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+5.24%
This Month
+9.12%
Year To Date
+77.91%
2 Years
+138.62%
5 Years
+119.85%
10 Years
+16.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.86%
- 📊 ETFs22.39%
- 🛠️ Producer Manufacturing21.57%
- 💵 Cash14.17%
- 💻 Electronic Technology8.27%
- ⛏️ Energy Minerals3.63%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency26.86%
- 🇺🇸 NYSE26.53%
- 🇺🇸 Nasdaq21.57%
- 🇬🇧 LSE7.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.71%
- 🇬🇧 United Kingdom4.13%
- 🇷🇺 Russia3.63%
Dividends
Dividend Yield
2.62%
3 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
3.01
3.01
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
3.01
3.01
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
7.77
High:
LMT
26.81LMTLow:
USAR
-6.78USARDetails
PEG Ratio
5.8
High:
RR.L
10.9RR.LLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
1.29
High:RR.L
38.5RR.LLow:USAR
-32.03USARDetails
Price/Sales
2.37
High:RR.L
4.75RR.LLow:USAR
-USARDetails
Price/CF
16.84
High:RR.L
20.82RR.LLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
34.56
High:LMT
76.52LMTLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
7.77
High:LMT
26.81LMTLow:USAR
-6.78USARDetails
PEG Ratio
5.8
High:RR.L
10.9RR.LLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
1.29
High:RR.L
38.5RR.LLow:USAR
-32.03USARDetails
Price/Sales
2.37
High:RR.L
4.75RR.LLow:USAR
-USARDetails
Price/CF
16.84
High:RR.L
20.82RR.LLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
34.56
High:LMT
76.52LMTLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.04% | Jan 2022 | Jun 2023 | 17 |
-22.09% | Aug 2023 | Feb 2024 | 6 |
-12.16% | Feb 2021 | Oct 2021 | 8 |
-8.58% | Nov 2025 | - | 2 |
-8.16% | Dec 2020 | Jan 2021 | 1 |
-6.24% | Mar 2025 | Sep 2025 | 6 |
-2.49% | Sep 2024 | Oct 2024 | 1 |
-2.11% | Jun 2024 | Jul 2024 | 1 |
-1.24% | Nov 2021 | Dec 2021 | 1 |
-0.06% | Jan 2025 | Feb 2025 | 1 |