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-2.48%
This Month
-2.48%
Year To Date
-27.57%
2 Years
-48.98%
5 Years
-21.82%
10 Years
-3.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.18%
- 📊 ETFs13.98%
- 💵 Cash6.37%
- ⛏️ Energy Minerals5.86%
- 💻 Electronic Technology4.4%
- 💰 Finance2.66%
- 🪨 Non Energy Minerals2.65%
- ⚡ Utilities1.45%
- 🧪 Process Industries0.88%
- 🚚 Transportation0.7%
- 🧬 Health Technology0.48%
- 🖥️ Technology Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.18%
- 🇺🇸 NYSE17.91%
- 🇺🇸 Nasdaq13.98%
- 🇩🇪 FRA0.7%
- 🇳🇱 Euronext Amsterdam0.48%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.24%
- 🇹🇼 Taiwan4.4%
- 🇨🇦 Canada1.39%
- 🇿🇦 South Africa0.88%
- 🇩🇪 Germany0.7%
- 🇧🇪 Belgium0.48%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.47%
7 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SM (4.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-3.74
-3.74
-4
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
5.19
5.19
0
0.75
1.25
6
6
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-3.74
-3.74
-4
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
5.19
5.19
0
0.75
1.25
6
6
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.49
High:
WY
57.06WYLow:
UBI.PA
-7.9UBI.PADetails
PEG Ratio
37.62
High:
DHL.DE
117DHL.DELow:
AA
0.37AADetails
Price/Book
9.11
High:
TSM
10.83TSMLow:UBI.PA
0.38UBI.PADetails
Price/Sales
10.68
High:TSM
14.49TSMLow:UBI.PA
0.31UBI.PADetails
Price/CF
19.39
High:TSM
20.71TSMLow:
SM
1.35SMDetails
Price/FCF
72.33
High:
SWX
392.12SWXLow:UBI.PA
1.61UBI.PADetails
P/E Ratio
33.49
High:WY
57.06WYLow:UBI.PA
-7.9UBI.PADetails
PEG Ratio
37.62
High:DHL.DE
117DHL.DELow:AA
0.37AADetails
Price/Book
9.11
High:TSM
10.83TSMLow:UBI.PA
0.38UBI.PADetails
Price/Sales
10.68
High:TSM
14.49TSMLow:UBI.PA
0.31UBI.PADetails
Price/CF
19.39
High:TSM
20.71TSMLow:SM
1.35SMDetails
Price/FCF
72.33
High:SWX
392.12SWXLow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.34% | Jul 2021 | - | 55 |
-2.76% | Sep 2020 | Nov 2020 | 2 |