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+1.08%
This Month
-2.94%
Year To Date
+15.04%
2 Years
+32.99%
5 Years
-30.51%
10 Years
-4.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.15%
- 📊 ETFs20.98%
- 🖥️ Technology Services14.86%
- 🪙 Cryptocurrencies11%
- 💻 Electronic Technology7.66%
- 💰 Finance6.66%
- 🧩 Miscellaneous5.4%
- 🛍️ Retail Trade2.67%
- 🍞 Consumer Non Durables1.88%
- 💼 Commercial Services1.85%
- 💇♀️ Consumer Services1.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.74%
- 🇺🇸 NYSE22.31%
- 🌍 Digital Currency11%
- 🇬🇧 LSE4.51%
- 🇺🇸 Chicago Board Options Exchange1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.3%
- 🇬🇧 United Kingdom2.47%
- 🇨🇴 Colombia2.21%
- 🇮🇱 Israel0.48%
Dividends
Dividend Yield
0.67%
15 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IVR (17.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVR | 0.17% | 17.95% | $1.6 |
 ARR | 0.17% | 17.53% | $3.84 |
 CIB | 0.07% | 3.05% | $3.37 |
 O | 0.06% | 5% | $3.09 |
 IRM | 0.04% | 2.74% | $2.6 |
 PEP | 0.04% | 4.26% | $5.15 |
 MCD | 0.04% | 2.78% | $6.53 |
 KO | 0.03% | 2.54% | $1.89 |
 MSFT | 0.02% | 0.92% | $3 |
 DIA.US | 0.01% | 1.35% | - |
 GOOG | 0.01% | 0.24% | $0.2 |
 META | 0.01% | 0.33% | $1 |
 AAPL | 0.01% | 0.32% | $0.97 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-14.48
-14.48
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-14.48
-14.48
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.75
High:IRM
133.42IRMLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-469.42
High:O
494.14OLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.75
High:AAPL
44.98AAPLLow:MCD
-151.69MCDDetails
Price/Sales
9.38
High:
GROW.L
59.96GROW.LLow:CIB
1.87CIBDetails
Price/CF
21.83
High:CRWD
63.19CRWDLow:IVR
4.03IVRDetails
Price/FCF
48.78
High:
AMZN
325.85AMZNLow:
ETOR
9.45ETORDetails
P/E Ratio
29.75
High:IRM
133.42IRMLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-469.42
High:O
494.14OLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.75
High:AAPL
44.98AAPLLow:MCD
-151.69MCDDetails
Price/Sales
9.38
High:GROW.L
59.96GROW.LLow:CIB
1.87CIBDetails
Price/CF
21.83
High:CRWD
63.19CRWDLow:IVR
4.03IVRDetails
Price/FCF
48.78
High:AMZN
325.85AMZNLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 103 |
-13.21% | Sep 2017 | Dec 2017 | 3 |