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-1.48%
This Month
-4.29%
Year To Date
+85.12%
2 Years
-6.2%
5 Years
-21.36%
10 Years
-14.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.44%
- 🖥️ Technology Services16.57%
- 🚗 Consumer Durables15.11%
- 🍞 Consumer Non Durables9.35%
- 💇♀️ Consumer Services7.68%
- 💻 Electronic Technology6.95%
- 📊 ETFs6.42%
- 🛍️ Retail Trade4.59%
- 🧬 Health Technology2.48%
- 💼 Commercial Services2.06%
- ⛏️ Energy Minerals1.62%
- 💰 Finance1.54%
- 🚚 Transportation1.05%
- 💵 Cash0.7%
- 📦 Distribution Services0.56%
- 🛠️ Producer Manufacturing0.42%
- 📡 Communications0.19%
- 🏭 Industrial Services0.06%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.55%
- 🇺🇸 NYSE22.18%
- 🌍 Digital Currency21.44%
- 🇺🇸 Chicago Board Options Exchange1.38%
- 🇭🇰 Hong Kong Exchanges1.27%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇷 Euronext Paris0.08%
- 🇩🇪 FRA0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.06%
- 🇨🇳 China3.71%
- 🇨🇷 Costa Rica2.11%
- 🇳🇴 Norway0.12%
- 🇫🇷 France0.08%
- 🇩🇪 Germany0.08%
- 🇺🇾 Uruguay0.07%
Dividends
Dividend Yield
0.57%
25 out of 96 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WU (11.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.17% | 2.99% | $1.89 |
 WU | 0.07% | 11.57% | $0.94 |
 NKE | 0.04% | 2.36% | $1.45 |
 OXY | 0.04% | 2.3% | $0.8 |
 PEP | 0.03% | 3.62% | $5.15 |
 MCD | 0.03% | 2.3% | $6.53 |
 MSFT | 0.03% | 0.66% | $3 |
 HPQ | 0.02% | 4.18% | $1.1 |
 GOOG | 0.02% | 0.32% | $0.2 |
 DPZ | 0.02% | 1.64% | $5.44 |
 00285.HK | 0.02% | 1.6% | $0.59 |
 DIS | 0.02% | 0.89% | $0.75 |
 AAPL | 0.01% | 0.39% | $0.97 |
 SUN | 0.01% | 6.64% | $3.4 |
 META | 0.01% | 0.35% | $1 |
 VZ | 0.01% | 6.75% | $2.66 |
 SBUX.RTH. | 0.01% | 2.9% | $2.24 |
 NAS.OL | 0.01% | 5.38% | - |
 RNO.PA | 0.01% | 6.31% | $1.85 |
 ET | 0% | 7.81% | $1.25 |
 T | 0% | 4.29% | $1.11 |
 NA9.DE | 0% | 2.02% | - |
 BLK | 0% | 1.78% | $20.2 |
 POWL | 0% | 0.31% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.9/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-5.52
-5.52
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-5.52
-5.52
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.31
High:
STGW
462.16STGWLow:
RBLX
-93.17RBLXDetails
PEG Ratio
1,583.69
High:
AAPL
26,070.7AAPLLow:
ESTA
-938.87ESTADetails
Price/Book
10.97
High:RBLX
260.84RBLXLow:
NIO
-90.05NIODetails
Price/Sales
8.45
High:
DJT
1,047.25DJTLow:
AAL.RTH.
0.14AAL.RTH.Details
Price/CF
26.03
High:
KO
233.26KOLow:
AMCX
1.07AMCXDetails
Price/FCF
62.31
High:
PEP
5,253.35PEPLow:AMCX
1.26AMCXDetails
P/E Ratio
39.31
High:STGW
462.16STGWLow:RBLX
-93.17RBLXDetails
PEG Ratio
1,583.69
High:AAPL
26,070.7AAPLLow:ESTA
-938.87ESTADetails
Price/Book
10.97
High:RBLX
260.84RBLXLow:NIO
-90.05NIODetails
Price/Sales
8.45
High:DJT
1,047.25DJTLow:AAL.RTH.
0.14AAL.RTH.Details
Price/CF
26.03
High:KO
233.26KOLow:AMCX
1.07AMCXDetails
Price/FCF
62.31
High:PEP
5,253.35PEPLow:AMCX
1.26AMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.91% | Jul 2014 | - | 136 |