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+10.87%
This Month
+15.61%
Year To Date
+37.21%
2 Years
-4.57%
5 Years
+28.35%
10 Years
+5.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.84%
- 🖥️ Technology Services23.92%
- 💻 Electronic Technology16.68%
- 🛍️ Retail Trade2.61%
- 🍞 Consumer Non Durables1.86%
- 💇♀️ Consumer Services1.67%
- 📈 Indexes0.96%
- 🧬 Health Technology0.96%
- 💹 Forex0.94%
- 🌾 Commodities0.86%
- 💼 Commercial Services0.81%
- 🚗 Consumer Durables0.56%
- 👥 Copy Trading0.47%
- ❓ Other0.37%
- 🚚 Transportation0.35%
- 🛠️ Producer Manufacturing0.19%
- 💵 Cash0.18%
- 💰 Finance0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.44%
- 🌍 Digital Currency26%
- 🇺🇸 NYSE6.33%
- 🇬🇧 LSE5.65%
- 🌍 CFD0.96%
- 🇩🇰 Copenhagen Stock Exchange0.94%
- 🌍 FX0.94%
- 🌍 Commodity0.86%
- 🇩🇪 FRA0.62%
- 🇺🇸 OTC Markets Stock Exchange0.31%
- 🇫🇷 Euronext Paris0.1%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇩🇪 Xetra ETFs0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🇳🇴 Oslo Stock Exchange0%
- 🇸🇪 Stockholm Stock Exchange0%
- Regular Trading Hours - RTH0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.21%
- 🇬🇧 United Kingdom5.65%
- 🇨🇳 China1.21%
- 🇩🇰 Denmark0.94%
- 🇩🇪 Germany0.63%
- 🇮🇱 Israel0.6%
- 🇨🇦 Canada0.36%
- 🇯🇵 Japan0.31%
- 🇫🇷 France0.1%
- 🇮🇹 Italy0.01%
- 🇭🇰 Hong Kong0.01%
- 🇨🇭 Switzerland0.01%
- 🇳🇴 Norway0%
- 🇸🇪 Sweden0%
Dividends
Dividend Yield
0.37%
23 out of 55 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.1% | 0.92% | $3 |
 NKE | 0.06% | 3.79% | $1.45 |
 RR.L | 0.04% | 0.69% | - |
 NOVO-B.CO | 0.03% | 3.61% | $9.4 |
 DIS | 0.03% | 1.56% | $0.75 |
 META | 0.02% | 0.33% | $1 |
 ORCL | 0.01% | 1.57% | $1.6 |
 NVDA | 0.01% | 0.14% | $0.02 |
 SAP.DE | 0.01% | 1.84% | $2.2 |
 BABA | 0.01% | 0.87% | $0.98 |
 NTDOY | 0.01% | 3.01% | $0.24 |
 OliviGauth | 0.01% | 1.76% | - |
 AVGO | 0.01% | 0.66% | $19.7 |
 PYPL | 0.01% | 0.75% | - |
 IBM | 0% | 3.19% | $6.65 |
 EZJ.L | 0% | 1.99% | $0.05 |
 CRM | 0% | 1.01% | $0.4 |
 CARR | 0% | 1.43% | $0.76 |
 IAG.L | 0% | 1.56% | - |
 BLK | 0% | 2.12% | $20.2 |
 GOOG | 0% | 0.24% | $0.2 |
 NKE.RTH | 0% | 3.08% | $1.33 |
 FRCB | 0% | 360000% | $1.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
9.38
9.38
-2
0
2
10
10
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
9.38
9.38
-2
0
2
10
10
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.69
High:
TSLA
372.52TSLALow:
NIO
-8.7NIODetails
PEG Ratio
102.26
High:
SMCI
768.91SMCILow:
RIVN
-27.75RIVNDetails
Price/Book
10.92
High:RR.L
44.55RR.LLow:
SUNWQ
-SUNWQDetails
Price/Sales
10.94
High:
SPCE
155.93SPCELow:SUNWQ
-SUNWQDetails
Price/CF
22.6
High:
MSTR
7,511.07MSTRLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
47.78
High:BABA
1,196.17BABALow:EZJ.L
7.85EZJ.LDetails
P/E Ratio
27.69
High:TSLA
372.52TSLALow:NIO
-8.7NIODetails
PEG Ratio
102.26
High:SMCI
768.91SMCILow:RIVN
-27.75RIVNDetails
Price/Book
10.92
High:RR.L
44.55RR.LLow:SUNWQ
-SUNWQDetails
Price/Sales
10.94
High:SPCE
155.93SPCELow:SUNWQ
-SUNWQDetails
Price/CF
22.6
High:MSTR
7,511.07MSTRLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
47.78
High:BABA
1,196.17BABALow:EZJ.L
7.85EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.6% | Apr 2022 | - | 52 |
-6.99% | Nov 2021 | Dec 2021 | 1 |
-0.91% | Jul 2021 | Aug 2021 | 1 |
-0.3% | Sep 2021 | Oct 2021 | 1 |