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-0.23%
This Month
+17.96%
Year To Date
+17.41%
2 Years
-58.29%
5 Years
-85.65%
10 Years
-26.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.81%
- 🚗 Consumer Durables11.61%
- 💇♀️ Consumer Services10.31%
- 📊 ETFs9.24%
- 💰 Finance7.9%
- 🍞 Consumer Non Durables7.34%
- 🚚 Transportation7.25%
- 💻 Electronic Technology6.99%
- 💼 Commercial Services4.66%
- 🧪 Process Industries2.83%
- 🪙 Cryptocurrencies2.38%
- 🧬 Health Technology2.23%
- ⛏️ Energy Minerals1.72%
- 🛍️ Retail Trade1.6%
- ⚡ Utilities1.44%
- 📡 Communications0.87%
- 🛠️ Producer Manufacturing0.77%
- 💵 Cash0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.91%
- 🇺🇸 Nasdaq21.91%
- 🇬🇧 LSE13.82%
- 🇩🇪 FRA7.6%
- 🇳🇴 Oslo Stock Exchange3.89%
- 🌍 Digital Currency2.38%
- 🇧🇪 Euronext Brussels2.11%
- 🇫🇷 Euronext Paris1.9%
- 🇺🇸 Chicago Board Options Exchange1.82%
- 🇭🇰 Hong Kong Exchanges1.76%
- 🇸🇦 Tadawul1.72%
- 🇪🇸 Bolsa De Madrid1.44%
- 🇮🇹 Borsa Italiana1.1%
- 🇺🇸 OTC Markets Stock Exchange0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.16%
- 🇩🇪 Germany22.67%
- 🇬🇧 United Kingdom12.07%
- 🇨🇳 China5.58%
- 🇳🇴 Norway3.89%
- 🇨🇦 Canada2.68%
- 🇧🇪 Belgium2.11%
- 🇫🇷 France1.9%
- 🇸🇦 Saudi Arabia1.72%
- 🇪🇸 Spain1.44%
- 🇳🇱 Netherlands1.1%
Dividends
Dividend Yield
2.6%
38 out of 79 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.74% | 2352.94% | $0.2 |
 NAS.OL | 0.2% | 5.22% | - |
 WPP.L | 0.16% | 10.65% | $0.39 |
 VOW3.DE | 0.13% | 6.07% | $9.06 |
 HTZWW | 0.11% | 19.03% | $0.53 |
 PFE | 0.09% | 6.71% | $1.66 |
 ENG.MC | 0.08% | 5.84% | $1.41 |
 BATS.L | 0.08% | 5.56% | $2.36 |
 IMB.L | 0.08% | 4.9% | $1.49 |
 LEG.DE | 0.08% | 4.19% | $2.45 |
 STLAM.MI | 0.07% | 6.61% | $1.55 |
 XRX | 0.07% | 7.17% | $1 |
 STZ | 0.06% | 2.97% | $3.68 |
 AGS.BR | 0.05% | 4.31% | $2.28 |
 GLJ.DE | 0.05% | 2.69% | $0.47 |
 O | 0.04% | 5.51% | $3.09 |
 TFC | 0.04% | 4.41% | $2.08 |
 FDJU.PA | 0.04% | 8.84% | $1.78 |
 FDX | 0.04% | 2.09% | $5.16 |
 WCH.DE | 0.03% | 3.72% | $3 |
 PROX.BR | 0.03% | 3.96% | $0.84 |
 HPQ | 0.03% | 4.52% | $1.1 |
 GSK.L | 0.03% | 3.51% | $0.59 |
 QSR | 0.03% | 3.45% | $2.26 |
 KO | 0.03% | 2.9% | $1.89 |
 9618.HK | 0.02% | 3.32% | $2.97 |
 CSCO | 0.02% | 2.11% | $1.58 |
 TXN | 0.02% | 3.06% | $5.14 |
 PEP | 0.02% | 3.88% | $5.15 |
 INGR | 0.02% | 2.97% | $3.12 |
 GLW | 0.02% | 1.32% | $1.12 |
 MAS | 0.01% | 1.93% | $1.15 |
 THO | 0.01% | 1.98% | $1.89 |
 ORCL | 0.01% | 0.87% | $1.6 |
 SAP.DE | 0.01% | 1.12% | $2.2 |
 MSFT | 0.01% | 0.72% | $3 |
 9988.HK | 0.01% | 0.67% | $0.98 |
 AAPL | 0% | 0.37% | $0.97 |
Performance Metrics
Score 2.2/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
-33.58
-33.58
-34
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-1.55
-1.55
-2
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
-33.58
-33.58
-34
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-1.55
-1.55
-2
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.03
High:
INTC
3,820.75INTCLow:
NIU
-75.38NIUDetails
PEG Ratio
159.47
High:INTC
3,806.39INTCLow:
DKNG
-167.02DKNGDetails
Price/Book
5.72
High:
AAPL
56.24AAPLLow:
MAS
-171.49MASDetails
Price/Sales
3.63
High:
MSFT
12.22MSFTLow:
SUNWQ
-SUNWQDetails
Price/CF
21.23
High:
FTCHQ
331.51FTCHQLow:
AF.PA
0.76AF.PADetails
Price/FCF
50.59
High:
PEP
5,253.35PEPLow:
HTZ
0.31HTZDetails
P/E Ratio
34.03
High:INTC
3,820.75INTCLow:NIU
-75.38NIUDetails
PEG Ratio
159.47
High:INTC
3,806.39INTCLow:DKNG
-167.02DKNGDetails
Price/Book
5.72
High:AAPL
56.24AAPLLow:MAS
-171.49MASDetails
Price/Sales
3.63
High:MSFT
12.22MSFTLow:SUNWQ
-SUNWQDetails
Price/CF
21.23
High:FTCHQ
331.51FTCHQLow:AF.PA
0.76AF.PADetails
Price/FCF
50.59
High:PEP
5,253.35PEPLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.84% | Sep 2019 | - | 76 |