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-3.21%
This Month
+8.7%
Year To Date
+34.33%
2 Years
+36.21%
5 Years
+78.76%
10 Years
+11.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.28%
- ⛏️ Energy Minerals24.66%
- 🚚 Transportation12.05%
- 🛠️ Producer Manufacturing10.6%
- 📡 Communications8.26%
- 🛍️ Retail Trade3.77%
- 🪨 Non Energy Minerals2.82%
- 🖥️ Technology Services2.72%
- 🪙 Cryptocurrencies1.23%
- 💻 Electronic Technology0.33%
- 💵 Cash0.17%
- 💼 Commercial Services0.13%
- ❓ Other0%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.15%
- 🌍 Digital Currency1.23%
- 🇺🇸 Nasdaq0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.99%
- 🇬🇧 United Kingdom12.35%
Dividends
Dividend Yield
2.19%
10 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.91
High:
CVS
58.17CVSLow:
FCEL
-1.01FCELDetails
PEG Ratio
37.28
High:
SHEL
69.82SHELLow:
DMKPQ
-DMKPQDetails
Price/Book
2.18
High:
MMM
17.87MMMLow:DMKPQ
-DMKPQDetails
Price/Sales
1.14
High:
AU
8.63AULow:DMKPQ
-DMKPQDetails
Price/CF
6.59
High:MMM
37.42MMMLow:
DVN
3.38DVNDetails
Price/FCF
22.79
High:
UPS
132.92UPSLow:
PYPL
10.09PYPLDetails
P/E Ratio
14.91
High:CVS
58.17CVSLow:FCEL
-1.01FCELDetails
PEG Ratio
37.28
High:SHEL
69.82SHELLow:DMKPQ
-DMKPQDetails
Price/Book
2.18
High:MMM
17.87MMMLow:DMKPQ
-DMKPQDetails
Price/Sales
1.14
High:AU
8.63AULow:DMKPQ
-DMKPQDetails
Price/CF
6.59
High:MMM
37.42MMMLow:DVN
3.38DVNDetails
Price/FCF
22.79
High:UPS
132.92UPSLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.49% | Sep 2021 | Jan 2026 | 52 |
-19.18% | Jun 2020 | Jan 2021 | 7 |
-15.14% | May 2021 | Aug 2021 | 3 |
-3.21% | Mar 2026 | - | 1 |
-2.5% | Apr 2020 | May 2020 | 1 |