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-3.63%
This Month
+16.23%
Year To Date
+62.66%
2 Years
+59.67%
5 Years
+64.6%
10 Years
+8.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.97%
- 🪙 Cryptocurrencies25.9%
- 💻 Electronic Technology8.4%
- 🪨 Non Energy Minerals7.38%
- 🖥️ Technology Services7.31%
- 💰 Finance4.82%
- 🛍️ Retail Trade3.22%
- 🧬 Health Technology2.75%
- ⚡ Utilities1.11%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.38%
- 🌍 Digital Currency25.9%
- 🇺🇸 Nasdaq21.76%
- 🇬🇧 LSE3.64%
- 🇭🇰 Hong Kong Exchanges1.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.27%
- 🇨🇦 Canada4.9%
- 🇬🇧 United Kingdom2.37%
- 🇲🇽 Mexico1.27%
- 🇨🇳 China1.18%
Dividends
Dividend Yield
0.21%
17 out of 42 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SO (2.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GILD | 0.03% | 2.55% | $3.04 |
 SO | 0.03% | 2.99% | $2.82 |
 BA.L | 0.02% | 1.85% | $0.3 |
 AEM | 0.02% | 0.92% | $1.6 |
 FRES.L | 0.02% | 1.49% | $0.05 |
 ANTO.L | 0.01% | 1.13% | $0.29 |
 WPM | 0.01% | 0.63% | $0.61 |
 MSFT | 0.01% | 0.66% | $3 |
 KLAC.RTH | 0.01% | 0.63% | $5.65 |
 0700.HK | 0.01% | 0.71% | $3.4 |
 GOOGL | 0.01% | 0.32% | $0.2 |
 AAPL | 0.01% | 0.39% | $0.97 |
 CASY | 0.01% | 0.38% | $1.79 |
 META | 0.01% | 0.35% | $1 |
 GE | 0.01% | 0.45% | $0.44 |
 CCJ | 0% | 0.14% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 3.6/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.45
-3.45
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.45
-3.45
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.24
High:
CCJ
97.68CCJLow:
RYTM
-37.23RYTMDetails
PEG Ratio
1,342.29
High:
AAPL
27,104.01AAPLLow:RYTM
-120.58RYTMDetails
Price/Book
12.88
High:AAPL
59.18AAPLLow:RYTM
-603.21RYTMDetails
Price/Sales
9.31
High:RYTM
45.8RYTMLow:
CASY
1.28CASYDetails
Price/CF
24.86
High:
HOOD.RTH
90.65HOOD.RTHLow:
FRES.L
7.01FRES.LDetails
Price/FCF
50.83
High:
ANTO.L
335.87ANTO.LLow:FRES.L
12.98FRES.LDetails
P/E Ratio
36.24
High:CCJ
97.68CCJLow:RYTM
-37.23RYTMDetails
PEG Ratio
1,342.29
High:AAPL
27,104.01AAPLLow:RYTM
-120.58RYTMDetails
Price/Book
12.88
High:AAPL
59.18AAPLLow:RYTM
-603.21RYTMDetails
Price/Sales
9.31
High:RYTM
45.8RYTMLow:CASY
1.28CASYDetails
Price/CF
24.86
High:HOOD.RTH
90.65HOOD.RTHLow:FRES.L
7.01FRES.LDetails
Price/FCF
50.83
High:ANTO.L
335.87ANTO.LLow:FRES.L
12.98FRES.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.46% | Dec 2021 | Sep 2025 | 45 |
-15.67% | Jan 2020 | Jul 2020 | 6 |
-8.84% | Sep 2021 | Oct 2021 | 1 |
-8.54% | Sep 2020 | Nov 2020 | 2 |
-3.63% | Oct 2025 | - | 1 |
-3.32% | May 2021 | Aug 2021 | 3 |
-1.09% | Oct 2019 | Dec 2019 | 2 |
-0.46% | Jul 2019 | Sep 2019 | 2 |