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-1.06%
This Month
+13.29%
Year To Date
+36.39%
2 Years
+43.96%
5 Years
+63.75%
10 Years
+10.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.41%
- ⛏️ Energy Minerals20.7%
- 🪙 Cryptocurrencies13.07%
- 💰 Finance11.56%
- 🍞 Consumer Non Durables6.71%
- 💵 Cash4.92%
- 💇♀️ Consumer Services2.19%
- 🚚 Transportation2%
- 🖥️ Technology Services1.21%
- 🧬 Health Technology1.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.44%
- 🌍 Digital Currency13.07%
- 🇺🇸 Nasdaq6.51%
- 🇺🇸 Chicago Board Options Exchange2.96%
- 🇫🇷 Euronext Paris2.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.92%
- 🇬🇧 United Kingdom13.2%
- 🇧🇷 Brazil4.23%
- 🇫🇷 France2.04%
- 🇸🇬 Singapore2%
- 🇩🇰 Denmark1.17%
Dividends
Dividend Yield
1.96%
14 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (10.36%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CVX | Pay Day | Sep 10, 2025 | $1.71 |
 XOM | Pay Day | Sep 10, 2025 | $0.99 |
 OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
 SHEL | Pay Day | Sep 22, 2025 | $0.72 |
 NKE | Pay Day | Oct 1, 2025 | $0.40 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
 PUK | Pay Day | Oct 16, 2025 | $0.15 |
 MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4/10
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
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.49
-2.49
-3
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
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
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.49
-2.49
-3
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.68
High:
GRAB
187.64GRABLow:
GLXY
-11.15GLXYDetails
PEG Ratio
29.96
High:GRAB
124.48GRABLow:
PUK
3.37PUKDetails
Price/Book
1.93
High:
ADBE
13.02ADBELow:
PBR.A
1PBR.ADetails
Price/Sales
1.43
High:GRAB
7.08GRABLow:GLXY
0.15GLXYDetails
Price/CF
7.52
High:GRAB
24.22GRABLow:PBR.A
2.19PBR.ADetails
Price/FCF
25.66
High:
NVO
145.32NVOLow:
SHEL
11.74SHELDetails
P/E Ratio
17.68
High:GRAB
187.64GRABLow:GLXY
-11.15GLXYDetails
PEG Ratio
29.96
High:GRAB
124.48GRABLow:PUK
3.37PUKDetails
Price/Book
1.93
High:ADBE
13.02ADBELow:PBR.A
1PBR.ADetails
Price/Sales
1.43
High:GRAB
7.08GRABLow:GLXY
0.15GLXYDetails
Price/CF
7.52
High:GRAB
24.22GRABLow:PBR.A
2.19PBR.ADetails
Price/FCF
25.66
High:NVO
145.32NVOLow:SHEL
11.74SHELDetails
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 |
-1.06% | Sep 2025 | - | 1 |
-0.98% | Jun 2024 | Nov 2024 | 5 |