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-1.77%
This Month
+4.01%
Year To Date
+67%
2 Years
-42.29%
5 Years
+87.62%
10 Years
+8.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.59%
- 🪙 Cryptocurrencies17.56%
- 🖥️ Technology Services10.72%
- 👥 Copy Trading10.52%
- 💻 Electronic Technology6.87%
- 🪨 Non Energy Minerals6.05%
- 💰 Finance3.5%
- 🍞 Consumer Non Durables3.4%
- 🚗 Consumer Durables2.18%
- ⛏️ Energy Minerals2.04%
- 💼 Commercial Services1.5%
- 💇♀️ Consumer Services1.43%
- 🧬 Health Technology1.43%
- 🧪 Process Industries1.28%
- 🛠️ Producer Manufacturing0.88%
- 🚚 Transportation0.85%
- 🛍️ Retail Trade0.71%
- 🏥 Health Services0.53%
- 📊 ETFs0.38%
- ⚡ Utilities0.37%
- 📡 Communications0.35%
- 📦 Distribution Services0.34%
- 🏭 Industrial Services0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.41%
- 🌍 Digital Currency17.56%
- 🇺🇸 Nasdaq14.97%
- 🇩🇪 FRA3.92%
- 🇮🇹 Borsa Italiana3.88%
- 🇫🇷 Euronext Paris3.03%
- 🇬🇧 LSE1.89%
- 🇭🇰 Hong Kong Exchanges1.86%
- 🇸🇪 Stockholm Stock Exchange1.14%
- 🇳🇱 Euronext Amsterdam0.8%
- 🇪🇸 Bolsa De Madrid0.51%
- 🇳🇴 Oslo Stock Exchange0.41%
- 🇩🇪 Xetra ETFs0.38%
- 🇨🇭 SIX0.2%
- 🇦🇺 Sydney0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.97%
- 🇨🇦 Canada5.26%
- 🇮🇹 Italy3.88%
- 🇩🇪 Germany3.7%
- 🇨🇳 China3.28%
- 🇬🇧 United Kingdom2.8%
- 🇫🇷 France2.66%
- 🇳🇱 Netherlands1.63%
- 🇦🇺 Australia1.37%
- 🇸🇪 Sweden1.14%
- 🇮🇱 Israel0.75%
- 🇪🇸 Spain0.51%
- 🇨🇿 Czech Republic0.5%
- 🇨🇭 Switzerland0.48%
- 🇫🇮 Finland0.43%
- 🇳🇴 Norway0.41%
- 🇱🇺 Luxembourg0.4%
- 🇮🇪 Ireland0.31%
- 🇨🇾 Cyprus0.3%
- 🇧🇷 Brazil0.23%
- 🇨🇱 Chile0.19%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.43%
70 out of 127 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.73% | 360000% | $1.08 |
 EuropeDefense | 0.09% | 0.89% | - |
 CNQ | 0.06% | 3.82% | $1.48 |
 RIO | 0.04% | 4.15% | $4.34 |
 MO | 0.02% | 6.19% | $3.92 |
 NKE | 0.02% | 2.75% | $1.45 |
 VALE | 0.02% | 7.89% | $1.33 |
 LDO.MI | 0.02% | 0.87% | $0.28 |
 HRL | 0.02% | 4.79% | $1.12 |
 SCCO | 0.02% | 1.61% | $3.76 |
 KO | 0.01% | 2.64% | $1.89 |
 CSCO | 0.01% | 2.05% | $1.58 |
 MAIN | 0.01% | 5.21% | $2.85 |
 UGI | 0.01% | 4.09% | $1.5 |
 T | 0.01% | 3.87% | $1.11 |
 PM | 0.01% | 3.19% | $5.2 |
 VNA.DE | 0.01% | 4.62% | $0.9 |
 2899.HK | 0.01% | 1.33% | $0.27 |
 QCOM | 0.01% | 2.58% | $3.25 |
 APD | 0.01% | 2.63% | $7.04 |
 FRE.DE | 0.01% | 2.23% | - |
 GS | 0.01% | 1.8% | $11 |
 INVEB.ST | 0.01% | 1.52% | $4.8 |
