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+1.23%
This Month
-7.48%
Year To Date
+43.62%
2 Years
-45.8%
5 Years
-25.03%
10 Years
-14.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.92%
- 🖥️ Technology Services18.29%
- 🚗 Consumer Durables14.75%
- 🍞 Consumer Non Durables9.94%
- 💻 Electronic Technology8.32%
- 💇♀️ Consumer Services8.1%
- 📊 ETFs5.64%
- 🛍️ Retail Trade5.06%
- 💰 Finance1.92%
- 💼 Commercial Services1.9%
- ⛏️ Energy Minerals1.87%
- 🧬 Health Technology1.54%
- 🚚 Transportation1.06%
- 📦 Distribution Services0.81%
- 🛠️ Producer Manufacturing0.38%
- 📡 Communications0.2%
- 💵 Cash0.08%
- 🏭 Industrial Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.4%
- 🇺🇸 NYSE23.33%
- 🌍 Digital Currency19.92%
- 🇭🇰 Hong Kong Exchanges2.55%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇩🇪 FRA0.13%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.1%
- 🇩🇪 Xetra ETFs0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.57%
- 🇨🇳 China4.45%
- 🇨🇷 Costa Rica0.76%
- 🇩🇪 Germany0.13%
- 🇳🇴 Norway0.13%
- 🇫🇷 France0.1%
- 🇺🇾 Uruguay0.08%
Dividends
Dividend Yield
0.64%
26 out of 97 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WU (10.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.18% | 2.91% | $1.89 |
 WU | 0.08% | 10.4% | $0.94 |
 NKE | 0.04% | 2.44% | $1.45 |
 OXY | 0.04% | 2.26% | $0.8 |
 00285.HK | 0.04% | 1.78% | $0.59 |
 MSFT | 0.03% | 0.72% | $3 |
 PEP | 0.03% | 3.88% | $5.15 |
 MCD | 0.03% | 2.3% | $6.53 |
 HPQ | 0.02% | 4.51% | $1.1 |
 DPZ | 0.02% | 1.67% | $5.44 |
 GOOG | 0.02% | 0.26% | $0.2 |
 DIS | 0.02% | 0.95% | $0.75 |
 SUN | 0.02% | 6.64% | $3.4 |
 AAPL | 0.01% | 0.37% | $0.97 |
 SBUX | 0.01% | 2.89% | $2.24 |
 VZ | 0.01% | 6.53% | $2.66 |
 META | 0.01% | 0.31% | $1 |
 NAS.OL | 0.01% | 5.26% | - |
 RNO.PA | 0.01% | 5.91% | $1.85 |
 ET | 0.01% | 7.83% | $1.25 |
 BLK | 0% | 1.94% | $20.2 |
 T | 0% | 4.39% | $1.11 |
 PYPL | 0% | 0.22% | - |
 NA9.DE | 0% | 1.32% | - |
 POWL | 0% | 0.31% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.9/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-6.64
-6.64
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.22
High:
TSLA
303.71TSLALow:
RBLX
-66.79RBLXDetails
PEG Ratio
136.31
High:
MCD
915.54MCDLow:RBLX
-531.23RBLXDetails
Price/Book
11.02
High:RBLX
163.96RBLXLow:MCD
-101.58MCDDetails
Price/Sales
8.73
High:
DJT
890.77DJTLow:
JAGX
0.14JAGXDetails
Price/CF
27.08
High:
IRBT
117.63IRBTLow:
AMCX
1.49AMCXDetails
Price/FCF
67.6
High:
PEP
5,253.35PEPLow:AMCX
1.74AMCXDetails
P/E Ratio
39.22
High:TSLA
303.71TSLALow:RBLX
-66.79RBLXDetails
PEG Ratio
136.31
High:MCD
915.54MCDLow:RBLX
-531.23RBLXDetails
Price/Book
11.02
High:RBLX
163.96RBLXLow:MCD
-101.58MCDDetails
Price/Sales
8.73
High:DJT
890.77DJTLow:JAGX
0.14JAGXDetails
Price/CF
27.08
High:IRBT
117.63IRBTLow:AMCX
1.49AMCXDetails
Price/FCF
67.6
High:PEP
5,253.35PEPLow:AMCX
1.74AMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.91% | Jul 2014 | - | 138 |