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-0.22%
Today
+1.83%
This Month
+7.28%
Year To Date
-19.39%
2 Years
-84.9%
5 Years
-100%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.91%
- 💰 Finance26.87%
- 📈 Indexes9.57%
- 💻 Electronic Technology8.52%
- 🖥️ Technology Services7.07%
- 🪙 Cryptocurrencies6.24%
- 💇♀️ Consumer Services2.97%
- 🛍️ Retail Trade2.92%
- 🏭 Industrial Services2.71%
- ⚡ Utilities2.71%
- 💹 Forex2.43%
- 🧬 Health Technology1.77%
- 🚚 Transportation0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.46%
- 🇺🇸 Nasdaq16.55%
- 🌍 CFD9.57%
- 🇮🇹 Borsa Italiana9.31%
- 🌍 Digital Currency6.24%
- 🌍 FX2.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.09%
- 🇮🇹 Italy9.31%
- 🇨🇳 China2.92%
Dividends
Dividend Yield
0.85%
15 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PST.MI (5.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PST.MI | 0.29% | 5.83% | $0.8 |
 JPM | 0.17% | 1.79% | $4.4 |
 SRG.MI | 0.07% | 5.73% | $0.28 |
 TRN.MI | 0.07% | 4.68% | $0.34 |
 IBM | 0.05% | 2.37% | $6.65 |
 WM | 0.04% | 1.38% | $2.9 |
 MSFT | 0.03% | 0.66% | $3 |
 LMT | 0.03% | 3.15% | $12.45 |
 BABA | 0.02% | 0.84% | $0.98 |
 DPZ | 0.02% | 1.41% | $5.44 |
 LTMC.MI | 0.02% | 1.24% | $0.26 |
 CHRW | 0.02% | 2.47% | $2.44 |
 SLM | 0.01% | 1.51% | $0.44 |
 LLY | 0% | 0.73% | $4.86 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 2.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-1.25
-1.25
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.27
-1.27
-2
1
2
3
3
Jensen's Alpha
-81.5
-81.5
-82
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-12.43
-12.43
-13
0.75
1.25
2
2
Information Ratio
-1.35
-1.35
-2
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-1.25
-1.25
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.27
-1.27
-2
1
2
3
3
Jensen's Alpha
-81.5
-81.5
-82
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-12.43
-12.43
-13
0.75
1.25
2
2
Information Ratio
-1.35
-1.35
-2
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.82
High:
LLY
66.18LLYLow:
VRTX
-121.59VRTXDetails
PEG Ratio
150.25
High:
DPZ
485.81DPZLow:
BABA
21.45BABADetails
Price/Book
5.28
High:
NVDA
49.68NVDALow:DPZ
-4.08DPZDetails
Price/Sales
7.07
High:NVDA
28.3NVDALow:
CHRW
0.71CHRWDetails
Price/CF
28.83
High:
SLM
474.98SLMLow:
PST.MI
7.77PST.MIDetails
Price/FCF
50
High:LLY
631.92LLYLow:
SRG.MI
7.22SRG.MIDetails
P/E Ratio
27.82
High:LLY
66.18LLYLow:VRTX
-121.59VRTXDetails
PEG Ratio
150.25
High:DPZ
485.81DPZLow:BABA
21.45BABADetails
Price/Book
5.28
High:NVDA
49.68NVDALow:DPZ
-4.08DPZDetails
Price/Sales
7.07
High:NVDA
28.3NVDALow:CHRW
0.71CHRWDetails
Price/CF
28.83
High:SLM
474.98SLMLow:PST.MI
7.77PST.MIDetails
Price/FCF
50
High:LLY
631.92LLYLow:SRG.MI
7.22SRG.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Sep 2013 | - | 143 |