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-2%
This Month
+20.87%
Year To Date
+84.38%
2 Years
+59.99%
5 Years
-61.81%
10 Years
-10.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.12%
- 🧩 Miscellaneous19.52%
- 🖥️ Technology Services10.38%
- 🚚 Transportation7.4%
- 🛍️ Retail Trade6.27%
- 💵 Cash5.14%
- 🚗 Consumer Durables3.76%
- 📊 ETFs3.34%
- 💰 Finance3.16%
- 🛠️ Producer Manufacturing2.98%
- 💼 Commercial Services1.49%
- 🪙 Cryptocurrencies0.22%
- 🧪 Process Industries0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.71%
- 🇺🇸 NYSE20.95%
- 🇬🇧 LSE9.84%
- 🇭🇰 Hong Kong Exchanges6.06%
- 🇩🇪 FRA2.26%
- 🇳🇴 Oslo Stock Exchange2.24%
- 🇫🇷 Euronext Paris0.26%
- 🌍 Digital Currency0.22%
- 🇺🇸 Chicago Board Options Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.22%
- 🇨🇳 China8.67%
- 🇬🇧 United Kingdom6.82%
- 🇩🇪 Germany2.63%
- 🇳🇴 Norway2.24%
- 🇨🇦 Canada0.7%
- 🇸🇪 Sweden0.55%
- 🇫🇷 France0.26%
- 🇮🇱 Israel0.09%
- 🇧🇷 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 (13.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.3% | 13.48% | - |
 SPY | 0.11% | 0.99% | - |
 TEM.L | 0.09% | 1.7% | $0.04 |
 MBG.DE | 0.09% | 7.78% | $5.3 |
 BMW.DE | 0.08% | 7.59% | $6 |
 AAPL | 0.04% | 0.32% | $0.97 |
 CSCO | 0.03% | 1.49% | $1.58 |
 IAG.L | 0.02% | 1.57% | - |
 INVH | 0.02% | 4.03% | $1.36 |
 BABA | 0.02% | 0.89% | $0.98 |
 3750.HK | 0.02% | 0.59% | - |
 GOOG | 0.02% | 0.24% | $0.2 |
 V | 0.02% | 0.73% | $2.01 |
 META | 0.01% | 0.33% | $1 |
 MU | 0.01% | 0.06% | $0.46 |
 PYPL | 0.01% | 0.76% | - |
 NVDA | 0% | 0.14% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-10.61
-10.61
-11
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-10.61
-10.61
-11
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.71
High:
TSLA
372.52TSLALow:
INTC
-175.38INTCDetails
PEG Ratio
101.17
High:
UAL
723.9UALLow:
TEAM
-215.74TEAMDetails
Price/Book
13.09
High:
JMIA
66.42JMIALow:
AF.PA
-12.43AF.PADetails
Price/Sales
8.88
High:
AMD
24.58AMDLow:AF.PA
0.09AF.PADetails
Price/CF
22.08
High:TSLA
79.58TSLALow:AF.PA
0.53AF.PADetails
Price/FCF
42.19
High:BABA
1,196.17BABALow:
AZUL
0.76AZULDetails
P/E Ratio
31.71
High:TSLA
372.52TSLALow:INTC
-175.38INTCDetails
PEG Ratio
101.17
High:UAL
723.9UALLow:TEAM
-215.74TEAMDetails
Price/Book
13.09
High:JMIA
66.42JMIALow:AF.PA
-12.43AF.PADetails
Price/Sales
8.88
High:AMD
24.58AMDLow:AF.PA
0.09AF.PADetails
Price/CF
22.08
High:TSLA
79.58TSLALow:AF.PA
0.53AF.PADetails
Price/FCF
42.19
High:BABA
1,196.17BABALow:AZUL
0.76AZULDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.41% | Jan 2018 | - | 103 |