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+0.82%
Today
-4.04%
This Month
-25.97%
Year To Date
+62.39%
2 Years
-26.64%
5 Years
-6.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.39%
- 💻 Electronic Technology12.77%
- 🖥️ Technology Services11.66%
- 🚗 Consumer Durables6.5%
- 💰 Finance2.96%
- 🛍️ Retail Trade2.86%
- 🍞 Consumer Non Durables1.81%
- 💇♀️ Consumer Services1.74%
- 🧬 Health Technology1.44%
- 🚚 Transportation0.49%
- 📊 ETFs0.46%
- 🛠️ Producer Manufacturing0.43%
- 💼 Commercial Services0.38%
- 🏥 Health Services0.05%
- 💵 Cash0.03%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.39%
- 🇺🇸 Nasdaq31%
- 🇺🇸 NYSE7.59%
- 🇭🇰 Hong Kong Exchanges4.06%
- 🇬🇧 LSE0.39%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇨🇭 SIX0.13%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇦🇺 Sydney0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.06%
- 🇨🇳 China5.38%
- 🇰🇷 South Korea0.26%
- 🇨🇭 Switzerland0.13%
- 🇬🇧 United Kingdom0.13%
- 🇳🇴 Norway0.07%
- 🇦🇺 Australia0.05%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.23%
21 out of 107 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XRAY (4.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.04% | 3.19% | $4.81 |
 MSFT | 0.03% | 0.88% | $3 |
 KO | 0.03% | 2.69% | $1.89 |
 GOOG | 0.03% | 0.52% | $0.2 |
 NKE | 0.02% | 2.76% | $1.45 |
 AAPL | 0.02% | 0.51% | $0.97 |
 9988.HK | 0.01% | 0.9% | $0.98 |
 LMT | 0.01% | 2.78% | $12.45 |
 MMM | 0.01% | 2.17% | $5.21 |
 DIS | 0.01% | 1.18% | $0.75 |
 SMSN.L | 0.01% | 2.48% | $23.68 |
 BABA | 0% | 0.9% | $0.98 |
 DOM.L | 0% | 3.96% | $0.11 |
 XRAY | 0% | 4.99% | $0.6 |
 META | 0% | 0.4% | $1 |
 LUV | 0% | 2.91% | $0.72 |
 DMP.ASX | 0% | 4.14% | $0.98 |
 DAL | 0% | 1.35% | $0.3 |
 NVDA | 0% | 0.04% | $0.02 |
 STMN.ZU | 0% | 0.98% | $0.85 |
 TKO | 0% | 0.25% | $0.48 |
Performance Metrics
Score 2.6/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-6.83
-6.83
-7
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-6.83
-6.83
-7
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.43
High:
TRIP
710.3TRIPLow:
FWONK
-882.62FWONKDetails
PEG Ratio
95.76
High:
JNJ
473.64JNJLow:
BATRK
-102.28BATRKDetails
Price/Book
9.25
High:
AAPL
44.38AAPLLow:
LLYVK
-22.3LLYVKDetails
Price/Sales
7.09
High:
NVDA
19.21NVDALow:
AAL
0.13AALDetails
Price/CF
29.45
High:
DDD
462.65DDDLow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
53.24
High:
TSLA
396.62TSLALow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
28.43
High:TRIP
710.3TRIPLow:FWONK
-882.62FWONKDetails
PEG Ratio
95.76
High:JNJ
473.64JNJLow:BATRK
-102.28BATRKDetails
Price/Book
9.25
High:AAPL
44.38AAPLLow:LLYVK
-22.3LLYVKDetails
Price/Sales
7.09
High:NVDA
19.21NVDALow:AAL
0.13AALDetails
Price/CF
29.45
High:DDD
462.65DDDLow:NAS.OL
1.59NAS.OLDetails
Price/FCF
53.24
High:TSLA
396.62TSLALow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 51 |