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-0.1%
This Month
+31.55%
Year To Date
+80.43%
2 Years
+118.71%
5 Years
+367.2%
10 Years
+29.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.68%
- 🪨 Non Energy Minerals21.28%
- 💻 Electronic Technology11.9%
- 💰 Finance8.82%
- 📊 ETFs7%
- 💵 Cash5.55%
- 🏭 Industrial Services4.31%
- 🍞 Consumer Non Durables3.29%
- 🚗 Consumer Durables3.13%
- 🚚 Transportation1.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.52%
- 🌍 Digital Currency34.68%
- 🇺🇸 Nasdaq15.33%
- 🇭🇰 Hong Kong Exchanges2.24%
- 🇬🇧 LSE1.64%
- 🇳🇴 Oslo Stock Exchange1.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.78%
- 🇬🇧 United Kingdom5.19%
- 🇨🇦 Canada4.46%
- 🇨🇳 China2.24%
- 🇳🇴 Norway1.51%
- 🇧🇪 Belgium0.98%
- 🇦🇺 Australia0.75%
- 🇧🇷 Brazil0.32%
Dividends
Dividend Yield
0.99%
18 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VALE (6.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.21% | 5.21% | $0.48 |
 NEM | 0.14% | 1.05% | $1.3 |
 AMT | 0.09% | 3.48% | $6.56 |
 NAS.OL | 0.08% | 5.41% | - |
 2333.HK | 0.07% | 3.14% | $0.33 |
 B | 0.06% | 1.32% | $0.4 |
 F | 0.06% | 6.26% | $0.78 |
 KO | 0.04% | 2.99% | $1.89 |
 C | 0.04% | 2.34% | $2.12 |
 QCOM | 0.03% | 2.09% | $3.25 |
 ULVR.L | 0.03% | 3.29% | $1.47 |
 BHP.L | 0.03% | 3.85% | $1.26 |
 SCCO | 0.03% | 2.1% | $3.76 |
 BAC | 0.02% | 2.05% | $0.96 |
 VALE | 0.02% | 6.38% | $1.33 |
 FCX | 0.02% | 1.42% | $0.6 |
 BUD | 0.01% | 1.36% | $0.65 |
 MU | 0.01% | 0.22% | $0.46 |
Performance Metrics
Score 7.9/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
16.68
16.68
-2
0
2
17
17
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
16.68
16.68
-2
0
2
17
17
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.45
High:
AMD
138.47AMDLow:
NAS.OL
8.68NAS.OLDetails
PEG Ratio
37.95
High:
KO
165.26KOLow:
MU
2.73MUDetails
Price/Book
3.24
High:
AMT
24.35AMTLow:
IHS
-8.29IHSDetails
Price/Sales
3.7
High:AMD
13.25AMDLow:
F
0.26FDetails
Price/CF
10.57
High:KO
233.26KOLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
24.76
High:
VALE
565.82VALELow:NAS.OL
4.35NAS.OLDetails
P/E Ratio
23.45
High:AMD
138.47AMDLow:NAS.OL
8.68NAS.OLDetails
PEG Ratio
37.95
High:KO
165.26KOLow:MU
2.73MUDetails
Price/Book
3.24
High:AMT
24.35AMTLow:IHS
-8.29IHSDetails
Price/Sales
3.7
High:AMD
13.25AMDLow:F
0.26FDetails
Price/CF
10.57
High:KO
233.26KOLow:NAS.OL
2.13NAS.OLDetails
Price/FCF
24.76
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 |
-0.1% | Oct 2025 | - | 1 |