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-3.95%
This Month
+10.94%
Year To Date
+24.54%
2 Years
-58.15%
5 Years
-51.06%
10 Years
-7.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.25%
- 📊 ETFs25.12%
- 🖥️ Technology Services18.83%
- 🪙 Cryptocurrencies11.01%
- 🛠️ Producer Manufacturing6.34%
- 🛍️ Retail Trade3%
- 🚚 Transportation2.26%
- 🚗 Consumer Durables0.76%
- 💇♀️ Consumer Services0.71%
- ⚡ Utilities0.47%
- 🧬 Health Technology0.43%
- 🧪 Process Industries0.1%
- 💵 Cash0.09%
- ⛏️ Energy Minerals0.08%
- 🪨 Non Energy Minerals0.07%
- 🍞 Consumer Non Durables0.05%
- 🏥 Health Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.62%
- 🇺🇸 NYSE36.32%
- 🌍 Digital Currency11.01%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇩🇪 FRA0.09%
- 🇦🇺 Sydney0.03%
- 🇫🇷 Euronext Paris0.03%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.08%
- 🇨🇳 China1.87%
- 🇮🇱 Israel1.56%
- 🇹🇼 Taiwan1.55%
- 🇸🇬 Singapore0.96%
- 🇳🇱 Netherlands0.1%
- 🇩🇰 Denmark0.09%
- 🇩🇪 Germany0.09%
- 🇦🇺 Australia0.03%
- 🇫🇷 France0.03%
- 🇬🇧 United Kingdom0%
Dividends
Dividend Yield
0.15%
31 out of 121 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LIGHT.NV (9.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ORCL | 0.02% | 1.59% | $1.6 |
 AVGO | 0.01% | 0.67% | $19.7 |
 MSFT | 0.01% | 0.91% | $3 |
 TSM | 0.01% | 0.72% | $1.74 |
 CRM | 0.01% | 1% | $0.4 |
 BABA | 0.01% | 0.89% | $0.98 |
 AMAT | 0.01% | 0.37% | $1.44 |
 LRCX | 0.01% | 0.34% | $8 |
 META | 0.01% | 0.33% | $1 |
 PFE | 0.01% | 6.88% | $1.66 |
 LIGHT.NV | 0.01% | 9.69% | $1.55 |
 AAPL | 0% | 0.32% | $0.97 |
 MU | 0% | 0.06% | $0.46 |
 NVDA | 0% | 0.14% | $0.02 |
 GOOGL | 0% | 0.24% | $0.2 |
 MRVL | 0% | 0.12% | $0.24 |
 3323.HK | 0% | 4.68% | $0.25 |
 MAERSKB.CO | 0% | 2.82% | $515 |
 0968.HK | 0% | 2.3% | $0.23 |
 1171.HK | 0% | 4.66% | $1.6 |
 PAH3.DE | 0% | 5.45% | $2.56 |
 CHRD | 0% | 3.88% | $5 |
 VRLA.PA | 0% | 5.14% | $2.15 |
 AKZA.NV | 0% | 3.4% | $1.98 |
 IEL.ASX | 0% | 3.72% | $0.45 |
 P911.DE | 0% | 2.16% | $2.31 |
 MZTI | 0% | 3.65% | $3.55 |
 ATKR | 0% | 1.77% | $0.64 |
 LW | 0% | 3.2% | $1.28 |
 ALB | 0% | 1.37% | $1.6 |
 GOOG | 0% | 0.24% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-11.31
-11.31
-12
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-11.31
-11.31
-12
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.34
High:
DDOG
687.32DDOGLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-139.33
High:
NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.82
High:
APP
72.14APPLow:
LCID
-5.21LCIDDetails
Price/Sales
11.23
High:
PLTR
62.4PLTRLow:
OKLO
-OKLODetails
Price/CF
24.67
High:
GRAB
160.94GRABLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
48.83
High:GRAB
1,625.54GRABLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
35.34
High:DDOG
687.32DDOGLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-139.33
High:NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.82
High:APP
72.14APPLow:LCID
-5.21LCIDDetails
Price/Sales
11.23
High:PLTR
62.4PLTRLow:OKLO
-OKLODetails
Price/CF
24.67
High:GRAB
160.94GRABLow:IDEXQ
0.73IDEXQDetails
Price/FCF
48.83
High:GRAB
1,625.54GRABLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.32% | Jan 2018 | - | 103 |