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+1.44%
This Month
+22.16%
Year To Date
+75.65%
2 Years
+68.64%
5 Years
-61.4%
10 Years
-10.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.88%
- 🧩 Miscellaneous19.96%
- 🖥️ Technology Services10.21%
- 🚚 Transportation7.15%
- 🛍️ Retail Trade6.31%
- 💵 Cash5.26%
- 🚗 Consumer Durables3.71%
- 📊 ETFs3.41%
- 💰 Finance3.26%
- 🛠️ Producer Manufacturing2.75%
- 💼 Commercial Services1.61%
- 🪙 Cryptocurrencies0.35%
- 🧪 Process Industries0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.99%
- 🇺🇸 NYSE21.11%
- 🇬🇧 LSE10.08%
- 🇭🇰 Hong Kong Exchanges6.02%
- 🇩🇪 FRA2.4%
- 🇳🇴 Oslo Stock Exchange2.28%
- 🌍 Digital Currency0.35%
- 🇫🇷 Euronext Paris0.24%
- 🇺🇸 Chicago Board Options Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.39%
- 🇨🇳 China8.44%
- 🇬🇧 United Kingdom7.01%
- 🇩🇪 Germany2.84%
- 🇳🇴 Norway2.28%
- 🇨🇦 Canada0.84%
- 🇸🇪 Sweden0.61%
- 🇫🇷 France0.24%
- 🇮🇱 Israel0.06%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.88%
17 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (13.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.3% | 13.17% | - |
 SPY | 0.11% | 0.96% | - |
 MBG.DE | 0.09% | 7.37% | $5.3 |
 TEM.L | 0.09% | 1.61% | $0.04 |
 BMW.DE | 0.08% | 6.99% | $6 |
 AAPL | 0.04% | 0.33% | $0.97 |
 CSCO | 0.03% | 1.52% | $1.58 |
 IAG.L | 0.02% | 1.6% | - |
 3750.HK | 0.02% | 0.71% | - |
 INVH | 0.02% | 4.19% | $1.36 |
 BABA | 0.02% | 0.91% | $0.98 |
 GOOG | 0.02% | 0.25% | $0.2 |
 V | 0.02% | 0.69% | $2.01 |
 META | 0.01% | 0.34% | $1 |
 MU | 0.01% | 0.05% | $0.46 |
 PYPL | 0.01% | 0.76% | - |
 NVDA | 0% | 0.12% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.66
-9.66
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-9.66
-9.66
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.6
High:
TSLA
372.52TSLALow:
INTC
-175.38INTCDetails
PEG Ratio
92.99
High:
UAL
723.9UALLow:
TEAM
-215.74TEAMDetails
Price/Book
12.83
High:
JMIA
66.42JMIALow:
ETSY
-6.76ETSYDetails
Price/Sales
8.6
High:
AMD
24.58AMDLow:
AF.PA
0.09AF.PADetails
Price/CF
22.73
High:TSLA
79.58TSLALow:
AZUL
0.61AZULDetails
Price/FCF
44.12
High:BABA
1,196.17BABALow:AZUL
0.76AZULDetails
P/E Ratio
30.6
High:TSLA
372.52TSLALow:INTC
-175.38INTCDetails
PEG Ratio
92.99
High:UAL
723.9UALLow:TEAM
-215.74TEAMDetails
Price/Book
12.83
High:JMIA
66.42JMIALow:ETSY
-6.76ETSYDetails
Price/Sales
8.6
High:AMD
24.58AMDLow:AF.PA
0.09AF.PADetails
Price/CF
22.73
High:TSLA
79.58TSLALow:AZUL
0.61AZULDetails
Price/FCF
44.12
High:BABA
1,196.17BABALow:AZUL
0.76AZULDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.41% | Jan 2018 | - | 105 |