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+6.29%
This Month
+6.29%
Year To Date
+61.53%
2 Years
+51.43%
5 Years
+51.43%
10 Years
+10.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash45.91%
- 💰 Finance33.45%
- 🪨 Non Energy Minerals26.76%
- 🛍️ Retail Trade3.81%
- 🚚 Transportation3.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.87%
- 🇬🇧 LSE33.45%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada26.76%
- 🇮🇱 Israel18.71%
- 🇬🇧 United Kingdom14.74%
- 🇨🇳 China7.11%
Dividends
Dividend Yield
1.77%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCX (4.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
9.39
9.39
0
0.75
1.25
10
10
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
9.39
9.39
0
0.75
1.25
10
10
Information Ratio
-0.34
-0.34
-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
23.13
High:
B
24.02BLow:
DIDIY
-24,300DIDIYDetails
PEG Ratio
123.48
High:
PLUS.L
288.92PLUS.LLow:B
19.29BDetails
Price/Book
2.95
High:PLUS.L
6.51PLUS.LLow:DIDIY
1.58DIDIYDetails
Price/Sales
3.81
High:B
5.84BLow:DIDIY
0.77DIDIYDetails
Price/CF
11.29
High:
BABA
23.87BABALow:
CMCX
4.91CMCXDetails
Price/FCF
26.27
High:BABA
29.47BABALow:CMCX
6.65CMCXDetails
P/E Ratio
23.13
High:B
24.02BLow:DIDIY
-24,300DIDIYDetails
PEG Ratio
123.48
High:PLUS.L
288.92PLUS.LLow:B
19.29BDetails
Price/Book
2.95
High:PLUS.L
6.51PLUS.LLow:DIDIY
1.58DIDIYDetails
Price/Sales
3.81
High:B
5.84BLow:DIDIY
0.77DIDIYDetails
Price/CF
11.29
High:BABA
23.87BABALow:CMCX
4.91CMCXDetails
Price/FCF
26.27
High:BABA
29.47BABALow:CMCX
6.65CMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.28% | May 2022 | Jul 2024 | 26 |
-10.74% | Sep 2021 | Feb 2022 | 5 |
-4.84% | Oct 2024 | Apr 2025 | 6 |
-2.24% | Mar 2022 | Apr 2022 | 1 |
-1.29% | Oct 2025 | Nov 2025 | 1 |
-0.77% | Jun 2021 | Aug 2021 | 2 |
-0.54% | Jul 2025 | Aug 2025 | 1 |