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+1.55%
This Month
-11.85%
Year To Date
+7.46%
2 Years
-31.93%
5 Years
-13.18%
10 Years
-2.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.83%
- 💻 Electronic Technology12.22%
- 🖥️ Technology Services11.13%
- 🌾 Commodities7.11%
- 🚗 Consumer Durables6.41%
- 💰 Finance4%
- 🛍️ Retail Trade2.77%
- 💵 Cash2.58%
- 🍞 Consumer Non Durables1.35%
- ⛏️ Energy Minerals1.33%
- 🧬 Health Technology1.27%
- 💇♀️ Consumer Services1.11%
- 🚚 Transportation0.46%
- 📊 ETFs0.33%
- 🛠️ Producer Manufacturing0.32%
- 💼 Commercial Services0.28%
- 🧪 Process Industries0.08%
- 🏥 Health Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.83%
- 🇺🇸 Nasdaq30.29%
- 🇺🇸 NYSE8.33%
- 🌍 Commodity7.11%
- 🇭🇰 Hong Kong Exchanges2.34%
- 🇪🇸 Bolsa De Madrid1.09%
- 🇬🇧 LSE0.64%
- 🇺🇸 Chicago Board Options Exchange0.26%
- 🇨🇭 SIX0.07%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.47%
- 🇨🇳 China3.77%
- 🇪🇸 Spain1.09%
- 🇰🇷 South Korea0.58%
- 🇨🇭 Switzerland0.41%
- 🇨🇦 Canada0.32%
- 🇳🇴 Norway0.05%
- 🇬🇧 United Kingdom0.05%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.25%
30 out of 120 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DOM.L (6.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.05% | 3.71% | $6.28 |
 JNJ | 0.02% | 2.13% | $4.81 |
 MSFT | 0.02% | 0.86% | $3 |
 KO | 0.02% | 2.64% | $1.89 |
 GOOG | 0.02% | 0.28% | $0.2 |
 CABK.MC | 0.02% | 3.94% | $0.32 |
 SAN.MC | 0.01% | 1.94% | $0.14 |
 JPM | 0.01% | 1.95% | $4.4 |
 AAPL | 0.01% | 0.4% | $0.97 |
 9988.HK | 0.01% | 0.81% | $0.98 |
 DIS | 0.01% | 1.46% | $0.75 |
 LMT | 0.01% | 2.03% | $12.45 |
 MMM | 0.01% | 1.86% | $5.21 |
 BABA | 0% | 0.79% | $0.98 |
 HON | 0% | 1.9% | $4.27 |
 IBM | 0% | 2.7% | $6.65 |
 SMSN.L | 0% | 0.66% | $23.68 |
 AVGO | 0% | 0.71% | $19.7 |
 NAS.OL | 0% | 5.71% | - |
 DOM.L | 0% | 6.12% | $0.11 |
 XRAY | 0% | 4.76% | $0.6 |
 META | 0% | 0.32% | $1 |
 DAL | 0% | 1.13% | $0.3 |
 LUV | 0% | 1.54% | $0.72 |
 TKO | 0% | 1.07% | $0.48 |
 PYPL | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
 STMN.ZU | 0% | 1.09% | $0.85 |
 DMP.ASX | 0% | 2.61% | $0.98 |
 SOLS | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.05
-10.05
-11
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-10.05
-10.05
-11
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.88
High:
TSLA
377.27TSLALow:
DKNG
-647.07DKNGDetails
PEG Ratio
103.17
High:
ALGN
5,235.85ALGNLow:DKNG
-642.17DKNGDetails
Price/Book
10.57
High:AAPL
43.77AAPLLow:
LLYVK
-17.48LLYVKDetails
Price/Sales
9.24
High:
QUBT
2,581.95QUBTLow:
LOGCD
-LOGCDDetails
Price/CF
29.26
High:
DDD
462.65DDDLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
59.12
High:9988.HK
2,771.019988.HKLow:
JBLU
5.99JBLUDetails
P/E Ratio
33.88
High:TSLA
377.27TSLALow:DKNG
-647.07DKNGDetails
PEG Ratio
103.17
High:ALGN
5,235.85ALGNLow:DKNG
-642.17DKNGDetails
Price/Book
10.57
High:AAPL
43.77AAPLLow:LLYVK
-17.48LLYVKDetails
Price/Sales
9.24
High:QUBT
2,581.95QUBTLow:LOGCD
-LOGCDDetails
Price/CF
29.26
High:DDD
462.65DDDLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
59.12
High:9988.HK
2,771.019988.HKLow:JBLU
5.99JBLUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 62 |