Loading...
-4.36%
This Month
+0.2%
Year To Date
+24.53%
2 Years
+57.27%
5 Years
+354.01%
10 Years
+26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals28.76%
- 🪙 Cryptocurrencies20.7%
- 💻 Electronic Technology15.22%
- 💰 Finance7.56%
- 💵 Cash5.92%
- 🏭 Industrial Services5.36%
- 🧩 Miscellaneous5.25%
- 📊 ETFs4.46%
- 🍞 Consumer Non Durables3.85%
- 🚗 Consumer Durables2.86%
- 🚚 Transportation1.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.37%
- 🌍 Digital Currency20.7%
- 🇺🇸 Nasdaq17.12%
- 🇬🇧 LSE1.97%
- 🇭🇰 Hong Kong Exchanges1.87%
- 🇳🇴 Oslo Stock Exchange1.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.57%
- 🇬🇧 United Kingdom6.25%
- 🇨🇦 Canada6.15%
- 🇨🇳 China1.87%
- 🇳🇴 Norway1.45%
- 🇧🇪 Belgium1.24%
- 🇦🇺 Australia1.07%
- 🇧🇷 Brazil0.46%
Dividends
Dividend Yield
1.08%
18 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.21% | 4.33% | $0.48 |
 NEM | 0.15% | 0.85% | $1.3 |
 B | 0.11% | 1.81% | $0.4 |
 AMT | 0.1% | 3.62% | $6.56 |
 NAS.OL | 0.08% | 5.71% | - |
 2333.HK | 0.07% | 3.94% | $0.33 |
 F | 0.05% | 4.71% | $0.78 |
 KO | 0.05% | 2.64% | $1.89 |
 C | 0.04% | 2.14% | $2.12 |
 VALE | 0.04% | 7.89% | $1.33 |
 BHP.L | 0.04% | 3.41% | $1.26 |
 QCOM | 0.03% | 2.58% | $3.25 |
 SCCO | 0.03% | 1.61% | $3.76 |
 ULVR.L | 0.03% | 3.38% | $1.47 |
 BAC | 0.02% | 2.2% | $0.96 |
 FCX | 0.02% | 0.92% | $0.6 |
 BUD | 0.01% | 0.72% | $0.65 |
 MU | 0.01% | 0.11% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
15.11
15.11
-2
0
2
16
16
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
15.11
15.11
-2
0
2
16
16
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
25.91
High:
AMD
76.4AMDLow:F
-6.69FDetails
PEG Ratio
57.22
High:AMT
296.18AMTLow:
IHS
4.8IHSDetails
Price/Book
3.99
High:AMT
24.36AMTLow:IHS
-19.86IHSDetails
Price/Sales
4.6
High:SCCO
13.02SCCOLow:F
0.29FDetails
Price/CF
11.86
High:AMD
45.99AMDLow:F
2.59FDetails
Price/FCF
29.04
High:VALE
565.82VALELow:IHS
4.13IHSDetails
P/E Ratio
25.91
High:AMD
76.4AMDLow:F
-6.69FDetails
PEG Ratio
57.22
High:AMT
296.18AMTLow:IHS
4.8IHSDetails
Price/Book
3.99
High:AMT
24.36AMTLow:IHS
-19.86IHSDetails
Price/Sales
4.6
High:SCCO
13.02SCCOLow:F
0.29FDetails
Price/CF
11.86
High:AMD
45.99AMDLow:F
2.59FDetails
Price/FCF
29.04
High:VALE
565.82VALELow:IHS
4.13IHSDetails
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 |
-5.7% | Oct 2025 | Jan 2026 | 3 |
-4.36% | Mar 2026 | - | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |