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+1.64%
Today
+2.63%
This Month
+9.71%
Year To Date
+63.82%
2 Years
+85.92%
5 Years
+12.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.99%
- 📊 ETFs16.51%
- 🖥️ Technology Services16.12%
- 💻 Electronic Technology10.88%
- 🛍️ Retail Trade8.52%
- 💼 Commercial Services4.32%
- 💵 Cash3.68%
- 💰 Finance1.7%
- 🛠️ Producer Manufacturing1.42%
- 💇♀️ Consumer Services0.86%
- 🍞 Consumer Non Durables0.37%
- 🧬 Health Technology0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.77%
- 🌍 Digital Currency35.99%
- 🇺🇸 NYSE14.18%
- 🇬🇧 LSE2.62%
- 🇩🇪 Xetra ETFs2.48%
- 🇺🇸 Chicago Board Options Exchange0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.66%
- 🇺🇾 Uruguay4.75%
- 🇨🇦 Canada3.29%
- 🇳🇱 Netherlands1.94%
- 🇮🇱 Israel1.04%
- 🇸🇬 Singapore0.78%
- 🇮🇪 Ireland0.46%
- 🇨🇭 Switzerland0.37%
- 🇧🇷 Brazil0.09%
Dividends
Dividend Yield
0.15%
17 out of 61 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EWY (2.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.02% | 1.05% | - |
 ASML | 0.01% | 0.74% | $5.57 |
 VGT | 0.01% | 0.52% | - |
 LRCX | 0.01% | 0.92% | $8 |
 EWY | 0.01% | 2.14% | - |
 QQQ | 0.01% | 0.58% | - |
 AVGO | 0.01% | 0.83% | $19.7 |
 ACN | 0.01% | 2% | $4.99 |
 MSFT | 0.01% | 0.66% | $3 |
 IDEM.L | 0.01% | 1.23% | - |
 GOOG | 0.01% | 0.46% | $0.2 |
 INDA | 0.01% | 0.74% | - |
 CIBR | 0.01% | 0.23% | - |
 CRM | 0.01% | 0.61% | $0.4 |
 INTU | 0% | 0.54% | $3.6 |
 NVDA | 0% | 0.02% | $0.02 |
 PAGS | 0% | 0% | - |
Next Dividends
Performance Metrics
Score 3.8/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.52
High:
PLTR
610.09PLTRLow:
CRWD
-726.65CRWDDetails
PEG Ratio
157.06
High:
ADSK
5,470.61ADSKLow:
LMND
-459.33LMNDDetails
Price/Book
16.52
High:
RBLX
228.92RBLXLow:
WIX
-53.83WIXDetails
Price/Sales
11.16
High:PLTR
114.49PLTRLow:
PAGS
0.84PAGSDetails
Price/CF
27.01
High:PLTR
161.45PLTRLow:
MGNI
5.43MGNIDetails
Price/FCF
43.21
High:
SEDG
476.9SEDGLow:PAGS
4.61PAGSDetails
P/E Ratio
43.52
High:PLTR
610.09PLTRLow:CRWD
-726.65CRWDDetails
PEG Ratio
157.06
High:ADSK
5,470.61ADSKLow:LMND
-459.33LMNDDetails
Price/Book
16.52
High:RBLX
228.92RBLXLow:WIX
-53.83WIXDetails
Price/Sales
11.16
High:PLTR
114.49PLTRLow:PAGS
0.84PAGSDetails
Price/CF
27.01
High:PLTR
161.45PLTRLow:MGNI
5.43MGNIDetails
Price/FCF
43.21
High:SEDG
476.9SEDGLow:PAGS
4.61PAGSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.48% | Nov 2021 | - | 45 |
-26.24% | Feb 2020 | Aug 2020 | 6 |
-11.35% | May 2021 | Oct 2021 | 5 |
-2.58% | Sep 2020 | Nov 2020 | 2 |