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+0.72%
This Month
+0.72%
Year To Date
+46.94%
2 Years
-0.8%
5 Years
+72.02%
10 Years
+10.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.9%
- 🚚 Transportation11.33%
- 🖥️ Technology Services6.71%
- 📊 ETFs5.92%
- 💇♀️ Consumer Services3.93%
- 🛍️ Retail Trade3.85%
- 📡 Communications3.64%
- 🛠️ Producer Manufacturing3.13%
- 💻 Electronic Technology2.84%
- 🚗 Consumer Durables2.35%
- 🧬 Health Technology2%
- ⛏️ Energy Minerals0.52%
- 🧪 Process Industries0.27%
- 🏥 Health Services0.16%
- 🏭 Industrial Services0.14%
- 🍞 Consumer Non Durables0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.9%
- 🇺🇸 Nasdaq19.41%
- 🇺🇸 NYSE11.55%
- 🇬🇧 LSE6.98%
- 🇳🇴 Oslo Stock Exchange3.91%
- 🇩🇪 FRA2.57%
- 🇫🇷 Euronext Paris1.03%
- 🇪🇸 Bolsa De Madrid0.53%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇺🇸 Chicago Board Options Exchange0.17%
- 🇨🇭 SIX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.71%
- 🇬🇧 United Kingdom6.39%
- 🇳🇴 Norway3.91%
- 🇩🇪 Germany2.82%
- 🇨🇳 China2.26%
- 🇮🇱 Israel1.72%
- 🇫🇷 France1.03%
- 🇨🇦 Canada0.89%
- 🇨🇭 Switzerland0.68%
- 🇸🇬 Singapore0.66%
- 🇫🇮 Finland0.61%
- 🇰🇷 South Korea0.59%
- 🇪🇸 Spain0.53%
- 🇬🇷 Greece0.41%
- 🇧🇪 Belgium0.36%
- 🇧🇷 Brazil0.32%
- 🇸🇪 Sweden0.06%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
0.59%
22 out of 112 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR (8.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.21% | 5.81% | - |
 IAG.L | 0.11% | 2.07% | - |
 BMW.DE | 0.04% | 4.98% | $6 |
 EZJ.L | 0.03% | 2.75% | $0.05 |
 P911.DE | 0.03% | 5.59% | $2.31 |
 PBR | 0.03% | 8.24% | $1.73 |
 PAH3.DE | 0.02% | 5.34% | $2.56 |
 VOW3.DE | 0.02% | 6.49% | $9.06 |
 DIS | 0.02% | 1.37% | $0.75 |
 SHIP | 0.01% | 3.39% | $0.1 |
 RLX | 0.01% | 5.11% | $0.01 |
 NOK | 0.01% | 1.79% | $0.1 |
 BABA | 0.01% | 0.62% | $0.98 |
 QCOM | 0.01% | 2.31% | $3.25 |
 CCL | 0.01% | 0.53% | - |
 CIVI | 0.01% | 7.55% | $2 |
 SMSN.L | 0.01% | 0.85% | $23.68 |
 0968.HK | 0% | 1.32% | $0.23 |
 GRF.MC | 0% | 1.18% | - |
 MTDR | 0% | 3.06% | $0.75 |
 TUI1.DE | 0% | 1.14% | - |
 BAYN.DE | 0% | 0.26% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-5.22
-5.22
-6
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-5.22
-5.22
-6
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.67
High:
PLTR
394.13PLTRLow:
ROKU
-518.94ROKUDetails
PEG Ratio
47.94
High:PLTR
338.8PLTRLow:ROKU
-617.97ROKUDetails
Price/Book
3.24
High:PLTR
60.95PLTRLow:
PTON
-7.05PTONDetails
Price/Sales
2.61
High:
CRSP
125.3CRSPLow:
ALDX
-ALDXDetails
Price/CF
14.58
High:PLTR
258.05PLTRLow:
VANTI.PA
0.44VANTI.PADetails
Price/FCF
38.6
High:P911.DE
595.63P911.DELow:VANTI.PA
0.46VANTI.PADetails
P/E Ratio
34.67
High:PLTR
394.13PLTRLow:ROKU
-518.94ROKUDetails
PEG Ratio
47.94
High:PLTR
338.8PLTRLow:ROKU
-617.97ROKUDetails
Price/Book
3.24
High:PLTR
60.95PLTRLow:PTON
-7.05PTONDetails
Price/Sales
2.61
High:CRSP
125.3CRSPLow:ALDX
-ALDXDetails
Price/CF
14.58
High:PLTR
258.05PLTRLow:VANTI.PA
0.44VANTI.PADetails
Price/FCF
38.6
High:P911.DE
595.63P911.DELow:VANTI.PA
0.46VANTI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.37% | May 2021 | - | 57 |
-5.61% | Sep 2020 | Nov 2020 | 2 |