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+0.57%
This Month
+17.13%
Year To Date
+32.5%
2 Years
+94.33%
5 Years
+303.44%
10 Years
+18.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.1%
- 🪙 Cryptocurrencies15.87%
- 💵 Cash10.32%
- 🪨 Non Energy Minerals8.77%
- 🧩 Miscellaneous6.26%
- 🖥️ Technology Services2.86%
- 🧬 Health Technology2.79%
- 🧪 Process Industries2.52%
- 🛍️ Retail Trade2.4%
- 🚚 Transportation1.69%
- 🍞 Consumer Non Durables1.47%
- ⚡ Utilities0.99%
- 📈 Indexes0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.68%
- 🇩🇪 Xetra ETFs17.26%
- 🌍 Digital Currency15.87%
- 🇬🇧 LSE13.38%
- 🇺🇸 Nasdaq8.69%
- 🇭🇰 Hong Kong Exchanges2.85%
- 🌍 CFD0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.69%
- 🇨🇦 Canada6.38%
- 🇨🇳 China2.68%
- 🇬🇧 United Kingdom1.01%
- 🇭🇰 Hong Kong0.69%
- 🇧🇷 Brazil0.58%
- 🇦🇺 Australia0.46%
Dividends
Dividend Yield
0.29%
24 out of 61 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (16.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.06% | 10.01% | $1.33 |
 GILD | 0.03% | 2.62% | $3.04 |
 1816.HK | 0.02% | 3.52% | $0.1 |
 FNV | 0.02% | 0.71% | $1.41 |
 BHP | 0.02% | 3.64% | $3.01 |
 WEC | 0.02% | 3.49% | $3.23 |
 LIN | 0.01% | 1.44% | $5.33 |
 NEM | 0.01% | 1.02% | $1.3 |
 CHD | 0.01% | 1.39% | $1.11 |
 ODFL | 0.01% | 0.7% | $0.92 |
 01177.HK | 0.01% | 1.32% | $0.05 |
 SLGN | 0.01% | 2% | $0.74 |
 WPM | 0.01% | 0.57% | $0.61 |
 0700.HK | 0.01% | 0.73% | $3.4 |
 CLX | 0.01% | 4.75% | $4.8 |
 PAAS | 0.01% | 0.94% | $0.4 |
 SHW | 0.01% | 0.96% | $2.64 |
 FMC | 0.01% | 16.68% | $2.32 |
 FCX | 0.01% | 1.27% | $0.6 |
 JBHT | 0% | 0.89% | $1.7 |
 9988.HK | 0% | 0.67% | $0.98 |
 CCJ | 0% | 0.19% | $0.09 |
 BABA | 0% | 0.66% | $0.98 |
 WST | 0% | 0.32% | $0.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
8.5
8.5
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
8.5
8.5
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.97
High:
CCJ
105.57CCJLow:
GRAL
-7.82GRALDetails
PEG Ratio
163.54
High:
SHW
1,640.6SHWLow:GRAL
-9.43GRALDetails
Price/Book
5.39
High:SHW
18.41SHWLow:
CLX
-575.72CLXDetails
Price/Sales
4.58
High:
WPM
29.2WPMLow:
FMC
0.48FMCDetails
Price/CF
19.24
High:FMC
164.34FMCLow:
1816.HK
3.911816.HKDetails
Price/FCF
51.19
High:
VALE
565.82VALELow:
01177.HK
13.4901177.HKDetails
P/E Ratio
27.97
High:CCJ
105.57CCJLow:GRAL
-7.82GRALDetails
PEG Ratio
163.54
High:SHW
1,640.6SHWLow:GRAL
-9.43GRALDetails
Price/Book
5.39
High:SHW
18.41SHWLow:CLX
-575.72CLXDetails
Price/Sales
4.58
High:WPM
29.2WPMLow:FMC
0.48FMCDetails
Price/CF
19.24
High:FMC
164.34FMCLow:1816.HK
3.911816.HKDetails
Price/FCF
51.19
High:VALE
565.82VALELow:01177.HK
13.4901177.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.74% | Feb 2018 | May 2020 | 27 |
-14.21% | Jan 2022 | Nov 2023 | 22 |
-8.17% | Sep 2020 | Nov 2020 | 2 |
-7.24% | Dec 2024 | Jul 2025 | 7 |
-5.72% | Apr 2024 | Nov 2024 | 7 |
-5.08% | Sep 2021 | Dec 2021 | 3 |
-4.97% | Sep 2017 | Nov 2017 | 2 |
-4.35% | Oct 2025 | - | 3 |
-4.28% | Jan 2024 | Feb 2024 | 1 |
-2.01% | Jul 2017 | Aug 2017 | 1 |
-1.07% | Jun 2021 | Aug 2021 | 2 |
-0.42% | Apr 2017 | May 2017 | 1 |