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+2.57%
This Month
+2.57%
Year To Date
+11.97%
2 Years
-52.66%
5 Years
+26.02%
10 Years
+4.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade20.1%
- 🖥️ Technology Services12.66%
- 📊 ETFs12.61%
- 💻 Electronic Technology12.45%
- 🪙 Cryptocurrencies10.8%
- 💇♀️ Consumer Services10.21%
- 🍞 Consumer Non Durables7.3%
- 🧩 Miscellaneous4.91%
- 🛠️ Producer Manufacturing4.24%
- 🚗 Consumer Durables3.61%
- 🏥 Health Services0.69%
- 🚚 Transportation0.4%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.37%
- 🇺🇸 NYSE18.06%
- 🌍 Digital Currency10.8%
- 🇬🇧 LSE9.75%
- 🇭🇰 Hong Kong Exchanges1.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.28%
- 🇬🇧 United Kingdom5.68%
- 🇰🇷 South Korea2.85%
- 🇨🇳 China1.99%
- 🇯🇵 Japan1.82%
- 🇺🇾 Uruguay0.93%
Dividends
Dividend Yield
0.59%
17 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.12% | 3.84% | $5.15 |
 MCD | 0.09% | 2.38% | $6.53 |
 CMCSA | 0.07% | 4.7% | $1.2 |
 NKE | 0.04% | 2.53% | $1.45 |
 DG.US | 0.04% | 1.61% | $2.36 |
 DIS | 0.04% | 1.37% | $0.75 |
 UPS | 0.02% | 6.2% | $6.5 |
 AMAT | 0.02% | 0.58% | $1.44 |
 SMSN.L | 0.02% | 0.84% | $23.68 |
 SBUX | 0.02% | 2.64% | $2.24 |
 UNH | 0.02% | 2.58% | $7.74 |
 GOOG | 0.02% | 0.26% | $0.2 |
 MSFT | 0.02% | 0.77% | $3 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 MTCH | 0.01% | 2.46% | - |
 SONY | 0.01% | 0.44% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-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
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-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
36.56
High:
TSLA
280.13TSLALow:
DLTR
-9.95DLTRDetails
PEG Ratio
926.05
High:AMAT
7,669.31AMATLow:CMCSA
7.61CMCSADetails
Price/Book
11.1
High:NVDA
36.4NVDALow:MCD
-99.7MCDDetails
Price/Sales
9.63
High:
ARM
25.97ARMLow:
CHTR
0.46CHTRDetails
Price/CF
25.87
High:TSLA
99.57TSLALow:CHTR
2.38CHTRDetails
Price/FCF
51.96
High:PEP
5,253.35PEPLow:
CROX
6.3CROXDetails
P/E Ratio
36.56
High:TSLA
280.13TSLALow:DLTR
-9.95DLTRDetails
PEG Ratio
926.05
High:AMAT
7,669.31AMATLow:CMCSA
7.61CMCSADetails
Price/Book
11.1
High:NVDA
36.4NVDALow:MCD
-99.7MCDDetails
Price/Sales
9.63
High:ARM
25.97ARMLow:CHTR
0.46CHTRDetails
Price/CF
25.87
High:TSLA
99.57TSLALow:CHTR
2.38CHTRDetails
Price/FCF
51.96
High:PEP
5,253.35PEPLow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.23% | Feb 2021 | - | 60 |