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+1.37%
Today
+9.77%
This Month
+3.88%
Year To Date
+45.65%
2 Years
+42.7%
5 Years
+11.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.52%
- 🖥️ Technology Services25.9%
- 💻 Electronic Technology12.08%
- 🛍️ Retail Trade11.57%
- 🚗 Consumer Durables3.03%
- 🧬 Health Technology2.36%
- 📊 ETFs2.36%
- 🚚 Transportation1.21%
- 💵 Cash1.04%
- 💰 Finance0.92%
- 💇♀️ Consumer Services0.57%
- 💼 Commercial Services0.38%
- 🧪 Process Industries0.35%
- 🛠️ Producer Manufacturing0.25%
- 🏭 Industrial Services0.19%
- 🍞 Consumer Non Durables0.07%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.54%
- 🌍 Digital Currency37.52%
- 🇺🇸 NYSE4.08%
- 🇫🇷 Euronext Paris3.37%
- 🇺🇸 Chicago Board Options Exchange2.36%
- 🇩🇪 FRA0.91%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🇳🇴 Oslo Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.24%
- 🇳🇱 Netherlands3.05%
- 🇨🇳 China2.42%
- 🇩🇪 Germany1.66%
- 🇨🇭 Switzerland0.83%
- 🇮🇱 Israel0.73%
- 🇨🇦 Canada0.48%
- 🇫🇷 France0.32%
- 🇳🇴 Norway0.16%
Dividends
Dividend Yield
0.44%
15 out of 72 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.21% | 1156.07% | $0.2 |
 GOOG | 0.06% | 0.44% | $0.2 |
 LHA.DE | 0.04% | 4.04% | $0.3 |
 AIR.PA | 0.03% | 1.1% | $1.8 |
 INTC | 0.02% | 2.22% | $0.5 |
 MSFT | 0.02% | 0.66% | $3 |
 0968.HK | 0.02% | 8.56% | $0.23 |
 IBM | 0.01% | 2.39% | $6.65 |
 INDA | 0.01% | 0.74% | - |
 META | 0.01% | 0.29% | $1 |
 AAPL | 0.01% | 0.48% | $0.97 |
 DIS | 0% | 0.84% | $0.75 |
 MU | 0% | 0.4% | $0.46 |
 CRM | 0% | 0.64% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 3.2/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.6
High:
PLTR
648.82PLTRLow:
CSIQ
-84.37CSIQDetails
PEG Ratio
155.74
High:
COIN
1,427.73COINLow:
FCEL
-305.31FCELDetails
Price/Book
9.18
High:PLTR
64.64PLTRLow:
NIO
-163.59NIODetails
Price/Sales
6.32
High:PLTR
121.76PLTRLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
18.91
High:PLTR
161.45PLTRLow:
AF.PA
0.56AF.PADetails
Price/FCF
44.44
High:
LHA.DE
186.6LHA.DELow:AF.PA
6.98AF.PADetails
P/E Ratio
31.6
High:PLTR
648.82PLTRLow:CSIQ
-84.37CSIQDetails
PEG Ratio
155.74
High:COIN
1,427.73COINLow:FCEL
-305.31FCELDetails
Price/Book
9.18
High:PLTR
64.64PLTRLow:NIO
-163.59NIODetails
Price/Sales
6.32
High:PLTR
121.76PLTRLow:WDI.DE
0.03WDI.DEDetails
Price/CF
18.91
High:PLTR
161.45PLTRLow:AF.PA
0.56AF.PADetails
Price/FCF
44.44
High:LHA.DE
186.6LHA.DELow:AF.PA
6.98AF.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.59% | Sep 2021 | - | 47 |
-25.4% | Sep 2020 | Jan 2021 | 4 |
-4.55% | Mar 2021 | Apr 2021 | 1 |
-4.33% | Jul 2021 | Aug 2021 | 1 |