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+0.7%
Today
+13.04%
This Month
+12.69%
Year To Date
+38.61%
2 Years
+51.76%
5 Years
+8.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.09%
- 📊 ETFs28.71%
- 💻 Electronic Technology7.53%
- 🖥️ Technology Services7.37%
- 💰 Finance6.33%
- 🪨 Non Energy Minerals6.14%
- 🧪 Process Industries3.67%
- 🛍️ Retail Trade3.28%
- 🧬 Health Technology1.31%
- 🍞 Consumer Non Durables1.28%
- 🏭 Industrial Services1.17%
- ⚡ Utilities1.12%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.23%
- 🌍 Digital Currency32.09%
- 🇺🇸 Nasdaq24.18%
- 🇬🇧 LSE2.51%
- 🇭🇰 Hong Kong Exchanges0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.34%
- 🇨🇦 Canada4.04%
- 🇬🇧 United Kingdom2.51%
- 🇭🇰 Hong Kong2.3%
- 🇮🇱 Israel1.11%
- 🇨🇳 China0.98%
- 🇫🇮 Finland0.9%
Dividends
Dividend Yield
0.61%
23 out of 45 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $CALM (6.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPRO | 0.12% | 1.11% | - |
 CALM | 0.09% | 6.39% | $1.87 |
 BATS.L | 0.08% | 6.29% | $2.36 |
 IVW | 0.04% | 0.44% | - |
 SO | 0.03% | 3.06% | $2.82 |
 ICL | 0.03% | 2.72% | $0.21 |
 FCX | 0.03% | 1.32% | $0.6 |
 ALB | 0.02% | 2.11% | $1.6 |
 GDXJ | 0.02% | 1.71% | - |
 BA.L | 0.02% | 1.74% | $0.3 |
 NOK | 0.02% | 2.15% | $0.1 |
 AEM | 0.02% | 1.26% | $1.6 |
 MSFT | 0.01% | 0.65% | $3 |
 WPM | 0.01% | 0.68% | $0.61 |
 GDX | 0.01% | 0.8% | - |
 0700.HK | 0.01% | 0.87% | $3.4 |
 AGX | 0.01% | 0.73% | $1.15 |
 GOOGL | 0.01% | 0.43% | $0.2 |
 AAPL | 0.01% | 0.48% | $0.97 |
 CASY | 0.01% | 0.4% | $1.79 |
 META | 0% | 0.29% | $1 |
 CCJ | 0% | 0.14% | $0.09 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Aug 1, 2025 | $0.15 |
CASY | Ex-Dividend | Aug 1, 2025 | $0.57 |
CASY | Pay Day | Aug 15, 2025 | $0.57 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 3.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-5.16
-5.16
-6
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-5.16
-5.16
-6
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.12
High:
CCJ
193.89CCJLow:
ALB
-6.93ALBDetails
PEG Ratio
574.82
High:CCJ
13,660.96CCJLow:
CALM
4.41CALMDetails
Price/Book
11.5
High:
NVDA
50.15NVDALow:
NOK
1.14NOKDetails
Price/Sales
8.77
High:
HOOD
30.44HOODLow:
CASY
1.2CASYDetails
Price/CF
22
High:HOOD
92.21HOODLow:CALM
4.3CALMDetails
Price/FCF
44.45
High:HOOD
112.21HOODLow:CALM
6.78CALMDetails
P/E Ratio
36.12
High:CCJ
193.89CCJLow:ALB
-6.93ALBDetails
PEG Ratio
574.82
High:CCJ
13,660.96CCJLow:CALM
4.41CALMDetails
Price/Book
11.5
High:NVDA
50.15NVDALow:NOK
1.14NOKDetails
Price/Sales
8.77
High:HOOD
30.44HOODLow:CASY
1.2CASYDetails
Price/CF
22
High:HOOD
92.21HOODLow:CALM
4.3CALMDetails
Price/FCF
44.45
High:HOOD
112.21HOODLow:CALM
6.78CALMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.46% | Dec 2021 | - | 44 |
-15.67% | Jan 2020 | Jul 2020 | 6 |
-8.84% | Sep 2021 | Oct 2021 | 1 |
-8.54% | Sep 2020 | Nov 2020 | 2 |
-3.32% | May 2021 | Aug 2021 | 3 |
-1.09% | Oct 2019 | Dec 2019 | 2 |
-0.46% | Jul 2019 | Sep 2019 | 2 |