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+2.75%
This Month
+2.75%
Year To Date
+93.19%
2 Years
+111.28%
5 Years
+413.18%
10 Years
+21.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.66%
- 💰 Finance7.95%
- 🚚 Transportation7.44%
- 💻 Electronic Technology5.98%
- 🪨 Non Energy Minerals5.92%
- 🧬 Health Technology5.86%
- 🖥️ Technology Services5.77%
- ⛏️ Energy Minerals5.44%
- 📡 Communications4.68%
- 🍞 Consumer Non Durables3.06%
- 💵 Cash0.28%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.66%
- 🇺🇸 NYSE36.45%
- 🇺🇸 Nasdaq8.92%
- 🇳🇴 Oslo Stock Exchange6.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.07%
- 🇬🇧 United Kingdom5.92%
- 🇳🇴 Norway5.77%
- 🇧🇷 Brazil5.44%
- 🇸🇬 Singapore3.91%
Dividends
Dividend Yield
2.92%
11 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OBDC (11.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
17.44
17.44
-2
0
2
18
18
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
17.44
17.44
-2
0
2
18
18
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.8
High:
AMD
114.62AMDLow:
PBR
5.99PBRDetails
PEG Ratio
149.47
High:
ATEA.OL
688.06ATEA.OLLow:
VZ
8.15VZDetails
Price/Book
3.45
High:
PG
6.54PGLow:
OBDC
0.83OBDCDetails
Price/Sales
3.02
High:AMD
11.88AMDLow:ATEA.OL
0.48ATEA.OLDetails
Price/CF
10.67
High:AMD
40.84AMDLow:PBR
2.49PBRDetails
Price/FCF
45.24
High:OBDC
343.33OBDCLow:
BWLPG.OL
16.09BWLPG.OLDetails
P/E Ratio
17.8
High:AMD
114.62AMDLow:PBR
5.99PBRDetails
PEG Ratio
149.47
High:ATEA.OL
688.06ATEA.OLLow:VZ
8.15VZDetails
Price/Book
3.45
High:PG
6.54PGLow:OBDC
0.83OBDCDetails
Price/Sales
3.02
High:AMD
11.88AMDLow:ATEA.OL
0.48ATEA.OLDetails
Price/CF
10.67
High:AMD
40.84AMDLow:PBR
2.49PBRDetails
Price/FCF
45.24
High:OBDC
343.33OBDCLow:BWLPG.OL
16.09BWLPG.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.31% | Jan 2018 | Mar 2021 | 38 |
-56.49% | May 2021 | Nov 2024 | 42 |
-20.16% | Feb 2025 | Jul 2025 | 5 |
-15.47% | Oct 2025 | - | 4 |
-1.74% | Dec 2024 | Jan 2025 | 1 |