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+2.17%
This Month
-4.99%
Year To Date
-61.4%
2 Years
-87.55%
5 Years
-99.93%
10 Years
-69.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.96%
- 💻 Electronic Technology21.01%
- 🖥️ Technology Services6.41%
- 🍞 Consumer Non Durables6.15%
- 💵 Cash5.72%
- 🚗 Consumer Durables2.82%
- 🪙 Cryptocurrencies2.78%
- 📈 Indexes2.51%
- 💹 Forex1.73%
- 🪨 Non Energy Minerals1.64%
- 💇♀️ Consumer Services1.31%
- 🛠️ Producer Manufacturing0.86%
- ⛏️ Energy Minerals0.69%
- 🌾 Commodities0.59%
- 🧬 Health Technology0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.64%
- 🇺🇸 Nasdaq8.75%
- 🇺🇸 Chicago Board Options Exchange3.39%
- 🌍 Digital Currency2.78%
- 🌍 CFD2.51%
- 🌍 FX1.73%
- 🇩🇪 FRA1.49%
- 🇫🇷 Euronext Paris1.43%
- 🇬🇧 LSE1.42%
- 🌍 Commodity0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.82%
- 🇩🇪 Germany1.87%
- 🇮🇱 Israel1.45%
- 🇫🇷 France1.43%
- 🇬🇧 United Kingdom1.34%
- 🇦🇺 Australia1.29%
- 🇨🇦 Canada0.63%
- 🇨🇭 Switzerland0.27%
- 🇷🇺 Russia0.07%
Dividends
Dividend Yield
0.47%
15 out of 46 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KHC | 0.1% | 6.24% | $1.6 |
 ACCO | 0.07% | 7.65% | $0.3 |
 BMW.DE | 0.07% | 5.31% | $6 |
 OGZDL.L | 0.05% | 67.74% | - |
 BHP | 0.05% | 3.82% | $3.01 |
 BP.L | 0.04% | 5.94% | $0.23 |
 MC.PA | 0.03% | 2.11% | $13 |
 LMT | 0.03% | 2.62% | $12.45 |
 NKE | 0.02% | 2.37% | $1.45 |
 EL | 0.02% | 1.37% | $2.64 |
 XRX | 0.01% | 13.32% | $1 |
 BTG.US | 0.01% | 1.8% | $0.16 |
 CRM | 0% | 0.65% | $0.4 |
 RHM.DE | 0% | 0.46% | $5.7 |
 MCD | -0.02% | -2.31% | $-6.53 |
Performance Metrics
Score 2.4/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
-2.06
-2.06
-3
0.5
1
1.5
1.5
Sortino Ratio
-1.83
-1.83
-2
1
2
3
3
Jensen's Alpha
-67.07
-67.07
-68
0
2
4.5
4.5
Omega Ratio
0.1
0.1
0
1
1.5
2.5
2.5
Treynor Ratio
-13.97
-13.97
-14
0.75
1.25
2
2
Information Ratio
-2.36
-2.36
-3
0.3
0.6
1
1
Calmar Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
-2.06
-2.06
-3
0.5
1
1.5
1.5
Sortino Ratio
-1.83
-1.83
-2
1
2
3
3
Jensen's Alpha
-67.07
-67.07
-68
0
2
4.5
4.5
Omega Ratio
0.1
0.1
0
1
1.5
2.5
2.5
Treynor Ratio
-13.97
-13.97
-14
0.75
1.25
2
2
Information Ratio
-2.36
-2.36
-3
0.3
0.6
1
1
Calmar Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
65.74
High:
TSLA
259.11TSLALow:
WULF
-40.29WULFDetails
PEG Ratio
154.67
High:
MCD
1,261.85MCDLow:
JMIA
-29.06JMIADetails
Price/Book
5.23
High:WULF
32.74WULFLow:MCD
-79.57MCDDetails
Price/Sales
3.68
High:
QBTS
466.83QBTSLow:
XRX
0.07XRXDetails
Price/CF
18.2
High:
MSTR
7,511.07MSTRLow:XRX
1.81XRXDetails
Price/FCF
61.43
High:
RHM.DE
5,198.92RHM.DELow:XRX
3.81XRXDetails
P/E Ratio
65.74
High:TSLA
259.11TSLALow:WULF
-40.29WULFDetails
PEG Ratio
154.67
High:MCD
1,261.85MCDLow:JMIA
-29.06JMIADetails
Price/Book
5.23
High:WULF
32.74WULFLow:MCD
-79.57MCDDetails
Price/Sales
3.68
High:QBTS
466.83QBTSLow:XRX
0.07XRXDetails
Price/CF
18.2
High:MSTR
7,511.07MSTRLow:XRX
1.81XRXDetails
Price/FCF
61.43
High:RHM.DE
5,198.92RHM.DELow:XRX
3.81XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.9% | Jul 2019 | - | 76 |