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+0.61%
Today
+7.37%
This Month
+15.89%
Year To Date
+100.51%
2 Years
+366.29%
5 Years
+25.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.51%
- 💰 Finance23.72%
- ⛏️ Energy Minerals10.45%
- 🛠️ Producer Manufacturing3.21%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.51%
- 🇺🇸 NYSE27.23%
- 🇩🇪 FRA10.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.23%
- 🇩🇪 Germany10.16%
Dividends
Dividend Yield
2.01%
7 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MPW (7.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PSX | Pay Day | Jun 2, 2025 | $1.20 |
Performance Metrics
Score 7.2/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
23.14
23.14
-2
0
2
24
24
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
3.28
3.28
0
0.75
1.25
4
4
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
23.14
23.14
-2
0
2
24
24
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
3.28
3.28
0
0.75
1.25
4
4
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.8
High:
BAS.DE
52.37BAS.DELow:
NLOP
-7.18NLOPDetails
PEG Ratio
338.92
High:
LTC.US
827.49LTC.USLow:NLOP
-11.63NLOPDetails
Price/Book
1.94
High:
ALV.DE
2.42ALV.DELow:
MPW
0.62MPWDetails
Price/Sales
0.62
High:
WPC
8.41WPCLow:
PSX
0.36PSXDetails
Price/CF
3.9
High:MPW
21.11MPWLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
5.56
High:BAS.DE
656.13BAS.DELow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
19.8
High:BAS.DE
52.37BAS.DELow:NLOP
-7.18NLOPDetails
PEG Ratio
338.92
High:LTC.US
827.49LTC.USLow:NLOP
-11.63NLOPDetails
Price/Book
1.94
High:ALV.DE
2.42ALV.DELow:MPW
0.62MPWDetails
Price/Sales
0.62
High:WPC
8.41WPCLow:PSX
0.36PSXDetails
Price/CF
3.9
High:MPW
21.11MPWLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
5.56
High:BAS.DE
656.13BAS.DELow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.52% | Feb 2018 | May 2019 | 15 |
-21.58% | Jul 2019 | Jan 2020 | 6 |
-20.66% | Apr 2022 | Feb 2024 | 22 |
-8.9% | Feb 2025 | May 2025 | 3 |
-7.71% | Apr 2024 | Sep 2024 | 5 |
-6.06% | May 2021 | Aug 2021 | 3 |
-3.24% | Dec 2024 | Jan 2025 | 1 |
-3.12% | Feb 2020 | Mar 2020 | 1 |
-2.88% | Sep 2020 | Oct 2020 | 1 |
-2.35% | Jan 2022 | Mar 2022 | 2 |
-1.62% | Sep 2021 | Oct 2021 | 1 |
-0.37% | Nov 2021 | Dec 2021 | 1 |