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-5.48%
This Month
+10.12%
Year To Date
+77.16%
2 Years
+86.46%
5 Years
+194.69%
10 Years
+13.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.48%
- 💵 Cash17.93%
- 🪙 Cryptocurrencies13.46%
- 🖥️ Technology Services12.17%
- ⛏️ Energy Minerals7.29%
- 🧩 Miscellaneous7.28%
- 🪨 Non Energy Minerals5.63%
- 🛍️ Retail Trade3.98%
- 🧬 Health Technology2.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.73%
- 🇺🇸 Nasdaq23.77%
- 🌍 Digital Currency13.46%
- 🇺🇸 Chicago Board Options Exchange4.3%
- 🇩🇰 Copenhagen Stock Exchange2.15%
- 🇭🇰 Hong Kong Exchanges0.63%
- 🇬🇧 LSE0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.05%
- 🇨🇦 Canada3.13%
- 🇩🇰 Denmark2.15%
- 🇨🇳 China0.63%
- 🇷🇺 Russia0.39%
Dividends
Dividend Yield
0.78%
7 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
Performance Metrics
Score 5.7/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
11.76
11.76
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
11.76
11.76
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.61
High:
NOW
71NOWLow:
MSTR
-3.22MSTRDetails
PEG Ratio
200.48
High:NOW
522.47NOWLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
5.5
High:NOW
10.5NOWLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
4.75
High:MSTR
88.08MSTRLow:
XOM
1.94XOMDetails
Price/CF
15.7
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
87.78
High:9988.HK
2,771.019988.HKLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
26.61
High:NOW
71NOWLow:MSTR
-3.22MSTRDetails
PEG Ratio
200.48
High:NOW
522.47NOWLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
5.5
High:NOW
10.5NOWLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
4.75
High:MSTR
88.08MSTRLow:XOM
1.94XOMDetails
Price/CF
15.7
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
87.78
High:9988.HK
2,771.019988.HKLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.21% | Feb 2018 | Apr 2021 | 38 |
-57.93% | Nov 2021 | Jul 2025 | 44 |
-25.82% | May 2017 | Nov 2017 | 6 |
-18.67% | May 2021 | Aug 2021 | 3 |
-9.82% | Sep 2021 | Oct 2021 | 1 |
-5.48% | Jun 2026 | - | 1 |
-3.47% | Feb 2026 | Apr 2026 | 2 |
-1.13% | Nov 2025 | Dec 2025 | 1 |