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-2.17%
This Month
-2.32%
Year To Date
+27.95%
2 Years
+36.41%
5 Years
-48.67%
10 Years
-7.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.2%
- 🪙 Cryptocurrencies9.21%
- 🖥️ Technology Services5.37%
- 💵 Cash4.18%
- ⛏️ Energy Minerals3.64%
- 🛍️ Retail Trade2.89%
- 🍞 Consumer Non Durables2.5%
- 🚗 Consumer Durables2.01%
- 💇♀️ Consumer Services1.13%
- 🏥 Health Services1.08%
- 🧩 Miscellaneous0.91%
- 💻 Electronic Technology0.9%
- 🧬 Health Technology0.76%
- 🛠️ Producer Manufacturing0.73%
- 🏭 Industrial Services0.69%
- 💰 Finance0.65%
- 🚚 Transportation0.29%
- 💼 Commercial Services0.17%
- 🪨 Non Energy Minerals0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE25.48%
- 🇺🇸 NYSE24.3%
- 🇺🇸 Nasdaq13.17%
- 🌍 Digital Currency9.21%
- 🇺🇸 Chicago Board Options Exchange2.22%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇩🇪 FRA0.68%
- 🇫🇷 Euronext Paris0.46%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.08%
- 🇧🇷 Brazil3.34%
- 🇨🇳 China1.77%
- 🇬🇧 United Kingdom1.34%
- 🇺🇾 Uruguay1.16%
- 🇩🇰 Denmark0.76%
- 🇩🇪 Germany0.68%
- 🇫🇷 France0.46%
- 🇱🇺 Luxembourg0.32%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
0.64%
33 out of 104 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.24% | 7.19% | $2.21 |
 KHC | 0.05% | 6.66% | $1.6 |
 ET | 0.05% | 7.06% | $1.25 |
 VOW3.DE | 0.05% | 6.71% | $9.06 |
 UNH | 0.03% | 3.04% | $7.74 |
 EVR.L | 0.03% | 17.85% | - |
 RNO.PA | 0.03% | 7.56% | $1.85 |
 NVO | 0.03% | 3.45% | $0.98 |
 BTRW.L | 0.02% | 5.24% | $0.28 |
 NKE | 0.02% | 2.75% | $1.45 |
 LLOY.L | 0.01% | 3.7% | $0.03 |
 DPZ | 0.01% | 1.78% | $5.44 |
 MSFT | 0.01% | 0.86% | $3 |
 NWG.L | 0.01% | 5.43% | $0.17 |
 01211.HK | 0.01% | 1.56% | $3.41 |
 LEVI | 0.01% | 2.64% | $0.48 |
 BABA | 0.01% | 0.79% | $0.98 |
 META | 0% | 0.32% | $1 |
 BP.L | 0% | 5.04% | $0.23 |
 EQNR.OL | 0% | 4.89% | $13.95 |
 TTE.PA | 0% | 5.08% | $3.06 |
 SHEL.L | 0% | 3.48% | $0.8 |
 CVX | 0% | 3.71% | $6.28 |
 DIS | 0% | 1.46% | $0.75 |
 XOM | 0% | 2.69% | $3.76 |
 SHEL | 0% | 3.5% | $2.7 |
 COP | 0% | 2.8% | $3.25 |
 PYPL | 0% | 0.6% | - |
 BA.L | 0% | 1.62% | $0.3 |
 RR.L | 0% | 0.7% | - |
 NVDA | 0% | 0.02% | $0.02 |
 AAPL | 0% | 0.4% | $0.97 |
 GOOG | 0% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-13.41
-13.41
-14
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-13.41
-13.41
-14
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.77
High:BP.L
4,375BP.LLow:
INTC
-556.53INTCDetails
PEG Ratio
192.41
High:
MELI
997.84MELILow:INTC
-566.72INTCDetails
Price/Book
6.03
High:
PLTR
49.59PLTRLow:DPZ
-3.51DPZDetails
Price/Sales
4.28
High:
SPCE
93.11SPCELow:
AF.PA
0.08AF.PADetails
Price/CF
18.95
High:PLTR
214.31PLTRLow:AF.PA
0.67AF.PADetails
Price/FCF
65.92
High:BABA
1,196.17BABALow:RNO.PA
5.49RNO.PADetails
P/E Ratio
27.77
High:BP.L
4,375BP.LLow:INTC
-556.53INTCDetails
PEG Ratio
192.41
High:MELI
997.84MELILow:INTC
-566.72INTCDetails
Price/Book
6.03
High:PLTR
49.59PLTRLow:DPZ
-3.51DPZDetails
Price/Sales
4.28
High:SPCE
93.11SPCELow:AF.PA
0.08AF.PADetails
Price/CF
18.95
High:PLTR
214.31PLTRLow:AF.PA
0.67AF.PADetails
Price/FCF
65.92
High:BABA
1,196.17BABALow:RNO.PA
5.49RNO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.08% | Jan 2018 | - | 99 |