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+1.87%
This Month
+13.92%
Year To Date
+141.85%
2 Years
+141.85%
5 Years
+141.85%
10 Years
+86.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals60.8%
- 📊 ETFs36.65%
- 💵 Cash2.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE97.45%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada45.08%
- 🇺🇸 United States15.72%
Dividends
Dividend Yield
0.29%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FCX (1.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.2/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.97
1.97
0
0.5
1
2
2
Sortino Ratio
8.31
8.31
0
1
2
9
9
Jensen's Alpha
68.49
68.49
-2
0
2
69
69
Omega Ratio
3.8
3.8
0
1
1.5
4
4
Treynor Ratio
6.98
6.98
0
0.75
1.25
7
7
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
7.82
7.82
0
0.3
0.6
8
8
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.97
1.97
0
0.5
1
2
2
Sortino Ratio
8.31
8.31
0
1
2
9
9
Jensen's Alpha
68.49
68.49
-2
0
2
69
69
Omega Ratio
3.8
3.8
0
1
1.5
4
4
Treynor Ratio
6.98
6.98
0
0.75
1.25
7
7
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
7.82
7.82
0
0.3
0.6
8
8
Portfolio Valuation
Based on current positions
P/E Ratio
32.23
High:
WPM
59.75WPMLow:
NEM
17.46NEMDetails
PEG Ratio
274.18
High:
FCX
1,171.86FCXLow:NEM
3.36NEMDetails
Price/Book
4.65
High:WPM
7.4WPMLow:
EGO
2.1EGODetails
Price/Sales
6.86
High:WPM
32.76WPMLow:FCX
3.41FCXDetails
Price/CF
15.63
High:WPM
34.44WPMLow:EGO
8.97EGODetails
Price/FCF
49.74
High:FCX
291.99FCXLow:NEM
18.53NEMDetails
P/E Ratio
32.23
High:WPM
59.75WPMLow:NEM
17.46NEMDetails
PEG Ratio
274.18
High:FCX
1,171.86FCXLow:NEM
3.36NEMDetails
Price/Book
4.65
High:WPM
7.4WPMLow:EGO
2.1EGODetails
Price/Sales
6.86
High:WPM
32.76WPMLow:FCX
3.41FCXDetails
Price/CF
15.63
High:WPM
34.44WPMLow:EGO
8.97EGODetails
Price/FCF
49.74
High:FCX
291.99FCXLow:NEM
18.53NEMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.48% | Nov 2024 | Apr 2025 | 5 |