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+0.79%
Today
+7.78%
This Month
+0.31%
Year To Date
+6.11%
2 Years
+41.02%
5 Years
-4.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.37%
- 📊 ETFs17.8%
- 🪨 Non Energy Minerals8.44%
- 💰 Finance7.82%
- 🖥️ Technology Services6.38%
- 🛍️ Retail Trade5.35%
- 💹 Forex3.47%
- 🚗 Consumer Durables2.87%
- 🧬 Health Technology2.71%
- 🛠️ Producer Manufacturing2.64%
- 💻 Electronic Technology2.53%
- ⛏️ Energy Minerals2.07%
- 💵 Cash1.8%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.37%
- 🇺🇸 NYSE19.75%
- 🇺🇸 Nasdaq17.08%
- 🇩🇪 FRA11.78%
- 🌍 FX3.47%
- 🇩🇰 Copenhagen Stock Exchange2.71%
- 🇸🇪 Stockholm Stock Exchange2.69%
- 🇭🇰 Hong Kong Exchanges2.53%
- 🇳🇴 Oslo Stock Exchange1.82%
- 🇬🇧 LSE0.25%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany11.78%
- 🇺🇸 United States11.51%
- 🇨🇳 China5.15%
- 🇨🇦 Canada4.91%
- 🇩🇰 Denmark2.71%
- 🇸🇪 Sweden2.69%
- 🇳🇴 Norway1.82%
- 🇷🇺 Russia0.25%
Dividends
Dividend Yield
1.98%
16 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SQQQ | 0.66% | 7.43% | - |
 BRZU | 0.22% | 6.24% | - |
 VOW3.DE | 0.2% | 7.1% | $9.06 |
 OGZDL.L | 0.15% | 67.74% | - |
 EQNR.OL | 0.11% | 6.26% | $13.95 |
 VEA | 0.09% | 3.07% | - |
 JD.US | 0.07% | 2.82% | $0.74 |
 NOVO-B.CO | 0.07% | 2.73% | $9.4 |
 HEI.DE | 0.07% | 2.05% | $3 |
 AEM | 0.06% | 1.27% | $1.6 |
 BLK | 0.06% | 2.34% | $20.2 |
 EQIX | 0.05% | 2.21% | $16.19 |
 SOXL | 0.05% | 2.21% | - |
 INVE-A.ST | 0.05% | 1.88% | $4.8 |
 LKOD.L | 0.02% | 76.06% | - |
 DLB | 0.01% | 1.75% | $1.17 |
Next Dividends
Performance Metrics
Score 2.5/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-10.95
-10.95
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-10.95
-10.95
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.88
High:
NOW
112.88NOWLow:
ENR.DE
-339.54ENR.DEDetails
PEG Ratio
56.88
High:
BLK
446.13BLKLow:ENR.DE
-362.8ENR.DEDetails
Price/Book
2.35
High:
FTNT
49.36FTNTLow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
1.57
High:NOW
14.69NOWLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.57
High:NOW
51.93NOWLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
40.21
High:
INVE-A.ST
200.77INVE-A.STLow:
JD.US
9.2JD.USDetails
P/E Ratio
17.88
High:NOW
112.88NOWLow:ENR.DE
-339.54ENR.DEDetails
PEG Ratio
56.88
High:BLK
446.13BLKLow:ENR.DE
-362.8ENR.DEDetails
Price/Book
2.35
High:FTNT
49.36FTNTLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
1.57
High:NOW
14.69NOWLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
13.57
High:NOW
51.93NOWLow:VOW3.DE
2.6VOW3.DEDetails
Price/FCF
40.21
High:INVE-A.ST
200.77INVE-A.STLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.65% | Jan 2018 | - | 88 |
-2.03% | Sep 2017 | Oct 2017 | 1 |