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-8.59%
This Month
-9.43%
Year To Date
+24.11%
2 Years
+46.06%
5 Years
+23.64%
10 Years
+3.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.73%
- 📊 ETFs23.71%
- 💵 Cash15.03%
- ⛏️ Energy Minerals4.98%
- 💰 Finance4.56%
- 🧩 Miscellaneous4.27%
- 🍞 Consumer Non Durables2.52%
- 🪨 Non Energy Minerals1.97%
- 🛍️ Retail Trade0.87%
- 🖥️ Technology Services0.75%
- 🧬 Health Technology0.62%
- 💻 Electronic Technology0.6%
- 🧪 Process Industries0.39%
- ⚡ Utilities0.36%
- 📡 Communications0.29%
- 🚚 Transportation0.21%
- 💇♀️ Consumer Services0.2%
- 🛠️ Producer Manufacturing0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.73%
- 🇺🇸 NYSE36.58%
- 🇺🇸 Nasdaq3.84%
- 🇬🇧 LSE3.03%
- 🇭🇰 Hong Kong Exchanges1.12%
- 🇳🇴 Oslo Stock Exchange1.08%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇸🇦 Tadawul0.27%
- 🇩🇪 FRA0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.96%
- 🇬🇧 United Kingdom2.65%
- 🇨🇳 China2.31%
- 🇳🇴 Norway1.08%
- 🇸🇦 Saudi Arabia0.27%
- 🇩🇪 Germany0.23%
Dividends
Dividend Yield
0.62%
29 out of 97 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ARR (16.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX.US | 0.09% | 3.7% | $6.28 |
 ARR | 0.07% | 16.72% | $3.84 |
 RIO | 0.05% | 3.79% | $4.34 |
 BP.L | 0.05% | 4.58% | $0.23 |
 KO | 0.04% | 2.7% | $1.89 |
 AGNC | 0.03% | 13.99% | $1.44 |
 PG | 0.03% | 3.02% | $3.83 |
 NLY | 0.03% | 13.16% | $2.6 |
 1398.HK | 0.03% | 5.13% | $0.33 |
 XOM | 0.02% | 2.68% | $3.76 |
 0386.HK | 0.02% | 5.24% | $0.37 |
 SPY | 0.02% | 0.98% | - |
 VZ | 0.02% | 6.14% | $2.66 |
 NHY.OL | 0.02% | 2.54% | $2.5 |
 YAR.OL | 0.02% | 4.37% | $5 |
 SVT.L | 0.02% | 4.25% | $1.17 |
 WPC | 0.01% | 4.95% | $3.67 |
 O | 0.01% | 5.41% | $3.09 |
 DBO | 0.01% | 1.95% | - |
 STAG | 0.01% | 4.11% | $1.47 |
 AMT | 0.01% | 3.62% | $6.56 |
 BABA | 0% | 0.82% | $0.98 |
 9618.HK | 0% | 3.4% | $2.97 |
 JD.US | 0% | 3.33% | $0.74 |
 DIS | 0% | 1.51% | $0.75 |
 BAYN.DE | 0% | 0.31% | $0.11 |
 IAPD.L | 0% | 0.04% | - |
 XDJP.L | 0% | 0.01% | - |
 GEHC | 0% | -0.22% | $-0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0386.HK | Ex-Dividend | Jun 8, 2026 | $0.02 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
O | Pay Day | Jun 15, 2026 | $0.27 |
ARR | Ex-Dividend | Jun 15, 2026 | $0.24 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
0386.HK | Pay Day | Jun 26, 2026 | $0.02 |
ARR | Pay Day | Jun 29, 2026 | $0.24 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
STAG | Ex-Dividend | Jun 30, 2026 | $0.39 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
SVT.L | Pay Day | Jul 15, 2026 | $1.01 |
STAG | Pay Day | Jul 15, 2026 | $0.39 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 3.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.62
-6.62
-7
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.62
-6.62
-7
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.89
High:
CRSR
118.52CRSRLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
191.18
High:1398.HK
1,594.091398.HKLow:
QS
-59.86QSDetails
Price/Book
2.23
High:
BA
28.64BALow:
BYND
-17.27BYNDDetails
Price/Sales
1.88
High:
GRAL
17.32GRALLow:QS
-QSDetails
Price/CF
12.7
High:
03690.HK
64.3903690.HKLow:
AAL
1.46AALDetails
Price/FCF
93.43
High:BABA
1,196.17BABALow:AAL
6.46AALDetails
P/E Ratio
21.89
High:CRSR
118.52CRSRLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
191.18
High:1398.HK
1,594.091398.HKLow:QS
-59.86QSDetails
Price/Book
2.23
High:BA
28.64BALow:BYND
-17.27BYNDDetails
Price/Sales
1.88
High:GRAL
17.32GRALLow:QS
-QSDetails
Price/CF
12.7
High:03690.HK
64.3903690.HKLow:AAL
1.46AALDetails
Price/FCF
93.43
High:BABA
1,196.17BABALow:AAL
6.46AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.21% | Jul 2019 | Apr 2021 | 21 |
-24.47% | Nov 2021 | Feb 2024 | 27 |
-16.52% | Oct 2025 | - | 9 |
-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 |