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+7.65%
This Month
-4.77%
Year To Date
+29.53%
2 Years
+51.08%
5 Years
+30%
10 Years
+3.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.59%
- 📊 ETFs23.8%
- 💵 Cash13.94%
- ⛏️ Energy Minerals5.03%
- 💰 Finance4.65%
- 🧩 Miscellaneous4.25%
- 🍞 Consumer Non Durables2.67%
- 🪨 Non Energy Minerals1.56%
- 🛍️ Retail Trade0.85%
- 🧬 Health Technology0.76%
- 🖥️ Technology Services0.7%
- 💻 Electronic Technology0.59%
- ⚡ Utilities0.37%
- 🧪 Process Industries0.35%
- 📡 Communications0.27%
- 🚚 Transportation0.24%
- 💇♀️ Consumer Services0.19%
- 🛠️ Producer Manufacturing0.07%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.59%
- 🇺🇸 NYSE36.64%
- 🇺🇸 Nasdaq3.83%
- 🇬🇧 LSE3.01%
- 🇭🇰 Hong Kong Exchanges1.16%
- 🇳🇴 Oslo Stock Exchange0.84%
- 🇩🇪 FRA0.33%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇸🇦 Tadawul0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.26%
- 🇬🇧 United Kingdom2.42%
- 🇨🇳 China2.27%
- 🇳🇴 Norway0.84%
- 🇩🇪 Germany0.33%
- 🇸🇦 Saudi Arabia0.27%
Dividends
Dividend Yield
0.63%
29 out of 97 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (17.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX.US | 0.09% | 3.63% | $6.28 |
 ARR | 0.07% | 17.53% | $3.84 |
 RIO | 0.05% | 4.41% | $4.34 |
 BP.L | 0.05% | 4.62% | $0.23 |
 KO | 0.04% | 2.53% | $1.89 |
 AGNC | 0.03% | 13.36% | $1.44 |
 PG | 0.03% | 2.9% | $3.83 |
 NLY | 0.03% | 12.58% | $2.6 |
 1398.HK | 0.03% | 5% | $0.33 |
 XOM | 0.02% | 2.67% | $3.76 |
 0386.HK | 0.02% | 5.3% | $0.37 |
 SPY | 0.02% | 0.99% | - |
 NHY.OL | 0.02% | 3.5% | $2.5 |
 VZ | 0.02% | 6.34% | $2.66 |
 YAR.OL | 0.02% | 4.91% | $5 |
 SVT.L | 0.02% | 4.15% | $1.17 |
 WPC | 0.01% | 4.92% | $3.67 |
 O | 0.01% | 4.97% | $3.09 |
 DBO | 0.01% | 2% | - |
 STAG | 0.01% | 3.64% | $1.47 |
 AMT | 0.01% | 4.27% | $6.56 |
 BABA | 0% | 0.89% | $0.98 |
 9618.HK | 0% | 3.3% | $2.97 |
 JD.US | 0% | 3.25% | $0.74 |
 DIS | 0% | 1.56% | $0.75 |
 BAYN.DE | 0% | 0.24% | $0.11 |
 IAPD.L | 0% | 0.04% | - |
 XDJP.L | 0% | 0.01% | - |
 GEHC | 0% | -0.23% | $-0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
21.16
High:
CRSR
115.41CRSRLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
98.09
High:O
494.14OLow:BAYN.DE
-67.73BAYN.DEDetails
Price/Book
2.17
High:
BA
29.28BALow:
BYND
-14.41BYNDDetails
Price/Sales
1.83
High:
GRAL
18.74GRALLow:
QS
-QSDetails
Price/CF
12.68
High:
03690.HK
64.3903690.HKLow:
AAL
1.46AALDetails
Price/FCF
76.4
High:BABA
1,196.17BABALow:AAL
6.46AALDetails
P/E Ratio
21.16
High:CRSR
115.41CRSRLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
98.09
High:O
494.14OLow:BAYN.DE
-67.73BAYN.DEDetails
Price/Book
2.17
High:BA
29.28BALow:BYND
-14.41BYNDDetails
Price/Sales
1.83
High:GRAL
18.74GRALLow:QS
-QSDetails
Price/CF
12.68
High:03690.HK
64.3903690.HKLow:AAL
1.46AALDetails
Price/FCF
76.4
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 |
-18.46% | Oct 2025 | - | 10 |
-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 |