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+1.3%
This Month
+23.8%
Year To Date
+41.02%
2 Years
+71.14%
5 Years
+71.14%
10 Years
+14.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.51%
- ⛏️ Energy Minerals43.17%
- 💰 Finance3.56%
- ❓ Other1.38%
- 🖥️ Technology Services0.97%
- 🪙 Cryptocurrencies0.89%
- 💵 Cash0.83%
- 🚚 Transportation0.29%
- 🪨 Non Energy Minerals0.09%
- 🛍️ Retail Trade0.09%
- 🏭 Industrial Services0.08%
- 💼 Commercial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.03%
- 🇺🇸 Nasdaq45.49%
- 🇩🇪 FRA0.94%
- 🌍 Digital Currency0.89%
- 🇸🇪 Stockholm Stock Exchange0.7%
- 🇺🇸 Chicago Board Options Exchange0.32%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇭🇰 Hong Kong Exchanges0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.12%
- 🇩🇪 Germany0.94%
- 🇸🇪 Sweden0.7%
- 🇦🇺 Australia0.67%
- 🇳🇴 Norway0.29%
- 🇳🇱 Netherlands0.28%
- 🇨🇳 China0.1%
- 🇨🇦 Canada0.09%
- 🇧🇲 Bermuda0.08%
Dividends
Dividend Yield
12.82%
11 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEP (29.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
61.22
High:
IREN
141.67IRENLow:
IEP
-14.59IEPDetails
PEG Ratio
-5.2
High:
1024.HK
5,895.791024.HKLow:IEP
-21.13IEPDetails
Price/Book
1.68
High:
DFDV
7.9DFDVLow:
VNA.DE
0.66VNA.DEDetails
Price/Sales
0.96
High:
BMNR
368.9BMNRLow:IEP
0.47IEPDetails
Price/CF
19.63
High:
MSTR
7,511.07MSTRLow:
HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
34.18
High:
9988.HK
2,771.019988.HKLow:
MKL
11.14MKLDetails
P/E Ratio
61.22
High:IREN
141.67IRENLow:IEP
-14.59IEPDetails
PEG Ratio
-5.2
High:1024.HK
5,895.791024.HKLow:IEP
-21.13IEPDetails
Price/Book
1.68
High:DFDV
7.9DFDVLow:VNA.DE
0.66VNA.DEDetails
Price/Sales
0.96
High:BMNR
368.9BMNRLow:IEP
0.47IEPDetails
Price/CF
19.63
High:MSTR
7,511.07MSTRLow:HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
34.18
High:9988.HK
2,771.019988.HKLow:MKL
11.14MKLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.93% | Aug 2023 | Feb 2024 | 6 |
-10.71% | May 2026 | - | 5 |
-10.62% | Aug 2022 | Nov 2022 | 3 |
-7.59% | Oct 2025 | Feb 2026 | 4 |
-5.58% | Dec 2022 | Jun 2023 | 6 |
-3.96% | Oct 2024 | Nov 2024 | 1 |
-3.66% | Apr 2024 | Jul 2024 | 3 |
-2.22% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Mar 2025 | May 2025 | 2 |