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-3.22%
This Month
-12.18%
Year To Date
+134.44%
2 Years
+65.02%
5 Years
+109.07%
10 Years
+12.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.98%
- 🛍️ Retail Trade18.08%
- 🪨 Non Energy Minerals18.02%
- 🍞 Consumer Non Durables13.13%
- 🖥️ Technology Services10.51%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.98%
- 🇺🇸 NYSE31.21%
- 🇬🇧 LSE18.02%
- 🇺🇸 Nasdaq10.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.64%
- 🇨🇳 China18.08%
- 🇬🇧 United Kingdom18.02%
Dividends
Dividend Yield
1.36%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RIO.L (4.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
29.84
29.84
-2
0
2
30
30
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
29.84
29.84
-2
0
2
30
30
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.23
High:
KO
25.7KOLow:
RIO.L
15.46RIO.LDetails
PEG Ratio
71.96
High:KO
109.48KOLow:
BABA
35.01BABADetails
Price/Book
5.35
High:KO
10.44KOLow:BABA
2.06BABADetails
Price/Sales
6.1
High:
MSFT
9.9MSFTLow:BABA
2.28BABADetails
Price/CF
20.99
High:KO
40.7KOLow:RIO.L
7.67RIO.LDetails
Price/FCF
88.95
High:BABA
1,196.17BABALow:MSFT
69.19MSFTDetails
P/E Ratio
23.23
High:KO
25.7KOLow:RIO.L
15.46RIO.LDetails
PEG Ratio
71.96
High:KO
109.48KOLow:BABA
35.01BABADetails
Price/Book
5.35
High:KO
10.44KOLow:BABA
2.06BABADetails
Price/Sales
6.1
High:MSFT
9.9MSFTLow:BABA
2.28BABADetails
Price/CF
20.99
High:KO
40.7KOLow:RIO.L
7.67RIO.LDetails
Price/FCF
88.95
High:BABA
1,196.17BABALow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.51% | May 2021 | Jan 2025 | 44 |
-44.77% | Aug 2019 | Nov 2020 | 15 |
-44.38% | Dec 2020 | Mar 2021 | 3 |
-30.56% | Aug 2025 | - | 8 |
-27.03% | Feb 2025 | Jul 2025 | 5 |