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-3.99%
This Month
+11.33%
Year To Date
+143.01%
2 Years
+10.31%
5 Years
+10.31%
10 Years
+2.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.44%
- 💻 Electronic Technology13.16%
- 🖥️ Technology Services11.56%
- 🚗 Consumer Durables7.51%
- 💰 Finance3.44%
- 🛍️ Retail Trade3.26%
- 💵 Cash3.01%
- 💇♀️ Consumer Services1.29%
- 🍞 Consumer Non Durables1.24%
- 🧬 Health Technology1.05%
- 💼 Commercial Services0.45%
- 🚚 Transportation0.42%
- 📊 ETFs0.41%
- 🛠️ Producer Manufacturing0.32%
- 🏥 Health Services0.04%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.44%
- 🇺🇸 Nasdaq33.64%
- 🇺🇸 NYSE6.5%
- 🇭🇰 Hong Kong Exchanges3.2%
- 🇬🇧 LSE0.35%
- 🇺🇸 Chicago Board Options Exchange0.32%
- 🇨🇭 SIX0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.78%
- 🇨🇳 China4.84%
- 🇨🇭 Switzerland0.39%
- 🇨🇦 Canada0.32%
- 🇰🇷 South Korea0.29%
- 🇬🇧 United Kingdom0.06%
- 🇳🇴 Norway0.06%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.16%
23 out of 110 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DOM.L (5.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.02% | 2.66% | $4.81 |
 MSFT | 0.02% | 0.66% | $3 |
 KO | 0.02% | 2.98% | $1.89 |
 GOOG | 0.02% | 0.32% | $0.2 |
 AAPL | 0.01% | 0.39% | $0.97 |
 JPM | 0.01% | 1.84% | $4.4 |
 9988.HK | 0.01% | 0.62% | $0.98 |
 LMT | 0.01% | 2.65% | $12.45 |
 MMM | 0.01% | 1.87% | $5.21 |
 DIS | 0.01% | 0.89% | $0.75 |
 BABA | 0% | 0.6% | $0.98 |
 AVGO | 0% | 0.68% | $19.7 |
 SMSN.L | 0% | 1.22% | $23.68 |
 NAS.OL | 0% | 5.38% | - |
 DOM.L | 0% | 5.76% | $0.11 |
 META | 0% | 0.35% | $1 |
 XRAY | 0% | 4.95% | $0.6 |
 LUV | 0% | 2.09% | $0.72 |
 DAL | 0% | 1.09% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
 DMP.ASX | 0% | 5.12% | $0.98 |
 TKO | 0% | 0.81% | $0.48 |
 STMN.ZU | 0% | 1.08% | $0.85 |
Performance Metrics
Score 3.2/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.14
-4.14
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.14
-4.14
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.97
High:
TSLA
259.11TSLALow:
DMP.ASX
-323.23DMP.ASXDetails
PEG Ratio
2,649.17
High:
AAPL
27,104.01AAPLLow:
LMND
-357.34LMNDDetails
Price/Book
13.13
High:AAPL
59.18AAPLLow:
NIO
-94.18NIODetails
Price/Sales
10.7
High:
HOOD.RTH
34.42HOOD.RTHLow:
LOGC
-LOGCDetails
Price/CF
28.7
High:
DDD
462.65DDDLow:
AAL.RTH.
1.81AAL.RTH.Details
Price/FCF
55.87
High:
LMT
457.22LMTLow:
NAS.OL
4.35NAS.OLDetails
P/E Ratio
40.97
High:TSLA
259.11TSLALow:DMP.ASX
-323.23DMP.ASXDetails
PEG Ratio
2,649.17
High:AAPL
27,104.01AAPLLow:LMND
-357.34LMNDDetails
Price/Book
13.13
High:AAPL
59.18AAPLLow:NIO
-94.18NIODetails
Price/Sales
10.7
High:HOOD.RTH
34.42HOOD.RTHLow:LOGC
-LOGCDetails
Price/CF
28.7
High:DDD
462.65DDDLow:AAL.RTH.
1.81AAL.RTH.Details
Price/FCF
55.87
High:LMT
457.22LMTLow:NAS.OL
4.35NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 57 |