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-2.6%
Today
-0.41%
This Month
+1.42%
Year To Date
-14.06%
2 Years
+21.96%
5 Years
+7.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.51%
- 🪙 Cryptocurrencies25.87%
- 💻 Electronic Technology21.85%
- 🛠️ Producer Manufacturing6.87%
- 🛍️ Retail Trade6.17%
- 🧬 Health Technology4.76%
- 💼 Commercial Services3.95%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.4%
- 🌍 Digital Currency25.87%
- 🇦🇺 Sydney14.49%
- 🇺🇸 NYSE8.05%
- 🇭🇰 Hong Kong Exchanges5.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.12%
- 🇦🇺 Australia14.49%
- 🇨🇳 China7.22%
- 🇮🇪 Ireland2.1%
- 🇸🇬 Singapore1.2%
Dividends
Dividend Yield
0.37%
14 out of 35 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $APE.ASX (4.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 APE.ASX | 0.08% | 4.13% | $0.74 |
 01211.HK | 0.05% | 1.05% | $3.41 |
 CTD.ASX | 0.04% | 1.6% | $0.39 |
 VIPS | 0.03% | 3.17% | $0.41 |
 INTC | 0.03% | 2.48% | $0.5 |
 JD.US | 0.03% | 2.95% | $0.74 |
 JOYY | 0.02% | 1.93% | $0.71 |
 TNE.ASX | 0.02% | 0.57% | $0.17 |
 ORCL | 0.01% | 1% | $1.6 |
 AVGO | 0.01% | 0.85% | $19.7 |
 A | 0.01% | 0.86% | $0.93 |
 META | 0.01% | 0.3% | $1 |
 WTC.ASX | 0.01% | 0.19% | $0.16 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 3.5/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.59
High:
PLTR
567.73PLTRLow:
SYM
-433.24SYMDetails
PEG Ratio
125.86
High:PLTR
688.13PLTRLow:SYM
-614.94SYMDetails
Price/Book
19.62
High:PLTR
56.56PLTRLow:
JOYY
0.37JOYYDetails
Price/Sales
12.94
High:
BRN.ASX
750.25BRN.ASXLow:
JD.US
0.3JD.USDetails
Price/CF
28.51
High:
TTWO
18,296.3TTWOLow:SYM
5.1SYMDetails
Price/FCF
41.58
High:
ORCL
348.36ORCLLow:
NTGR
5.42NTGRDetails
P/E Ratio
45.59
High:PLTR
567.73PLTRLow:SYM
-433.24SYMDetails
PEG Ratio
125.86
High:PLTR
688.13PLTRLow:SYM
-614.94SYMDetails
Price/Book
19.62
High:PLTR
56.56PLTRLow:JOYY
0.37JOYYDetails
Price/Sales
12.94
High:BRN.ASX
750.25BRN.ASXLow:JD.US
0.3JD.USDetails
Price/CF
28.51
High:TTWO
18,296.3TTWOLow:SYM
5.1SYMDetails
Price/FCF
41.58
High:ORCL
348.36ORCLLow:NTGR
5.42NTGRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.19% | Dec 2021 | - | 43 |
-10.83% | May 2021 | Oct 2021 | 5 |
-5.12% | Sep 2020 | Nov 2020 | 2 |
-4.46% | Mar 2021 | Apr 2021 | 1 |