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+1.9%
This Month
-14.99%
Year To Date
+14.9%
2 Years
+12.07%
5 Years
-50.17%
10 Years
-8.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.15%
- 💵 Cash14.19%
- 🖥️ Technology Services10.46%
- 💻 Electronic Technology7.69%
- 🧬 Health Technology5.4%
- 💰 Finance4.38%
- ⚡ Utilities3.24%
- 🛠️ Producer Manufacturing3.09%
- 🚗 Consumer Durables2.64%
- 🪨 Non Energy Minerals2.37%
- 🛍️ Retail Trade1.1%
- 🚚 Transportation1.09%
- ⛏️ Energy Minerals0.66%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.15%
- 🇺🇸 Nasdaq18.61%
- 🇺🇸 NYSE5.35%
- 🇭🇰 Hong Kong Exchanges4.43%
- 🇮🇹 Borsa Italiana3.32%
- 🇩🇰 Copenhagen Stock Exchange3.29%
- 🇩🇪 FRA2.55%
- 🇪🇸 Bolsa De Madrid1.38%
- 🇨🇭 SIX1.11%
- 🇳🇴 Oslo Stock Exchange1.09%
- 🇫🇷 Euronext Paris0.52%
- 🇬🇧 LSE0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.76%
- 🇨🇳 China4.98%
- 🇮🇹 Italy3.32%
- 🇩🇰 Denmark3.29%
- 🇩🇪 Germany2.55%
- 🇨🇭 Switzerland1.57%
- 🇨🇦 Canada1.4%
- 🇪🇸 Spain1.38%
- 🇹🇼 Taiwan1.15%
- 🇳🇴 Norway1.09%
- 🇮🇱 Israel1.09%
- 🇭🇰 Hong Kong0.55%
- 🇫🇷 France0.52%
- 🇬🇧 United Kingdom0.47%
Dividends
Dividend Yield
0.81%
30 out of 104 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WAWI.OL (15.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WAWI.OL | 0.17% | 15.72% | - |
 BAMI.MI | 0.1% | 8.69% | $0.56 |
 NOVO-B.CO | 0.09% | 3.83% | $9.4 |
 VOW3.DE | 0.08% | 6.18% | $9.06 |
 UCG.MI | 0.05% | 4.44% | $1.8 |
 IBE.MC | 0.04% | 2.88% | $0.45 |
 0916.HK | 0.03% | 3.41% | $0.24 |
 ROCKB.CO | 0.03% | 2.93% | $43 |
 01211.HK | 0.03% | 1.47% | $3.41 |
 0992.HK | 0.02% | 3.95% | $0.38 |
 SIE.DE | 0.02% | 2.27% | $4.7 |
 JPM | 0.02% | 1.78% | $4.4 |
 B | 0.02% | 1.3% | $0.4 |
 UBSG.ZU | 0.01% | 2.38% | $0.64 |
 LDO.MI | 0.01% | 1.11% | $0.28 |
 TSM | 0.01% | 0.91% | $1.74 |
 BA.L | 0.01% | 2.08% | $0.3 |
 MSFT | 0.01% | 0.71% | $3 |
 HO.PA | 0.01% | 1.69% | $3.4 |
 META | 0.01% | 0.32% | $1 |
 1585.HK | 0.01% | 1.81% | $0.48 |
 ABBN.ZU | 0.01% | 1.58% | $0.87 |
 BABA | 0.01% | 0.65% | $0.98 |
 EQT | 0.01% | 1.04% | $0.62 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 GOOGL | 0% | 0.26% | $0.2 |
 CEG | 0% | 0.43% | - |
 RHM.DE | 0% | 0.53% | $5.7 |
 AAPL | 0% | 0.36% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.8/10
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.85
-0.85
-1
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.85
-0.85
-1
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.51
High:
TSLA
298.5TSLALow:
AVAV
-423.33AVAVDetails
PEG Ratio
129.07
High:
META
458.88METALow:
INO
-1.84INODetails
Price/Book
7.82
High:
AAPL
56.93AAPLLow:INO
-14.02INODetails
Price/Sales
7.29
High:INO
577.95INOLow:
CRBP
-CRBPDetails
Price/CF
21.25
High:
MSTR
7,511.07MSTRLow:
BAMI.MI
0.99BAMI.MIDetails
Price/FCF
49.74
High:
RHM.DE
5,198.92RHM.DELow:BAMI.MI
1.11BAMI.MIDetails
P/E Ratio
30.51
High:TSLA
298.5TSLALow:AVAV
-423.33AVAVDetails
PEG Ratio
129.07
High:META
458.88METALow:INO
-1.84INODetails
Price/Book
7.82
High:AAPL
56.93AAPLLow:INO
-14.02INODetails
Price/Sales
7.29
High:INO
577.95INOLow:CRBP
-CRBPDetails
Price/CF
21.25
High:MSTR
7,511.07MSTRLow:BAMI.MI
0.99BAMI.MIDetails
Price/FCF
49.74
High:RHM.DE
5,198.92RHM.DELow:BAMI.MI
1.11BAMI.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.23% | Nov 2017 | - | 98 |