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-3.32%
This Month
-3.32%
Year To Date
+79.03%
2 Years
+29.98%
5 Years
-74.88%
10 Years
-17.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.55%
- 💵 Cash14.31%
- 🚗 Consumer Durables12.4%
- 💻 Electronic Technology11.99%
- 🧬 Health Technology9.05%
- 📊 ETFs7.47%
- 🚚 Transportation7.3%
- 🍞 Consumer Non Durables5.04%
- 🪙 Cryptocurrencies4.58%
- 💼 Commercial Services2.52%
- 🛠️ Producer Manufacturing1.01%
- 📡 Communications0.8%
- ⚡ Utilities0.38%
- 🛍️ Retail Trade0.31%
- 💇♀️ Consumer Services0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.09%
- 🇺🇸 NYSE17.85%
- 🇭🇰 Hong Kong Exchanges10.2%
- 🌍 Digital Currency4.58%
- 🇬🇧 LSE1.59%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.99%
- 🇨🇳 China12.69%
- 🇸🇬 Singapore7.3%
- 🇰🇾 Cayman Islands2.52%
- 🇬🇧 United Kingdom1.59%
- 🇨🇦 Canada1.53%
- 🇯🇵 Japan0.82%
- 🇩🇪 Germany0.81%
- 🇳🇴 Norway0.21%
Dividends
Dividend Yield
0.7%
15 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.27% | 6.77% | $1.66 |
 MO | 0.08% | 6.81% | $3.92 |
 DGE.L | 0.08% | 4.78% | $0.81 |
 MSFT | 0.07% | 0.77% | $3 |
 KHC | 0.06% | 7.17% | $1.6 |
 788.HK | 0.03% | 4.21% | $0.04 |
 META | 0.03% | 0.35% | $1 |
 TM | 0.02% | 2.55% | $4.64 |
 0700.HK | 0.02% | 0.75% | $3.4 |
 CWEN | 0.02% | 4.97% | $1.6 |
 0968.HK | 0.01% | 1.32% | $0.23 |
 GOOG | 0.01% | 0.26% | $0.2 |
 AQN | 0% | 3.99% | $0.43 |
 BABA | 0% | 0.62% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-23.96
-23.96
-24
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-23.96
-23.96
-24
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.02
High:
TSLA
280.13TSLALow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
136.29
High:META
433.38METALow:AQN
-162.95AQNDetails
Price/Book
10.42
High:NVDA
36.4NVDALow:MO
-38.81MODetails
Price/Sales
10.89
High:NVDA
23.3NVDALow:
DDD
0.82DDDDetails
Price/CF
28.28
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
62.37
High:03690.HK
387.8103690.HKLow:TM
8.98TMDetails
P/E Ratio
37.02
High:TSLA
280.13TSLALow:03690.HK
-257.5403690.HKDetails
PEG Ratio
136.29
High:META
433.38METALow:AQN
-162.95AQNDetails
Price/Book
10.42
High:NVDA
36.4NVDALow:MO
-38.81MODetails
Price/Sales
10.89
High:NVDA
23.3NVDALow:DDD
0.82DDDDetails
Price/CF
28.28
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
62.37
High:03690.HK
387.8103690.HKLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.91% | Aug 2018 | - | 90 |