Loading...
+2.01%
This Month
+3.85%
Year To Date
+79.31%
2 Years
+4.18%
5 Years
+2.9%
10 Years
+0.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.65%
- 💻 Electronic Technology10.6%
- 🖥️ Technology Services10.05%
- 🌾 Commodities7.11%
- 🚗 Consumer Durables6.05%
- 💰 Finance3.94%
- 🛍️ Retail Trade2.52%
- 🍞 Consumer Non Durables1.04%
- 💇♀️ Consumer Services0.98%
- ⛏️ Energy Minerals0.91%
- 🧬 Health Technology0.87%
- 🚚 Transportation0.36%
- 💵 Cash0.34%
- 📊 ETFs0.32%
- 💼 Commercial Services0.31%
- 🛠️ Producer Manufacturing0.28%
- 🏥 Health Services0.03%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.65%
- 🇺🇸 Nasdaq27.83%
- 🌍 Commodity7.11%
- 🇺🇸 NYSE6.74%
- 🇭🇰 Hong Kong Exchanges2.26%
- 🇪🇸 Bolsa De Madrid0.81%
- 🇬🇧 LSE0.28%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇨🇭 SIX0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.73%
- 🇨🇳 China3.47%
- 🇪🇸 Spain0.81%
- 🇨🇭 Switzerland0.34%
- 🇨🇦 Canada0.27%
- 🇰🇷 South Korea0.24%
- 🇬🇧 United Kingdom0.05%
- 🇳🇴 Norway0.05%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.2%
29 out of 121 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $DOM.L (6.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.04% | 4.51% | $6.28 |
 JNJ | 0.02% | 2.55% | $4.81 |
 MSFT | 0.02% | 0.72% | $3 |
 KO | 0.01% | 2.9% | $1.89 |
 GOOG | 0.01% | 0.26% | $0.2 |
 CABK.MC | 0.01% | 3.67% | $0.32 |
 AAPL | 0.01% | 0.37% | $0.97 |
 JPM | 0.01% | 1.76% | $4.4 |
 SAN.MC | 0.01% | 1.9% | $0.14 |
 9988.HK | 0.01% | 0.67% | $0.98 |
 LMT | 0.01% | 2.99% | $12.45 |
 MMM | 0% | 1.74% | $5.21 |
 DIS | 0% | 0.95% | $0.75 |
 IBM | 0% | 2.18% | $6.65 |
 HON | 0% | 2.38% | $4.27 |
 BABA | 0% | 0.65% | $0.98 |
 AVGO | 0% | 0.62% | $19.7 |
 SMSN.L | 0% | 1.18% | $23.68 |
 NAS.OL | 0% | 5.22% | - |
 DOM.L | 0% | 6.31% | $0.11 |
 XRAY | 0% | 5.68% | $0.6 |
 META | 0% | 0.31% | $1 |
 LUV | 0% | 2.02% | $0.72 |
 DAL | 0% | 1.01% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
 DMP.ASX | 0% | 3.56% | $0.98 |
 TKO | 0% | 0.76% | $0.48 |
 STMN.ZU | 0% | 1.03% | $0.85 |
 PYPL | 0% | 0.23% | - |
Performance Metrics
Score 2.9/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.02
High:
TSLA
303.71TSLALow:
BATRK
-1,450.75BATRKDetails
PEG Ratio
94.13
High:
META
474.63METALow:BATRK
-1,490.27BATRKDetails
Price/Book
12.18
High:
AAPL
56.24AAPLLow:
LLYVK
-14.86LLYVKDetails
Price/Sales
10.32
High:
QUBT
4,149.44QUBTLow:
LOGC
-LOGCDetails
Price/CF
30.01
High:
DDD
462.65DDDLow:
AAL
1.97AALDetails
Price/FCF
59.44
High:
MMM
2,385.78MMMLow:
JBLU
5.99JBLUDetails
P/E Ratio
39.02
High:TSLA
303.71TSLALow:BATRK
-1,450.75BATRKDetails
PEG Ratio
94.13
High:META
474.63METALow:BATRK
-1,490.27BATRKDetails
Price/Book
12.18
High:AAPL
56.24AAPLLow:LLYVK
-14.86LLYVKDetails
Price/Sales
10.32
High:QUBT
4,149.44QUBTLow:LOGC
-LOGCDetails
Price/CF
30.01
High:DDD
462.65DDDLow:AAL
1.97AALDetails
Price/FCF
59.44
High:MMM
2,385.78MMMLow:JBLU
5.99JBLUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 59 |