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+0.27%
Today
-1.98%
This Month
+0.51%
Year To Date
+3.63%
2 Years
-34.37%
5 Years
-3.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs77.3%
- šŖ Cryptocurrencies11.75%
- šµ Cash2.5%
- š Consumer Durables2.42%
- š„ļø Technology Services2.12%
- šāāļø Consumer Services1.23%
- š Transportation0.86%
- šļø Retail Trade0.71%
- š§¬ Health Technology0.62%
- š Consumer Non Durables0.28%
- āļø Energy Minerals0.05%
Exchanges Breakdown
- Exchange
- Total
- šŗšø NYSE42.1%
- š¬š§ LSE17.27%
- šŗšø Nasdaq13.82%
- š Digital Currency11.75%
- šŗšø Chicago Board Options Exchange6.17%
- š©šŖ Xetra ETFs5.35%
- š®š¹ Borsa Italiana0.87%
Countries Breakdown
- Country
- Total
- šŗšø United States7.29%
- š³š± Netherlands0.87%
- šØš³ China0.08%
- š·šŗ Russia0.05%
Dividends
Dividend Yield
1.78%
19 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAPD.L | 0.46% | 9.65% | - |
 SCHD | 0.17% | 3.72% | - |
 HDV | 0.15% | 3.37% | - |
 UDVD.L | 0.12% | 2.09% | - |
 IEMG | 0.12% | 3.1% | - |
 ICLN | 0.1% | 1.84% | - |
 URA | 0.1% | 3.36% | - |
 IAEX.L | 0.08% | 2% | - |
 IPAC | 0.08% | 3.36% | - |
 STLAM.MI | 0.07% | 8.22% | $1.55 |
 VXUS | 0.07% | 3.15% | - |
 VERX.DE | 0.06% | 1.21% | - |
 IEFA | 0.06% | 3.23% | - |
 VOO | 0.05% | 1.36% | - |
 EWJ | 0.04% | 2.29% | - |
 OGZDL.L | 0.03% | 67.74% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 NKE | 0.01% | 2.76% | $1.45 |
 LKOD.L | 0% | 76.06% | - |
Performance Metrics
Score 2.5/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-10.21
-10.21
-11
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-10.21
-10.21
-11
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.96
High:
TSLA
118.42TSLALow:
RIVN
-2.46RIVNDetails
PEG Ratio
63.67
High:
ISRG
271.16ISRGLow:
NIO
-17.71NIODetails
Price/Book
5.94
High:TSLA
10.65TSLALow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
4.38
High:ISRG
21.03ISRGLow:
NKLAQ
0.08NKLAQDetails
Price/CF
21.92
High:TSLA
95.18TSLALow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
45.15
High:TSLA
396.62TSLALow:
STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
23.96
High:TSLA
118.42TSLALow:RIVN
-2.46RIVNDetails
PEG Ratio
63.67
High:ISRG
271.16ISRGLow:NIO
-17.71NIODetails
Price/Book
5.94
High:TSLA
10.65TSLALow:LKOD.L
0.01LKOD.LDetails
Price/Sales
4.38
High:ISRG
21.03ISRGLow:NKLAQ
0.08NKLAQDetails
Price/CF
21.92
High:TSLA
95.18TSLALow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
45.15
High:TSLA
396.62TSLALow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.75% | Jan 2018 | - | 88 |
-14.78% | Dec 2015 | Apr 2016 | 4 |
-7.55% | Feb 2015 | Oct 2015 | 8 |
-5.71% | Aug 2017 | Dec 2017 | 4 |
-4.47% | Jun 2016 | Jul 2016 | 1 |
-1.97% | Mar 2017 | Apr 2017 | 1 |
-1.38% | May 2017 | Jun 2017 | 1 |
-0.67% | Aug 2016 | Oct 2016 | 2 |