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-1.15%
This Month
+15.22%
Year To Date
+53.57%
2 Years
-37.89%
5 Years
-81.56%
10 Years
-19.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.82%
- 🍞 Consumer Non Durables17.47%
- 💻 Electronic Technology16.28%
- 🏥 Health Services9.96%
- 🧬 Health Technology7.82%
- 💵 Cash6.28%
- 🚗 Consumer Durables3.09%
- 🖥️ Technology Services2.6%
- 💇♀️ Consumer Services2.25%
- 💹 Forex2.18%
- 💼 Commercial Services1.26%
- 🛍️ Retail Trade0.34%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.82%
- 🇺🇸 Nasdaq27.6%
- 🇺🇸 NYSE20.38%
- 🇮🇹 Borsa Italiana5.14%
- 🇩🇰 Copenhagen Stock Exchange4.53%
- 🇫🇷 Euronext Paris3.42%
- 🌍 FX2.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.69%
- 🇮🇹 Italy8.23%
- 🇫🇷 France5.54%
- 🇩🇰 Denmark4.53%
- 🇳🇱 Netherlands4.28%
- 🇨🇳 China1.71%
- 🇮🇱 Israel1.26%
- 🇨🇦 Canada0.83%
Dividends
Dividend Yield
1.09%
17 out of 29 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (7.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.22% | 2.73% | $7.74 |
 FDJU.PA | 0.17% | 7.35% | $1.78 |
 NOVO-B.CO | 0.15% | 3.33% | $9.4 |
 NKE | 0.1% | 2.16% | $1.45 |
 PEP | 0.09% | 3.79% | $5.15 |
 SNY | 0.07% | 3.44% | $1.48 |
 LMT | 0.07% | 2.85% | $12.45 |
 MONC.MI | 0.04% | 2.77% | $1.15 |
 ELV | 0.04% | 2.16% | $6.22 |
 CPR.MI | 0.04% | 1.06% | $0.07 |
 ASML | 0.03% | 0.78% | $5.57 |
 RACE | 0.02% | 0.72% | $2.64 |
 EL.PA | 0.02% | 1.52% | $3.95 |
 AAPL | 0.02% | 0.43% | $0.97 |
 INTC | 0.01% | 0.51% | $0.5 |
 BABA | 0% | 0.76% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-21.61
-21.61
-22
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-21.61
-21.61
-22
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.14
High:
RACE
50.38RACELow:
DOYU
-8.35DOYUDetails
PEG Ratio
2,714.14
High:
AAPL
24,772.26AAPLLow:
CDLX
-5.11CDLXDetails
Price/Book
17
High:AAPL
54.09AAPLLow:CDLX
0.84CDLXDetails
Price/Sales
5.43
High:
NVDA
24.8NVDALow:CDLX
0.18CDLXDetails
Price/CF
30.02
High:NVDA
55.25NVDALow:
MOMO
5.32MOMODetails
Price/FCF
44.16
High:
PEP
5,253.35PEPLow:
CROX
7.35CROXDetails
P/E Ratio
35.14
High:RACE
50.38RACELow:DOYU
-8.35DOYUDetails
PEG Ratio
2,714.14
High:AAPL
24,772.26AAPLLow:CDLX
-5.11CDLXDetails
Price/Book
17
High:AAPL
54.09AAPLLow:CDLX
0.84CDLXDetails
Price/Sales
5.43
High:NVDA
24.8NVDALow:CDLX
0.18CDLXDetails
Price/CF
30.02
High:NVDA
55.25NVDALow:MOMO
5.32MOMODetails
Price/FCF
44.16
High:PEP
5,253.35PEPLow:CROX
7.35CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.22% | Feb 2018 | - | 92 |