
+4.87%
Year To Date
+58.8%
2 Years
+103.85%
5 Years
+17.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.59%
- 💻 Electronic Technology19.97%
- 📊 ETFs16.04%
- 💰 Finance10.51%
- 🚗 Consumer Durables5.78%
- 🛠️ Producer Manufacturing5.09%
- 🪙 Cryptocurrencies3.97%
- 🛍️ Retail Trade2.92%
- 💼 Commercial Services2.26%
- 🧬 Health Technology1.53%
- 🚚 Transportation1.47%
- 🍞 Consumer Non Durables1.2%
- 💇♀️ Consumer Services0.96%
- ⚡ Utilities0.56%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.99%
- 🇺🇸 NYSE23.05%
- 🇩🇪 FRA6.8%
- 🌍 Digital Currency3.97%
- 🇮🇹 Borsa Italiana3.18%
- 🇬🇧 LSE1.64%
- 🇸🇪 Stockholm Stock Exchange1.57%
- 🇺🇸 Chicago Board Options Exchange1.4%
- 🇭🇰 Hong Kong Exchanges1.27%
- 🇳🇴 Oslo Stock Exchange1.12%
- 🇫🇷 Euronext Paris0.76%
- 🇨🇭 SIX0.5%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇳🇱 Euronext Amsterdam0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.96%
- 🇩🇪 Germany6.8%
- 🇨🇳 China3.67%
- 🇮🇹 Italy3.18%
- 🇬🇧 United Kingdom1.64%
- 🇮🇱 Israel1.43%
- 🇳🇴 Norway1.12%
- 🇫🇮 Finland1.01%
- 🇮🇪 Ireland0.89%
- 🇨🇭 Switzerland0.82%
- 🇱🇺 Luxembourg0.77%
- 🇫🇷 France0.76%
- 🇨🇦 Canada0.63%
- 🇸🇪 Sweden0.57%
- 🇩🇰 Denmark0.39%
- 🇳🇱 Netherlands0.19%
Dividends
Dividend Yield
1.37%
50 out of 83 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ZIM (45.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.23% | 45.12% | $0.23 |
 VOO | 0.14% | 1.37% | - |
 EWZ | 0.08% | 7.43% | - |
 UCG.MI | 0.08% | 4.18% | $1.8 |
 NDA_SE.ST | 0.07% | 7.36% | $10.62 |
 SIE.DE | 0.07% | 2.38% | $4.7 |
 DNB.OL | 0.07% | 6.07% | $16 |
 O | 0.05% | 5.69% | $3.09 |
 SDR.L | 0.04% | 5.83% | $0.22 |
 UNI.MI | 0.04% | 4.92% | $0.38 |
 TXN | 0.04% | 2.82% | $5.14 |
 INTC | 0.03% | 2.48% | $0.5 |
 PG | 0.03% | 2.51% | $3.83 |
 QFIN | 0.03% | 2.99% | $1.06 |
 MCHI | 0.03% | 2.09% | - |
 ZURN.ZU | 0.02% | 4.84% | $26 |
 CON.DE | 0.02% | 3.28% | $2.2 |
 EZJ.L | 0.02% | 2.09% | $0.05 |
 BND | 0.02% | 3.68% | - |
 ARN.MI | 0.02% | 3.38% | $0.61 |
 CSCO | 0.02% | 2.51% | $1.58 |
 META | 0.02% | 0.3% | $1 |
 SAN.PA | 0.01% | 4.48% | $3.76 |
 AAPL | 0.01% | 0.5% | $0.97 |
 ALFA.ST | 0.01% | 2.05% | $7.5 |
 SAP.DE | 0.01% | 0.87% | $2.2 |
 IEF | 0.01% | 3.61% | - |
 TLT | 0.01% | 4.21% | - |
 INDA | 0.01% | 0.74% | - |
 GOOG | 0.01% | 0.47% | $0.2 |
 00285.HK | 0.01% | 1.92% | $0.59 |
 NOVO-B.CO | 0.01% | 2.39% | $9.4 |
 NVS | 0.01% | 2.79% | $3.2 |
 RAND.NV | 0.01% | 4.45% | $3.55 |
 URI | 0.01% | 0.98% | $6.22 |
 01211.HK | 0.01% | 1.05% | $3.41 |
 MDT.US | 0.01% | 3.24% | $2.77 |
 MAN | 0.01% | 5.64% | $3.01 |
 CRM | 0.01% | 0.6% | $0.4 |
 V | 0.01% | 0.62% | $2.01 |
 KFY | 0.01% | 2.29% | $1.21 |
 0968.HK | 0.01% | 10.5% | $0.23 |
 TT | 0.01% | 0.83% | $3.27 |
 MSFT | 0.01% | 0.69% | $3 |
 SHY | 0% | 3.93% | - |
 NVDA | 0% | 0.03% | $0.02 |
 BABA | 0% | 0.86% | $0.98 |
 SH | 0% | 5.35% | - |
 IFX.DE | 0% | 0.98% | $0.35 |
 BAYN.DE | 0% | 0.42% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MAN | Pay Day | Jun 16, 2025 | $0.72 |
META | Pay Day | Jun 26, 2025 | $0.52 |
TT | Pay Day | Jun 30, 2025 | $0.94 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.89
High:
ELIOR.PA
666.05ELIOR.PALow:
CRWD
-659.17CRWDDetails
PEG Ratio
203.27
High:
O
1,956.66OLow:
NIO
-58.8NIODetails
Price/Book
16.01
High:
PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
11.2
High:PLTR
106.55PLTRLow:
MAN
0.11MANDetails
Price/CF
26.05
High:
DDD
462.65DDDLow:
ZIM
0.46ZIMDetails
Price/FCF
40
High:
TXN
4,155.74TXNLow:ZIM
0.6ZIMDetails
P/E Ratio
38.89
High:ELIOR.PA
666.05ELIOR.PALow:CRWD
-659.17CRWDDetails
PEG Ratio
203.27
High:O
1,956.66OLow:NIO
-58.8NIODetails
Price/Book
16.01
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
11.2
High:PLTR
106.55PLTRLow:MAN
0.11MANDetails
Price/CF
26.05
High:DDD
462.65DDDLow:ZIM
0.46ZIMDetails
Price/FCF
40
High:TXN
4,155.74TXNLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Sep 2021 | Jun 2025 | 45 |
-11.9% | Feb 2020 | May 2020 | 3 |
-5.94% | Jul 2021 | Aug 2021 | 1 |
-2.86% | Sep 2020 | Nov 2020 | 2 |
-1.06% | Mar 2021 | Apr 2021 | 1 |
-0.8% | May 2021 | Jun 2021 | 1 |