Loading...
+10.39%
This Month
+10.39%
Year To Date
+129.13%
2 Years
+46.59%
5 Years
+46.59%
10 Years
+9.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals25.42%
- 💵 Cash19.03%
- 📊 ETFs15.47%
- 🌾 Commodities13.93%
- 💻 Electronic Technology12.67%
- 🪙 Cryptocurrencies7.16%
- 🛠️ Producer Manufacturing6.31%
- 📈 Indexes3.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.87%
- 🌍 Commodity13.93%
- 🇫🇷 Euronext Paris11.21%
- 🇩🇪 Xetra ETFs7.45%
- 🌍 Digital Currency7.16%
- 🇬🇧 LSE4.02%
- 🌍 CFD3.69%
- 🇩🇪 FRA1.72%
- 🇺🇸 Nasdaq1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18%
- 🇬🇧 United Kingdom13.46%
- 🇫🇷 France11.21%
- 🇩🇪 Germany1.72%
Dividends
Dividend Yield
0.63%
8 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
-0.19
-0.19
-1
0.8
1.2
-1
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
9.39
9.39
-2
0
2
10
10
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
-3.11
-3.11
-4
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
-0.19
-0.19
-1
0.8
1.2
-1
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
9.39
9.39
-2
0
2
10
10
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
-3.11
-3.11
-4
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.53
High:
RHM.DE
100.5RHM.DELow:
NEM
18.49NEMDetails
PEG Ratio
101.39
High:
BA.L
391.12BA.LLow:NEM
3.55NEMDetails
Price/Book
4.99
High:
LMT
21.44LMTLow:NEM
3.94NEMDetails
Price/Sales
4.14
High:RHM.DE
8.13RHM.DELow:LMT
1.83LMTDetails
Price/CF
11.56
High:RHM.DE
91.83RHM.DELow:
AU
5.12AUDetails
Price/FCF
25.71
High:RHM.DE
5,198.92RHM.DELow:AU
16.04AUDetails
P/E Ratio
25.53
High:RHM.DE
100.5RHM.DELow:NEM
18.49NEMDetails
PEG Ratio
101.39
High:BA.L
391.12BA.LLow:NEM
3.55NEMDetails
Price/Book
4.99
High:LMT
21.44LMTLow:NEM
3.94NEMDetails
Price/Sales
4.14
High:RHM.DE
8.13RHM.DELow:LMT
1.83LMTDetails
Price/CF
11.56
High:RHM.DE
91.83RHM.DELow:AU
5.12AUDetails
Price/FCF
25.71
High:RHM.DE
5,198.92RHM.DELow:AU
16.04AUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.8% | Apr 2022 | Apr 2025 | 36 |
-22.44% | Nov 2021 | Feb 2022 | 3 |
-2.42% | Oct 2025 | Dec 2025 | 2 |