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+12.67%
This Month
+5.32%
Year To Date
+70.45%
2 Years
+41.57%
5 Years
-66.72%
10 Years
-12.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.32%
- 🧩 Miscellaneous20.81%
- 🖥️ Technology Services12.1%
- 🚚 Transportation8.09%
- 🛍️ Retail Trade7.55%
- 🚗 Consumer Durables5.42%
- 🛠️ Producer Manufacturing3.8%
- 📊 ETFs3.62%
- 💰 Finance3.41%
- 💼 Commercial Services1.7%
- 🪙 Cryptocurrencies0.69%
- 🧪 Process Industries0.12%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.26%
- 🇺🇸 NYSE23.49%
- 🇬🇧 LSE10.36%
- 🇭🇰 Hong Kong Exchanges8.04%
- 🇩🇪 FRA3.38%
- 🇳🇴 Oslo Stock Exchange2.95%
- 🌍 Digital Currency0.69%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇫🇷 Euronext Paris0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.55%
- 🇨🇳 China11.8%
- 🇬🇧 United Kingdom7.09%
- 🇩🇪 Germany3.94%
- 🇳🇴 Norway2.95%
- 🇨🇦 Canada0.88%
- 🇱🇺 Luxembourg0.7%
- 🇫🇷 France0.23%
- 🇮🇱 Israel0.08%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
1.01%
17 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (12.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.36% | 12.08% | - |
 SPY | 0.12% | 1.04% | - |
 MBG.DE | 0.11% | 6.75% | $5.3 |
 TEM.L | 0.11% | 1.88% | $0.04 |
 BMW.DE | 0.09% | 5.28% | $6 |
 AAPL | 0.04% | 0.38% | $0.97 |
 CSCO | 0.04% | 1.88% | $1.58 |
 IAG.L | 0.03% | 2.12% | - |
 INVH | 0.02% | 4.34% | $1.36 |
 BABA | 0.02% | 0.73% | $0.98 |
 GOOG | 0.02% | 0.25% | $0.2 |
 V | 0.02% | 0.8% | $2.01 |
 MU | 0.01% | 0.11% | $0.46 |
 META | 0.01% | 0.31% | $1 |
 3750.HK | 0.01% | 0.16% | - |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-10.82
-10.82
-11
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-10.82
-10.82
-11
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.57
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
55.16
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
12.03
High:AAPL
45.05AAPLLow:
ETSY
-5.67ETSYDetails
Price/Sales
7.73
High:NVDA
22.86NVDALow:
AZLUD
-AZLUDDetails
Price/CF
24.02
High:TSLA
107.92TSLALow:AZLUD
0.61AZLUDDetails
Price/FCF
49.68
High:BABA
1,196.17BABALow:AZLUD
0.76AZLUDDetails
P/E Ratio
32.57
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
55.16
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
12.03
High:AAPL
45.05AAPLLow:ETSY
-5.67ETSYDetails
Price/Sales
7.73
High:NVDA
22.86NVDALow:AZLUD
-AZLUDDetails
Price/CF
24.02
High:TSLA
107.92TSLALow:AZLUD
0.61AZLUDDetails
Price/FCF
49.68
High:BABA
1,196.17BABALow:AZLUD
0.76AZLUDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.41% | Jan 2018 | - | 100 |