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+7.04%
This Month
+7.04%
Year To Date
+51.66%
2 Years
+9.53%
5 Years
-75.74%
10 Years
-20.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade45.98%
- 🚚 Transportation15.09%
- 🪙 Cryptocurrencies7.85%
- 💵 Cash5.15%
- 🚗 Consumer Durables4.82%
- 💻 Electronic Technology4.53%
- 💰 Finance3.7%
- 📊 ETFs3.27%
- 🖥️ Technology Services1.97%
- 🍞 Consumer Non Durables1.67%
- 🧬 Health Technology1.38%
- 💇♀️ Consumer Services1.07%
- 🧪 Process Industries1.05%
- 💼 Commercial Services0.9%
- ⛏️ Energy Minerals0.8%
- ⚡ Utilities0.73%
- 📡 Communications0.42%
- 🪨 Non Energy Minerals0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.23%
- 🇬🇧 LSE13.45%
- 🇺🇸 Nasdaq8.77%
- 🌍 Digital Currency7.85%
- 🇳🇴 Oslo Stock Exchange1.17%
- 🇩🇪 FRA0.98%
- 🇩🇰 Copenhagen Stock Exchange0.49%
- 🇭🇰 Hong Kong Exchanges0.41%
- 🇺🇸 Chicago Board Options Exchange0.29%
Countries Breakdown
- Country
- Total
- 🇨🇳 China49.41%
- 🇺🇸 United States16.42%
- 🇬🇧 United Kingdom13.45%
- 🇳🇴 Norway1.17%
- 🇩🇪 Germany0.98%
- 🇫🇷 France0.75%
- 🇮🇱 Israel0.71%
- 🇧🇷 Brazil0.51%
- 🇫🇴 Faroe Islands0.49%
- 🇮🇪 Ireland0.4%
- 🇨🇦 Canada0.25%
Dividends
Dividend Yield
1.38%
27 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (18.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EZJ.L | 0.37% | 2.81% | $0.05 |
 BABA | 0.27% | 0.58% | $0.98 |
 ZIM | 0.13% | 18.42% | $0.23 |
 ORC | 0.08% | 17.31% | $1.56 |
 NAS.OL | 0.07% | 5.58% | - |
 FOBANK.CO | 0.06% | 12.05% | - |
 DEQ.DE | 0.05% | 13.84% | $1.32 |
 MBG.DE | 0.05% | 7.42% | $5.3 |
 EIX | 0.04% | 5.4% | $3.04 |
 PBR | 0.04% | 6.87% | $1.73 |
 MAA | 0.03% | 4.59% | $5.81 |
 SNY | 0.03% | 3.49% | $1.48 |
 KO | 0.02% | 2.8% | $1.89 |
 PG | 0.02% | 2.88% | $3.83 |
 T | 0.02% | 4.66% | $1.11 |
 MCD | 0.02% | 2.32% | $6.53 |
 PFE | 0.02% | 6.64% | $1.66 |
 HPQ | 0.01% | 6.17% | $1.1 |
 BAC | 0.01% | 2.09% | $0.96 |
 3323.HK | 0.01% | 2.94% | $0.25 |
 MDT.US | 0.01% | 2.83% | $2.77 |
 SHW | 0.01% | 0.9% | $2.64 |
 OXY | 0.01% | 2.11% | $0.8 |
 META | 0% | 0.29% | $1 |
 JDW.L | 0% | 1.77% | - |
 AAPL | 0% | 0.4% | $0.97 |
 PYPL | 0% | 0.26% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-15.32
-15.32
-16
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.83
-1.83
-2
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-15.32
-15.32
-16
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.83
-1.83
-2
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.45
High:
CHWY
64.05CHWYLow:
INTC
-595.6INTCDetails
PEG Ratio
57.96
High:SHW
1,744.86SHWLow:INTC
-606.5INTCDetails
Price/Book
3.06
High:AAPL
51.38AAPLLow:MCD
-102.98MCDDetails
Price/Sales
3.35
High:
RGTI
954.6RGTILow:3323.HK
0.233323.HKDetails
Price/CF
21.65
High:KO
37.25KOLow:ZIM
0.61ZIMDetails
Price/FCF
114.28
High:MAA
3,373.93MAALow:ZIM
1.1ZIMDetails
P/E Ratio
24.45
High:CHWY
64.05CHWYLow:INTC
-595.6INTCDetails
PEG Ratio
57.96
High:SHW
1,744.86SHWLow:INTC
-606.5INTCDetails
Price/Book
3.06
High:AAPL
51.38AAPLLow:MCD
-102.98MCDDetails
Price/Sales
3.35
High:RGTI
954.6RGTILow:3323.HK
0.233323.HKDetails
Price/CF
21.65
High:KO
37.25KOLow:ZIM
0.61ZIMDetails
Price/FCF
114.28
High:MAA
3,373.93MAALow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.73% | Mar 2020 | - | 71 |
-10.15% | Nov 2019 | Feb 2020 | 3 |
-9.11% | Aug 2019 | Oct 2019 | 2 |