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+1.43%
Today
+1.24%
This Month
-11.68%
Year To Date
+20.41%
2 Years
-64.75%
5 Years
-19.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.45%
- 📊 ETFs18.55%
- 🪨 Non Energy Minerals7.11%
- 💻 Electronic Technology3.75%
- 💰 Finance3.69%
- 💼 Commercial Services3.1%
- 🚗 Consumer Durables2.77%
- 🧬 Health Technology2.52%
- 🖥️ Technology Services2.29%
- 🍞 Consumer Non Durables1.32%
- 💇♀️ Consumer Services0.97%
- 🛠️ Producer Manufacturing0.88%
- 💵 Cash0.71%
- ⚡ Utilities0.52%
- 🧪 Process Industries0.19%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.45%
- 🇺🇸 NYSE23.82%
- 🇺🇸 Nasdaq10.37%
- 🇦🇺 Sydney6.55%
- 🇺🇸 Chicago Board Options Exchange3.62%
- 🇩🇪 FRA1.75%
- 🇬🇧 LSE0.56%
- 🇩🇰 Copenhagen Stock Exchange0.52%
- 🇫🇷 Euronext Paris0.44%
- 🇭🇰 Hong Kong Exchanges0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.43%
- 🇦🇺 Australia6.55%
- 🇩🇪 Germany1.75%
- 🇨🇳 China1.11%
- 🇮🇱 Israel0.88%
- 🇮🇪 Ireland0.68%
- 🇨🇭 Switzerland0.56%
- 🇩🇰 Denmark0.52%
- 🇫🇷 France0.44%
- 🇨🇦 Canada0.19%
Dividends
Dividend Yield
1.57%
17 out of 67 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NXDT (15.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.46% | 10.78% | - |
 FMG.ASX | 0.34% | 8.91% | $2.08 |
 SCHD | 0.23% | 3.97% | - |
 BHP.ASX | 0.09% | 4.98% | $2.35 |
 NXDT | 0.09% | 15.21% | $0.6 |
 NLY | 0.09% | 14.17% | $2.6 |
 JEPI | 0.07% | 8.01% | - |
 INTC | 0.05% | 2.49% | $0.5 |
 SCHE | 0.04% | 2.81% | - |
 MOAT | 0.04% | 1.41% | - |
 PG | 0.02% | 2.49% | $3.83 |
 KER.PA | 0.02% | 3.46% | $14 |
 ACN | 0.01% | 1.8% | $4.99 |
 BAYN.DE | 0.01% | 0.42% | $0.11 |
 CQQQ | 0.01% | 0.27% | - |
 ORSTED.CO | 0% | 0.46% | - |
 GOOG | 0% | 0.46% | $0.2 |
Performance Metrics
Score 2.1/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-23.35
-23.35
-24
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-23.35
-23.35
-24
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-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
20.77
High:
ORSTED.CO
99.49ORSTED.COLow:
SDGR
-9.33SDGRDetails
PEG Ratio
83.62
High:
PG
950.42PGLow:
NIO
-56.76NIODetails
Price/Book
2.03
High:PG
7.47PGLow:NIO
-139.72NIODetails
Price/Sales
2.87
High:
SPCE
20.7SPCELow:
03333.HK
0.0103333.HKDetails
Price/CF
18.38
High:
SEDG
103.23SEDGLow:03333.HK
1.7403333.HKDetails
Price/FCF
47
High:
WOLF
10,383.7WOLFLow:
BAYN.DE
5.29BAYN.DEDetails
P/E Ratio
20.77
High:ORSTED.CO
99.49ORSTED.COLow:SDGR
-9.33SDGRDetails
PEG Ratio
83.62
High:PG
950.42PGLow:NIO
-56.76NIODetails
Price/Book
2.03
High:PG
7.47PGLow:NIO
-139.72NIODetails
Price/Sales
2.87
High:SPCE
20.7SPCELow:03333.HK
0.0103333.HKDetails
Price/CF
18.38
High:SEDG
103.23SEDGLow:03333.HK
1.7403333.HKDetails
Price/FCF
47
High:WOLF
10,383.7WOLFLow:BAYN.DE
5.29BAYN.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.94% | Sep 2020 | - | 58 |