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-1.2%
This Month
-7.23%
Year To Date
+9.02%
2 Years
+39.51%
5 Years
-33.59%
10 Years
-4.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.34%
- 💵 Cash23.11%
- 🪙 Cryptocurrencies16.88%
- 🖥️ Technology Services15.85%
- 💰 Finance9.84%
- 💻 Electronic Technology6.93%
- 🧩 Miscellaneous4.04%
- 🛍️ Retail Trade3.05%
- 🍞 Consumer Non Durables1.93%
- 💇♀️ Consumer Services0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.69%
- 🇺🇸 NYSE26.57%
- 🌍 Digital Currency16.88%
- 🇬🇧 LSE4.27%
- 🇺🇸 Chicago Board Options Exchange2.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.34%
- 🇨🇴 Colombia2.3%
- 🇬🇧 United Kingdom2.25%
Dividends
Dividend Yield
0.71%
15 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (16.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CIB | 0.23% | 10.08% | $3.37 |
 ARR | 0.11% | 16.16% | $3.84 |
 O | 0.08% | 4.92% | $3.09 |
 NLY | 0.06% | 12.2% | $2.6 |
 LAND | 0.05% | 4.66% | $0.56 |
 IRM | 0.05% | 3.06% | $2.6 |
 KO | 0.03% | 2.64% | $1.89 |
 MSFT | 0.02% | 0.86% | $3 |
 PEP | 0.02% | 3.49% | $5.15 |
 MCD | 0.01% | 2.2% | $6.53 |
 FPI | 0.01% | 2.08% | $0.24 |
 GOOG | 0.01% | 0.28% | $0.2 |
 AAPL | 0.01% | 0.4% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-14.72
-14.72
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-14.72
-14.72
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.99
High:IRM
222.76IRMLow:
CRWD
-322.68CRWDDetails
PEG Ratio
-79.93
High:MCD
571.79MCDLow:LAND
-4,853.59LANDDetails
Price/Book
11.44
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
8.74
High:CRWD
22.44CRWDLow:CIB
1.45CIBDetails
Price/CF
25.48
High:CRWD
93.46CRWDLow:CIB
4.15CIBDetails
Price/FCF
57.05
High:PEP
5,797.72PEPLow:NLY
12.13NLYDetails
P/E Ratio
30.99
High:IRM
222.76IRMLow:CRWD
-322.68CRWDDetails
PEG Ratio
-79.93
High:MCD
571.79MCDLow:LAND
-4,853.59LANDDetails
Price/Book
11.44
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
8.74
High:CRWD
22.44CRWDLow:CIB
1.45CIBDetails
Price/CF
25.48
High:CRWD
93.46CRWDLow:CIB
4.15CIBDetails
Price/FCF
57.05
High:PEP
5,797.72PEPLow:NLY
12.13NLYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 99 |
-13.21% | Sep 2017 | Dec 2017 | 3 |