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+1.98%
This Month
+40.92%
Year To Date
-20.59%
2 Years
+19.86%
5 Years
+382.21%
10 Years
+21.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes23.91%
- 🪙 Cryptocurrencies14.97%
- 💵 Cash13.14%
- ⛏️ Energy Minerals9.08%
- 📊 ETFs8.41%
- 💹 Forex5.53%
- 🏭 Industrial Services5.52%
- 💰 Finance5.25%
- 🌾 Commodities4.37%
- 💼 Commercial Services4.3%
- 🛍️ Retail Trade4.1%
- 🚚 Transportation2.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.49%
- 🌍 CFD23.91%
- 🌍 Digital Currency14.97%
- 🌍 FX5.53%
- 🇺🇸 Nasdaq5.25%
- 🇺🇸 Chicago Board Options Exchange4.72%
- 🌍 Commodity4.37%
- 🇬🇧 LSE1.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.15%
- 🇨🇳 China4.1%
- 🇬🇧 United Kingdom1.65%
- 🇮🇱 Israel0.8%
Dividends
Dividend Yield
0.69%
5 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (21.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 OIH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 6.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
36.42
36.42
-2
0
2
37
37
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
4.17
4.17
0
0.75
1.25
5
5
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
36.42
36.42
-2
0
2
37
37
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
4.17
4.17
0
0.75
1.25
5
5
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.84
High:
HOOD
55.48HOODLow:
ZIM
2.39ZIMDetails
PEG Ratio
29.62
High:
EZJ.L
97.34EZJ.LLow:
XYZ
6.91XYZDetails
Price/Book
2.18
High:HOOD
14.02HOODLow:ZIM
0.6ZIMDetails
Price/Sales
1.86
High:HOOD
29.03HOODLow:ZIM
0.32ZIMDetails
Price/CF
11.83
High:HOOD
90.65HOODLow:ZIM
0.61ZIMDetails
Price/FCF
51.14
High:HOOD
97.17HOODLow:ZIM
1.1ZIMDetails
P/E Ratio
18.84
High:HOOD
55.48HOODLow:ZIM
2.39ZIMDetails
PEG Ratio
29.62
High:EZJ.L
97.34EZJ.LLow:XYZ
6.91XYZDetails
Price/Book
2.18
High:HOOD
14.02HOODLow:ZIM
0.6ZIMDetails
Price/Sales
1.86
High:HOOD
29.03HOODLow:ZIM
0.32ZIMDetails
Price/CF
11.83
High:HOOD
90.65HOODLow:ZIM
0.61ZIMDetails
Price/FCF
51.14
High:HOOD
97.17HOODLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.92% | Feb 2018 | Jul 2021 | 41 |
-74.07% | Jan 2023 | - | 36 |
-28.04% | Sep 2017 | Nov 2017 | 2 |
-21.03% | Sep 2021 | Apr 2022 | 7 |
-11.97% | Jul 2022 | Sep 2022 | 2 |
-6.46% | Jul 2017 | Aug 2017 | 1 |
-5.01% | Nov 2022 | Dec 2022 | 1 |
-0.08% | May 2022 | Jun 2022 | 1 |