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-1.51%
This Month
-13.05%
Year To Date
+19.68%
2 Years
+12.4%
5 Years
+126.84%
10 Years
+13.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.24%
- 🚗 Consumer Durables19.98%
- 💻 Electronic Technology11.98%
- 🧬 Health Technology5.47%
- 🛍️ Retail Trade4.57%
- ⛏️ Energy Minerals3.85%
- 📊 ETFs2.43%
- 🖥️ Technology Services2.28%
- 🚚 Transportation1.87%
- 🍞 Consumer Non Durables1.19%
- 🛠️ Producer Manufacturing0.66%
- 💵 Cash0.52%
- 💰 Finance0.48%
- 💇♀️ Consumer Services0.28%
- 💼 Commercial Services0.09%
- 🧪 Process Industries0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.24%
- 🇺🇸 Nasdaq36.97%
- 🇺🇸 NYSE6.31%
- 🇫🇷 Euronext Paris4.57%
- 🇬🇧 LSE2.84%
- 🇺🇸 Chicago Board Options Exchange2.43%
- 🇩🇪 FRA1.01%
- 🇨🇭 SIX0.68%
- 🇺🇸 OTC Markets Stock Exchange0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.15%
- 🇳🇱 Netherlands4.57%
- 🇬🇧 United Kingdom2.84%
- 🇨🇦 Canada1.82%
- 🇩🇪 Germany1.01%
- 🇨🇳 China0.79%
- 🇨🇭 Switzerland0.68%
- 🇬🇷 Greece0.62%
- 🇨🇾 Cyprus0.21%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.48%
16 out of 69 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (24.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.09% | 3.48% | $0.8 |
 HTZWW | 0.09% | 24.02% | $0.53 |
 AIR.PA | 0.05% | 1.11% | $1.8 |
 F | 0.04% | 4.71% | $0.78 |
 PFE | 0.04% | 6.48% | $1.66 |
 VOW3.DE | 0.04% | 6.71% | $9.06 |
 KO | 0.03% | 2.64% | $1.89 |
 OXY | 0.02% | 1.83% | $0.8 |
 SHIP | 0.02% | 2.91% | $0.1 |
 LHA.DE | 0.02% | 3.64% | $0.3 |
 JNJ | 0.02% | 2.13% | $4.81 |
 GILD | 0.01% | 2.16% | $3.04 |
 AAPL | 0.01% | 0.4% | $0.97 |
 LONN.ZU | 0.01% | 0.76% | $4 |
 BABA | 0% | 0.79% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
57.5
High:
TORO
780TOROLow:
INTC
-556.53INTCDetails
PEG Ratio
-20.17
High:
NOW
313.94NOWLow:
SYM
-3,673.92SYMDetails
Price/Book
11.6
High:
OCGN
173.3OCGNLow:
HTZ
-2.95HTZDetails
Price/Sales
7.02
High:OCGN
110.96OCGNLow:
HOVR
-HOVRDetails
Price/CF
36.56
High:
TSLA
107.92TSLALow:
TLW.L
0.72TLW.LDetails
Price/FCF
92.97
High:LONN.ZU
1,437.6LONN.ZULow:HTZ
0.31HTZDetails
P/E Ratio
57.5
High:TORO
780TOROLow:INTC
-556.53INTCDetails
PEG Ratio
-20.17
High:NOW
313.94NOWLow:SYM
-3,673.92SYMDetails
Price/Book
11.6
High:OCGN
173.3OCGNLow:HTZ
-2.95HTZDetails
Price/Sales
7.02
High:OCGN
110.96OCGNLow:HOVR
-HOVRDetails
Price/CF
36.56
High:TSLA
107.92TSLALow:TLW.L
0.72TLW.LDetails
Price/FCF
92.97
High:LONN.ZU
1,437.6LONN.ZULow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.54% | Nov 2021 | Jan 2025 | 38 |
-36.44% | Feb 2020 | Aug 2020 | 6 |
-27.66% | Oct 2025 | - | 6 |
-24.43% | Feb 2025 | Jul 2025 | 5 |
-14.89% | Nov 2019 | Jan 2020 | 2 |
-11.28% | Sep 2020 | Nov 2020 | 2 |
-10.93% | May 2021 | Aug 2021 | 3 |
-5.53% | Dec 2020 | Jan 2021 | 1 |
-5.1% | Sep 2021 | Oct 2021 | 1 |
-1.63% | Aug 2025 | Sep 2025 | 1 |