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+0.6%
Today
+19.42%
This Month
+42.4%
Year To Date
+66.69%
2 Years
+58.2%
5 Years
+8.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.29%
- 🪙 Cryptocurrencies24.11%
- 🚗 Consumer Durables20.19%
- 🛍️ Retail Trade17.12%
- 💵 Cash8.64%
- 📡 Communications5.34%
- ⚡ Utilities1.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.32%
- 🇺🇸 NYSE24.62%
- 🌍 Digital Currency24.11%
- 🇭🇰 Hong Kong Exchanges1.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.69%
- 🇨🇳 China3.95%
Dividends
Dividend Yield
0.12%
2 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0902.HK (5.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0902.HK | 0.09% | 5.32% | $0.22 |
 BABA | 0.03% | 1.13% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.48
-2.48
-3
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.48
-2.48
-3
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.88% | Apr 2021 | - | 43 |
-10.53% | Jul 2018 | Jan 2019 | 6 |
-9.11% | Dec 2019 | Apr 2020 | 4 |
-6.7% | Aug 2020 | Oct 2020 | 2 |
-4.96% | Oct 2015 | Feb 2016 | 4 |
-4.85% | Apr 2019 | Oct 2019 | 6 |
-3.23% | Jul 2015 | Sep 2015 | 2 |
-1.42% | Jan 2018 | Apr 2018 | 3 |
-1.19% | May 2016 | Jun 2016 | 1 |
-0.59% | Apr 2017 | May 2017 | 1 |
-0.43% | Sep 2017 | Oct 2017 | 1 |
-0.37% | Nov 2020 | Dec 2020 | 1 |
-0.23% | Sep 2016 | Oct 2016 | 1 |
-0.08% | Mar 2016 | Apr 2016 | 1 |