 LVS | 0.01% | 1.91% | $0.8 |
 JD.US | 0.01% | 3.93% | $0.74 |
 DAL | 0.01% | 1.13% | $0.3 |
 NEE | 0.01% | 2.52% | $1.97 |
 O | 0.01% | 4.92% | $3.09 |
 STAG | 0.01% | 3.81% | $1.47 |
 JKS | 0.01% | 5.31% | $1.48 |
 CRM | 0.01% | 0.87% | $0.4 |
 BHP | 0.01% | 3.37% | $3.01 |
 PAH3.DE | 0.01% | 5.54% | $2.56 |
 FCX | 0.01% | 0.92% | $0.6 |
 HPQ | 0.01% | 6.17% | $1.1 |
 PYPL | 0.01% | 0.6% | - |
 LKOD.L | 0.01% | 76.06% | - |
 PEP | 0.01% | 3.49% | $5.15 |
 JNJ | 0.01% | 2.13% | $4.81 |
 TXN | 0.01% | 2.77% | $5.14 |
 BLK | 0.01% | 2.05% | $20.2 |
 IMO | 0.01% | 1.85% | $1.63 |
 NOK | 0.01% | 1.45% | $0.1 |
 WEN | 0.01% | 7.83% | $1 |
 NXPI | 0.01% | 1.89% | $4.06 |
 GIVN.ZU | 0% | 2.45% | $68 |
 01211.HK | 0% | 1.56% | $3.41 |
 WM | 0% | 1.4% | $2.9 |
 DD | 0% | 2.58% | $1.48 |
 CHD | 0% | 1.16% | $1.11 |
 WPM | 0% | 0.43% | $0.61 |
 OR.PA | 0% | 1.91% | $6.6 |
 0700.HK | 0% | 0.9% | $3.4 |
 DIS | 0% | 1.46% | $0.75 |
 XRX | 0% | 11.36% | $1 |
 MUSA | 0% | 0.55% | $1.66 |
 IEX | 0% | 1.36% | $2.61 |
 INTU | 0% | 1.06% | $3.6 |
 SPGI | 0% | 0.87% | $3.62 |
 WYNN | 0% | 0.98% | $1 |
 ESLT | 0% | 0.31% | - |
 ALB | 0% | 0.98% | $1.6 |
 TMO | 0% | 0.35% | $1.48 |
 EGO | 0% | 0.18% | - |
 ADE.DE | 0% | 0.32% | - |
 AFX.DE | 0% | 2.13% | $1.1 |
 BMNR | 0% | 0.05% | - |
 TXT | 0% | 0.08% | $0.08 |
 Q | 0% | -0.12% | - |
 VLTO | 0% | -0.49% | $-0.27 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
8.56
8.56
-2
0
2
9
9
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
8.56
8.56
-2
0
2
9
9
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.94
High:
TSLA
377.27TSLALow:
BE
-432.61BEDetails
PEG Ratio
6,213.15
High:MUSA
348,571.43MUSALow:
NIO
-132.09NIODetails
Price/Book
4.23
High:
EQPT
181.07EQPTLow:WYNN
-39WYNNDetails
Price/Sales
3.75
High:
CRSP
1,628.53CRSPLow:
LAC
-LACDetails
Price/CF
16.43
High:
MSTR
7,511.07MSTRLow:XRX
0.87XRXDetails
Price/FCF
42.27
High:PEP
5,797.72PEPLow:XRX
1.61XRXDetails
P/E Ratio
28.94
High:TSLA
377.27TSLALow:BE
-432.61BEDetails
PEG Ratio
6,213.15
High:MUSA
348,571.43MUSALow:NIO
-132.09NIODetails
Price/Book
4.23
High:EQPT
181.07EQPTLow:WYNN
-39WYNNDetails
Price/Sales
3.75
High:CRSP
1,628.53CRSPLow:LAC
-LACDetails
Price/CF
16.43
High:MSTR
7,511.07MSTRLow:XRX
0.87XRXDetails
Price/FCF
42.27
High:PEP
5,797.72PEPLow:XRX
1.61XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.25% | Sep 2021 | - | 55 |
-71.59% | May 2018 | Jan 2021 | 32 |
-16.58% | Jun 2021 | Aug 2021 | 2 |