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-4.13%
Today
+14.14%
This Month
-6.03%
Year To Date
+82.52%
2 Years
+1.51%
5 Years
+0.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies68.3%
- 🖥️ Technology Services7.8%
- 💼 Commercial Services4%
- 💰 Finance3.47%
- 💻 Electronic Technology3.37%
- 🍞 Consumer Non Durables2.85%
- 📊 ETFs2.44%
- 📈 Indexes1.68%
- 🛍️ Retail Trade1.44%
- 🧬 Health Technology1.44%
- 🚗 Consumer Durables0.94%
- 💇♀️ Consumer Services0.83%
- 💵 Cash0.82%
- 🏥 Health Services0.61%
- 🚚 Transportation0.47%
- ⚡ Utilities0.25%
- 🧪 Process Industries0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency68.3%
- 🇺🇸 Nasdaq17.09%
- 🇺🇸 NYSE10.85%
- 🌍 CFD1.68%
- 🇩🇪 FRA1.18%
- 🇬🇧 LSE0.48%
- 🇭🇰 Hong Kong Exchanges0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.14%
- 🇨🇳 China1.98%
- 🇨🇦 Canada1.58%
- 🇱🇺 Luxembourg1.26%
- 🇩🇪 Germany0.91%
- 🇹🇼 Taiwan0.69%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.27%
23 out of 82 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MO (6.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.04% | 3.4% | $6.06 |
 MO | 0.03% | 6.83% | $3.92 |
 KO | 0.03% | 2.91% | $1.89 |
 NKE | 0.03% | 2.05% | $1.45 |
 MCD | 0.02% | 2.34% | $6.53 |
 MSFT | 0.02% | 0.66% | $3 |
 LHA.DE | 0.02% | 3.93% | $0.3 |
 AAPL | 0.01% | 0.47% | $0.97 |
 AOR | 0.01% | 2.52% | - |
 EOAN.DE | 0.01% | 3.45% | $0.53 |
 AOA | 0.01% | 2.13% | - |
 TME | 0.01% | 0.81% | $0.12 |
 TSM | 0.01% | 0.95% | $1.74 |
 XLV | 0.01% | 1.76% | - |
 SPY | 0.01% | 1.21% | - |
 VTV | 0% | 2.19% | - |
 GOOG | 0% | 0.42% | $0.2 |
 0700.HK | 0% | 0.82% | $3.4 |
 V | 0% | 0.64% | $2.01 |
 VTI | 0% | 1.29% | - |
 ADS.DE | 0% | 1% | $0.7 |
 BABA | 0% | 0.84% | $0.98 |
 META | 0% | 0.29% | $1 |
Performance Metrics
Score 2.4/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-7.66
-7.66
-8
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-7.66
-7.66
-8
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.87
High:
PLTR
650.96PLTRLow:
SNAP
-32.31SNAPDetails
PEG Ratio
332.02
High:
COIN
1,488.21COINLow:SNAP
-53.94SNAPDetails
Price/Book
12.73
High:
ABBV
232.74ABBVLow:
MCD
-61.93MCDDetails
Price/Sales
8.24
High:PLTR
122.17PLTRLow:
JAGX
0.13JAGXDetails
Price/CF
22.2
High:
KO
233.26KOLow:
LHA.DE
1.9LHA.DEDetails
Price/FCF
48.05
High:
OPK
507.21OPKLow:
TDOC
4.81TDOCDetails
P/E Ratio
34.87
High:PLTR
650.96PLTRLow:SNAP
-32.31SNAPDetails
PEG Ratio
332.02
High:COIN
1,488.21COINLow:SNAP
-53.94SNAPDetails
Price/Book
12.73
High:ABBV
232.74ABBVLow:MCD
-61.93MCDDetails
Price/Sales
8.24
High:PLTR
122.17PLTRLow:JAGX
0.13JAGXDetails
Price/CF
22.2
High:KO
233.26KOLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
48.05
High:OPK
507.21OPKLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.13% | Nov 2021 | - | 45 |
-7.83% | Aug 2021 | Oct 2021 | 2 |