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+0.33%
This Month
+0.33%
Year To Date
-38.31%
2 Years
-54.39%
5 Years
-54.39%
10 Years
-16.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.58%
- 🪙 Cryptocurrencies23.26%
- 💰 Finance9.7%
- ⛏️ Energy Minerals9%
- 💻 Electronic Technology7.37%
- 🧬 Health Technology6%
- 🖥️ Technology Services3.23%
- 💼 Commercial Services2.73%
- 🛍️ Retail Trade2.58%
- 🚗 Consumer Durables2.21%
- 🍞 Consumer Non Durables1.91%
- 🛠️ Producer Manufacturing1.87%
- 📦 Distribution Services0.51%
- 🪨 Non Energy Minerals0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.55%
- 🌍 Digital Currency23.26%
- 🇺🇸 Nasdaq23.04%
- 🇫🇷 Euronext Paris12.37%
- 🇩🇪 FRA2.21%
- 🇭🇰 Hong Kong Exchanges1.87%
- 🇩🇰 Copenhagen Stock Exchange1.65%
- 🇬🇧 LSE0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.93%
- 🇫🇷 France12.37%
- 🇨🇳 China4.16%
- 🇨🇦 Canada3.79%
- 🇩🇪 Germany2.21%
- 🇩🇰 Denmark1.65%
- 🇬🇧 United Kingdom0.04%
Dividends
Dividend Yield
1.33%
18 out of 36 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 |
|---|---|---|---|
 TTE.PA | 0.53% | 5.92% | $3.06 |
 PFE | 0.24% | 6.77% | $1.66 |
 RF.PA | 0.18% | 5.45% | $2.42 |
 PAH3.DE | 0.1% | 5.34% | $2.56 |
 NOVO-B.CO | 0.05% | 3.06% | $9.4 |
 NKE | 0.05% | 2.54% | $1.45 |
 AAPL | 0.03% | 0.42% | $0.97 |
 01211.HK | 0.03% | 1.46% | $3.41 |
 TROW | 0.02% | 4.92% | $4.92 |
 VOW3.DE | 0.02% | 6.49% | $9.06 |
 BN.US | 0.02% | 0.53% | $0.3 |
 BABA | 0.01% | 0.62% | $0.98 |
 MA | 0.01% | 0.59% | $2.46 |
 TGT | 0.01% | 4.15% | $4.42 |
 EVR.L | 0.01% | 17.85% | - |
 PYPL | 0.01% | 0.25% | - |
 BCC | 0.01% | 1.03% | $0.8 |
 VIV.PA | 0% | 1.71% | $0.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.84
-0.84
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-24.61
-24.61
-25
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-1.45
-1.45
-2
0.75
1.25
2
2
Information Ratio
-2.02
-2.02
-3
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.84
-0.84
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-24.61
-24.61
-25
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-1.45
-1.45
-2
0.75
1.25
2
2
Information Ratio
-2.02
-2.02
-3
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.92
High:
TWLO
287.17TWLOLow:RF.PA
-5.52RF.PADetails
PEG Ratio
227.77
High:TROW
2,684.26TROWLow:
SCPX
-SCPXDetails
Price/Book
11.38
High:MA
60.55MALow:SCPX
-0SCPXDetails
Price/Sales
5.06
High:MA
15.28MALow:
SPWRQ
-SPWRQDetails
Price/CF
23.52
High:RF.PA
109.25RF.PALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
42.55
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
P/E Ratio
29.92
High:TWLO
287.17TWLOLow:RF.PA
-5.52RF.PADetails
PEG Ratio
227.77
High:TROW
2,684.26TROWLow:SCPX
-SCPXDetails
Price/Book
11.38
High:MA
60.55MALow:SCPX
-0SCPXDetails
Price/Sales
5.06
High:MA
15.28MALow:SPWRQ
-SPWRQDetails
Price/CF
23.52
High:RF.PA
109.25RF.PALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
42.55
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.89% | Jul 2021 | - | 55 |
-0.89% | May 2021 | Jun 2021 | 1 |