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-4.05%
This Month
-1.5%
Year To Date
+30.37%
2 Years
+50.39%
5 Years
+346.3%
10 Years
+24.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals27.83%
- 🪙 Cryptocurrencies18.32%
- 💻 Electronic Technology14.32%
- ❓ Other7.63%
- 🏭 Industrial Services5.47%
- 🍞 Consumer Non Durables3.88%
- 📊 ETFs3.69%
- 🧩 Miscellaneous3.66%
- 💇♀️ Consumer Services3.32%
- 💰 Finance3.07%
- 💵 Cash1.72%
- 🚚 Transportation1.21%
- 🚗 Consumer Durables1.09%
- 🛠️ Producer Manufacturing0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.95%
- 🇺🇸 Nasdaq27.36%
- 🌍 Digital Currency18.32%
- 🇬🇧 LSE1.91%
- 🇳🇴 Oslo Stock Exchange1.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.7%
- 🇨🇦 Canada9.42%
- 🇬🇧 United Kingdom6.26%
- 🇧🇪 Belgium1.32%
- 🇳🇴 Norway1.21%
- 🇦🇺 Australia1.12%
- 🇧🇷 Brazil0.41%
Dividends
Dividend Yield
0.89%
16 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (13.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.22% | 3.42% | $0.48 |
 NAS.OL | 0.16% | 13.52% | - |
 NEM | 0.15% | 1.11% | $1.3 |
 B | 0.12% | 2.49% | $0.4 |
 F | 0.05% | 4.21% | $0.78 |
 KO | 0.04% | 2.54% | $1.89 |
 BHP.L | 0.04% | 3.13% | $1.26 |
 SCCO | 0.03% | 1.92% | $3.76 |
 QCOM | 0.03% | 2.08% | $3.25 |
 ULVR.L | 0.03% | 3.71% | $1.47 |
 VALE | 0.03% | 6.38% | $1.33 |
 BAC | 0.02% | 1.83% | $0.96 |
 EGO | 0.02% | 0.48% | - |
 FCX | 0.02% | 0.97% | $0.6 |
 BUD | 0.02% | 1.23% | $0.65 |
 SBUX | -0.08% | -2.37% | $-2.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
13.88
13.88
-2
0
2
14
14
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
13.88
13.88
-2
0
2
14
14
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.46
High:
AMD
183.1AMDLow:F
-9.95FDetails
PEG Ratio
55.6
High:ULVR.L
232.48ULVR.LLow:
IHS
2.96IHSDetails
Price/Book
6
High:AMD
14.11AMDLow:IHS
-14.42IHSDetails
Price/Sales
6.33
High:AMD
24.58AMDLow:F
0.3FDetails
Price/CF
16.43
High:AMD
34.27AMDLow:NAS.OL
1.68NAS.OLDetails
Price/FCF
26.18
High:SBUX
1,256.06SBUXLow:NAS.OL
2.64NAS.OLDetails
P/E Ratio
36.46
High:AMD
183.1AMDLow:F
-9.95FDetails
PEG Ratio
55.6
High:ULVR.L
232.48ULVR.LLow:IHS
2.96IHSDetails
Price/Book
6
High:AMD
14.11AMDLow:IHS
-14.42IHSDetails
Price/Sales
6.33
High:AMD
24.58AMDLow:F
0.3FDetails
Price/CF
16.43
High:AMD
34.27AMDLow:NAS.OL
1.68NAS.OLDetails
Price/FCF
26.18
High:SBUX
1,256.06SBUXLow:NAS.OL
2.64NAS.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 |
-13.3% | Jun 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 |
-3.79% | Feb 2021 | Apr 2021 | 2 |