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+0.81%
This Month
+4.56%
Year To Date
+26.62%
2 Years
+30%
5 Years
+52.26%
10 Years
+7.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.6%
- 🪨 Non Energy Minerals20.81%
- 🧬 Health Technology12.97%
- 📡 Communications5.68%
- 💻 Electronic Technology5.17%
- 💰 Finance4.35%
- 🚗 Consumer Durables2.38%
- 💵 Cash1.76%
- 💇♀️ Consumer Services1.52%
- 🪙 Cryptocurrencies0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE79.36%
- 🇺🇸 Nasdaq18.12%
- 🌍 Digital Currency0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.52%
- 🇬🇧 United Kingdom20.81%
- 🇰🇷 South Korea5.17%
- 🇨🇳 China2.38%
Dividends
Dividend Yield
1.54%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T.US (4.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.29
-4.29
-5
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.29
-4.29
-5
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21
High:
ADC
40.98ADCLow:
LPL
-114.15LPLDetails
PEG Ratio
58.43
High:ADC
406.7ADCLow:LPL
-116.73LPLDetails
Price/Book
4.11
High:
NIO
17.08NIOLow:LPL
0.88LPLDetails
Price/Sales
3.75
High:ADC
11.76ADCLow:LPL
0.21LPLDetails
Price/CF
14.38
High:
JNJ
25.71JNJLow:LPL
3.48LPLDetails
Price/FCF
87.28
High:
RIO
147.72RIOLow:
T.US
21.99T.USDetails
P/E Ratio
21
High:ADC
40.98ADCLow:LPL
-114.15LPLDetails
PEG Ratio
58.43
High:ADC
406.7ADCLow:LPL
-116.73LPLDetails
Price/Book
4.11
High:NIO
17.08NIOLow:LPL
0.88LPLDetails
Price/Sales
3.75
High:ADC
11.76ADCLow:LPL
0.21LPLDetails
Price/CF
14.38
High:JNJ
25.71JNJLow:LPL
3.48LPLDetails
Price/FCF
87.28
High:RIO
147.72RIOLow:T.US
21.99T.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.42% | Jan 2022 | Aug 2024 | 31 |
-7.17% | Sep 2020 | Dec 2020 | 3 |
-6.54% | Oct 2024 | Apr 2025 | 6 |
-5.64% | Mar 2026 | - | 6 |
-2.19% | Sep 2021 | Oct 2021 | 1 |
-1.36% | Nov 2021 | Dec 2021 | 1 |
-0.99% | Jan 2021 | Feb 2021 | 1 |
-0.45% | Oct 2025 | Nov 2025 | 1 |
-0.44% | Dec 2025 | Jan 2026 | 1 |
-0.01% | Jun 2021 | Jul 2021 | 1 |