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-1.48%
This Month
-3.87%
Year To Date
+43.31%
2 Years
-6.67%
5 Years
-6.1%
10 Years
-1.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46%
- 🖥️ Technology Services18.34%
- 💻 Electronic Technology16.29%
- 🚗 Consumer Durables6.59%
- 💰 Finance5.74%
- 🛍️ Retail Trade2.53%
- 🧬 Health Technology1.11%
- 💇♀️ Consumer Services0.95%
- 🍞 Consumer Non Durables0.94%
- 🚚 Transportation0.36%
- 📊 ETFs0.34%
- 💼 Commercial Services0.28%
- 🛠️ Producer Manufacturing0.27%
- 🧪 Process Industries0.09%
- ❓ Other0.07%
- 💵 Cash0.06%
- 🏥 Health Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46%
- 🇺🇸 Nasdaq41.28%
- 🇺🇸 NYSE7.88%
- 🇭🇰 Hong Kong Exchanges2.59%
- 🇪🇸 Bolsa De Madrid1.07%
- 🇬🇧 LSE0.65%
- 🇺🇸 Chicago Board Options Exchange0.29%
- 🇨🇭 SIX0.07%
- 🇺🇸 OTC Markets Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇨🇳 China3.46%
- 🇪🇸 Spain1.07%
- 🇰🇷 South Korea0.61%
- 🇨🇭 Switzerland0.23%
- 🇨🇦 Canada0.14%
- 🇬🇧 United Kingdom0.04%
- 🇳🇴 Norway0.03%
- 🇦🇺 Australia0.02%
Dividends
Dividend Yield
0.22%
29 out of 121 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (13.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.73% | $3 |
 JNJ | 0.02% | 1.96% | $4.81 |
 AAPL | 0.02% | 0.32% | $0.97 |
 KO | 0.02% | 2.36% | $1.89 |
 GOOG | 0.01% | 0.25% | $0.2 |
 CABK.MC | 0.01% | 2.81% | $0.32 |
 JPM | 0.01% | 1.71% | $4.4 |
 SAN.MC | 0.01% | 1.5% | $0.14 |
 9988.HK | 0.01% | 0.98% | $0.98 |
 DIS | 0.01% | 1.4% | $0.75 |
 NVDA | 0.01% | 0.13% | $0.02 |
 LMT | 0.01% | 2.53% | $12.45 |
 MMM | 0% | 1.84% | $5.21 |
 NAS.OL | 0% | 13.84% | - |
 IBM | 0% | 2.83% | $6.65 |
 BABA | 0% | 0.95% | $0.98 |
 AVGO | 0% | 0.73% | $19.7 |
 HON | 0% | 2.27% | $4.27 |
 SMSN.L | 0% | 0.32% | $23.68 |
 DOM.L | 0% | 5.54% | $0.11 |
 XRAY | 0% | 6.31% | $0.6 |
 TKO | 0% | 1.62% | $0.48 |
 DAL | 0% | 0.98% | $0.3 |
 META | 0% | 0.31% | $1 |
 PYPL | 0% | 0.79% | - |
 LUV | 0% | 1.82% | $0.72 |
 STMN.ZU | 0% | 1.04% | $0.85 |
 DMP.ASX | 0% | 2.39% | $0.98 |
 SOLS | 0% | -0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.54
High:
DKNG
439.78DKNGLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
95.62
High:JPM
653.32JPMLow:
IONQ
-236.75IONQDetails
Price/Book
10.07
High:AAPL
45.17AAPLLow:
LLYVK
-29.89LLYVKDetails
Price/Sales
9.72
High:
QUBT
474.43QUBTLow:LLYVK
-LLYVKDetails
Price/CF
24.11
High:
MSTR
7,511.07MSTRLow:NAS.OL
1.68NAS.OLDetails
Price/FCF
48.94
High:9988.HK
2,771.019988.HKLow:NAS.OL
2.64NAS.OLDetails
P/E Ratio
31.54
High:DKNG
439.78DKNGLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
95.62
High:JPM
653.32JPMLow:IONQ
-236.75IONQDetails
Price/Book
10.07
High:AAPL
45.17AAPLLow:LLYVK
-29.89LLYVKDetails
Price/Sales
9.72
High:QUBT
474.43QUBTLow:LLYVK
-LLYVKDetails
Price/CF
24.11
High:MSTR
7,511.07MSTRLow:NAS.OL
1.68NAS.OLDetails
Price/FCF
48.94
High:9988.HK
2,771.019988.HKLow:NAS.OL
2.64NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.11% | Feb 2021 | - | 68 |