Loading...
+0.54%
This Month
+0.78%
Year To Date
+43.08%
2 Years
+43.3%
5 Years
-100%
10 Years
-58.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance24.66%
- 🖥️ Technology Services21.39%
- 🧩 Miscellaneous13.61%
- 💻 Electronic Technology11.4%
- 🛍️ Retail Trade7.43%
- 📊 ETFs7.42%
- 💇♀️ Consumer Services3.6%
- 🍞 Consumer Non Durables3.01%
- 💵 Cash2.61%
- 🪙 Cryptocurrencies1.74%
- 🚚 Transportation1.6%
- 💼 Commercial Services0.88%
- 📡 Communications0.66%
- 🚗 Consumer Durables0.54%
- 🛠️ Producer Manufacturing0.35%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.88%
- 🇺🇸 Nasdaq40.98%
- 🇭🇰 Hong Kong Exchanges2.6%
- 🌍 Digital Currency1.74%
- 🇬🇧 LSE0.99%
- 🇺🇸 Chicago Board Options Exchange0.85%
- 🇫🇷 Euronext Paris0.84%
- 🇩🇪 FRA0.44%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.12%
- 🇨🇳 China5.99%
- 🇭🇰 Hong Kong1.86%
- 🇸🇪 Sweden1.75%
- 🇮🇪 Ireland1.43%
- 🇫🇷 France0.84%
- 🇸🇬 Singapore0.7%
- 🇩🇪 Germany0.44%
- 🇳🇱 Netherlands0.38%
- 🇬🇧 United Kingdom0%
Dividends
Dividend Yield
0.7%
32 out of 59 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T.US (4.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.1% | 0.96% | - |
 JPM | 0.06% | 1.67% | $4.4 |
 MS | 0.05% | 1.84% | $3.4 |
 GS | 0.05% | 1.64% | $11 |
 FUTU | 0.04% | 2.09% | - |
 MCD | 0.04% | 2.87% | $6.53 |
 BLK | 0.03% | 1.95% | $20.2 |
 KO | 0.03% | 2.36% | $1.89 |
 T.US | 0.03% | 4.32% | $1.11 |
 MC.PA | 0.03% | 3.03% | $13 |
 BABA | 0.02% | 0.91% | $0.98 |
 MSFT | 0.02% | 0.73% | $3 |
 JD.US | 0.02% | 3.47% | $0.74 |
 ACN | 0.02% | 3.49% | $4.99 |
 BX | 0.02% | 3.65% | $3.36 |
 0700.HK | 0.01% | 1.2% | $3.4 |
 UDVD.L | 0.01% | 1.45% | - |
 C | 0.01% | 1.74% | $2.12 |
 ORCL | 0.01% | 1.26% | $1.6 |
 PG | 0.01% | 2.91% | $3.83 |
 NVDA | 0.01% | 0.12% | $0.02 |
 DIS | 0.01% | 1.42% | $0.75 |
 GOOG | 0.01% | 0.25% | $0.2 |
 QQQ | 0.01% | 0.39% | - |
 ADS.DE | 0.01% | 1.9% | $0.7 |
 META | 0.01% | 0.34% | $1 |
 SPGI | 0.01% | 0.87% | $3.62 |
 AVGO | 0.01% | 0.71% | $19.7 |
 KKR | 0.01% | 0.7% | $0.67 |
 01211.HK | 0% | 0.48% | $3.41 |
 ASML | 0% | 0.44% | $5.57 |
 MRVL | 0% | 0.11% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-9.48
-9.48
-10
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-9.48
-9.48
-10
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
137.4
High:
ABNB
669.21ABNBLow:
SNOW
-451.99SNOWDetails
Price/Book
7.06
High:SNOW
46.72SNOWLow:MCD
-151.69MCDDetails
Price/Sales
7.75
High:
PLTR
62.4PLTRLow:
FTCHQ
-FTCHQDetails
Price/CF
19.94
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
34.27
High:
GRAB
1,625.54GRABLow:GS
2.44GSDetails
P/E Ratio
27
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
137.4
High:ABNB
669.21ABNBLow:SNOW
-451.99SNOWDetails
Price/Book
7.06
High:SNOW
46.72SNOWLow:MCD
-151.69MCDDetails
Price/Sales
7.75
High:PLTR
62.4PLTRLow:FTCHQ
-FTCHQDetails
Price/CF
19.94
High:FTCHQ
331.51FTCHQLow:GS
2.27GSDetails
Price/FCF
34.27
High:GRAB
1,625.54GRABLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
NaN% | Jul 2017 | - | 111 |