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+7.33%
This Month
+7.33%
Year To Date
+52.65%
2 Years
+36.57%
5 Years
-84.84%
10 Years
-22.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals38.78%
- 💵 Cash30.33%
- 💰 Finance9.96%
- 🛠️ Producer Manufacturing9.86%
- 🧬 Health Technology9.53%
- 🪙 Cryptocurrencies9.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.51%
- 🌍 Digital Currency9.44%
- 🇺🇸 Nasdaq4.62%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada38.78%
- 🇺🇸 United States29.35%
Dividends
Dividend Yield
0.74%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (3.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-19.3
-19.3
-20
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-3.97
-3.97
-4
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-19.3
-19.3
-20
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-3.97
-3.97
-4
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.26
High:
PAAS
38.1PAASLow:
MRK
14.14MRKDetails
PEG Ratio
31.32
High:
C
93.4CLow:PAAS
2.66PAASDetails
Price/Book
3.12
High:
CAT
14.57CATLow:C
1.04CDetails
Price/Sales
2.93
High:PAAS
7.67PAASLow:C
1.22CDetails
Price/CF
10.43
High:CAT
19.46CATLow:C
5.87CDetails
Price/FCF
20.37
High:CAT
46.44CATLow:C
9.31CDetails
P/E Ratio
20.26
High:PAAS
38.1PAASLow:MRK
14.14MRKDetails
PEG Ratio
31.32
High:C
93.4CLow:PAAS
2.66PAASDetails
Price/Book
3.12
High:CAT
14.57CATLow:C
1.04CDetails
Price/Sales
2.93
High:PAAS
7.67PAASLow:C
1.22CDetails
Price/CF
10.43
High:CAT
19.46CATLow:C
5.87CDetails
Price/FCF
20.37
High:CAT
46.44CATLow:C
9.31CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.51% | Jun 2015 | - | 128 |