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+5.37%
This Month
+5.37%
Year To Date
+40.13%
2 Years
+28.85%
5 Years
+77.92%
10 Years
+11.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.25%
- ⛏️ Energy Minerals18.44%
- 🪙 Cryptocurrencies7.94%
- 🛍️ Retail Trade7.14%
- 🌾 Commodities5.5%
- 💰 Finance5.09%
- 🍞 Consumer Non Durables4.26%
- 🧬 Health Technology3.16%
- 💇♀️ Consumer Services2.16%
- 🖥️ Technology Services1.18%
- 💵 Cash0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE73.82%
- 🇺🇸 Nasdaq8.32%
- 🌍 Digital Currency7.94%
- 🌍 Commodity5.5%
- 🇺🇸 Chicago Board Options Exchange3.09%
- 🇬🇧 LSE0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.26%
- 🇬🇧 United Kingdom5.33%
- 🇧🇷 Brazil4.77%
- 🇩🇰 Denmark3.16%
- 🇭🇰 Hong Kong2.8%
- 🇮🇱 Israel0.11%
Dividends
Dividend Yield
1.2%
10 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (9.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-2.9
-2.9
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-2.9
-2.9
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.42
High:
KKR
52.36KKRLow:
PBR.A
5.62PBR.ADetails
PEG Ratio
13,072.32
High:
SHEL
52,288.73SHELLow:
PUK
3.99PUKDetails
Price/Book
2.96
High:
COST
14.13COSTLow:PBR.A
0.98PBR.ADetails
Price/Sales
1.53
High:KKR
6.63KKRLow:SHEL
0.79SHELDetails
Price/CF
10.69
High:
NKE
31.32NKELow:PBR.A
2.33PBR.ADetails
Price/FCF
35.81
High:NKE
947.69NKELow:SHEL
13.52SHELDetails
P/E Ratio
24.42
High:KKR
52.36KKRLow:PBR.A
5.62PBR.ADetails
PEG Ratio
13,072.32
High:SHEL
52,288.73SHELLow:PUK
3.99PUKDetails
Price/Book
2.96
High:COST
14.13COSTLow:PBR.A
0.98PBR.ADetails
Price/Sales
1.53
High:KKR
6.63KKRLow:SHEL
0.79SHELDetails
Price/CF
10.69
High:NKE
31.32NKELow:PBR.A
2.33PBR.ADetails
Price/FCF
35.81
High:NKE
947.69NKELow:SHEL
13.52SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.86% | Jul 2021 | Mar 2024 | 32 |
-9.36% | Dec 2024 | Jun 2025 | 6 |
-5.31% | Sep 2020 | Nov 2020 | 2 |
-4.23% | Feb 2021 | Jun 2021 | 4 |
-3.01% | Nov 2025 | Jan 2026 | 2 |
-0.98% | Jun 2024 | Nov 2024 | 5 |