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+0.59%
Today
+3.89%
This Month
+12.47%
Year To Date
+32.99%
2 Years
+33.74%
5 Years
+10.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.51%
- 💵 Cash29.26%
- 🪙 Cryptocurrencies10.81%
- 🪨 Non Energy Minerals6.01%
- 💰 Finance4.66%
- 🧩 Miscellaneous2.98%
- 🏭 Industrial Services2.7%
- ⛏️ Energy Minerals1.18%
- ⚡ Utilities0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.18%
- 🌍 Digital Currency10.81%
- 🇺🇸 Chicago Board Options Exchange8.94%
- 🇺🇸 Nasdaq8.39%
- 🇬🇧 LSE6.55%
- 🇳🇴 Oslo Stock Exchange0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.69%
- 🇨🇦 Canada6.86%
- 🇳🇴 Norway0.94%
Dividends
Dividend Yield
1.42%
35 out of 44 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EMB | 0.22% | 5.55% | - |
 IEML.L | 0.22% | 5.94% | - |
 ET | 0.09% | 7.41% | $1.25 |
 IIPR | 0.06% | 14.48% | $7.34 |
 REET | 0.05% | 3.48% | - |
 SCHD | 0.04% | 3.97% | - |
 LTC.US | 0.04% | 6.51% | $2.28 |
 HDV | 0.04% | 3.5% | - |
 USRT | 0.04% | 2.81% | - |
 APLE | 0.04% | 7.78% | $0.96 |
 VXUS | 0.04% | 2.92% | - |
 VLO | 0.04% | 3.01% | $4.18 |
 NHY.OL | 0.03% | 3.61% | $2.5 |
 XLE | 0.03% | 3.5% | - |
 VICI | 0.03% | 5.26% | $1.66 |
 NNN | 0.03% | 5.47% | $2.26 |
 DGRO | 0.03% | 2.23% | - |
 NEE | 0.03% | 2.85% | $1.97 |
 WPM | 0.03% | 0.7% | $0.61 |
 FVD | 0.03% | 2.33% | - |
 DLR | 0.03% | 2.74% | $4.88 |
 NOBL | 0.02% | 2.12% | - |
 VIG | 0.02% | 1.79% | - |
 DIA.US | 0.02% | 1.52% | - |
 MPW | 0.02% | 7.84% | $0.6 |
 VTI | 0.02% | 1.29% | - |
 AMT | 0.02% | 2.95% | $6.56 |
 SPY | 0.02% | 1.21% | - |
 OUSA | 0.02% | 1.47% | - |
 XLV | 0.02% | 1.76% | - |
 RS | 0.02% | 1.37% | $4.2 |
 LNG | 0.01% | 0.82% | $1.7 |
 SOXX | 0.01% | 0.72% | - |
 INDA | 0.01% | 0.74% | - |
 QQQ | 0.01% | 0.58% | - |
Next Dividends
Performance Metrics
Score 4.4/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.24
0.24
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.24
0.24
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.52
High:
DLR
165.46DLRLow:
MPW
-1.48MPWDetails
PEG Ratio
880.26
High:
WPM
1,366.66WPMLow:
NHY.OL
6.06NHY.OLDetails
Price/Book
3.28
High:
AMT
29.77AMTLow:MPW
0.51MPWDetails
Price/Sales
1.97
High:WPM
27.52WPMLow:
VLO
0.36VLODetails
Price/CF
11.96
High:WPM
30.69WPMLow:
ET
5.99ETDetails
Price/FCF
44.67
High:
NEE
2,356.18NEELow:VLO
12.02VLODetails
P/E Ratio
29.52
High:DLR
165.46DLRLow:MPW
-1.48MPWDetails
PEG Ratio
880.26
High:WPM
1,366.66WPMLow:NHY.OL
6.06NHY.OLDetails
Price/Book
3.28
High:AMT
29.77AMTLow:MPW
0.51MPWDetails
Price/Sales
1.97
High:WPM
27.52WPMLow:VLO
0.36VLODetails
Price/CF
11.96
High:WPM
30.69WPMLow:ET
5.99ETDetails
Price/FCF
44.67
High:NEE
2,356.18NEELow:VLO
12.02VLODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.23% | Apr 2022 | Mar 2024 | 23 |
-4.18% | Dec 2024 | May 2025 | 5 |
-2.83% | Apr 2024 | May 2024 | 1 |
-0.64% | Jun 2024 | Jul 2024 | 1 |
-0.06% | Aug 2024 | Sep 2024 | 1 |