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0%
This Month
+9.62%
Year To Date
+22.39%
2 Years
+30.99%
5 Years
+30.99%
10 Years
+11.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals72.85%
- 💵 Cash11.8%
- 🖥️ Technology Services5.33%
- 💰 Finance5.08%
- 🏭 Industrial Services4.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.96%
- 🇺🇸 Nasdaq15.21%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada53.72%
- 🇺🇸 United States34.45%
Dividends
Dividend Yield
0.45%
5 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $B (1.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-7.48
-7.48
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-7.48
-7.48
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.69
High:
PLTR
212.06PLTRLow:
B
16.9BDetails
PEG Ratio
71.72
High:
FCX
271.34FCXLow:
AGI
11.64AGIDetails
Price/Book
5.67
High:PLTR
43.44PLTRLow:
GOLD.US
2.14GOLD.USDetails
Price/Sales
6.1
High:PLTR
77.16PLTRLow:GOLD.US
0.09GOLD.USDetails
Price/CF
18.88
High:PLTR
214.31PLTRLow:GOLD.US
3.23GOLD.USDetails
Price/FCF
64.98
High:
EQX
527.91EQXLow:GOLD.US
3.66GOLD.USDetails
P/E Ratio
39.69
High:PLTR
212.06PLTRLow:B
16.9BDetails
PEG Ratio
71.72
High:FCX
271.34FCXLow:AGI
11.64AGIDetails
Price/Book
5.67
High:PLTR
43.44PLTRLow:GOLD.US
2.14GOLD.USDetails
Price/Sales
6.1
High:PLTR
77.16PLTRLow:GOLD.US
0.09GOLD.USDetails
Price/CF
18.88
High:PLTR
214.31PLTRLow:GOLD.US
3.23GOLD.USDetails
Price/FCF
64.98
High:EQX
527.91EQXLow:GOLD.US
3.66GOLD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.91% | Oct 2024 | - | 18 |
-11.54% | Jul 2023 | Dec 2023 | 5 |
-3.3% | Mar 2024 | May 2024 | 2 |
-1.5% | Aug 2024 | Sep 2024 | 1 |
-1.04% | May 2023 | Jun 2023 | 1 |