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-1.6%
Today
-1.6%
This Month
+1.02%
Year To Date
+38.22%
2 Years
+95.43%
5 Years
+57.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies65.58%
- 💵 Cash23.95%
- 📊 ETFs7.07%
- 🪨 Non Energy Minerals3.93%
- 💰 Finance1.49%
- 🏥 Health Services0.69%
- 🖥️ Technology Services0.68%
- 💻 Electronic Technology0.55%
- 🧬 Health Technology0.41%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency65.58%
- 🇺🇸 NYSE11.69%
- 🇺🇸 Nasdaq3.13%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada3.93%
- 🇺🇸 United States3.82%
Dividends
Dividend Yield
0.06%
4 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOLD.BARRICK (2.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOLD.BARRICK | 0.04% | 2.47% | $0.4 |
 KGC | 0.03% | 1.08% | $0.12 |
 MSFT | 0% | 0.76% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 8.7/10
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
84.71
84.71
-2
0
2
85
85
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
28.3
28.3
0
0.75
1.25
29
29
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
84.71
84.71
-2
0
2
85
85
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
28.3
28.3
0
0.75
1.25
29
29
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.15% | Mar 2018 | Jun 2019 | 15 |
-25.21% | Jul 2021 | Jun 2023 | 23 |
-17% | Jun 2024 | Nov 2024 | 5 |
-11.56% | Aug 2023 | Feb 2024 | 6 |
-9.15% | Apr 2024 | May 2024 | 1 |
-8.64% | Oct 2017 | Dec 2017 | 2 |
-7.9% | Dec 2024 | - | 2 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-3.79% | Aug 2019 | Jan 2020 | 5 |
-3.19% | Jan 2017 | Mar 2017 | 2 |
-2.26% | May 2017 | Jun 2017 | 1 |
-1.56% | May 2021 | Jun 2021 | 1 |
-1.26% | Aug 2017 | Sep 2017 | 1 |