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+1.49%
This Month
+33.45%
Year To Date
+27.59%
2 Years
+164.14%
5 Years
+291.61%
10 Years
+17.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals41.21%
- 📊 ETFs22.79%
- 🧪 Process Industries5.12%
- 💵 Cash4.84%
- 🍞 Consumer Non Durables4.83%
- ⛏️ Energy Minerals4.49%
- 💰 Finance2.78%
- 🖥️ Technology Services2.69%
- 🧬 Health Technology2.61%
- 🚚 Transportation2.48%
- 🛠️ Producer Manufacturing2.23%
- 💻 Electronic Technology1.63%
- 🏭 Industrial Services0.95%
- 🛍️ Retail Trade0.91%
- 💹 Forex0.41%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.14%
- 🇦🇺 Sydney21.68%
- 🇺🇸 Nasdaq21.31%
- 🇬🇧 LSE5.04%
- 🇺🇸 OTC Markets Stock Exchange2.97%
- 🇩🇰 Copenhagen Stock Exchange2.61%
- 🇳🇴 Oslo Stock Exchange1.91%
- 🇩🇪 Xetra ETFs1.9%
- 🇺🇸 Chicago Board Options Exchange1.3%
- 🇩🇪 FRA0.94%
- 🇫🇷 Euronext Paris0.91%
- 🌍 FX0.41%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇦🇺 Australia21.68%
- 🇺🇸 United States16.9%
- 🇨🇦 Canada13.48%
- 🇬🇧 United Kingdom8.25%
- 🇩🇰 Denmark2.61%
- 🇸🇬 Singapore2.48%
- 🇳🇴 Norway1.91%
- 🇰🇾 Cayman Islands1.83%
- 🇧🇲 Bermuda0.95%
- 🇩🇪 Germany0.94%
- 🇫🇷 France0.91%
Dividends
Dividend Yield
1.08%
14 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LYB (12.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LYB | 0.4% | 12.57% | $5.09 |
 RIO.L | 0.21% | 5.17% | $3.41 |
 CNQ | 0.12% | 4.87% | $1.48 |
 NOVO-B.CO | 0.1% | 3.76% | $9.4 |
 GIS | 0.07% | 5.29% | $2.36 |
 CTRA | 0.07% | 3.21% | $0.82 |
 FCX | 0.03% | 1.33% | $0.6 |
 YAR.OL | 0.02% | 1.28% | $5 |
 CAP.PA | 0.02% | 2.35% | $3.4 |
 CCJ | 0.01% | 0.19% | $0.09 |
 AAL.L | 0.01% | 0.81% | $0.77 |
 ENR.DE | 0.01% | 0.6% | - |
 GOOG | 0% | 0.26% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
26.62
26.62
-2
0
2
27
27
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
3.47
3.47
0
0.75
1.25
4
4
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
26.62
26.62
-2
0
2
27
27
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
3.47
3.47
0
0.75
1.25
4
4
Information Ratio
0.32
0.32
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
28.91
High:
UPST
205.22UPSTLow:
UEC
-67.25UECDetails
PEG Ratio
143.38
High:
FCX
936.19FCXLow:
ENPH
9.53ENPHDetails
Price/Book
6.97
High:
NVDA
37.29NVDALow:
YAR.OL
1.19YAR.OLDetails
Price/Sales
5.53
High:UEC
90.95UECLow:
LYB
0.43LYBDetails
Price/CF
16.16
High:
GRAB
60.72GRABLow:
CTRA
4.93CTRADetails
Price/FCF
53.11
High:
AMZN
225.5AMZNLow:
NU
8.22NUDetails
P/E Ratio
28.91
High:UPST
205.22UPSTLow:UEC
-67.25UECDetails
PEG Ratio
143.38
High:FCX
936.19FCXLow:ENPH
9.53ENPHDetails
Price/Book
6.97
High:NVDA
37.29NVDALow:YAR.OL
1.19YAR.OLDetails
Price/Sales
5.53
High:UEC
90.95UECLow:LYB
0.43LYBDetails
Price/CF
16.16
High:GRAB
60.72GRABLow:CTRA
4.93CTRADetails
Price/FCF
53.11
High:AMZN
225.5AMZNLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.08% | Jan 2018 | Jan 2021 | 36 |
-61.04% | Nov 2021 | - | 50 |
-47.13% | Jul 2017 | Dec 2017 | 5 |
-19.69% | May 2021 | Aug 2021 | 3 |
-15.49% | Sep 2021 | Oct 2021 | 1 |