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+0.34%
This Month
+0.34%
Year To Date
+82%
2 Years
-39.33%
5 Years
-1.17%
10 Years
-0.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.72%
- 💻 Electronic Technology10.51%
- 🖥️ Technology Services10.34%
- 🌾 Commodities7.63%
- 🚗 Consumer Durables5.8%
- 💰 Finance3.83%
- 🛍️ Retail Trade2.7%
- 🍞 Consumer Non Durables1.08%
- ⛏️ Energy Minerals1.03%
- 💇♀️ Consumer Services1.02%
- 🧬 Health Technology0.95%
- 🚚 Transportation0.39%
- 💵 Cash0.36%
- 📊 ETFs0.31%
- 💼 Commercial Services0.31%
- 🛠️ Producer Manufacturing0.27%
- 🧪 Process Industries0.03%
- 🏥 Health Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.72%
- 🇺🇸 Nasdaq27.61%
- 🌍 Commodity7.63%
- 🇺🇸 NYSE7.14%
- 🇭🇰 Hong Kong Exchanges2.16%
- 🇪🇸 Bolsa De Madrid0.9%
- 🇬🇧 LSE0.4%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇨🇭 SIX0.07%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.64%
- 🇨🇳 China3.65%
- 🇪🇸 Spain0.9%
- 🇰🇷 South Korea0.35%
- 🇨🇭 Switzerland0.34%
- 🇨🇦 Canada0.28%
- 🇬🇧 United Kingdom0.05%
- 🇳🇴 Norway0.04%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.21%
29 out of 121 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DOM.L (6.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.04% | 4.13% | $6.28 |
 JNJ | 0.02% | 2.41% | $4.81 |
 MSFT | 0.02% | 0.77% | $3 |
 KO | 0.02% | 2.85% | $1.89 |
 GOOG | 0.01% | 0.26% | $0.2 |
 CABK.MC | 0.01% | 3.53% | $0.32 |
 JPM | 0.01% | 1.92% | $4.4 |
 AAPL | 0.01% | 0.42% | $0.97 |
 SAN.MC | 0.01% | 1.8% | $0.14 |
 DIS | 0.01% | 1.37% | $0.75 |
 9988.HK | 0.01% | 0.63% | $0.98 |
 LMT | 0.01% | 2.32% | $12.45 |
 MMM | 0% | 1.87% | $5.21 |
 IBM | 0% | 2.31% | $6.65 |
 HON | 0% | 2.13% | $4.27 |
 BABA | 0% | 0.62% | $0.98 |
 AVGO | 0% | 0.72% | $19.7 |
 SMSN.L | 0% | 0.85% | $23.68 |
 NAS.OL | 0% | 5.81% | - |
 DOM.L | 0% | 6.14% | $0.11 |
 XRAY | 0% | 5.31% | $0.6 |
 META | 0% | 0.35% | $1 |
 LUV | 0% | 1.7% | $0.72 |
 DAL | 0% | 1% | $0.3 |
 TKO | 0% | 1.15% | $0.48 |
 NVDA | 0% | 0.02% | $0.02 |
 DMP.ASX | 0% | 3.2% | $0.98 |
 STMN.ZU | 0% | 0.98% | $0.85 |
 PYPL | 0% | 0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.78
-7.78
-8
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.78
-7.78
-8
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.25
High:
TSLA
280.13TSLALow:
BATRK
-1,480.83BATRKDetails
PEG Ratio
112.17
High:JPM
1,131.13JPMLow:BATRK
-1,521.17BATRKDetails
Price/Book
11.4
High:AAPL
49.43AAPLLow:
LLYVK
-14.8LLYVKDetails
Price/Sales
9.81
High:
QUBT
3,645.27QUBTLow:
LOGC
-LOGCDetails
Price/CF
29.11
High:
DDD
462.65DDDLow:
AAL
1.97AALDetails
Price/FCF
58.97
High:XRAY
316.49XRAYLow:
JBLU
5.99JBLUDetails
P/E Ratio
37.25
High:TSLA
280.13TSLALow:BATRK
-1,480.83BATRKDetails
PEG Ratio
112.17
High:JPM
1,131.13JPMLow:BATRK
-1,521.17BATRKDetails
Price/Book
11.4
High:AAPL
49.43AAPLLow:LLYVK
-14.8LLYVKDetails
Price/Sales
9.81
High:QUBT
3,645.27QUBTLow:LOGC
-LOGCDetails
Price/CF
29.11
High:DDD
462.65DDDLow:AAL
1.97AALDetails
Price/FCF
58.97
High:XRAY
316.49XRAYLow:JBLU
5.99JBLUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 60 |