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+0.86%
This Month
+0.86%
Year To Date
+56.43%
2 Years
-7.98%
5 Years
-9.87%
10 Years
-2.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.49%
- 📊 ETFs31.53%
- 🪙 Cryptocurrencies13.81%
- 🖥️ Technology Services4.55%
- 🧬 Health Technology2.65%
- 🛍️ Retail Trade2.2%
- 🚗 Consumer Durables0.91%
- 💇♀️ Consumer Services0.69%
- 📈 Indexes0.68%
- 🪨 Non Energy Minerals0.65%
- 💰 Finance0.59%
- 🍞 Consumer Non Durables0.39%
- 💼 Commercial Services0.34%
- 🧩 Miscellaneous0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE20.09%
- 🌍 Digital Currency13.81%
- 🇺🇸 NYSE11.98%
- 🇺🇸 Nasdaq7.55%
- 🇺🇸 Chicago Board Options Exchange2.82%
- 🇩🇰 Copenhagen Stock Exchange1.55%
- 🇳🇱 Euronext Amsterdam0.7%
- 🌍 CFD0.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.08%
- 🇨🇳 China2.31%
- 🇩🇰 Denmark1.55%
- 🇱🇺 Luxembourg1.23%
- 🇧🇪 Belgium0.7%
- 🇬🇧 United Kingdom0.69%
- 🇮🇱 Israel0.52%
- 🇸🇪 Sweden0.44%
- 🇨🇦 Canada0.4%
- 🇨🇭 Switzerland0.25%
Dividends
Dividend Yield
0.14%
11 out of 65 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-13.3
-13.3
-14
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-13.3
-13.3
-14
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-1
-1
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.81
High:
SPOT
66.37SPOTLow:
PTON
-21.37PTONDetails
PEG Ratio
88.36
High:
META
433.38METALow:
NIO
-124.22NIODetails
Price/Book
7.11
High:NIO
19.85NIOLow:
SBUX
-13.15SBUXDetails
Price/Sales
5.79
High:
III
17.5IIILow:
LAC
-LACDetails
Price/CF
21.38
High:III
96.48IIILow:
ASC.L
2.64ASC.LDetails
Price/FCF
61.24
High:SBUX
1,256.06SBUXLow:ASC.L
2.81ASC.LDetails
P/E Ratio
28.81
High:SPOT
66.37SPOTLow:PTON
-21.37PTONDetails
PEG Ratio
88.36
High:META
433.38METALow:NIO
-124.22NIODetails
Price/Book
7.11
High:NIO
19.85NIOLow:SBUX
-13.15SBUXDetails
Price/Sales
5.79
High:III
17.5IIILow:LAC
-LACDetails
Price/CF
21.38
High:III
96.48IIILow:ASC.L
2.64ASC.LDetails
Price/FCF
61.24
High:SBUX
1,256.06SBUXLow:ASC.L
2.81ASC.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.21% | Feb 2021 | - | 60 |