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+4.95%
This Month
+5.5%
Year To Date
+43.48%
2 Years
+37.2%
5 Years
+53.73%
10 Years
+7.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals20.06%
- 💰 Finance14.85%
- 🧬 Health Technology13.84%
- 🪙 Cryptocurrencies10.19%
- 📊 ETFs9.82%
- 📡 Communications8.63%
- 🪨 Non Energy Minerals7.94%
- ⚡ Utilities6.33%
- 🖥️ Technology Services4.86%
- 🏭 Industrial Services2.85%
- 👥 Copy Trading0.63%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.04%
- 🇩🇪 FRA16.57%
- 🇬🇧 LSE12.41%
- 🇫🇷 Euronext Paris11.22%
- 🌍 Digital Currency10.19%
- 🇮🇹 Borsa Italiana7.72%
- 🇭🇰 Hong Kong Exchanges3.48%
- 🇺🇸 Nasdaq0.24%
- 🇨🇭 SIX0.05%
- Tokyo Stock Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇳🇱 Euronext Amsterdam0.01%
- 🇪🇸 Bolsa De Madrid0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.09%
- 🇬🇧 United Kingdom17.68%
- 🇩🇪 Germany16.57%
- 🇫🇷 France11.22%
- 🇮🇹 Italy7.72%
- 🇨🇳 China3.48%
- 🇨🇭 Switzerland0.05%
- 🇮🇪 Ireland0.03%
- 🇩🇰 Denmark0.02%
- 🇳🇱 Netherlands0.01%
- 🇪🇸 Spain0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0.01%
- 🇹🇼 Taiwan0.01%
- 🇮🇱 Israel0.01%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
2.85%
13 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.81%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.31
-3.31
-4
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.31
-3.31
-4
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.84
High:
MRK
34.77MRKLow:
1288.HK
6.71288.HKDetails
PEG Ratio
864.47
High:
ENI.MI
5,037.66ENI.MILow:
SHEL.L
30.56SHEL.LDetails
Price/Book
1.59
High:MRK
6.65MRKLow:1288.HK
0.681288.HKDetails
Price/Sales
1.32
High:MRK
4.66MRKLow:
SOP.PA
0.5SOP.PADetails
Price/CF
7.34
High:
ENGI.PA
216.75ENGI.PALow:1288.HK
3.561288.HKDetails
Price/FCF
16.33
High:
PFE
202.63PFELow:1288.HK
4.391288.HKDetails
P/E Ratio
14.84
High:MRK
34.77MRKLow:1288.HK
6.71288.HKDetails
PEG Ratio
864.47
High:ENI.MI
5,037.66ENI.MILow:SHEL.L
30.56SHEL.LDetails
Price/Book
1.59
High:MRK
6.65MRKLow:1288.HK
0.681288.HKDetails
Price/Sales
1.32
High:MRK
4.66MRKLow:SOP.PA
0.5SOP.PADetails
Price/CF
7.34
High:ENGI.PA
216.75ENGI.PALow:1288.HK
3.561288.HKDetails
Price/FCF
16.33
High:PFE
202.63PFELow:1288.HK
4.391288.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.07% | Sep 2021 | Nov 2024 | 38 |
-5.37% | Jun 2026 | - | 2 |
-3.69% | Dec 2024 | Jan 2025 | 1 |
-2.36% | Mar 2026 | Apr 2026 | 1 |
-1.58% | Feb 2025 | May 2025 | 3 |
-0.74% | Feb 2021 | Mar 2021 | 1 |
-0.55% | Oct 2025 | Dec 2025 | 2 |
-0.32% | Oct 2020 | Nov 2020 | 1 |
-0.09% | Dec 2020 | Jan 2021 | 1 |