Loading...
+2.19%
This Month
+2.19%
Year To Date
+12.6%
2 Years
-63.3%
5 Years
-99.95%
10 Years
-69.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies67.13%
- 🖥️ Technology Services7.13%
- 🧬 Health Technology5.33%
- 💻 Electronic Technology3.29%
- 💰 Finance3.01%
- 🍞 Consumer Non Durables2.85%
- 🧪 Process Industries2.12%
- ⛏️ Energy Minerals1.45%
- 🚗 Consumer Durables1.31%
- 🏭 Industrial Services1.1%
- 🛠️ Producer Manufacturing0.98%
- 📊 ETFs0.9%
- 🛍️ Retail Trade0.89%
- 💇♀️ Consumer Services0.79%
- 🚚 Transportation0.69%
- 🪨 Non Energy Minerals0.55%
- 🏥 Health Services0.42%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency67.13%
- 🇺🇸 NYSE13.97%
- 🇺🇸 Nasdaq8.22%
- 🇪🇸 Bolsa De Madrid3.44%
- 🇫🇷 Euronext Paris2.06%
- 🇧🇪 Euronext Brussels1.71%
- 🇭🇰 Hong Kong Exchanges0.98%
- 🇦🇺 Sydney0.89%
- 🇩🇪 FRA0.85%
- 🇬🇧 LSE0.45%
- 🇨🇭 SIX0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.95%
- 🇪🇸 Spain3.44%
- 🇫🇷 France2.06%
- 🇧🇪 Belgium1.71%
- 🇨🇳 China1.42%
- 🇦🇺 Australia0.89%
- 🇮🇹 Italy0.88%
- 🇩🇪 Germany0.85%
- 🇧🇷 Brazil0.55%
- 🇩🇰 Denmark0.49%
- 🇬🇧 United Kingdom0.45%
- 🇨🇭 Switzerland0.23%
Dividends
Dividend Yield
0.33%
21 out of 64 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 REP.MC | 0.07% | 5.07% | $0.73 |
 UPS | 0.04% | 6.21% | $6.5 |
 MSI | 0.02% | 1.15% | $3.82 |
 MC.PA | 0.02% | 2.25% | $13 |
 SCYR.MC | 0.02% | 1.96% | $0.11 |
 SOF.BR | 0.02% | 1% | $2.35 |
 CRM | 0.01% | 0.76% | $0.4 |
 STZ | 0.01% | 2.51% | $3.68 |
 RMS.PA | 0.01% | 1.25% | $25 |
 MSFT | 0.01% | 0.77% | $3 |
 UNH | 0.01% | 2.6% | $7.74 |
 ESNT.L | 0.01% | 2.31% | $0.04 |
 NVO | 0.01% | 2.03% | $0.98 |
 RACE | 0.01% | 1.04% | $2.64 |
 DIS | 0.01% | 1.37% | $0.75 |
 PUM.DE | 0.01% | 2.9% | $0.82 |
 V | 0.01% | 0.75% | $2.01 |
 TECN.ZU | 0% | 2.12% | $3 |
 KKR | 0% | 0.59% | $0.67 |
 3750.HK | 0% | 0.23% | - |
 TMO | 0% | 0.28% | $1.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2/10
Beta
2.82
2.82
0
0.8
1.2
0
3
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-54.5
-54.5
-55
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-1.22
-1.22
-2
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Beta
2.82
2.82
0
0.8
1.2
0
3
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-54.5
-54.5
-55
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-1.22
-1.22
-2
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.24
High:3750.HK
199.393750.HKLow:
ZS
-786.28ZSDetails
PEG Ratio
695.77
High:RMS.PA
8,974.83RMS.PALow:
BILL
-325.56BILLDetails
Price/Book
7.16
High:MSI
28.02MSILow:
TCRX
0.44TCRXDetails
Price/Sales
6.42
High:
RGTI
1,083.85RGTILow:
RCKT
-RCKTDetails
Price/CF
22.56
High:
SG
464.13SGLow:REP.MC
3.31REP.MCDetails
Price/FCF
53.74
High:
CHRS
186.99CHRSLow:KKR
16.35KKRDetails
P/E Ratio
32.24
High:3750.HK
199.393750.HKLow:ZS
-786.28ZSDetails
PEG Ratio
695.77
High:RMS.PA
8,974.83RMS.PALow:BILL
-325.56BILLDetails
Price/Book
7.16
High:MSI
28.02MSILow:TCRX
0.44TCRXDetails
Price/Sales
6.42
High:RGTI
1,083.85RGTILow:RCKT
-RCKTDetails
Price/CF
22.56
High:SG
464.13SGLow:REP.MC
3.31REP.MCDetails
Price/FCF
53.74
High:CHRS
186.99CHRSLow:KKR
16.35KKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.97% | Apr 2019 | - | 82 |