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+0.63%
This Month
-2.63%
Year To Date
+30.65%
2 Years
+60.92%
5 Years
+32.94%
10 Years
+4.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.52%
- 📊 ETFs26.73%
- 💵 Cash14.72%
- ⛏️ Energy Minerals5.03%
- 💰 Finance4.57%
- 🍞 Consumer Non Durables2.6%
- 🪨 Non Energy Minerals1.57%
- 🛍️ Retail Trade0.87%
- 🖥️ Technology Services0.66%
- 🧬 Health Technology0.63%
- 💻 Electronic Technology0.63%
- ⚡ Utilities0.39%
- 🧪 Process Industries0.38%
- 📡 Communications0.32%
- 💇♀️ Consumer Services0.2%
- 🚚 Transportation0.18%
- 🛠️ Producer Manufacturing0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.52%
- 🇺🇸 NYSE35.47%
- 🇺🇸 Nasdaq3.65%
- 🇬🇧 LSE2.85%
- 🇭🇰 Hong Kong Exchanges1.17%
- 🇳🇴 Oslo Stock Exchange0.9%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇸🇦 Tadawul0.26%
- 🇩🇪 FRA0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.11%
- 🇬🇧 United Kingdom2.36%
- 🇨🇳 China2.36%
- 🇳🇴 Norway0.9%
- 🇸🇦 Saudi Arabia0.26%
- 🇩🇪 Germany0.25%
Dividends
Dividend Yield
0.59%
25 out of 97 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (16.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.09% | 3.71% | $6.28 |
 ARR | 0.07% | 16.16% | $3.84 |
 BP.L | 0.05% | 5.04% | $0.23 |
 RIO | 0.04% | 4.15% | $4.34 |
 KO | 0.04% | 2.64% | $1.89 |
 AGNC | 0.03% | 13.13% | $1.44 |
 PG | 0.03% | 2.69% | $3.83 |
 NLY | 0.03% | 12.2% | $2.6 |
 1398.HK | 0.03% | 5.28% | $0.33 |
 0386.HK | 0.02% | 4.81% | $0.37 |
 XOM | 0.02% | 2.69% | $3.76 |
 VZ | 0.02% | 5.49% | $2.66 |
 NHY.OL | 0.02% | 3.28% | $2.5 |
 YAR.OL | 0.02% | 4.52% | $5 |
 SVT.L | 0.01% | 3.81% | $1.17 |
 WPC | 0.01% | 4.96% | $3.67 |
 O | 0.01% | 4.92% | $3.09 |
 STAG | 0.01% | 3.81% | $1.47 |
 AMT | 0.01% | 3.62% | $6.56 |
 9618.HK | 0.01% | 4% | $2.97 |
 BABA | 0% | 0.79% | $0.98 |
 JD.US | 0% | 3.93% | $0.74 |
 DIS | 0% | 1.46% | $0.75 |
 BAYN.DE | 0% | 0.3% | $0.11 |
 GEHC | 0% | -0.18% | $-0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.23
-7.23
-8
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.23
-7.23
-8
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.38
High:BP.L
4,375BP.LLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
309.76
High:WPC
3,321.49WPCLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
2.3
High:
BA
32.74BALow:
AAL
-2.21AALDetails
Price/Sales
1.91
High:
GRAL
14.95GRALLow:
QS
-QSDetails
Price/CF
10.66
High:BA
163.87BALow:0386.HK
2.460386.HKDetails
Price/FCF
60.22
High:BABA
1,196.17BABALow:AAL
8.42AALDetails
P/E Ratio
21.38
High:BP.L
4,375BP.LLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
309.76
High:WPC
3,321.49WPCLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
2.3
High:BA
32.74BALow:AAL
-2.21AALDetails
Price/Sales
1.91
High:GRAL
14.95GRALLow:QS
-QSDetails
Price/CF
10.66
High:BA
163.87BALow:0386.HK
2.460386.HKDetails
Price/FCF
60.22
High:BABA
1,196.17BABALow:AAL
8.42AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.21% | Jul 2019 | Apr 2021 | 21 |
-24.47% | Nov 2021 | Feb 2024 | 27 |
-10.81% | Oct 2025 | - | 6 |
-7.25% | Dec 2024 | May 2025 | 5 |
-4.3% | May 2021 | Aug 2021 | 3 |
-2.58% | Apr 2024 | Sep 2024 | 5 |
-0.95% | Oct 2024 | Nov 2024 | 1 |