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+8.9%
Today
+37.75%
This Month
+13.84%
Year To Date
+111.4%
2 Years
+593.75%
5 Years
+44.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies93.91%
- 💵 Cash10.59%
- 🖥️ Technology Services0.61%
- 💻 Electronic Technology0.48%
- 🛍️ Retail Trade0.42%
- 💰 Finance0.38%
- 🛠️ Producer Manufacturing0.37%
- 🧪 Process Industries0.13%
- ⚡ Utilities0.06%
- 🚗 Consumer Durables0.06%
- 🏥 Health Services0.04%
- 🪨 Non Energy Minerals0.04%
- 📦 Distribution Services0.01%
- 📊 ETFs0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency93.91%
- 🇺🇸 Nasdaq1.47%
- 🇺🇸 NYSE0.78%
- 🇨🇭 SIX0.07%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇫🇷 Euronext Paris0.05%
- 🇮🇹 Borsa Italiana0.05%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇬🇧 LSE0.02%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.78%
- 🇮🇪 Ireland0.15%
- 🇨🇭 Switzerland0.11%
- 🇨🇦 Canada0.11%
- 🇱🇺 Luxembourg0.09%
- 🇨🇳 China0.06%
- 🇺🇾 Uruguay0.06%
- 🇫🇷 France0.05%
- 🇮🇹 Italy0.05%
- 🇩🇰 Denmark0.04%
- 🇪🇸 Spain0.03%
- 🇬🇧 United Kingdom0.03%
- 🇮🇱 Israel0.02%
- 🇩🇪 Germany0.01%
Dividends
Dividend Yield
0.01%
30 out of 69 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (8.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBN.ZU | 0% | 1.9% | $0.87 |
 IBE.MC | 0% | 3.32% | $0.45 |
 MSFT | 0% | 0.66% | $3 |
 ROCKB.CO | 0% | 2.22% | $43 |
 GAW.L | 0% | 3.12% | $5.5 |
 ETN | 0% | 1.07% | $3.6 |
 PRY.MI | 0% | 1.31% | $0.7 |
 GRMN | 0% | 1.64% | $3.71 |
 TT | 0% | 0.84% | $3.27 |
 SU.PA | 0% | 1.74% | $3.5 |
 NEE | 0% | 2.89% | $1.97 |
 SW | 0% | 3.21% | $1.18 |
 01211.HK | 0% | 1.18% | $3.41 |
 SH | 0% | 5.66% | - |
 NEX.PA | 0% | 2.35% | $2.3 |
 0968.HK | 0% | 8.56% | $0.23 |
 UI | 0% | 0.58% | $2.4 |
 GOOG | 0% | 0.44% | $0.2 |
 SIE.DE | 0% | 2.39% | $4.7 |
 VIE.PA | 0% | 4.63% | $1.25 |
 VRSK | 0% | 0.56% | $1.46 |
 V | 0% | 0.66% | $2.01 |
 INTU | 0% | 0.56% | $3.6 |
 CRM | 0% | 0.64% | $0.4 |
 BCC | 0% | 0.98% | $0.8 |
 WAB | 0% | 0.43% | $0.74 |
 ECL | 0% | 0.95% | $2.24 |
 COST | 0% | 0.5% | $19.22 |
 NVDA | 0% | 0.02% | $0.02 |
 SCCO | 0% | -2.74% | $-3.76 |
Next Dividends
Performance Metrics
Score 7/10
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
54.67
54.67
-2
0
2
55
55
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
54.67
54.67
-2
0
2
55
55
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.48
High:
MNDY
288.27MNDYLow:
CRWD
-677.37CRWDDetails
PEG Ratio
322.05
High:
COIN
1,427.73COINLow:
IOT
-302.66IOTDetails
Price/Book
12.08
High:
VRSK
341.52VRSKLow:
CURV
-1.59CURVDetails
Price/Sales
10.37
High:
ARM
39.1ARMLow:CURV
0.27CURVDetails
Price/CF
22.65
High:
TTWO
18,296.3TTWOLow:
VIE.PA
4.47VIE.PADetails
Price/FCF
44.54
High:
NEE
2,356.18NEELow:
SOFI
9.54SOFIDetails
P/E Ratio
39.48
High:MNDY
288.27MNDYLow:CRWD
-677.37CRWDDetails
PEG Ratio
322.05
High:COIN
1,427.73COINLow:IOT
-302.66IOTDetails
Price/Book
12.08
High:VRSK
341.52VRSKLow:CURV
-1.59CURVDetails
Price/Sales
10.37
High:ARM
39.1ARMLow:CURV
0.27CURVDetails
Price/CF
22.65
High:TTWO
18,296.3TTWOLow:VIE.PA
4.47VIE.PADetails
Price/FCF
44.54
High:NEE
2,356.18NEELow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.42% | Jan 2018 | Jan 2021 | 36 |
-72.01% | Dec 2021 | - | 44 |
-33.5% | Nov 2016 | May 2017 | 6 |
-23.15% | May 2021 | Aug 2021 | 3 |
-14.8% | Sep 2017 | Nov 2017 | 2 |
-13.99% | Sep 2021 | Oct 2021 | 1 |
-2.22% | Jul 2017 | Aug 2017 | 1 |