Loading...
-1.71%
This Month
+0.1%
Year To Date
+19.11%
2 Years
+51.14%
5 Years
+32.67%
10 Years
+3.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.02%
- 📊 ETFs23.98%
- 🖥️ Technology Services16.61%
- 🍞 Consumer Non Durables7.73%
- 🛍️ Retail Trade6.26%
- ⛏️ Energy Minerals4.78%
- 🪨 Non Energy Minerals3.17%
- 💻 Electronic Technology2.73%
- ⚡ Utilities2.07%
- 💇♀️ Consumer Services1.68%
- 💰 Finance0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.66%
- 🇺🇸 NYSE19.14%
- 🇩🇪 Xetra ETFs13.15%
- 🇬🇧 LSE10.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.7%
- 🇨🇦 Canada1.1%
Dividends
Dividend Yield
0.48%
12 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $YORW.US (2.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.45
High:
HL
78.03HLLow:
BRK.B
15.99BRK.BDetails
PEG Ratio
142.11
High:
MCD
959.39MCDLow:HL
7.54HLDetails
Price/Book
8.17
High:
AAPL
45.93AAPLLow:MCD
-106.41MCDDetails
Price/Sales
6.69
High:HL
13HLLow:
OXY
1.77OXYDetails
Price/CF
21.48
High:
KO
40.7KOLow:OXY
4.21OXYDetails
Price/FCF
63.64
High:
AMZN
325.85AMZNLow:
KGC
14.85KGCDetails
P/E Ratio
28.45
High:HL
78.03HLLow:BRK.B
15.99BRK.BDetails
PEG Ratio
142.11
High:MCD
959.39MCDLow:HL
7.54HLDetails
Price/Book
8.17
High:AAPL
45.93AAPLLow:MCD
-106.41MCDDetails
Price/Sales
6.69
High:HL
13HLLow:OXY
1.77OXYDetails
Price/CF
21.48
High:KO
40.7KOLow:OXY
4.21OXYDetails
Price/FCF
63.64
High:AMZN
325.85AMZNLow:KGC
14.85KGCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.81% | Dec 2017 | Jan 2025 | 85 |
-3.45% | Feb 2025 | May 2025 | 3 |
-2.75% | Jun 2017 | Jul 2017 | 1 |
-1.81% | Sep 2017 | Oct 2017 | 1 |
-1.71% | Feb 2026 | - | 1 |
-0.06% | Nov 2025 | Dec 2025 | 1 |