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-2.34%
This Month
-8.28%
Year To Date
-11.7%
2 Years
-47.55%
5 Years
-41.75%
10 Years
-9.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.26%
- 🖥️ Technology Services17.92%
- 🚗 Consumer Durables11.65%
- 💇♀️ Consumer Services5.2%
- 💻 Electronic Technology5.1%
- 🛍️ Retail Trade4.87%
- 🍞 Consumer Non Durables4.51%
- 🚚 Transportation3.84%
- 💰 Finance3.71%
- 💵 Cash2.95%
- 📡 Communications2.69%
- ⛏️ Energy Minerals2.39%
- 🧪 Process Industries1.65%
- 📊 ETFs1.6%
- 💼 Commercial Services1.53%
- 🪨 Non Energy Minerals1.18%
- 🧬 Health Technology0.98%
- 🛠️ Producer Manufacturing0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.98%
- 🌍 Digital Currency25.26%
- 🇺🇸 NYSE18.92%
- 🇬🇧 LSE12.55%
- 🇭🇰 Hong Kong Exchanges6.6%
- 🇫🇮 Helsinki Stock Exchange1.4%
- 🇩🇪 FRA1.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.45%
- 🇬🇧 United Kingdom11.34%
- 🇨🇳 China6.3%
- 🇨🇦 Canada5.29%
- 🇩🇪 Germany2.83%
- 🇭🇰 Hong Kong2.76%
- 🇫🇮 Finland1.4%
- 🇮🇪 Ireland1.2%
- 🇱🇺 Luxembourg0.87%
- 🇯🇵 Japan0.51%
- 🇮🇱 Israel0.14%
- 🇸🇬 Singapore0.06%
Dividends
Dividend Yield
0.99%
31 out of 81 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0941.HK | 0.12% | 6.68% | $4.83 |
 WTB.L | 0.09% | 3.8% | $0.97 |
 QSR | 0.06% | 3.52% | $2.26 |
 TAP | 0.06% | 4.06% | $1.7 |
 GRG.L | 0.06% | 4.19% | $0.6 |
 IAG.L | 0.05% | 1.82% | - |
 288.HK | 0.05% | 6.28% | $0.3 |
 LGEN.L | 0.04% | 8.2% | $0.2 |
 VOW3.DE | 0.04% | 6.71% | $9.06 |
 SHEL.L | 0.04% | 3.48% | $0.8 |
 BT.L | 0.04% | 3.93% | $0.08 |
 0386.HK | 0.04% | 4.81% | $0.37 |
 BMW.DE | 0.03% | 5.16% | $6 |
 KR | 0.03% | 2.03% | $1.16 |
 CME | 0.03% | 3.54% | $9.75 |
 NOKIA.HE | 0.03% | 2.03% | $0.13 |
 DGE.L | 0.03% | 4.09% | $0.81 |
 EXPN.L | 0.02% | 1.74% | $0.46 |
 CPG.L | 0.02% | 2.18% | $0.44 |
 SU | 0.01% | 2.98% | $1.59 |
 0968.HK | 0.01% | 1.51% | $0.23 |
 NEM | 0.01% | 0.85% | $1.3 |
 DAL | 0.01% | 1.13% | $0.3 |
 BABA | 0.01% | 0.79% | $0.98 |
 1585.HK | 0.01% | 1.99% | $0.48 |
 GM | 0.01% | 0.8% | $0.42 |
 CTSH | 0.01% | 1.96% | $1.18 |
 JD.L | 0.01% | 1.29% | $0.01 |
 ORCL | 0.01% | 1.31% | $1.6 |
 NTDOY | 0% | 0.99% | $0.24 |
 9988.HK | 0% | 0.81% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-20.72
-20.72
-21
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-20.72
-20.72
-21
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
62.3
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
87.42
High:SU
3,152.07SULow:INTC
-566.72INTCDetails
Price/Book
5.84
High:
PLTR
49.59PLTRLow:
DBX
-3.54DBXDetails
Price/Sales
4.02
High:PLTR
88.09PLTRLow:
SUNWQ
-SUNWQDetails
Price/CF
27.53
High:PLTR
214.31PLTRLow:
1958.HK
0.751958.HKDetails
Price/FCF
118.31
High:
CRON
6,729.01CRONLow:1958.HK
1.161958.HKDetails
P/E Ratio
62.3
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
87.42
High:SU
3,152.07SULow:INTC
-566.72INTCDetails
Price/Book
5.84
High:PLTR
49.59PLTRLow:DBX
-3.54DBXDetails
Price/Sales
4.02
High:PLTR
88.09PLTRLow:SUNWQ
-SUNWQDetails
Price/CF
27.53
High:PLTR
214.31PLTRLow:1958.HK
0.751958.HKDetails
Price/FCF
118.31
High:CRON
6,729.01CRONLow:1958.HK
1.161958.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.06% | Jul 2021 | - | 57 |
-1.2% | Mar 2021 | May 2021 | 2 |