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+0.68%
Today
+21.16%
This Month
+5.04%
Year To Date
+30.6%
2 Years
-58.08%
5 Years
-16.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.11%
- 📊 ETFs14.94%
- 🪨 Non Energy Minerals6.86%
- 💵 Cash6.33%
- 💻 Electronic Technology4.13%
- 💰 Finance3.59%
- 💼 Commercial Services3.04%
- 🚗 Consumer Durables2.53%
- 🧬 Health Technology2.2%
- 🖥️ Technology Services1.62%
- 🍞 Consumer Non Durables1.33%
- 🛠️ Producer Manufacturing1.18%
- ⚡ Utilities0.5%
- 🧪 Process Industries0.27%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.11%
- 🇺🇸 NYSE20.64%
- 🇺🇸 Nasdaq8.89%
- 🇦🇺 Sydney6.38%
- 🇺🇸 Chicago Board Options Exchange3.26%
- 🇩🇪 FRA1.58%
- 🇩🇰 Copenhagen Stock Exchange0.5%
- 🇬🇧 LSE0.48%
- 🇫🇷 Euronext Paris0.44%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.57%
- 🇦🇺 Australia6.38%
- 🇩🇪 Germany1.58%
- 🇮🇱 Israel1.18%
- 🇨🇳 China1.15%
- 🇮🇪 Ireland0.7%
- 🇩🇰 Denmark0.5%
- 🇨🇭 Switzerland0.48%
- 🇫🇷 France0.44%
- 🇨🇦 Canada0.27%
Dividends
Dividend Yield
1.12%
16 out of 65 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NLY (13.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FMG.ASX | 0.29% | 7.84% | $2.08 |
 SCHD | 0.22% | 3.97% | - |
 SDIV | 0.16% | 10.78% | - |
 NLY | 0.12% | 13.53% | $2.6 |
 BHP.ASX | 0.08% | 4.6% | $2.35 |
 JEPI | 0.06% | 8.01% | - |
 INTC | 0.05% | 2.15% | $0.5 |
 SCHE | 0.04% | 2.81% | - |
 MOAT | 0.03% | 1.41% | - |
 PG | 0.02% | 2.66% | $3.83 |
 ACN | 0.01% | 2.1% | $4.99 |
 KER.PA | 0.01% | 3.02% | $14 |
 BAYN.DE | 0.01% | 0.4% | $0.11 |
 CQQQ | 0.01% | 0.27% | - |
 VOO | 0% | 1.29% | - |
 ORSTED.CO | 0% | 0.46% | - |
Performance Metrics
Score 2.1/10
Beta
1.77
1.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-24.28
-24.28
-25
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.33
-0.33
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.77
1.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-24.28
-24.28
-25
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.33
-0.33
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.27
High:
AMD
115.09AMDLow:
SDGR
-8.65SDGRDetails
PEG Ratio
83.77
High:
PG
898.25PGLow:
NIO
-70.76NIODetails
Price/Book
1.77
High:PG
7.06PGLow:NIO
-173.98NIODetails
Price/Sales
2.63
High:
SPCE
27.71SPCELow:
03333.HK
0.0103333.HKDetails
Price/CF
19.99
High:
SEDG
103.23SEDGLow:03333.HK
1.7403333.HKDetails
Price/FCF
57.17
High:
WOLF
10,383.7WOLFLow:
BAYN.DE
5.29BAYN.DEDetails
P/E Ratio
19.27
High:AMD
115.09AMDLow:SDGR
-8.65SDGRDetails
PEG Ratio
83.77
High:PG
898.25PGLow:NIO
-70.76NIODetails
Price/Book
1.77
High:PG
7.06PGLow:NIO
-173.98NIODetails
Price/Sales
2.63
High:SPCE
27.71SPCELow:03333.HK
0.0103333.HKDetails
Price/CF
19.99
High:SEDG
103.23SEDGLow:03333.HK
1.7403333.HKDetails
Price/FCF
57.17
High:WOLF
10,383.7WOLFLow:BAYN.DE
5.29BAYN.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.94% | Sep 2020 | - | 59 |