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-1.63%
This Month
-10.27%
Year To Date
-10.87%
2 Years
-39.9%
5 Years
+125.86%
10 Years
+13.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.58%
- 💰 Finance22.59%
- 👥 Copy Trading22.13%
- 🏥 Health Services4.98%
- 🖥️ Technology Services4.31%
- 🚗 Consumer Durables1.23%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.58%
- 🇺🇸 NYSE31.83%
- 🇺🇸 Nasdaq20.1%
- 🇬🇧 LSE1.3%
- 🇸🇪 Stockholm Stock Exchange0.51%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇨🇭 SIX0.31%
- 🇧🇪 Euronext Brussels0.29%
- 🇫🇷 Euronext Paris0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.82%
- 🇬🇧 United Kingdom1.55%
- 🇨🇳 China1.23%
- 🇨🇦 Canada0.6%
- 🇸🇪 Sweden0.51%
- 🇰🇷 South Korea0.36%
- 🇮🇱 Israel0.35%
- 🇨🇭 Switzerland0.31%
- 🇧🇪 Belgium0.29%
- 🇫🇷 France0.27%
- 🇹🇼 Taiwan0.23%
- 🇭🇰 Hong Kong0.21%
- 🇳🇱 Netherlands0.2%
- 🇮🇪 Ireland0.14%
Dividends
Dividend Yield
2.67%
8 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $REFI (15.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 REFI | 1.21% | 15.26% | $1.88 |
 O | 0.55% | 4.92% | $3.09 |
 Private-Equity | 0.25% | 3.05% | - |
 AGNC | 0.25% | 13.13% | $1.44 |
 UNH | 0.15% | 3.04% | $7.74 |
 DividendGrowth | 0.14% | 2.18% | - |
 VICI | 0.1% | 5.93% | $1.66 |
 Chip-Tech | 0.03% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.6
High:O
56.73OLow:
CRSR
-50CRSRDetails
PEG Ratio
192.23
High:VICI
541.31VICILow:
NIO
-132.09NIODetails
Price/Book
2.15
High:NIO
21.07NIOLow:REFI
0.84REFIDetails
Price/Sales
0.92
High:O
10.58OLow:CRSR
0.45CRSRDetails
Price/CF
14.51
High:
U
44.89ULow:REFI
11.4REFIDetails
Price/FCF
41.71
High:O
55.27OLow:CRSR
18.43CRSRDetails
P/E Ratio
28.6
High:O
56.73OLow:CRSR
-50CRSRDetails
PEG Ratio
192.23
High:VICI
541.31VICILow:NIO
-132.09NIODetails
Price/Book
2.15
High:NIO
21.07NIOLow:REFI
0.84REFIDetails
Price/Sales
0.92
High:O
10.58OLow:CRSR
0.45CRSRDetails
Price/CF
14.51
High:U
44.89ULow:REFI
11.4REFIDetails
Price/FCF
41.71
High:O
55.27OLow:CRSR
18.43CRSRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.45% | Nov 2021 | - | 53 |
-20.84% | Feb 2020 | Jul 2020 | 5 |
-18.65% | May 2021 | Aug 2021 | 3 |
-17.7% | Oct 2019 | Jan 2020 | 3 |
-11.06% | Sep 2021 | Oct 2021 | 1 |
-10.09% | Sep 2020 | Oct 2020 | 1 |
-1.32% | Dec 2020 | Jan 2021 | 1 |