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+0.94%
This Month
+3.26%
Year To Date
+30.15%
2 Years
+62.16%
5 Years
+80.85%
10 Years
+11.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous29.74%
- 📊 ETFs22.33%
- ⛏️ Energy Minerals18.42%
- 💵 Cash18%
- 💰 Finance10.03%
- 🛍️ Retail Trade3.46%
- 👥 Copy Trading1.79%
- 🖥️ Technology Services0.34%
- 🚚 Transportation0.25%
- 💼 Commercial Services0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.55%
- 🇬🇧 LSE22.68%
- 🇩🇪 Xetra ETFs12.75%
- 🇭🇰 Hong Kong Exchanges9.62%
- 🇳🇱 Euronext Amsterdam5.99%
- 🇺🇸 Nasdaq4.43%
- 🇫🇷 Euronext Paris0.31%
- 🇩🇪 FRA0.13%
- 🇪🇸 Bolsa De Madrid0.11%
Countries Breakdown
- Country
- Total
- 🇨🇳 China9.66%
- 🇬🇧 United Kingdom8.87%
- 🇳🇱 Netherlands5.99%
- 🇺🇸 United States5.29%
- 🇫🇷 France0.31%
- 🇩🇪 Germany0.13%
- 🇪🇸 Spain0.11%
- 🇮🇱 Israel0.1%
Dividends
Dividend Yield
1.24%
9 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $00857.HK (4.88%)
Performance Metrics
Score 7.2/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
21.66
High:
BP.L
8,445.71BP.LLow:
AF.PA
1.54AF.PADetails
PEG Ratio
110.18
High:
INGA.NV
151.94INGA.NVLow:AF.PA
0.29AF.PADetails
Price/Book
2.59
High:
AMZN
5.48AMZNLow:AF.PA
-2.4AF.PADetails
Price/Sales
1.47
High:AMZN
3.18AMZNLow:AF.PA
0.08AF.PADetails
Price/CF
7.46
High:AMZN
17.97AMZNLow:AF.PA
0.7AF.PADetails
Price/FCF
52.2
High:AMZN
325.85AMZNLow:
PYPL
10.09PYPLDetails
P/E Ratio
21.66
High:BP.L
8,445.71BP.LLow:AF.PA
1.54AF.PADetails
PEG Ratio
110.18
High:INGA.NV
151.94INGA.NVLow:AF.PA
0.29AF.PADetails
Price/Book
2.59
High:AMZN
5.48AMZNLow:AF.PA
-2.4AF.PADetails
Price/Sales
1.47
High:AMZN
3.18AMZNLow:AF.PA
0.08AF.PADetails
Price/CF
7.46
High:AMZN
17.97AMZNLow:AF.PA
0.7AF.PADetails
Price/FCF
52.2
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.45% | Jan 2022 | Jan 2023 | 12 |
-4.73% | Feb 2025 | May 2025 | 3 |
-3.47% | Aug 2023 | Feb 2024 | 6 |
-2.95% | May 2023 | Jul 2023 | 2 |
-2.3% | Jul 2024 | Dec 2024 | 5 |
-2.13% | Nov 2021 | Dec 2021 | 1 |
-1.71% | May 2021 | Jun 2021 | 1 |
-1.33% | Jul 2021 | Aug 2021 | 1 |
-1.31% | Mar 2026 | - | 2 |
-0.97% | Sep 2021 | Oct 2021 | 1 |
-0.54% | Apr 2024 | May 2024 | 1 |
-0.22% | Feb 2023 | Apr 2023 | 2 |