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-0.95%
This Month
-6.44%
Year To Date
+53.73%
2 Years
+30.7%
5 Years
-75.69%
10 Years
-17.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.5%
- 🚗 Consumer Durables14.41%
- 💻 Electronic Technology12.82%
- 🧬 Health Technology9.95%
- 📊 ETFs8.36%
- 🚚 Transportation8.06%
- 🍞 Consumer Non Durables5.36%
- 🪙 Cryptocurrencies4.42%
- 💵 Cash4.23%
- 💼 Commercial Services3.01%
- 🛠️ Producer Manufacturing1.07%
- 📡 Communications0.78%
- ⚡ Utilities0.41%
- 🛍️ Retail Trade0.26%
- 💇♀️ Consumer Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.57%
- 🇺🇸 NYSE18.61%
- 🇭🇰 Hong Kong Exchanges10.19%
- 🌍 Digital Currency4.42%
- 🇬🇧 LSE1.48%
- 🇳🇴 Oslo Stock Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.74%
- 🇨🇳 China12.09%
- 🇸🇬 Singapore8.06%
- 🇰🇾 Cayman Islands2.51%
- 🇨🇦 Canada2.22%
- 🇬🇧 United Kingdom1.48%
- 🇯🇵 Japan0.85%
- 🇩🇪 Germany0.54%
- 🇳🇴 Norway0.22%
Dividends
Dividend Yield
0.73%
15 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.29% | 6.48% | $1.66 |
 MSFT | 0.09% | 0.86% | $3 |
 MO | 0.08% | 6.19% | $3.92 |
 KHC | 0.06% | 6.66% | $1.6 |
 DGE.L | 0.06% | 4.09% | $0.81 |
 788.HK | 0.03% | 4.39% | $0.04 |
 META | 0.03% | 0.32% | $1 |
 0700.HK | 0.02% | 0.9% | $3.4 |
 TM | 0.02% | 2.42% | $4.64 |
 CWEN | 0.02% | 4.76% | $1.6 |
 0968.HK | 0.01% | 1.51% | $0.23 |
 GOOG | 0.01% | 0.28% | $0.2 |
 BABA | 0% | 0.79% | $0.98 |
 AQN | 0% | 3.73% | $0.43 |
 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
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-24.09
-24.09
-25
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.52
-0.52
-1
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-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
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-24.09
-24.09
-25
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.52
-0.52
-1
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-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
34.03
High:
TSLA
377.27TSLALow:
DKNG
-647.07DKNGDetails
PEG Ratio
51.82
High:
LULU
354.67LULULow:DKNG
-642.17DKNGDetails
Price/Book
9.62
High:
JMIA
37.48JMIALow:MO
-32.57MODetails
Price/Sales
10.31
High:NVDA
20.71NVDALow:
DDD
0.67DDDDetails
Price/CF
26.22
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
63.1
High:BABA
1,196.17BABALow:TM
8.98TMDetails
P/E Ratio
34.03
High:TSLA
377.27TSLALow:DKNG
-647.07DKNGDetails
PEG Ratio
51.82
High:LULU
354.67LULULow:DKNG
-642.17DKNGDetails
Price/Book
9.62
High:JMIA
37.48JMIALow:MO
-32.57MODetails
Price/Sales
10.31
High:NVDA
20.71NVDALow:DDD
0.67DDDDetails
Price/CF
26.22
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
63.1
High:BABA
1,196.17BABALow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.91% | Aug 2018 | - | 92 |