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+0.94%
This Month
+0.94%
Year To Date
+51.3%
2 Years
+39.19%
5 Years
+194.19%
10 Years
+22.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash25.9%
- 🪙 Cryptocurrencies21.62%
- 🪨 Non Energy Minerals14.31%
- 📊 ETFs12.33%
- 🖥️ Technology Services5.36%
- 💰 Finance4.73%
- 📡 Communications2.74%
- 💼 Commercial Services2.29%
- 📦 Distribution Services2.01%
- 💻 Electronic Technology1.85%
- 💇♀️ Consumer Services1.47%
- ⚡ Utilities1.18%
- 🛠️ Producer Manufacturing1.17%
- 🧬 Health Technology1.12%
- 🚗 Consumer Durables0.1%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.21%
- 🇺🇸 NYSE23.57%
- 🌍 Digital Currency21.62%
- 🇩🇰 Copenhagen Stock Exchange0.76%
- 🇩🇪 FRA0.72%
- 🇫🇷 Euronext Paris0.33%
- 🇺🇸 Chicago Board Options Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.26%
- 🇿🇦 South Africa14.31%
- 🇨🇦 Canada0.85%
- 🇩🇰 Denmark0.76%
- 🇩🇪 Germany0.72%
- 🇫🇷 France0.33%
- 🇨🇳 China0.1%
Dividends
Dividend Yield
0.34%
9 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
5.36
5.36
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
5.36
5.36
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.01
High:
WBD
150.53WBDLow:
MDB
-436.3MDBDetails
PEG Ratio
-15.14
High:
FAST
424.86FASTLow:MDB
-637.2MDBDetails
Price/Book
2.69
High:
TEAM
22.54TEAMLow:
ATO.PA
-11.33ATO.PADetails
Price/Sales
2.4
High:
SPCE
107.02SPCELow:
SUNWQ
-SUNWQDetails
Price/CF
9.02
High:ATO.PA
180.72ATO.PALow:
VZ
4.84VZDetails
Price/FCF
23.12
High:
NEE
2,356.18NEELow:
VWS.CO
6.93VWS.CODetails
P/E Ratio
16.01
High:WBD
150.53WBDLow:MDB
-436.3MDBDetails
PEG Ratio
-15.14
High:FAST
424.86FASTLow:MDB
-637.2MDBDetails
Price/Book
2.69
High:TEAM
22.54TEAMLow:ATO.PA
-11.33ATO.PADetails
Price/Sales
2.4
High:SPCE
107.02SPCELow:SUNWQ
-SUNWQDetails
Price/CF
9.02
High:ATO.PA
180.72ATO.PALow:VZ
4.84VZDetails
Price/FCF
23.12
High:NEE
2,356.18NEELow:VWS.CO
6.93VWS.CODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.78% | Nov 2021 | Sep 2024 | 34 |
-7.09% | May 2021 | Oct 2021 | 5 |
-6.94% | Dec 2024 | Jun 2025 | 6 |
-1.64% | Nov 2025 | - | 3 |
-0.82% | Sep 2020 | Nov 2020 | 2 |
-0.65% | Apr 2020 | May 2020 | 1 |
-0.01% | Feb 2021 | Mar 2021 | 1 |