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-1.77%
This Month
+20.65%
Year To Date
+44.88%
2 Years
+218.94%
5 Years
+584.79%
10 Years
+37.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.86%
- 📊 ETFs25.91%
- 🪨 Non Energy Minerals17.55%
- 💵 Cash7%
- 💻 Electronic Technology5.87%
- 🖥️ Technology Services5.87%
- 💰 Finance2.66%
- 🧩 Miscellaneous2.39%
- 🛍️ Retail Trade2.01%
- 🚗 Consumer Durables1.49%
- ⛏️ Energy Minerals1.4%
- 🏥 Health Services0.47%
- 🚚 Transportation0.36%
- 🧪 Process Industries0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.06%
- 🌍 Digital Currency27.86%
- 🇺🇸 Nasdaq19.43%
- 🇩🇰 Copenhagen Stock Exchange0.36%
- 🇩🇪 Xetra ETFs0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.79%
- 🇨🇦 Canada12.27%
- 🇧🇷 Brazil2.75%
- 🇿🇦 South Africa0.7%
- 🇬🇧 United Kingdom0.53%
- 🇨🇳 China0.15%
Dividends
Dividend Yield
0.64%
15 out of 96 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ARR (18.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.16% | 11.18% | $2.21 |
 B | 0.12% | 1.32% | $0.4 |
 VALE | 0.09% | 6.38% | $1.33 |
 ARR | 0.07% | 18.29% | $3.84 |
 AGNC | 0.07% | 14.26% | $1.44 |
 TRMD-A.CO | 0.06% | 15.37% | - |
 NEM | 0.04% | 1.05% | $1.3 |
 UNH | 0.01% | 2.37% | $7.74 |
 GOOG | 0.01% | 0.32% | $0.2 |
 AAPL | 0.01% | 0.39% | $0.97 |
 HMY | 0.01% | 0.83% | $0.08 |
 BCS | 0% | 2.22% | $0.39 |
 META | 0% | 0.35% | $1 |
 BABA | 0% | 0.6% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 8.3/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
28.34
28.34
-2
0
2
29
29
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
3.65
3.65
0
0.75
1.25
4
4
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
28.34
28.34
-2
0
2
29
29
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
3.65
3.65
0
0.75
1.25
4
4
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.78
High:
TSLA
259.11TSLALow:
ARR
-67.11ARRDetails
PEG Ratio
2,141.69
High:
AAPL
27,104.01AAPLLow:ARR
-73.21ARRDetails
Price/Book
10.82
High:AAPL
59.18AAPLLow:
UNIT
-0.33UNITDetails
Price/Sales
7.45
High:
CIFR
47.01CIFRLow:UNIT
0.68UNITDetails
Price/CF
20.95
High:
CRWV
117.12CRWVLow:
PBR.A
2.19PBR.ADetails
Price/FCF
45.7
High:
VALE
565.82VALELow:
NEM
15.33NEMDetails
P/E Ratio
34.78
High:TSLA
259.11TSLALow:ARR
-67.11ARRDetails
PEG Ratio
2,141.69
High:AAPL
27,104.01AAPLLow:ARR
-73.21ARRDetails
Price/Book
10.82
High:AAPL
59.18AAPLLow:UNIT
-0.33UNITDetails
Price/Sales
7.45
High:CIFR
47.01CIFRLow:UNIT
0.68UNITDetails
Price/CF
20.95
High:CRWV
117.12CRWVLow:PBR.A
2.19PBR.ADetails
Price/FCF
45.7
High:VALE
565.82VALELow:NEM
15.33NEMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.81% | Dec 2021 | Nov 2024 | 35 |
-25.75% | Dec 2024 | Aug 2025 | 8 |
-17.94% | May 2021 | Aug 2021 | 3 |
-9.2% | Sep 2021 | Oct 2021 | 1 |
-7.09% | Sep 2020 | Nov 2020 | 2 |
-5.5% | Nov 2019 | Jan 2020 | 2 |
-4.14% | Feb 2020 | Mar 2020 | 1 |
-2.93% | Jun 2020 | Jul 2020 | 1 |
-1.77% | Oct 2025 | - | 1 |
-1.72% | Sep 2019 | Oct 2019 | 1 |