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+6.26%
This Month
+6.26%
Year To Date
+47.35%
2 Years
+89.85%
5 Years
+329.47%
10 Years
+19.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.66%
- 🪙 Cryptocurrencies14.03%
- 🪨 Non Energy Minerals9.87%
- 🧩 Miscellaneous6.48%
- 🧪 Process Industries3.14%
- 🛍️ Retail Trade3.06%
- 🧬 Health Technology2.6%
- 🖥️ Technology Services2.54%
- 🍞 Consumer Non Durables2.51%
- 💵 Cash2.04%
- ⚡ Utilities2.02%
- 🚚 Transportation1.68%
- 📦 Distribution Services0.73%
- 📈 Indexes0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.21%
- 🇩🇪 Xetra ETFs17.59%
- 🌍 Digital Currency14.03%
- 🇬🇧 LSE13.94%
- 🇺🇸 Nasdaq10.87%
- 🇭🇰 Hong Kong Exchanges2.68%
- 🌍 CFD0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.76%
- 🇨🇦 Canada7.07%
- 🇨🇳 China2.61%
- 🇬🇧 United Kingdom0.98%
- 🇧🇷 Brazil0.64%
- 🇭🇰 Hong Kong0.63%
- 🇦🇺 Australia0.47%
Dividends
Dividend Yield
0.31%
26 out of 65 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (11.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.05% | 8.49% | $1.33 |
 GILD | 0.03% | 2.55% | $3.04 |
 CHD | 0.02% | 1.29% | $1.11 |
 1816.HK | 0.02% | 3.35% | $0.1 |
 FNV | 0.02% | 0.6% | $1.41 |
 BHP | 0.02% | 3.37% | $3.01 |
 WEC | 0.02% | 3.37% | $3.23 |
 FAST | 0.02% | 2.12% | $1.48 |
 SHW | 0.01% | 0.92% | $2.64 |
 LIN | 0.01% | 1.39% | $5.33 |
 NEM | 0.01% | 0.82% | $1.3 |
 ODFL | 0.01% | 0.66% | $0.92 |
 01177.HK | 0.01% | 1.37% | $0.05 |
 SLGN | 0.01% | 1.9% | $0.74 |
 WPM | 0.01% | 0.47% | $0.61 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 CLX | 0.01% | 4.52% | $4.8 |
 PAAS | 0.01% | 0.79% | $0.4 |
 CEG | 0.01% | 0.52% | - |
 FMC | 0.01% | 11.83% | $2.32 |
 FCX | 0% | 0.98% | $0.6 |
 JBHT | 0% | 0.86% | $1.7 |
 9988.HK | 0% | 0.63% | $0.98 |
 CCJ | 0% | 0.15% | $0.09 |
 BABA | 0% | 0.62% | $0.98 |
 WST | 0% | 0.35% | $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
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
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
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
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 current positions
P/E Ratio
28.77
High:CCJ
133.63CCJLow:
GRAL
-8.73GRALDetails
PEG Ratio
229.53
High:SHW
1,731.58SHWLow:GRAL
-10.53GRALDetails
Price/Book
5.55
High:SHW
19.44SHWLow:CLX
-607.99CLXDetails
Price/Sales
4.65
High:WPM
35.2WPMLow:FMC
0.53FMCDetails
Price/CF
19.05
High:FMC
164.34FMCLow:1816.HK
3.911816.HKDetails
Price/FCF
51.09
High:FAST
995.12FASTLow:01177.HK
13.4901177.HKDetails
P/E Ratio
28.77
High:CCJ
133.63CCJLow:GRAL
-8.73GRALDetails
PEG Ratio
229.53
High:SHW
1,731.58SHWLow:GRAL
-10.53GRALDetails
Price/Book
5.55
High:SHW
19.44SHWLow:CLX
-607.99CLXDetails
Price/Sales
4.65
High:WPM
35.2WPMLow:FMC
0.53FMCDetails
Price/CF
19.05
High:FMC
164.34FMCLow:1816.HK
3.911816.HKDetails
Price/FCF
51.09
High:FAST
995.12FASTLow: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 | Jan 2026 | 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 |