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-4.19%
This Month
+11.88%
Year To Date
+54.82%
2 Years
+70.51%
5 Years
+406.91%
10 Years
+26.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals29.63%
- 🪙 Cryptocurrencies26.21%
- 💻 Electronic Technology12.87%
- ❓ Other8.23%
- 🏭 Industrial Services5.06%
- 🍞 Consumer Non Durables3.79%
- 📊 ETFs3.33%
- 💇♀️ Consumer Services3.31%
- 🧩 Miscellaneous3.24%
- 💰 Finance2.53%
- 🚚 Transportation0.96%
- 🚗 Consumer Durables0.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.05%
- 🌍 Digital Currency26.21%
- 🇺🇸 Nasdaq26.02%
- 🇬🇧 LSE1.76%
- 🇳🇴 Oslo Stock Exchange0.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.22%
- 🇨🇦 Canada9.77%
- 🇬🇧 United Kingdom5.82%
- 🇧🇪 Belgium1.22%
- 🇦🇺 Australia0.99%
- 🇳🇴 Norway0.96%
Dividends
Dividend Yield
0.8%
15 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (15.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.2% | 3.52% | $0.48 |
 NAS.OL | 0.15% | 15.25% | - |
 NEM | 0.14% | 0.89% | $1.3 |
 B | 0.11% | 2.27% | $0.4 |
 F | 0.04% | 4.97% | $0.78 |
 BHP.L | 0.04% | 4.14% | $1.26 |
 KO | 0.04% | 2.26% | $1.89 |
 SCCO | 0.03% | 1.93% | $3.76 |
 EGO | 0.03% | 0.62% | - |
 QCOM | 0.03% | 2.04% | $3.25 |
 ULVR.L | 0.03% | 3.36% | $1.47 |
 BAC | 0.02% | 2.29% | $0.96 |
 FCX | 0.02% | 0.87% | $0.6 |
 BUD | 0.01% | 1.2% | $0.65 |
 SBUX | -0.08% | -2.52% | $-2.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Nov 2, 2026 | $0.15 |
BUD | Ex-Dividend | Nov 8, 2026 | $0.88 |
F | Ex-Dividend | Nov 11, 2026 | $0.15 |
SCCO | Ex-Dividend | Nov 11, 2026 | $1.00 |
SBUX | Ex-Dividend | Nov 14, 2026 | -$0.62 |
B | Ex-Dividend | Dec 1, 2026 | $0.17 |
EGO | Ex-Dividend | Dec 1, 2026 | $0.06 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
NEM | Ex-Dividend | Dec 3, 2026 | $0.26 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
SWBI | Ex-Dividend | Dec 17, 2026 | $0.13 |
FCX | Ex-Dividend | Jan 15, 2027 | $0.15 |
BHP.L | Ex-Dividend | Mar 1, 2027 | $2.00 |
NAS.OL | Ex-Dividend | May 7, 2027 | $0.09 |
Performance Metrics
Score 7.7/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
14
14
-2
0
2
15
15
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
14
14
-2
0
2
15
15
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36
High:
AMD
162.13AMDLow:
COIN
-49COINDetails
PEG Ratio
0.66
High:BHP.L
4.49BHP.LLow:B
0.07BDetails
Price/Book
6.46
High:AMD
15.34AMDLow:
IHS
-15.73IHSDetails
Price/Sales
6.89
High:AMD
25.37AMDLow:F
0.26FDetails
Price/CF
18.8
High:AMD
85.84AMDLow:NAS.OL
1.92NAS.OLDetails
Price/FCF
31.21
High:SBUX
144.01SBUXLow:NAS.OL
5.66NAS.OLDetails
P/E Ratio
36
High:AMD
162.13AMDLow:COIN
-49COINDetails
PEG Ratio
0.66
High:BHP.L
4.49BHP.LLow:B
0.07BDetails
Price/Book
6.46
High:AMD
15.34AMDLow:IHS
-15.73IHSDetails
Price/Sales
6.89
High:AMD
25.37AMDLow:F
0.26FDetails
Price/CF
18.8
High:AMD
85.84AMDLow:NAS.OL
1.92NAS.OLDetails
Price/FCF
31.21
High:SBUX
144.01SBUXLow:NAS.OL
5.66NAS.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 |
-13.54% | Jun 2026 | Aug 2026 | 2 |
-10.2% | Apr 2024 | Nov 2024 | 7 |
-7.23% | Mar 2026 | May 2026 | 2 |
-6.6% | Jan 2024 | Feb 2024 | 1 |
-5.7% | Oct 2025 | Jan 2026 | 3 |
-4.19% | Oct 2026 | - | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |