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-0.78%
This Month
-0.94%
Year To Date
+46.58%
2 Years
+26.94%
5 Years
+25.17%
10 Years
+4.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.57%
- 🪙 Cryptocurrencies12.48%
- 🛍️ Retail Trade8.85%
- 💵 Cash7.79%
- 🪨 Non Energy Minerals5.22%
- 🖥️ Technology Services2.71%
- 🏥 Health Services0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.76%
- 🇺🇸 Nasdaq35.45%
- 🌍 Digital Currency12.48%
- 🇺🇸 Chicago Board Options Exchange5.59%
- 🇬🇧 LSE1.32%
- 🇫🇷 Euronext Paris1.24%
- 🇭🇰 Hong Kong Exchanges0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.93%
- 🇨🇦 Canada5.22%
- 🇫🇷 France1.24%
- 🇨🇳 China1.14%
Dividends
Dividend Yield
0.04%
5 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-10.41
-10.41
-11
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-10.41
-10.41
-11
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.88
High:
CCJ
123.75CCJLow:
UBI.PA
-7.26UBI.PADetails
PEG Ratio
81.67
High:
AMZN
104.35AMZNLow:
BABA
35.01BABADetails
Price/Book
5.6
High:CCJ
10.4CCJLow:UBI.PA
0.35UBI.PADetails
Price/Sales
3.32
High:CCJ
21.02CCJLow:UBI.PA
0.28UBI.PADetails
Price/CF
17.88
High:CCJ
41.06CCJLow:UBI.PA
1.56UBI.PADetails
Price/FCF
185.85
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
P/E Ratio
29.88
High:CCJ
123.75CCJLow:UBI.PA
-7.26UBI.PADetails
PEG Ratio
81.67
High:AMZN
104.35AMZNLow:BABA
35.01BABADetails
Price/Book
5.6
High:CCJ
10.4CCJLow:UBI.PA
0.35UBI.PADetails
Price/Sales
3.32
High:CCJ
21.02CCJLow:UBI.PA
0.28UBI.PADetails
Price/CF
17.88
High:CCJ
41.06CCJLow:UBI.PA
1.56UBI.PADetails
Price/FCF
185.85
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.51% | Jan 2021 | Aug 2025 | 55 |
-5.7% | Sep 2020 | Nov 2020 | 2 |
-4.32% | Nov 2025 | - | 5 |