Loading...
+0.97%
This Month
+10.74%
Year To Date
+21.35%
2 Years
+3.17%
5 Years
+124.65%
10 Years
+10.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous60.66%
- 🪙 Cryptocurrencies21.25%
- 💵 Cash7.65%
- 💰 Finance2.46%
- 📊 ETFs2.21%
- 🍞 Consumer Non Durables1.44%
- 🚚 Transportation0.9%
- 🖥️ Technology Services0.87%
- ❓ Other0.83%
- 🚗 Consumer Durables0.62%
- 💇♀️ Consumer Services0.53%
- 🏭 Industrial Services0.45%
- 🧬 Health Technology0.31%
- 💻 Electronic Technology0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.55%
- 🇺🇸 Nasdaq30.37%
- 🌍 Digital Currency21.25%
- 🇬🇧 LSE0.47%
- 🇺🇸 OTC Markets Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.97%
- 🇸🇬 Singapore0.9%
- 🇮🇹 Italy0.62%
- 🇮🇱 Israel0.5%
- 🇬🇧 United Kingdom0.47%
- 🇮🇳 India0.24%
Dividends
Dividend Yield
0.89%
15 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (50.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.24% | 0.96% | - |
 STWD | 0.19% | 11.94% | $1.92 |
 DIA.US | 0.15% | 1.32% | - |
 QQQ | 0.1% | 0.39% | - |
 KHC | 0.04% | 6.44% | $1.6 |
 AGNC | 0.04% | 13.52% | $1.44 |
 PHP.L | 0.04% | 7.74% | $0.06 |
 NKE | 0.03% | 4.24% | $1.45 |
 PFE | 0.02% | 6.05% | $1.66 |
 MCD | 0.02% | 2.87% | $6.53 |
 OTIS | 0.01% | 2.39% | $1.41 |
 GIS | 0.01% | 6.37% | $2.36 |
 HTZWW | 0.01% | 50.08% | $0.53 |
 RACE | 0.01% | 1.02% | $2.64 |
 LAND | 0.01% | 5.7% | $0.56 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
20.67
20.67
-2
0
2
21
21
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
20.67
20.67
-2
0
2
21
21
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.33
High:
AXON
226.48AXONLow:GIS
-191.24GISDetails
PEG Ratio
518.25
High:STWD
1,381.63STWDLow:
SNAP
-80.62SNAPDetails
Price/Book
3.45
High:RACE
14.25RACELow:MCD
-151.69MCDDetails
Price/Sales
2.91
High:AXON
15.64AXONLow:
HTZ
0.07HTZDetails
Price/CF
17.46
High:AXON
227.41AXONLow:HTZ
1.04HTZDetails
Price/FCF
63.32
High:AXON
1,795.64AXONLow:HTZ
0.31HTZDetails
P/E Ratio
34.33
High:AXON
226.48AXONLow:GIS
-191.24GISDetails
PEG Ratio
518.25
High:STWD
1,381.63STWDLow:SNAP
-80.62SNAPDetails
Price/Book
3.45
High:RACE
14.25RACELow:MCD
-151.69MCDDetails
Price/Sales
2.91
High:AXON
15.64AXONLow:HTZ
0.07HTZDetails
Price/CF
17.46
High:AXON
227.41AXONLow:HTZ
1.04HTZDetails
Price/FCF
63.32
High:AXON
1,795.64AXONLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.53% | Jul 2021 | - | 63 |
-56.43% | Sep 2018 | Nov 2020 | 26 |
-1.95% | Dec 2020 | Jan 2021 | 1 |