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+0.03%
This Month
+1.28%
Year To Date
+30.79%
2 Years
+57.39%
5 Years
+12.45%
10 Years
-4.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.48%
- 💵 Cash16.49%
- 💹 Forex16.31%
- 🪨 Non Energy Minerals8.85%
- 🚚 Transportation5.76%
- 💇♀️ Consumer Services3.6%
- 🧬 Health Technology2.72%
- 💰 Finance2.46%
- 🚗 Consumer Durables2.4%
- 💻 Electronic Technology2.34%
- 🛍️ Retail Trade2.05%
- 🛠️ Producer Manufacturing2.03%
- 📊 ETFs2.03%
- ⛏️ Energy Minerals1.22%
- ⚡ Utilities1.11%
- 🖥️ Technology Services0.42%
- 💼 Commercial Services0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency26.48%
- 🇺🇸 NYSE18.19%
- 🌍 FX16.31%
- 🇺🇸 Nasdaq9%
- 🇦🇺 Sydney4.03%
- 🇬🇧 LSE2.04%
- 🇩🇪 FRA1.22%
- 🇮🇹 Borsa Italiana1.11%
- 🇪🇸 Bolsa De Madrid1.07%
- 🇺🇸 Chicago Board Options Exchange0.33%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.84%
- 🇬🇧 United Kingdom6.67%
- 🇦🇺 Australia4.03%
- 🇲🇨 Monaco2.83%
- 🇮🇪 Ireland1.67%
- 🇩🇪 Germany1.22%
- 🇮🇹 Italy1.11%
- 🇰🇷 South Korea1.09%
- 🇪🇸 Spain1.07%
- 🇨🇳 China0.42%
- 🇳🇴 Norway0.21%
Dividends
Dividend Yield
0.88%
22 out of 71 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AKRBP.OL (10.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.29% | 5.03% | $4.34 |
 NIC.ASX | 0.11% | 5.35% | $0.05 |
 STNG | 0.08% | 2.9% | $1.4 |
 ENEL.MI | 0.06% | 5.55% | $0.43 |
 AMGN | 0.06% | 2.83% | $8.76 |
 ACX.MC | 0.05% | 4.3% | $0.5 |
 VOW3.DE | 0.03% | 6.07% | $9.06 |
 CMCSA | 0.03% | 4.87% | $1.2 |
 CON.DE | 0.02% | 3.83% | $2.2 |
 AKRBP.OL | 0.02% | 10.43% | $24.77 |
 UPS | 0.02% | 6.98% | $6.5 |
 JPM | 0.02% | 1.76% | $4.4 |
 BA.L | 0.01% | 2.05% | $0.3 |
 CVS | 0.01% | 3.49% | $2.54 |
 SMSN.L | 0.01% | 1.18% | $23.68 |
 BMY | 0.01% | 4.78% | $2.34 |
 GM | 0.01% | 0.76% | $0.42 |
 AXP | 0.01% | 0.86% | $2.6 |
 EZJ.L | 0.01% | 2.68% | $0.05 |
 DIS | 0.01% | 0.95% | $0.75 |
 V | 0% | 0.75% | $2.01 |
 JBL | 0% | 0.15% | $0.32 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IAGG | Pay Day | Dec 23, 2025 | $0.00 |
Performance Metrics
Score 2.8/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.16
-8.16
-9
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.16
-8.16
-9
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.11
High:
RGEN
6,449.81RGENLow:
DJT
-19.82DJTDetails
PEG Ratio
282.38
High:RGEN
5,374.22RGENLow:
NEXT
-32.13NEXTDetails
Price/Book
2.66
High:
AMGN
19.04AMGNLow:
BA
-18.58BADetails
Price/Sales
1.93
High:DJT
890.77DJTLow:NEXT
-NEXTDetails
Price/CF
9.58
High:RGEN
57.73RGENLow:
AAL
1.97AALDetails
Price/FCF
30.8
High:
ENEL.MI
502.5ENEL.MILow:
EZJ.L
4.51EZJ.LDetails
P/E Ratio
18.11
High:RGEN
6,449.81RGENLow:DJT
-19.82DJTDetails
PEG Ratio
282.38
High:RGEN
5,374.22RGENLow:NEXT
-32.13NEXTDetails
Price/Book
2.66
High:AMGN
19.04AMGNLow:BA
-18.58BADetails
Price/Sales
1.93
High:DJT
890.77DJTLow:NEXT
-NEXTDetails
Price/CF
9.58
High:RGEN
57.73RGENLow:AAL
1.97AALDetails
Price/FCF
30.8
High:ENEL.MI
502.5ENEL.MILow:EZJ.L
4.51EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.27% | Nov 2013 | - | 146 |