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-1.92%
This Month
-23.27%
Year To Date
+20%
2 Years
-17.11%
5 Years
-17.11%
10 Years
-4.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.67%
- 🖥️ Technology Services9.88%
- 💻 Electronic Technology4.24%
- 🍞 Consumer Non Durables3.46%
- 💰 Finance3.06%
- 💼 Commercial Services2.33%
- 📊 ETFs2.29%
- 📈 Indexes2.23%
- 🧬 Health Technology2.07%
- 🛍️ Retail Trade1.82%
- 🚗 Consumer Durables1.6%
- 🏥 Health Services1.21%
- 💇♀️ Consumer Services1.07%
- 💵 Cash0.67%
- 🚚 Transportation0.62%
- ⚡ Utilities0.29%
- 🪨 Non Energy Minerals0.25%
- 🧪 Process Industries0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.67%
- 🇺🇸 Nasdaq19.55%
- 🇺🇸 NYSE12.26%
- 🌍 CFD2.23%
- 🇩🇪 FRA1.39%
- 🇬🇧 LSE0.63%
- 🇭🇰 Hong Kong Exchanges0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.22%
- 🇨🇳 China2.21%
- 🇱🇺 Luxembourg1.34%
- 🇩🇪 Germany1.11%
- 🇨🇦 Canada0.21%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.31%
19 out of 80 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MO (7.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.05% | 2.93% | $6.06 |
 MO | 0.04% | 7.02% | $3.92 |
 KO | 0.03% | 2.89% | $1.89 |
 NKE | 0.03% | 2.37% | $1.45 |
 MCD | 0.02% | 2.26% | $6.53 |
 MSFT | 0.02% | 0.74% | $3 |
 LHA.DE | 0.02% | 3.53% | $0.3 |
 AAPL | 0.02% | 0.38% | $0.97 |
 UNH | 0.01% | 2.56% | $7.74 |
 EOAN.DE | 0.01% | 3.58% | $0.53 |
 GIS | 0.01% | 5.2% | $2.36 |
 TME | 0.01% | 0.97% | $0.12 |
 GOOG | 0.01% | 0.27% | $0.2 |
 PYPL | 0% | 0.23% | - |
 0700.HK | 0% | 0.75% | $3.4 |
 V | 0% | 0.71% | $2.01 |
 BABA | 0% | 0.68% | $0.98 |
 META | 0% | 0.32% | $1 |
 ADS.DE | 0% | 1.2% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-12.27
-12.27
-13
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-12.27
-12.27
-13
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-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
35.82
High:
PLTR
429.3PLTRLow:
03690.HK
-266.9303690.HKDetails
PEG Ratio
178.78
High:
V
1,245.39VLow:
SNAP
-50.42SNAPDetails
Price/Book
13.52
High:
OCGN
120.25OCGNLow:
ABBV
-149.39ABBVDetails
Price/Sales
8.5
High:
UEC
121.52UECLow:
JAGX
0.17JAGXDetails
Price/CF
26.81
High:PLTR
258.05PLTRLow:
LHA.DE
2.14LHA.DEDetails
Price/FCF
56.94
High:
OPK
507.21OPKLow:
TDOC
4.96TDOCDetails
P/E Ratio
35.82
High:PLTR
429.3PLTRLow:03690.HK
-266.9303690.HKDetails
PEG Ratio
178.78
High:V
1,245.39VLow:SNAP
-50.42SNAPDetails
Price/Book
13.52
High:OCGN
120.25OCGNLow:ABBV
-149.39ABBVDetails
Price/Sales
8.5
High:UEC
121.52UECLow:JAGX
0.17JAGXDetails
Price/CF
26.81
High:PLTR
258.05PLTRLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
56.94
High:OPK
507.21OPKLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.13% | Nov 2021 | - | 50 |
-7.83% | Aug 2021 | Oct 2021 | 2 |