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-1.56%
Today
+12.34%
This Month
+23.88%
Year To Date
+54.64%
2 Years
+124.02%
5 Years
+29.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.71%
- 🪨 Non Energy Minerals15.74%
- 💰 Finance10.48%
- 💻 Electronic Technology9.32%
- 📊 ETFs6.33%
- 🏭 Industrial Services4.25%
- 🍞 Consumer Non Durables3.66%
- 🚗 Consumer Durables3.02%
- 💵 Cash2.2%
- 🛍️ Retail Trade2.05%
- 🚚 Transportation1.66%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.71%
- 🇺🇸 NYSE37.46%
- 🇺🇸 Nasdaq13.6%
- 🇭🇰 Hong Kong Exchanges2.11%
- 🇬🇧 LSE1.68%
- 🇳🇴 Oslo Stock Exchange1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.96%
- 🇬🇧 United Kingdom5.16%
- 🇨🇦 Canada3%
- 🇨🇳 China2.11%
- 🇳🇴 Norway1.66%
- 🇧🇪 Belgium1.19%
- 🇦🇺 Australia0.78%
- 🇧🇷 Brazil0.32%
Dividends
Dividend Yield
1.12%
21 out of 46 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.23% | 6.15% | $0.48 |
 NEM | 0.15% | 1.63% | $1.3 |
 AMT | 0.1% | 2.88% | $6.56 |
 NAS.OL | 0.09% | 5.29% | - |
 2333.HK | 0.08% | 3.64% | $0.33 |
 F | 0.06% | 6.59% | $0.78 |
 B | 0.05% | 1.79% | $0.4 |
 KO | 0.05% | 2.91% | $1.89 |
 C | 0.04% | 2.38% | $2.12 |
 FL | 0.04% | 1.89% | $1.6 |
 BHP.L | 0.04% | 4.65% | $1.26 |
 QCOM | 0.03% | 2.18% | $3.25 |
 ULVR.L | 0.03% | 3.39% | $1.47 |
 TIP | 0.03% | 2.9% | - |
 SCCO | 0.03% | 2.62% | $3.76 |
 VALE | 0.02% | 7.18% | $1.33 |
 BAC | 0.02% | 2.16% | $0.96 |
 FCX | 0.02% | 1.34% | $0.6 |
 BUD | 0.01% | 1.2% | $0.65 |
 MU | 0.01% | 0.42% | $0.46 |
 SPY | 0% | -1.21% | - |
Performance Metrics
Score 7.7/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
15.69
15.69
-2
0
2
16
16
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
15.69
15.69
-2
0
2
16
16
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.58
High:
AMD
113.41AMDLow:
IHS
-44.46IHSDetails
PEG Ratio
173.71
High:
COIN
1,488.21COINLow:
FL
-726.02FLDetails
Price/Book
2.69
High:
AMT
30.77AMTLow:IHS
-5.81IHSDetails
Price/Sales
2.88
High:COIN
15.87COINLow:
F
0.25FDetails
Price/CF
10.82
High:
KO
233.26KOLow:
NAS.OL
2.13NAS.OLDetails
Price/FCF
24.2
High:
VALE
565.82VALELow:NAS.OL
4.35NAS.OLDetails
P/E Ratio
21.58
High:AMD
113.41AMDLow:IHS
-44.46IHSDetails
PEG Ratio
173.71
High:COIN
1,488.21COINLow:FL
-726.02FLDetails
Price/Book
2.69
High:AMT
30.77AMTLow:IHS
-5.81IHSDetails
Price/Sales
2.88
High:COIN
15.87COINLow:F
0.25FDetails
Price/CF
10.82
High:KO
233.26KOLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
24.2
High:VALE
565.82VALELow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.29% | May 2021 | Dec 2023 | 31 |
-24% | Feb 2020 | May 2020 | 3 |
-14.5% | Dec 2024 | Jul 2025 | 7 |
-10.2% | Apr 2024 | Nov 2024 | 7 |
-6.6% | Jan 2024 | Feb 2024 | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |