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+4.41%
This Month
+6.48%
Year To Date
+37.02%
2 Years
+46.81%
5 Years
-13.99%
10 Years
-1.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.94%
- 🧩 Miscellaneous25.97%
- 🪙 Cryptocurrencies5.98%
- 🖥️ Technology Services4.94%
- 🛍️ Retail Trade2.54%
- 💰 Finance1.96%
- 💵 Cash1.58%
- 💻 Electronic Technology1.55%
- 🚚 Transportation1.49%
- 💇♀️ Consumer Services1%
- 🚗 Consumer Durables0.91%
- ⛏️ Energy Minerals0.78%
- ⚡ Utilities0.69%
- 🌾 Commodities0.53%
- 🍞 Consumer Non Durables0.52%
- 💼 Commercial Services0.49%
- 🧬 Health Technology0.48%
- 🪨 Non Energy Minerals0.28%
- 🛠️ Producer Manufacturing0.23%
- 🏥 Health Services0.12%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.2%
- 🇬🇧 LSE27.3%
- 🇺🇸 Nasdaq15.06%
- 🇩🇪 Xetra ETFs7.84%
- 🌍 Digital Currency5.98%
- 🇩🇪 FRA0.69%
- 🌍 Commodity0.53%
- 🇫🇷 Euronext Paris0.46%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇵🇹 Euronext Lisbon0.3%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇳🇱 Euronext Amsterdam0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.35%
- 🇬🇧 United Kingdom1.37%
- 🇨🇳 China1.22%
- 🇧🇷 Brazil0.69%
- 🇩🇪 Germany0.69%
- 🇺🇾 Uruguay0.69%
- 🇫🇷 France0.46%
- 🇮🇪 Ireland0.42%
- 🇩🇰 Denmark0.37%
- 🇸🇪 Sweden0.36%
- 🇵🇹 Portugal0.3%
- 🇦🇷 Argentina0.3%
- 🇮🇱 Israel0.22%
- 🇱🇺 Luxembourg0.18%
- 🇪🇸 Spain0.11%
- 🇨🇭 Switzerland0.11%
- 🇳🇴 Norway0.08%
- 🇳🇱 Netherlands0.05%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.36%
39 out of 101 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (17.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.06% | 5.21% | $3.09 |
 VOW3.DE | 0.05% | 6.98% | $9.06 |
 CA.PA | 0.03% | 6.18% | $0.87 |
 ARR | 0.02% | 17.25% | $3.84 |
 EZJ.L | 0.02% | 1.96% | $0.05 |
 VALE | 0.02% | 6.36% | $1.33 |
 XOM | 0.02% | 2.55% | $3.76 |
 NKE | 0.01% | 3.97% | $1.45 |
 EDP.LSB | 0.01% | 4.53% | $0.2 |
 NG.L | 0.01% | 4.09% | $0.57 |
 NAS.OL | 0.01% | 12.87% | - |
 PFE | 0.01% | 6.46% | $1.66 |
 BMA | 0.01% | 5.31% | $2.82 |
 F | 0.01% | 4.26% | $0.78 |
 BABA | 0.01% | 0.8% | $0.98 |
 DIS | 0.01% | 1.45% | $0.75 |
 CRM | 0.01% | 0.87% | $0.4 |
 NVO | 0.01% | 2.6% | $0.98 |
 PEP | 0.01% | 4.17% | $5.15 |
 DLO | 0.01% | 1.41% | - |
 GGAL | 0.01% | 4.27% | $1.57 |
 ENG.MC | 0.01% | 4.85% | $1.41 |
 RYAAY | 0% | 1.19% | $0.93 |
 ORCL | 0% | 1.38% | $1.6 |
 SHEL | 0% | 3.27% | $2.7 |
 COST | 0% | 0.59% | $19.22 |
 PYPL | 0% | 0.71% | - |
 APO | 0% | 1.49% | $1.75 |
 IUSA.L | 0% | 0.01% | - |
 SAABB.ST | 0% | 0.33% | $1.6 |
 AAPL | 0% | 0.35% | $0.97 |
 00285.HK | 0% | 0.77% | $0.59 |
 GOOGL | 0% | 0.25% | $0.2 |
 NVDA | 0% | 0.13% | $0.02 |
 IWG.L | 0% | 0.56% | $0.01 |
 VWS.CO | 0% | 0.42% | - |
 01211.HK | 0% | 0.46% | $3.41 |
 MU | 0% | 0.06% | $0.46 |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.96
High:
DKNG
439.78DKNGLow:
MDB
-922.05MDBDetails
PEG Ratio
144.72
High:
ABNB
679.41ABNBLow:MDB
-1,348.76MDBDetails
Price/Book
6.87
High:
OTLY
87.06OTLYLow:
BYND
-14.41BYNDDetails
Price/Sales
4.57
High:
SPCE
155.93SPCELow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
22.06
High:
SOLV
75.9SOLVLow:
VRM
0.89VRMDetails
Price/FCF
45.89
High:BABA
1,196.17BABALow:VRM
0.98VRMDetails
P/E Ratio
27.96
High:DKNG
439.78DKNGLow:MDB
-922.05MDBDetails
PEG Ratio
144.72
High:ABNB
679.41ABNBLow:MDB
-1,348.76MDBDetails
Price/Book
6.87
High:OTLY
87.06OTLYLow:BYND
-14.41BYNDDetails
Price/Sales
4.57
High:SPCE
155.93SPCELow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
22.06
High:SOLV
75.9SOLVLow:VRM
0.89VRMDetails
Price/FCF
45.89
High:BABA
1,196.17BABALow:VRM
0.98VRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.33% | Feb 2018 | - | 103 |
-11.42% | Jul 2017 | Aug 2017 | 1 |
-11.3% | Sep 2017 | Nov 2017 | 2 |