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+7.44%
This Month
-3.05%
Year To Date
+24.92%
2 Years
+29.44%
5 Years
-30.59%
10 Years
-4.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.37%
- 📊 ETFs18.21%
- 🪙 Cryptocurrencies14.21%
- 🖥️ Technology Services13.58%
- 💰 Finance8.46%
- 🧩 Miscellaneous5.96%
- 💻 Electronic Technology5.73%
- 🛍️ Retail Trade2.7%
- 🍞 Consumer Non Durables1.92%
- 💇♀️ Consumer Services0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30%
- 🇺🇸 NYSE21.72%
- 🌍 Digital Currency14.21%
- 🇬🇧 LSE4.12%
- 🇺🇸 Chicago Board Options Exchange1.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.38%
- 🇬🇧 United Kingdom2.07%
- 🇨🇴 Colombia1.95%
- 🇮🇱 Israel0.48%
Dividends
Dividend Yield
0.53%
16 out of 41 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ARR (16.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARR | 0.17% | 16.53% | $3.84 |
 O | 0.06% | 4.98% | $3.09 |
 NLY | 0.04% | 12.37% | $2.6 |
 LAND | 0.04% | 5.47% | $0.56 |
 PEP | 0.03% | 3.63% | $5.15 |
 IRM | 0.03% | 2.74% | $2.6 |
 CIB | 0.03% | 1.64% | $3.37 |
 KO | 0.03% | 2.73% | $1.89 |
 MCD | 0.02% | 2.36% | $6.53 |
 MSFT | 0.02% | 0.85% | $3 |
 DIA.US | 0.01% | 1.42% | - |
 FPI | 0.01% | 2.3% | $0.24 |
 GOOG | 0.01% | 0.25% | $0.2 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0.01% | 0.31% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.4/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-14.3
-14.3
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-14.3
-14.3
-15
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.41
High:IRM
243.9IRMLow:
CRWD
-573.06CRWDDetails
PEG Ratio
-16.31
High:MCD
529.14MCDLow:LAND
-4,155.24LANDDetails
Price/Book
12.28
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
9.32
High:NVDA
22.86NVDALow:ARR
1.5ARRDetails
Price/CF
25.46
High:CRWD
70.67CRWDLow:CIB
4.32CIBDetails
Price/FCF
57.86
High:
AMZN
325.85AMZNLow:CIB
9.01CIBDetails
P/E Ratio
33.41
High:IRM
243.9IRMLow:CRWD
-573.06CRWDDetails
PEG Ratio
-16.31
High:MCD
529.14MCDLow:LAND
-4,155.24LANDDetails
Price/Book
12.28
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
9.32
High:NVDA
22.86NVDALow:ARR
1.5ARRDetails
Price/CF
25.46
High:CRWD
70.67CRWDLow:CIB
4.32CIBDetails
Price/FCF
57.86
High:AMZN
325.85AMZNLow:CIB
9.01CIBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.38% | Jan 2018 | - | 100 |
-13.21% | Sep 2017 | Dec 2017 | 3 |