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-18.36%
This Month
-11.79%
Year To Date
+27.62%
2 Years
+72.14%
5 Years
+72.14%
10 Years
+12.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities38.26%
- 💻 Electronic Technology19.01%
- 🏭 Industrial Services13.02%
- 🪙 Cryptocurrencies8.44%
- 💵 Cash8.12%
- 💼 Commercial Services4.26%
- 🖥️ Technology Services3.65%
- ⛏️ Energy Minerals3.21%
- 🛠️ Producer Manufacturing2.62%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity38.26%
- 🇺🇸 NYSE30.17%
- 🇺🇸 Nasdaq15.59%
- 🌍 Digital Currency8.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.76%
Dividends
Dividend Yield
0.2%
8 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DINO (3.53%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
7.44
7.44
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
7.44
7.44
-2
0
2
8
8
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
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
36.21
High:
COHR
272.03COHRLow:
DINO
18.52DINODetails
PEG Ratio
58.69
High:
DY
113.53DYLow:DINO
6.82DINODetails
Price/Book
14.09
High:
UI
47.56UILow:DINO
1.12DINODetails
Price/Sales
13.29
High:
AVGO
24.3AVGOLow:DINO
0.39DINODetails
Price/CF
34.37
High:COHR
89.59COHRLow:DINO
6.41DINODetails
Price/FCF
61.55
High:COHR
403.54COHRLow:
VVX
10.15VVXDetails
P/E Ratio
36.21
High:COHR
272.03COHRLow:DINO
18.52DINODetails
PEG Ratio
58.69
High:DY
113.53DYLow:DINO
6.82DINODetails
Price/Book
14.09
High:UI
47.56UILow:DINO
1.12DINODetails
Price/Sales
13.29
High:AVGO
24.3AVGOLow:DINO
0.39DINODetails
Price/CF
34.37
High:COHR
89.59COHRLow:DINO
6.41DINODetails
Price/FCF
61.55
High:COHR
403.54COHRLow:VVX
10.15VVXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.99% | Dec 2021 | Feb 2024 | 26 |
-21.36% | Feb 2026 | - | 2 |
-15.25% | Feb 2025 | Jun 2025 | 4 |
-9.5% | Sep 2021 | Oct 2021 | 1 |
-7.19% | Apr 2024 | Jun 2024 | 2 |
-2.56% | Nov 2025 | Jan 2026 | 2 |
-2.34% | Jul 2024 | Sep 2024 | 2 |
-2.21% | Jun 2021 | Aug 2021 | 2 |
-2.11% | Dec 2024 | Jan 2025 | 1 |