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+0.63%
This Month
+0.63%
Year To Date
+34.46%
2 Years
+71.04%
5 Years
+93.92%
10 Years
+13.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance44.13%
- 🪙 Cryptocurrencies16.27%
- 📊 ETFs15.26%
- 🍞 Consumer Non Durables7.74%
- 🚗 Consumer Durables4.52%
- 🧬 Health Technology3.45%
- 💵 Cash2.61%
- 🧪 Process Industries2.48%
- 🛍️ Retail Trade1.9%
- 🖥️ Technology Services1.36%
- 🏭 Industrial Services1.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.66%
- 🌍 Digital Currency16.27%
- 🇬🇧 LSE4.71%
- 🇩🇪 FRA2.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.22%
- 🇩🇪 Germany2.48%
- 🇸🇬 Singapore1.9%
Dividends
Dividend Yield
2.21%
12 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPW (6.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-2.52
-2.52
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-2.52
-2.52
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.99
High:
O
56.15OLow:
MPW
-4.24MPWDetails
PEG Ratio
829.34
High:O
3,078.06OLow:MPW
-5.77MPWDetails
Price/Book
8
High:
SPG
25.98SPGLow:MPW
0.65MPWDetails
Price/Sales
8.17
High:
V
15.9VLow:
DHI
1.31DHIDetails
Price/CF
23.57
High:
KO
37.25KOLow:
EPD
8EPDDetails
Price/FCF
52.86
High:EPD
511.93EPDLow:DHI
14.18DHIDetails
P/E Ratio
26.99
High:O
56.15OLow:MPW
-4.24MPWDetails
PEG Ratio
829.34
High:O
3,078.06OLow:MPW
-5.77MPWDetails
Price/Book
8
High:SPG
25.98SPGLow:MPW
0.65MPWDetails
Price/Sales
8.17
High:V
15.9VLow:DHI
1.31DHIDetails
Price/CF
23.57
High:KO
37.25KOLow:EPD
8EPDDetails
Price/FCF
52.86
High:EPD
511.93EPDLow:DHI
14.18DHIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.18% | Jan 2022 | Feb 2024 | 25 |
-8.31% | Dec 2024 | Jul 2025 | 7 |
-6.76% | Apr 2024 | Jul 2024 | 3 |
-6.45% | Oct 2025 | - | 4 |
-6.02% | Sep 2021 | Oct 2021 | 1 |
-4.88% | Sep 2020 | Nov 2020 | 2 |
-1.31% | Jan 2021 | Feb 2021 | 1 |
-0.48% | Oct 2024 | Nov 2024 | 1 |
-0.2% | Nov 2021 | Dec 2021 | 1 |
-0.13% | Jul 2021 | Aug 2021 | 1 |