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+1.84%
This Month
-4.64%
Year To Date
+152.51%
2 Years
+317.11%
5 Years
+474.02%
10 Years
+30.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.93%
- 🖥️ Technology Services23.15%
- ⛏️ Energy Minerals9.81%
- 💻 Electronic Technology9.7%
- 💰 Finance6.91%
- 🪙 Cryptocurrencies6.75%
- 🚚 Transportation4.1%
- 🪨 Non Energy Minerals3.41%
- 🧪 Process Industries2.55%
- 🍞 Consumer Non Durables1.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.35%
- 🇺🇸 Nasdaq20.25%
- 🌍 Digital Currency6.75%
- 🇩🇪 FRA3.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.6%
- 🇬🇧 United Kingdom4.6%
- 🇸🇬 Singapore4.1%
- 🇩🇪 Germany3.66%
- 🇰🇾 Cayman Islands0.3%
Dividends
Dividend Yield
0.61%
12 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.2
3.2
0
1
2
4
4
Jensen's Alpha
19.45
19.45
-2
0
2
20
20
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
3.7
3.7
0
0.75
1.25
4
4
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
1.82
1.82
0
0.3
0.6
2
2
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.2
3.2
0
1
2
4
4
Jensen's Alpha
19.45
19.45
-2
0
2
20
20
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
3.7
3.7
0
0.75
1.25
4
4
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
1.82
1.82
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.36
High:
PLTR
242.08PLTRLow:
NET
-631.21NETDetails
PEG Ratio
104.12
High:
AXP
206.26AXPLow:
GRAB
18.22GRABDetails
Price/Book
7.89
High:
MA
60.42MALow:
SHEL
1.36SHELDetails
Price/Sales
6.59
High:PLTR
88.09PLTRLow:SHEL
0.9SHELDetails
Price/CF
22.6
High:PLTR
214.31PLTRLow:
CF
4.39CFDetails
Price/FCF
56.39
High:
RHM.DE
5,198.92RHM.DELow:CF
8.18CFDetails
P/E Ratio
30.36
High:PLTR
242.08PLTRLow:NET
-631.21NETDetails
PEG Ratio
104.12
High:AXP
206.26AXPLow:GRAB
18.22GRABDetails
Price/Book
7.89
High:MA
60.42MALow:SHEL
1.36SHELDetails
Price/Sales
6.59
High:PLTR
88.09PLTRLow:SHEL
0.9SHELDetails
Price/CF
22.6
High:PLTR
214.31PLTRLow:CF
4.39CFDetails
Price/FCF
56.39
High:RHM.DE
5,198.92RHM.DELow:CF
8.18CFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.03% | Nov 2025 | - | 5 |
-14% | Apr 2022 | Mar 2023 | 11 |
-7.38% | Aug 2023 | Nov 2023 | 3 |
-4.54% | Aug 2019 | Sep 2019 | 1 |
-4.25% | Apr 2024 | Jun 2024 | 2 |
-4.23% | Feb 2020 | Jun 2020 | 4 |
-3.24% | Oct 2020 | Nov 2020 | 1 |
-3.22% | Aug 2021 | Mar 2022 | 7 |
-2.29% | Jan 2024 | Feb 2024 | 1 |
-2.03% | Jun 2021 | Jul 2021 | 1 |
-1.04% | Mar 2025 | Apr 2025 | 1 |
-0.72% | Dec 2020 | Mar 2021 | 3 |
-0.01% | Apr 2023 | May 2023 | 1 |