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+1.04%
This Month
-9.05%
Year To Date
+23.7%
2 Years
+142.89%
5 Years
+2.41%
10 Years
+0.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies55.14%
- 📊 ETFs24.17%
- 🖥️ Technology Services5.57%
- 💻 Electronic Technology2.69%
- 🏭 Industrial Services2.12%
- 💰 Finance1.77%
- 🍞 Consumer Non Durables1.61%
- 🧩 Miscellaneous1.41%
- 🚗 Consumer Durables1.38%
- 💇♀️ Consumer Services1.18%
- 🚚 Transportation0.99%
- 🛍️ Retail Trade0.96%
- 🧬 Health Technology0.62%
- 📡 Communications0.13%
- 💵 Cash0.11%
- 🧪 Process Industries0.11%
- ⚡ Utilities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency55.14%
- 🇺🇸 NYSE31.49%
- 🇺🇸 Nasdaq11.97%
- 🇺🇸 Chicago Board Options Exchange0.77%
- 🇩🇪 FRA0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.07%
- 🇬🇷 Greece0.89%
- 🇮🇹 Italy0.6%
- 🇩🇪 Germany0.5%
- 🇨🇳 China0.28%
- 🇮🇱 Israel0.16%
- 🇬🇧 United Kingdom0.04%
Dividends
Dividend Yield
0.77%
25 out of 54 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (21.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FSK | 0.26% | 18.15% | $2.47 |
 ET | 0.17% | 7.87% | $1.25 |
 NLY | 0.06% | 12.05% | $2.6 |
 MSFT | 0.03% | 0.73% | $3 |
 MO | 0.03% | 7.06% | $3.92 |
 P911.DE | 0.02% | 4.94% | $2.31 |
 PEP | 0.02% | 3.81% | $5.15 |
 ZIM | 0.02% | 21.54% | $0.23 |
 O | 0.02% | 5.53% | $3.09 |
 IRM | 0.02% | 3.86% | $2.6 |
 JNJ | 0.02% | 2.51% | $4.81 |
 MCD | 0.02% | 2.33% | $6.53 |
 SBLK | 0.01% | 1.47% | $1.82 |
 PG | 0.01% | 2.85% | $3.83 |
 ADC | 0.01% | 4.1% | $2.96 |
 VZ | 0.01% | 6.69% | $2.66 |
 KO | 0.01% | 2.88% | $1.89 |
 AAPL | 0.01% | 0.36% | $0.97 |
 RACE | 0.01% | 0.89% | $2.64 |
 LYB | 0.01% | 11.84% | $5.09 |
 DIS | 0% | 0.95% | $0.75 |
 MPW | 0% | 5.87% | $0.6 |
 META | 0% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 NRG | 0% | 1.06% | $1.57 |
Performance Metrics
Score 3/10
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-7.88
-7.88
-8
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-7.88
-7.88
-8
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.46
High:
IRM
157.62IRMLow:
LYB
-12.24LYBDetails
PEG Ratio
282.22
High:
O
2,976.65OLow:
NIO
-88.03NIODetails
Price/Book
12.11
High:
AAPL
56.93AAPLLow:
MCD
-101.3MCDDetails
Price/Sales
9.2
High:
NVDA
23.5NVDALow:
ZIM
0.32ZIMDetails
Price/CF
26.77
High:NVDA
54.84NVDALow:ZIM
0.61ZIMDetails
Price/FCF
63.06
High:
PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
34.46
High:IRM
157.62IRMLow:LYB
-12.24LYBDetails
PEG Ratio
282.22
High:O
2,976.65OLow:NIO
-88.03NIODetails
Price/Book
12.11
High:AAPL
56.93AAPLLow:MCD
-101.3MCDDetails
Price/Sales
9.2
High:NVDA
23.5NVDALow:ZIM
0.32ZIMDetails
Price/CF
26.77
High:NVDA
54.84NVDALow:ZIM
0.61ZIMDetails
Price/FCF
63.06
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.65% | Jan 2020 | Feb 2021 | 13 |
-58.7% | Sep 2021 | - | 52 |
-21.5% | May 2021 | Aug 2021 | 3 |