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+0.63%
Today
+10.94%
This Month
+1.51%
Year To Date
+155.21%
2 Years
+181.01%
5 Years
-0.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.56%
- 💻 Electronic Technology7.61%
- 🖥️ Technology Services5.6%
- 🛍️ Retail Trade4.96%
- 🚚 Transportation2.78%
- 💰 Finance2.74%
- 🚗 Consumer Durables2.68%
- 🧬 Health Technology2.66%
- 🛠️ Producer Manufacturing2.29%
- 🧪 Process Industries1.58%
- 💇♀️ Consumer Services1.07%
- 🍞 Consumer Non Durables0.75%
- 📦 Distribution Services0.66%
- 🪨 Non Energy Minerals0.61%
- 📡 Communications0.4%
- 💵 Cash0.31%
- 🏥 Health Services0.3%
- 💼 Commercial Services0.15%
- 📊 ETFs0.14%
- ⚡ Utilities0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.56%
- 🇺🇸 Nasdaq17.39%
- 🇨🇭 SIX5.86%
- 🇺🇸 NYSE4.47%
- 🇩🇪 FRA3.89%
- 🇭🇰 Hong Kong Exchanges3.74%
- 🇬🇧 LSE1.17%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.69%
- 🇨🇳 China6.36%
- 🇨🇭 Switzerland5.93%
- 🇩🇪 Germany3.97%
- 🇬🇧 United Kingdom0.98%
- 🇨🇦 Canada0.58%
- 🇮🇱 Israel0.36%
- 🇰🇷 South Korea0.19%
- 🇭🇰 Hong Kong0.19%
- 🇫🇮 Finland0.15%
- 🇩🇰 Denmark0.14%
- 🇳🇴 Norway0.13%
- 🇮🇪 Ireland0.08%
- 🇫🇷 France0.08%
- 🇸🇬 Singapore0.03%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
0.52%
31 out of 144 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW.DE | 0.07% | 6.32% | $9 |
 DTG.DE | 0.06% | 4.85% | $1.9 |
 ROG.ZU | 0.03% | 3.71% | $9.6 |
 KNIN.ZU | 0.03% | 4.26% | $10 |
 SPSN.ZU | 0.03% | 2.97% | $3.4 |
 NESN.ZU | 0.03% | 3.47% | $3 |
 2338.HK | 0.02% | 4.89% | $0.57 |
 PSPN.ZU | 0.02% | 2.71% | $3.85 |
 BABA | 0.02% | 0.82% | $0.98 |
 SIKA.ZU | 0.02% | 1.64% | $3.3 |
 AAPL | 0.02% | 0.49% | $0.97 |
 EZJ.L | 0.02% | 2.16% | $0.05 |
 01211.HK | 0.01% | 0.93% | $3.41 |
 LHA.DE | 0.01% | 4.54% | $0.3 |
 2318.HK | 0.01% | 5.91% | $2.63 |
 GOOG | 0.01% | 0.49% | $0.2 |
 INTC | 0.01% | 2.35% | $0.5 |
 DTE.DE | 0.01% | 2.66% | $0.77 |
 TKA.DE | 0.01% | 1.71% | $0.15 |
 VOW3.DE | 0.01% | 6.53% | $9.06 |
 POOL | 0.01% | 1.54% | $4.5 |
 LOGN.ZU | 0.01% | 1.63% | $1.06 |
 MSFT | 0.01% | 0.71% | $3 |
 ADEN.ZU | 0.01% | 4.22% | $2.5 |
 0700.HK | 0.01% | 0.87% | $3.4 |
 SMSN.L | 0% | 2.34% | $23.68 |
 00285.HK | 0% | 1.77% | $0.59 |
 01177.HK | 0% | 1.68% | $0.05 |
 NOK | 0% | 1.92% | $0.1 |
 VWS.CO | 0% | 0.51% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.05
High:
PLTR
548.43PLTRLow:
UN0.DE
-207.18UN0.DEDetails
PEG Ratio
64.66
High:PLTR
664.73PLTRLow:
FCEL
-143.73FCELDetails
Price/Book
9.9
High:PLTR
54.64PLTRLow:
BA
-46.97BADetails
Price/Sales
5.72
High:PLTR
102.92PLTRLow:
CRBP
-CRBPDetails
Price/CF
21.92
High:
DDD
462.65DDDLow:
1966.HK
0.221966.HKDetails
Price/FCF
42.56
High:
03690.HK
387.8103690.HKLow:1966.HK
0.221966.HKDetails
P/E Ratio
30.05
High:PLTR
548.43PLTRLow:UN0.DE
-207.18UN0.DEDetails
PEG Ratio
64.66
High:PLTR
664.73PLTRLow:FCEL
-143.73FCELDetails
Price/Book
9.9
High:PLTR
54.64PLTRLow:BA
-46.97BADetails
Price/Sales
5.72
High:PLTR
102.92PLTRLow:CRBP
-CRBPDetails
Price/CF
21.92
High:DDD
462.65DDDLow:1966.HK
0.221966.HKDetails
Price/FCF
42.56
High:03690.HK
387.8103690.HKLow:1966.HK
0.221966.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.18% | Jan 2018 | - | 89 |