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+5.93%
This Month
+5.93%
Year To Date
+1.33%
2 Years
-52.51%
5 Years
-12.39%
10 Years
-2.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.85%
- 💰 Finance0.93%
- 🖥️ Technology Services0.82%
- 💼 Commercial Services0.72%
- 🚗 Consumer Durables0.31%
- 💇♀️ Consumer Services0.2%
- ⛏️ Energy Minerals0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.85%
- 🇺🇸 Nasdaq1.92%
- 🇬🇧 LSE0.72%
- 🇫🇷 Euronext Paris0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.92%
- 🇬🇧 United Kingdom0.72%
- 🇫🇷 France0.51%
Dividends
Dividend Yield
0.48%
6 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AFCG (35.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
2.53
2.53
0
0.8
1.2
0
3
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
2.53
2.53
0
0.8
1.2
0
3
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.26
-3.26
-4
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
75.49
High:
MORN
23.53MORNLow:
IEP
-9.81IEPDetails
PEG Ratio
23.73
High:MORN
147.84MORNLow:IEP
-35.46IEPDetails
Price/Book
4.94
High:
ADBE
10.32ADBELow:
AFCG
0.32AFCGDetails
Price/Sales
1.7
High:ADBE
5.09ADBELow:
RNO.PA
0.15RNO.PADetails
Price/CF
11.35
High:MORN
18.2MORNLow:RNO.PA
2.68RNO.PADetails
Price/FCF
13.16
High:
SW.PA
31.15SW.PALow:RNO.PA
5.49RNO.PADetails
P/E Ratio
75.49
High:MORN
23.53MORNLow:IEP
-9.81IEPDetails
PEG Ratio
23.73
High:MORN
147.84MORNLow:IEP
-35.46IEPDetails
Price/Book
4.94
High:ADBE
10.32ADBELow:AFCG
0.32AFCGDetails
Price/Sales
1.7
High:ADBE
5.09ADBELow:RNO.PA
0.15RNO.PADetails
Price/CF
11.35
High:MORN
18.2MORNLow:RNO.PA
2.68RNO.PADetails
Price/FCF
13.16
High:SW.PA
31.15SW.PALow:RNO.PA
5.49RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.47% | Sep 2021 | - | 53 |
-26.14% | May 2021 | Aug 2021 | 3 |
-2.81% | Feb 2021 | Mar 2021 | 1 |