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-0.04%
Today
+4.35%
This Month
+9.7%
Year To Date
+34.73%
2 Years
+139.51%
5 Years
-41.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.8%
- 💵 Cash38.38%
- 📊 ETFs11.72%
- 💹 Forex4.4%
- 💰 Finance4.03%
- 📈 Indexes3.41%
- 🛠️ Producer Manufacturing2.68%
- 💻 Electronic Technology1.78%
- 🧬 Health Technology1.48%
- 🏭 Industrial Services1.35%
- 🍞 Consumer Non Durables1.14%
- 🖥️ Technology Services1.1%
- 🏥 Health Services0.88%
- 🛍️ Retail Trade0.62%
- ⚡ Utilities0.61%
- 🚗 Consumer Durables0.48%
- 🧪 Process Industries0.46%
- 💼 Commercial Services0.38%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.8%
- 🇺🇸 NYSE14.57%
- 🇺🇸 Nasdaq5.55%
- 🌍 FX4.4%
- 🇮🇹 Borsa Italiana3.76%
- 🌍 CFD3.41%
- 🇬🇧 LSE2.11%
- 🇺🇸 Chicago Board Options Exchange1.76%
- 🇭🇰 Hong Kong Exchanges0.66%
- 🇳🇱 Euronext Amsterdam0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.51%
- 🇮🇹 Italy3.76%
- 🇯🇵 Japan1.09%
- 🇨🇳 China0.66%
- 🇨🇭 Switzerland0.46%
- 🇳🇱 Netherlands0.29%
- 🇮🇱 Israel0.2%
Dividends
Dividend Yield
0.3%
21 out of 60 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SPM.MI (7.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPM.MI | 0.07% | 7.05% | - |
 ISP.MI | 0.04% | 6.92% | $0.3 |
 EWJ | 0.03% | 2.12% | - |
 AMCR | 0.02% | 5.4% | $0.5 |
 AGN.NV | 0.02% | 5.66% | $0.3 |
 SMFG | 0.01% | 2.25% | $0.29 |
 MUFG | 0.01% | 2.61% | $0.23 |
 CPR.MI | 0.01% | 1.04% | $0.07 |
 NEE | 0.01% | 2.84% | $1.97 |
 LHX | 0.01% | 1.81% | $4.6 |
 PAYX | 0.01% | 2.89% | $3.65 |
 CAT | 0.01% | 1.39% | $5.31 |
 DUK | 0.01% | 3.51% | $4.1 |
 01211.HK | 0.01% | 1.14% | $3.41 |
 IP.MI | 0.01% | 0.95% | $0.32 |
 MMM | 0.01% | 1.88% | $5.21 |
 PRY.MI | 0.01% | 1.24% | $0.7 |
 RSG | 0% | 0.97% | $2.14 |
 LLY | 0% | 0.76% | $4.86 |
 DRS | 0% | 0.38% | - |
 AAPL | 0% | 0.48% | $0.97 |
Next Dividends
Performance Metrics
Score 2.3/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-27.22
-27.22
-28
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-27.22
-27.22
-28
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.32
High:
TSLA
181.29TSLALow:
INVA
-19.65INVADetails
PEG Ratio
89.49
High:
CORT
522.27CORTLow:
BNGO
-0.07BNGODetails
Price/Book
4.11
High:
AAPL
47.23AAPLLow:
DVA
-40.84DVADetails
Price/Sales
4.01
High:
HOOD
30.44HOODLow:BNGO
0.32BNGODetails
Price/CF
24.28
High:HOOD
92.21HOODLow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
57.06
High:
NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
24.32
High:TSLA
181.29TSLALow:INVA
-19.65INVADetails
PEG Ratio
89.49
High:CORT
522.27CORTLow:BNGO
-0.07BNGODetails
Price/Book
4.11
High:AAPL
47.23AAPLLow:DVA
-40.84DVADetails
Price/Sales
4.01
High:HOOD
30.44HOODLow:BNGO
0.32BNGODetails
Price/CF
24.28
High:HOOD
92.21HOODLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
57.06
High:NEE
2,356.18NEELow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.87% | Jun 2014 | - | 134 |