Loading...
+0.75%
Today
-3.65%
This Month
-16.99%
Year To Date
+17.17%
2 Years
+31.92%
5 Years
+2.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.2%
- 🪙 Cryptocurrencies29.09%
- 🪨 Non Energy Minerals7.22%
- 🖥️ Technology Services5.4%
- 💻 Electronic Technology5.24%
- 🛠️ Producer Manufacturing3.86%
- 💰 Finance2.08%
- 🛍️ Retail Trade1.69%
- ⚡ Utilities1.49%
- 🍞 Consumer Non Durables1.42%
- 🧪 Process Industries1.42%
- 🏭 Industrial Services1.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.09%
- 🇺🇸 NYSE15.45%
- 🇺🇸 Nasdaq11.36%
- 🇬🇧 LSE2.94%
- 🇭🇰 Hong Kong Exchanges1.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.3%
- 🇬🇧 United Kingdom2.94%
- 🇿🇦 South Africa2.13%
- 🇨🇦 Canada1.63%
- 🇮🇱 Israel1.42%
- 🇫🇮 Finland1.34%
- 🇨🇳 China1.2%
Dividends
Dividend Yield
0.43%
17 out of 38 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (7.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.11% | 7.62% | $2.36 |
 SO | 0.05% | 3.14% | $2.82 |
 ICL | 0.04% | 2.94% | $0.21 |
 FCX | 0.04% | 1.82% | $0.6 |
 BA.L | 0.03% | 1.93% | $0.3 |
 NOK | 0.03% | 1.97% | $0.1 |
 MMM | 0.03% | 2.17% | $5.21 |
 AEM | 0.02% | 1.27% | $1.6 |
 ALSN | 0.02% | 1.15% | $0.96 |
 HMY | 0.02% | 0.79% | $0.08 |
 MSFT | 0.01% | 0.88% | $3 |
 0700.HK | 0.01% | 0.98% | $3.4 |
 AGX | 0.01% | 0.98% | $1.15 |
 CASY | 0.01% | 0.43% | $1.79 |
 POWL | 0.01% | 0.64% | $1.06 |
 META | 0.01% | 0.4% | $1 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HMY | Pay Day | Apr 21, 2025 | $0.12 |
FCX | Pay Day | May 1, 2025 | $0.15 |
CASY | Ex-Dividend | May 1, 2025 | $0.50 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CASY | Pay Day | May 15, 2025 | $0.50 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
AEM | Ex-Dividend | May 30, 2025 | $0.40 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AEM | Pay Day | Jun 16, 2025 | $0.40 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
Performance Metrics
Score 2.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.02
-6.02
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.02
-6.02
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.17
High:
NFLX
49.07NFLXLow:
MP
-45.53MPDetails
PEG Ratio
193.2
High:
FCX
1,308.02FCXLow:
HOOD
7.22HOODDetails
Price/Book
9.88
High:
NVDA
31.32NVDALow:
NOK
1.28NOKDetails
Price/Sales
9.85
High:MP
21.12MPLow:
CASY
1.11CASYDetails
Price/CF
26.83
High:MP
190.93MPLow:
ICL
4.68ICLDetails
Price/FCF
48.58
High:MP
277.68MPLow:
AGX
13.55AGXDetails
P/E Ratio
29.17
High:NFLX
49.07NFLXLow:MP
-45.53MPDetails
PEG Ratio
193.2
High:FCX
1,308.02FCXLow:HOOD
7.22HOODDetails
Price/Book
9.88
High:NVDA
31.32NVDALow:NOK
1.28NOKDetails
Price/Sales
9.85
High:MP
21.12MPLow:CASY
1.11CASYDetails
Price/CF
26.83
High:MP
190.93MPLow:ICL
4.68ICLDetails
Price/FCF
48.58
High:MP
277.68MPLow:AGX
13.55AGXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.46% | Dec 2021 | - | 41 |
-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 |