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-0.54%
This Month
-0.54%
Year To Date
+54.54%
2 Years
-67.59%
5 Years
-28.63%
10 Years
-14.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.05%
- 🖥️ Technology Services18.12%
- 🚗 Consumer Durables13.62%
- 🍞 Consumer Non Durables10.4%
- 💇♀️ Consumer Services8.45%
- 💻 Electronic Technology8.05%
- 📊 ETFs6.01%
- 🛍️ Retail Trade5.29%
- 💰 Finance1.98%
- ⛏️ Energy Minerals1.92%
- 💼 Commercial Services1.84%
- 🧬 Health Technology1.5%
- 🚚 Transportation0.97%
- 📦 Distribution Services0.73%
- 🛠️ Producer Manufacturing0.51%
- 📡 Communications0.2%
- 💵 Cash0.1%
- 🏭 Industrial Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.52%
- 🇺🇸 NYSE23.9%
- 🌍 Digital Currency20.05%
- 🇭🇰 Hong Kong Exchanges2.52%
- 🇺🇸 Chicago Board Options Exchange1.31%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇩🇪 FRA0.11%
- 🇩🇪 Xetra ETFs0.09%
- 🇫🇷 Euronext Paris0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.2%
- 🇨🇳 China4.33%
- 🇨🇷 Costa Rica0.71%
- 🇳🇴 Norway0.12%
- 🇩🇪 Germany0.11%
- 🇫🇷 France0.09%
- 🇺🇾 Uruguay0.08%
Dividends
Dividend Yield
0.68%
26 out of 97 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (10.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.19% | 2.85% | $1.89 |
 WU | 0.08% | 10.28% | $0.94 |
 NKE | 0.05% | 2.54% | $1.45 |
 OXY | 0.04% | 2.27% | $0.8 |
 00285.HK | 0.04% | 1.81% | $0.59 |
 MSFT | 0.04% | 0.77% | $3 |
 PEP | 0.03% | 3.83% | $5.15 |
 MCD | 0.03% | 2.38% | $6.53 |
 DIS | 0.03% | 1.37% | $0.75 |
 HPQ | 0.02% | 5.92% | $1.1 |
 DPZ | 0.02% | 1.8% | $5.44 |
 GOOG | 0.02% | 0.26% | $0.2 |
 SUN | 0.02% | 6.25% | $3.4 |
 AAPL | 0.01% | 0.42% | $0.97 |
 SBUX | 0.01% | 2.64% | $2.24 |
 VZ | 0.01% | 7% | $2.66 |
 META | 0.01% | 0.35% | $1 |
 NAS.OL | 0.01% | 5.81% | - |
 RNO.PA | 0.01% | 6.76% | $1.85 |
 ET | 0.01% | 7.54% | $1.25 |
 BLK | 0.01% | 1.93% | $20.2 |
 T | 0% | 4.77% | $1.11 |
 PYPL | 0% | 0.25% | - |
 NA9.DE | 0% | 1.58% | - |
 POWL | 0% | 0.25% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-7.55
-7.55
-8
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-7.55
-7.55
-8
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.29
High:
TSLA
280.13TSLALow:
RBLX
-55.31RBLXDetails
PEG Ratio
129.38
High:MCD
898.84MCDLow:RBLX
-439.92RBLXDetails
Price/Book
10.42
High:RBLX
135.77RBLXLow:MCD
-99.7MCDDetails
Price/Sales
8.29
High:
DJT
1,050.94DJTLow:
IRBTQ
0.01IRBTQDetails
Price/CF
26.39
High:IRBTQ
117.63IRBTQLow:
AMCX
1.49AMCXDetails
Price/FCF
67.57
High:PEP
5,253.35PEPLow:AMCX
1.74AMCXDetails
P/E Ratio
37.29
High:TSLA
280.13TSLALow:RBLX
-55.31RBLXDetails
PEG Ratio
129.38
High:MCD
898.84MCDLow:RBLX
-439.92RBLXDetails
Price/Book
10.42
High:RBLX
135.77RBLXLow:MCD
-99.7MCDDetails
Price/Sales
8.29
High:DJT
1,050.94DJTLow:IRBTQ
0.01IRBTQDetails
Price/CF
26.39
High:IRBTQ
117.63IRBTQLow:AMCX
1.49AMCXDetails
Price/FCF
67.57
High:PEP
5,253.35PEPLow:AMCX
1.74AMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.91% | Jul 2014 | - | 139 |