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+2.96%
This Month
+15.81%
Year To Date
+55.63%
2 Years
+82.52%
5 Years
-72.27%
10 Years
-14.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.9%
- 📊 ETFs19.99%
- 🚚 Transportation12.97%
- 🖥️ Technology Services12.53%
- 🚗 Consumer Durables6.25%
- 💰 Finance4.83%
- 🧩 Miscellaneous4.82%
- 🛍️ Retail Trade3.62%
- 🛠️ Producer Manufacturing2.74%
- 💼 Commercial Services2.43%
- 🪙 Cryptocurrencies1.23%
- 🧪 Process Industries0.15%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.27%
- 🇺🇸 NYSE28.06%
- 🇭🇰 Hong Kong Exchanges11.22%
- 🇬🇧 LSE9.88%
- 🇩🇪 FRA4.29%
- 🇳🇴 Oslo Stock Exchange3.84%
- 🌍 Digital Currency1.23%
- 🇫🇷 Euronext Paris0.41%
- 🇺🇸 Chicago Board Options Exchange0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.53%
- 🇨🇳 China14.96%
- 🇬🇧 United Kingdom6.39%
- 🇩🇪 Germany4.78%
- 🇳🇴 Norway3.84%
- 🇨🇦 Canada1.12%
- 🇱🇺 Luxembourg1.11%
- 🇫🇷 France0.41%
- 🇮🇱 Israel0.08%
- 🇧🇷 Brazil0.02%
Dividends
Dividend Yield
1.06%
20 out of 46 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.21% | 5.51% | - |
 MBG.DE | 0.16% | 8.01% | $5.3 |
 SPY | 0.15% | 1.16% | - |
 BMW.DE | 0.11% | 4.77% | $6 |
 TEM.L | 0.09% | 1.92% | $0.04 |
 AAPL | 0.05% | 0.45% | $0.97 |
 CSCO | 0.04% | 2.43% | $1.58 |
 VTI | 0.04% | 1.22% | - |
 DAL | 0.03% | 1.08% | $0.3 |
 IAG.L | 0.03% | 1.85% | - |
 BABA | 0.03% | 0.87% | $0.98 |
 INVH | 0.03% | 3.76% | $1.36 |
 GOOG | 0.02% | 0.41% | $0.2 |
 V | 0.02% | 0.69% | $2.01 |
 MU | 0.01% | 0.39% | $0.46 |
 META | 0.01% | 0.27% | $1 |
 MSFT | 0.01% | 0.66% | $3 |
 3750.HK | 0.01% | 0.27% | - |
 INTC | 0% | 0.53% | $0.5 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-12.26
-12.26
-13
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-12.26
-12.26
-13
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.97
High:
TSLA
187.57TSLALow:
TEAM
-169.6TEAMDetails
PEG Ratio
4,145.6
High:
AAPL
23,358.26AAPLLow:TEAM
-1,118.05TEAMDetails
Price/Book
12.9
High:
NVDA
51.02NVDALow:
NIO
-195.15NIODetails
Price/Sales
7.33
High:NVDA
29.07NVDALow:
AZULQ
0.03AZULQDetails
Price/CF
22.46
High:
SEDG
103.23SEDGLow:
AF.PA
0.6AF.PADetails
Price/FCF
38.55
High:SEDG
476.9SEDGLow:AZULQ
0.79AZULQDetails
P/E Ratio
30.97
High:TSLA
187.57TSLALow:TEAM
-169.6TEAMDetails
PEG Ratio
4,145.6
High:AAPL
23,358.26AAPLLow:TEAM
-1,118.05TEAMDetails
Price/Book
12.9
High:NVDA
51.02NVDALow:NIO
-195.15NIODetails
Price/Sales
7.33
High:NVDA
29.07NVDALow:AZULQ
0.03AZULQDetails
Price/CF
22.46
High:SEDG
103.23SEDGLow:AF.PA
0.6AF.PADetails
Price/FCF
38.55
High:SEDG
476.9SEDGLow:AZULQ
0.79AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.41% | Jan 2018 | - | 92 |