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-3.85%
This Month
-1.03%
Year To Date
+20.13%
2 Years
-52.75%
5 Years
+21.6%
10 Years
+3.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade19.58%
- 💻 Electronic Technology13.57%
- 📊 ETFs12.04%
- 🖥️ Technology Services11.8%
- 💇♀️ Consumer Services11.21%
- 🍞 Consumer Non Durables8%
- 🪙 Cryptocurrencies7.76%
- 🧩 Miscellaneous6.04%
- 🛠️ Producer Manufacturing4.96%
- 🚗 Consumer Durables3.46%
- 🏥 Health Services1.12%
- 🚚 Transportation0.45%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.78%
- 🇺🇸 NYSE19.21%
- 🇬🇧 LSE11.51%
- 🌍 Digital Currency7.76%
- 🇭🇰 Hong Kong Exchanges1.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.78%
- 🇬🇧 United Kingdom6.18%
- 🇰🇷 South Korea4.16%
- 🇯🇵 Japan1.78%
- 🇨🇳 China1.72%
- 🇺🇾 Uruguay0.81%
Dividends
Dividend Yield
0.62%
17 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.13% | 3.49% | $5.15 |
 MCD | 0.1% | 2.2% | $6.53 |
 CMCSA | 0.06% | 4.14% | $1.2 |
 NKE | 0.05% | 2.75% | $1.45 |
 DIS | 0.04% | 1.46% | $0.75 |
 DG.US | 0.04% | 1.57% | $2.36 |
 UNH | 0.03% | 3.04% | $7.74 |
 SMSN.L | 0.03% | 0.66% | $23.68 |
 UPS | 0.03% | 5.95% | $6.5 |
 AMAT | 0.03% | 0.51% | $1.44 |
 SBUX | 0.02% | 2.55% | $2.24 |
 GOOG | 0.02% | 0.28% | $0.2 |
 0700.HK | 0.02% | 0.9% | $3.4 |
 MSFT | 0.01% | 0.86% | $3 |
 MTCH | 0.01% | 2.52% | - |
 SONY | 0.01% | 0.48% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-0.33
-0.33
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-0.33
-0.33
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.74
High:
TSLA
377.27TSLALow:SONY
-110.28SONYDetails
PEG Ratio
276.86
High:
MELI
997.84MELILow:DIS
12.61DISDetails
Price/Book
9.82
High:NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
8.62
High:
ARM
28.4ARMLow:
CHTR
0.55CHTRDetails
Price/CF
26.04
High:TSLA
107.92TSLALow:CHTR
1.67CHTRDetails
Price/FCF
54.6
High:PEP
5,797.72PEPLow:CHTR
6.09CHTRDetails
P/E Ratio
32.74
High:TSLA
377.27TSLALow:SONY
-110.28SONYDetails
PEG Ratio
276.86
High:MELI
997.84MELILow:DIS
12.61DISDetails
Price/Book
9.82
High:NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
8.62
High:ARM
28.4ARMLow:CHTR
0.55CHTRDetails
Price/CF
26.04
High:TSLA
107.92TSLALow:CHTR
1.67CHTRDetails
Price/FCF
54.6
High:PEP
5,797.72PEPLow:CHTR
6.09CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.23% | Feb 2021 | - | 62 |