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+0.33%
This Month
+11.39%
Year To Date
+84.68%
2 Years
+39.37%
5 Years
-20.82%
10 Years
-2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.31%
- 💵 Cash25.61%
- 🚗 Consumer Durables8.18%
- 🍞 Consumer Non Durables7.08%
- 📊 ETFs4.53%
- 🛍️ Retail Trade3.11%
- 💇♀️ Consumer Services1.63%
- 📡 Communications1.24%
- 💰 Finance0.82%
- 🛠️ Producer Manufacturing0.81%
- 💻 Electronic Technology0.51%
- 💼 Commercial Services0.46%
- 🖥️ Technology Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.31%
- 🇺🇸 Nasdaq8.53%
- 🇫🇷 Euronext Paris6.25%
- 🇺🇸 NYSE5.83%
- 🇮🇹 Borsa Italiana5.35%
- 🇺🇸 Chicago Board Options Exchange1.78%
- 🇩🇪 Xetra ETFs0.81%
- 🇩🇪 FRA0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.03%
- 🇫🇷 France6.25%
- 🇳🇱 Netherlands5.35%
- 🇨🇳 China1.36%
- 🇩🇪 Germany0.21%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
0.81%
19 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.47% | 8.77% | $1.55 |
 MC.PA | 0.16% | 2.63% | $13 |
 T | 0.05% | 3.76% | $1.11 |
 PEP | 0.03% | 3.81% | $5.15 |
 MMM | 0.02% | 1.86% | $5.21 |
 VOW3.DE | 0.01% | 6.37% | $9.06 |
 BND | 0.01% | 3.73% | - |
 BABA | 0.01% | 0.76% | $0.98 |
 AAXJ | 0.01% | 1.98% | - |
 SDOW | 0.01% | 7.49% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 SPXS | 0.01% | 5.38% | - |
 SRTY | 0.01% | 7.52% | - |
 TZA | 0% | 4.43% | - |
 INTC | 0% | 0.51% | $0.5 |
 TAN | 0% | 0.48% | - |
 FAZ | 0% | 6.48% | - |
 MBT | 0% | 4.44% | - |
 IBB | 0% | 0.3% | - |
Performance Metrics
Score 2.4/10
Beta
1.03
1.03
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
-12.46
-12.46
-13
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.03
1.03
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
-12.46
-12.46
-13
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.08
High:
TSLA
196.04TSLALow:
LMND
-17.96LMNDDetails
PEG Ratio
304.69
High:
T
1,906.16TLow:LMND
-363LMNDDetails
Price/Book
4.73
High:
MBT
35.12MBTLow:
NIO
-76.32NIODetails
Price/Sales
2.96
High:TSLA
12.85TSLALow:
STLAM.MI
0.15STLAM.MIDetails
Price/CF
18.35
High:
MMM
82.67MMMLow:MBT
2.5MBTDetails
Price/FCF
64.71
High:
PEP
5,253.35PEPLow:
WBD
7.05WBDDetails
P/E Ratio
40.08
High:TSLA
196.04TSLALow:LMND
-17.96LMNDDetails
PEG Ratio
304.69
High:T
1,906.16TLow:LMND
-363LMNDDetails
Price/Book
4.73
High:MBT
35.12MBTLow:NIO
-76.32NIODetails
Price/Sales
2.96
High:TSLA
12.85TSLALow:STLAM.MI
0.15STLAM.MIDetails
Price/CF
18.35
High:MMM
82.67MMMLow:MBT
2.5MBTDetails
Price/FCF
64.71
High:PEP
5,253.35PEPLow:WBD
7.05WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.29% | Feb 2018 | - | 92 |