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+3.32%
This Month
+3.32%
Year To Date
+46.69%
2 Years
+3.8%
5 Years
+2.67%
10 Years
+0.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.23%
- ⛏️ Energy Minerals25.26%
- 📊 ETFs10.34%
- 🪨 Non Energy Minerals9.08%
- 🏭 Industrial Services6.04%
- 🪙 Cryptocurrencies3.07%
- 🖥️ Technology Services1.87%
- 🧬 Health Technology1.83%
- 📡 Communications1.49%
- 🍞 Consumer Non Durables1.03%
- 🛍️ Retail Trade0.91%
- 💇♀️ Consumer Services0.35%
- 🛠️ Producer Manufacturing0.34%
- 💼 Commercial Services0.29%
- 🚗 Consumer Durables0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.69%
- 🌍 Digital Currency3.07%
- 🇺🇸 Nasdaq1.24%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom23.91%
- 🇺🇸 United States14.3%
- 🇧🇷 Brazil9.08%
- 🇨🇳 China1.3%
Dividends
Dividend Yield
2.2%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.62
High:
RIOT
53.74RIOTLow:
SNAP
-24.93SNAPDetails
PEG Ratio
39,300.78
High:
SHEL
52,288.73SHELLow:
NIO
-124.22NIODetails
Price/Book
1.35
High:NIO
19.85NIOLow:
CVGI
0.36CVGIDetails
Price/Sales
0.96
High:RIOT
11.45RIOTLow:CVGI
0.08CVGIDetails
Price/CF
5.36
High:RIOT
107.94RIOTLow:
HESM
4.52HESMDetails
Price/FCF
16.66
High:
NKE
947.69NKELow:CVGI
10.76CVGIDetails
P/E Ratio
14.62
High:RIOT
53.74RIOTLow:SNAP
-24.93SNAPDetails
PEG Ratio
39,300.78
High:SHEL
52,288.73SHELLow:NIO
-124.22NIODetails
Price/Book
1.35
High:NIO
19.85NIOLow:CVGI
0.36CVGIDetails
Price/Sales
0.96
High:RIOT
11.45RIOTLow:CVGI
0.08CVGIDetails
Price/CF
5.36
High:RIOT
107.94RIOTLow:HESM
4.52HESMDetails
Price/FCF
16.66
High:NKE
947.69NKELow:CVGI
10.76CVGIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.11% | Mar 2021 | - | 59 |