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-0.67%
This Month
+6.08%
Year To Date
+14.22%
2 Years
+30.5%
5 Years
+25.1%
10 Years
+3.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading64.66%
- 💵 Cash25.16%
- 📊 ETFs5.2%
- 🪨 Non Energy Minerals2.39%
- 💰 Finance1.21%
- 🪙 Cryptocurrencies0.43%
- 💇♀️ Consumer Services0.04%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.08%
- 🇺🇸 Nasdaq8.53%
- 🇺🇸 Chicago Board Options Exchange1.25%
- 🌍 Digital Currency0.56%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇫🇷 Euronext Paris0.47%
- 🇬🇧 LSE0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.9%
- 🇦🇷 Argentina2.89%
- 🇨🇦 Canada1.82%
- 🇲🇽 Mexico1.33%
- 🇨🇭 Switzerland1.03%
- 🇺🇾 Uruguay0.57%
- 🇨🇳 China0.47%
- 🇫🇷 France0.47%
- 🇱🇺 Luxembourg0.26%
- 🇮🇱 Israel0.2%
- 🇬🇧 United Kingdom0.12%
- 🇮🇪 Ireland0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.19%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Casqui00 | 0.18% | 0.28% | - |
 CannabisCare | 0.01% | 1.9% | - |
 B | 0% | 1.21% | $0.4 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI (CannabisCare) | Ex-Dividend | Dec 30, 2025 | $0.75 |
BTI (CannabisCare) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 3.3/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.38
High:
WBD
158.37WBDLow:
LAR
-9.68LARDetails
PEG Ratio
30.14
High:WBD
151.96WBDLow:
B
16.72BDetails
Price/Book
1.58
High:B
2.91BLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.96
High:B
5.06BLow:LAR
-LARDetails
Price/CF
26.3
High:
BRK.B
27.53BRK.BLow:B
8.51BDetails
Price/FCF
54.39
High:BRK.B
56.12BRK.BLow:WBD
11.71WBDDetails
P/E Ratio
16.38
High:WBD
158.37WBDLow:LAR
-9.68LARDetails
PEG Ratio
30.14
High:WBD
151.96WBDLow:B
16.72BDetails
Price/Book
1.58
High:B
2.91BLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.96
High:B
5.06BLow:LAR
-LARDetails
Price/CF
26.3
High:BRK.B
27.53BRK.BLow:B
8.51BDetails
Price/FCF
54.39
High:BRK.B
56.12BRK.BLow:WBD
11.71WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.74% | Jan 2020 | Apr 2021 | 15 |
-9.49% | Dec 2021 | Feb 2024 | 26 |
-1.72% | Dec 2024 | Jan 2025 | 1 |
-1.58% | Mar 2025 | Jun 2025 | 3 |
-1.07% | Apr 2024 | Jul 2024 | 3 |
-0.67% | Dec 2025 | - | 1 |