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+0.78%
Today
+0.1%
This Month
-5.14%
Year To Date
+25.64%
2 Years
+142.75%
5 Years
+24.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.42%
- 🪨 Non Energy Minerals18.19%
- 💻 Electronic Technology10.49%
- 💰 Finance9.33%
- 📊 ETFs7.84%
- 🍞 Consumer Non Durables4.88%
- 🏭 Industrial Services4.49%
- 🚗 Consumer Durables3.45%
- 💵 Cash1.94%
- 🚚 Transportation1.61%
- 🛍️ Retail Trade1.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.34%
- 🌍 Digital Currency36.42%
- 🇺🇸 Nasdaq12.97%
- 🇭🇰 Hong Kong Exchanges2.44%
- 🇬🇧 LSE2.16%
- 🇳🇴 Oslo Stock Exchange1.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.52%
- 🇬🇧 United Kingdom5.77%
- 🇨🇦 Canada3.65%
- 🇨🇳 China2.44%
- 🇳🇴 Norway1.61%
- 🇧🇪 Belgium1.45%
- 🇦🇺 Australia0.89%
- 🇧🇷 Brazil0.36%
Dividends
Dividend Yield
1.32%
20 out of 46 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.3% | 5.55% | $0.48 |
 NEM | 0.2% | 1.82% | $1.3 |
 AMT | 0.12% | 2.95% | $6.56 |
 2333.HK | 0.09% | 3.76% | $0.33 |
 F | 0.08% | 7.79% | $0.78 |
 GOLD.BARRICK | 0.07% | 1.91% | $0.4 |
 KO | 0.06% | 2.69% | $1.89 |
 C | 0.06% | 3.54% | $2.12 |
 BHP.L | 0.05% | 5.37% | $1.26 |
 QCOM | 0.04% | 2.49% | $3.25 |
 ULVR.L | 0.04% | 3.09% | $1.47 |
 SCCO | 0.03% | 3.09% | $3.76 |
 TIP | 0.03% | 2.42% | - |
 VALE | 0.03% | 8.2% | $1.33 |
 BAC | 0.03% | 2.73% | $0.96 |
 FCX | 0.02% | 1.82% | $0.6 |
 FL | 0.02% | 1.89% | $1.6 |
 BUD | 0.02% | 1.6% | $0.65 |
 MU | 0.01% | 0.67% | $0.46 |
 SPY | 0.01% | 1.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AMT | Pay Day | Apr 28, 2025 | $1.70 |
FCX | Pay Day | May 1, 2025 | $0.15 |
SCCO | Ex-Dividend | May 2, 2025 | $0.70 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
BUD | Ex-Dividend | May 7, 2025 | $0.79 |
SCCO | Pay Day | May 19, 2025 | $0.70 |
C | Pay Day | May 23, 2025 | $0.56 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
BUD | Pay Day | Jun 6, 2025 | $0.79 |
TIP | Pay Day | Jun 7, 2025 | $0.73 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
Performance Metrics
Score 7.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
15.36
15.36
-2
0
2
16
16
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
15.36
15.36
-2
0
2
16
16
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.93
High:
FL
96.91FLLow:
IHS
-1.01IHSDetails
PEG Ratio
77.59
High:
FCX
1,308.02FCXLow:IHS
-6.28IHSDetails
Price/Book
2.4
High:
AMT
30.77AMTLow:IHS
-3.62IHSDetails
Price/Sales
2.42
High:AMT
9.65AMTLow:FL
0.14FLDetails
Price/CF
10.75
High:
AMD
67.27AMDLow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
32.35
High:
MU
1,171.75MULow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
19.93
High:FL
96.91FLLow:IHS
-1.01IHSDetails
PEG Ratio
77.59
High:FCX
1,308.02FCXLow:IHS
-6.28IHSDetails
Price/Book
2.4
High:AMT
30.77AMTLow:IHS
-3.62IHSDetails
Price/Sales
2.42
High:AMT
9.65AMTLow:FL
0.14FLDetails
Price/CF
10.75
High:AMD
67.27AMDLow:NAS.OL
1.59NAS.OLDetails
Price/FCF
32.35
High:MU
1,171.75MULow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.29% | May 2021 | Dec 2023 | 31 |
-24% | Feb 2020 | May 2020 | 3 |
-15.08% | Dec 2024 | - | 5 |
-10.2% | Apr 2024 | Nov 2024 | 7 |
-6.6% | Jan 2024 | Feb 2024 | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |