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-0.27%
This Month
-1.56%
Year To Date
-8.19%
2 Years
-28.39%
5 Years
-38.91%
10 Years
-5.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.05%
- 🚗 Consumer Durables6.57%
- 🍞 Consumer Non Durables4.83%
- 🖥️ Technology Services4.03%
- 📊 ETFs2.78%
- 🪙 Cryptocurrencies2.62%
- 💰 Finance2.51%
- 💇♀️ Consumer Services2.02%
- 🧪 Process Industries1.23%
- 🛠️ Producer Manufacturing1.1%
- 💼 Commercial Services0.99%
- 💻 Electronic Technology0.84%
- 🧬 Health Technology0.67%
- ⛏️ Energy Minerals0.23%
- 🛍️ Retail Trade0.13%
- 🪨 Non Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq13.17%
- 🇺🇸 NYSE9.4%
- 🌍 Digital Currency2.62%
- 🇫🇮 Helsinki Stock Exchange1.21%
- 🇩🇪 FRA1.12%
- 🇫🇷 Euronext Paris1.1%
- 🇸🇪 Stockholm Stock Exchange1.09%
- 🇭🇰 Hong Kong Exchanges0.61%
- 🇬🇧 LSE0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.26%
- 🇫🇮 Finland1.21%
- 🇩🇪 Germany1.12%
- 🇫🇷 France1.1%
- 🇸🇪 Sweden1.09%
- 🇭🇰 Hong Kong0.61%
- 🇬🇧 United Kingdom0.51%
- 🇷🇺 Russia0.25%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.93%
27 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HOG | 0.1% | 3.74% | $0.68 |
 KHC | 0.1% | 6.66% | $1.6 |
 OGZDL.L | 0.1% | 67.74% | - |
 WHR | 0.07% | 7.42% | $7 |
 MNODL.L | 0.07% | 473.72% | - |
 SVSTL.L | 0.06% | 2546.05% | - |
 CMCSA | 0.05% | 4.14% | $1.2 |
 NKE | 0.04% | 2.75% | $1.45 |
 FR.PA | 0.04% | 3.74% | $0.4 |
 HUSQB.ST | 0.03% | 3.02% | $3 |
 METSB.HE | 0.03% | 2.37% | $0.25 |
 MAN | 0.03% | 5.15% | $3.01 |
 0992.HK | 0.03% | 4.22% | $0.38 |
 DEO | 0.03% | 4.95% | $3.99 |
 SWK | 0.02% | 4.17% | $3.24 |
 VOW3.DE | 0.02% | 6.71% | $9.06 |
 MDLZ | 0.02% | 3.38% | $1.7 |
 BMW.DE | 0.02% | 5.16% | $6 |
 NVTKL.L | 0.01% | 109.46% | - |
 DIS | 0.01% | 1.46% | $0.75 |
 LKOD.L | 0.01% | 76.06% | - |
 LEG | 0.01% | 1.78% | $1.43 |
 PEP | 0.01% | 3.49% | $5.15 |
 PUM.DE | 0.01% | 2.65% | $0.82 |
 ORCL | 0.01% | 1.31% | $1.6 |
 PYPL | 0% | 0.6% | - |
 BAYN.DE | 0% | 0.3% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-6.46
-6.46
-7
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.56
-0.56
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-6.46
-6.46
-7
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.56
-0.56
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.07
High:
COIN
47.6COINLow:
INTC
-556.53INTCDetails
PEG Ratio
8.58
High:ORCL
96.9ORCLLow:INTC
-566.72INTCDetails
Price/Book
2.06
High:ORCL
14.62ORCLLow:
ETSY
-4.92ETSYDetails
Price/Sales
1.54
High:
MRNA
11.66MRNALow:MAN
0.07MANDetails
Price/CF
10.27
High:MAN
68.44MANLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
25.19
High:PEP
5,797.72PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
20.07
High:COIN
47.6COINLow:INTC
-556.53INTCDetails
PEG Ratio
8.58
High:ORCL
96.9ORCLLow:INTC
-566.72INTCDetails
Price/Book
2.06
High:ORCL
14.62ORCLLow:ETSY
-4.92ETSYDetails
Price/Sales
1.54
High:MRNA
11.66MRNALow:MAN
0.07MANDetails
Price/CF
10.27
High:MAN
68.44MANLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
25.19
High:PEP
5,797.72PEPLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.98% | Jan 2018 | - | 99 |
-1.71% | Sep 2017 | Oct 2017 | 1 |