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-2.14%
This Month
-13.55%
Year To Date
-27.95%
2 Years
-43.1%
5 Years
+90.34%
10 Years
+12.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.64%
- 🖥️ Technology Services14.57%
- 💻 Electronic Technology11.72%
- 📊 ETFs4.57%
- 🛍️ Retail Trade3.7%
- 🧬 Health Technology3.3%
- ⛏️ Energy Minerals3.2%
- 💰 Finance2.97%
- 🛠️ Producer Manufacturing1.92%
- 🌾 Commodities1.85%
- 🧩 Miscellaneous1.29%
- 🏥 Health Services1.27%
- 💼 Commercial Services1.04%
- 🚗 Consumer Durables0.69%
- 🧪 Process Industries0.45%
- 💵 Cash0.36%
- 💇♀️ Consumer Services0.31%
- 🍞 Consumer Non Durables0.31%
- ⚡ Utilities0.24%
- 🚚 Transportation0.22%
- 📡 Communications0.2%
- 🏭 Industrial Services0.19%
- 🪨 Non Energy Minerals0.15%
- 📦 Distribution Services0.08%
- ❓ Other0.06%
- 📈 Indexes0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.64%
- 🇺🇸 Nasdaq23.64%
- 🇺🇸 NYSE20.48%
- 🇬🇧 LSE2.68%
- 🌍 Commodity1.85%
- 🇳🇱 Euronext Amsterdam1.48%
- 🇫🇷 Euronext Paris0.91%
- 🇮🇹 Borsa Italiana0.75%
- 🇩🇪 Xetra ETFs0.7%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇳🇴 Oslo Stock Exchange0.33%
- 🇩🇪 FRA0.29%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇨🇭 SIX0.11%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🌍 CFD0.05%
- 🇪🇸 Bolsa De Madrid0.04%
- Abu Dhabi0.03%
- 🇦🇪 Dubai Financial Market0.03%
- 🇦🇺 Sydney0.02%
- 🇵🇹 Euronext Lisbon0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.05%
- 🇮🇱 Israel4.02%
- 🇳🇱 Netherlands2.82%
- 🇬🇧 United Kingdom2.45%
- 🇨🇳 China0.76%
- 🇫🇷 France0.58%
- 🇹🇼 Taiwan0.56%
- 🇮🇹 Italy0.41%
- 🇳🇴 Norway0.33%
- 🇩🇪 Germany0.27%
- 🇮🇪 Ireland0.22%
- 🇨🇭 Switzerland0.22%
- 🇩🇰 Denmark0.18%
- 🇨🇦 Canada0.12%
- 🇭🇰 Hong Kong0.1%
- 🇸🇪 Sweden0.08%
- 🇧🇲 Bermuda0.08%
- 🇸🇬 Singapore0.08%
- 🇺🇾 Uruguay0.06%
- 🇪🇸 Spain0.04%
- 🇦🇺 Australia0.04%
- 🇱🇺 Luxembourg0.04%
- 🇰🇷 South Korea0.04%
- 🇵🇦 Panama0.04%
- 🇨🇿 Czech Republic0.02%
- 🇵🇹 Portugal0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇦🇷 Argentina0.01%
- 🇫🇮 Finland0.01%
- 🇷🇺 Russia0.01%
- 🇬🇮 Gibraltar0%
Dividends
Dividend Yield
0.51%
211 out of 464 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSI | 0.06% | 0.96% | $3.82 |
 STLAM.MI | 0.04% | 10.46% | $1.55 |
 UNH | 0.04% | 3.04% | $7.74 |
 FF | 0.02% | 5.47% | $0.24 |
 SHEL.L | 0.02% | 3.48% | $0.8 |
 CVX | 0.02% | 3.71% | $6.28 |
 BP.L | 0.02% | 5.04% | $0.23 |
 XOM | 0.02% | 2.69% | $3.76 |
 EQNR.OL | 0.01% | 4.89% | $13.95 |
 WU | 0.01% | 9.81% | $0.94 |
 MSFT | 0.01% | 0.86% | $3 |
 TTE.PA | 0.01% | 5.08% | $3.06 |
 SHEL | 0.01% | 3.5% | $2.7 |
 COP | 0.01% | 2.8% | $3.25 |
 ABBV | 0.01% | 2.88% | $6.06 |
 ISP.MI | 0.01% | 6.93% | $0.3 |
 SCVL | 0.01% | 2.98% | $0.48 |
 PRX.NV | 0.01% | 0.48% | $0.07 |
 BAC | 0.01% | 2.2% | $0.96 |
 JPM | 0% | 1.95% | $4.4 |
 GOOG | 0% | 0.28% | $0.2 |
 ET | 0% | 7.06% | $1.25 |
 TSM | 0% | 0.78% | $1.74 |
 PYPL | 0% | 0.6% | - |
 GS | 0% | 1.8% | $11 |
 BA.L | 0% | 1.62% | $0.3 |
 SEIT.L | 0% | 13.17% | - |
 ASML | 0% | 0.54% | $5.57 |
 TGT | 0% | 3.81% | $4.42 |
 0941.HK | 0% | 6.68% | $4.83 |
 NOVO-B.CO | 0% | 4.69% | $9.4 |
 NVO | 0% | 3.45% | $0.98 |
 T | 0% | 3.87% | $1.11 |
 META | 0% | 0.32% | $1 |
 AIR.PA | 0% | 1.11% | $1.8 |
 OGZDL.L | 0% | 67.74% | - |
 VNOM | 0% | 4.94% | $2.08 |
 SERE.L | 0% | 8.11% | - |
 GSBD | 0% | 13.72% | - |
 EVO.ST | 0% | 5.45% | $31.03 |
 ENEL.MI | 0% | 5.04% | $0.43 |
 HO.PA | 0% | 1.54% | $3.4 |
 JD.US | 0% | 3.93% | $0.74 |
 QFIN | 0% | 9.56% | $1.06 |
 PST.MI | 0% | 5.61% | $0.8 |
 FINV | 0% | 4.75% | $0.24 |
 AZN.L | 0% | 1.56% | $2.28 |
 RR.L | 0% | 0.7% | - |
 LLY | 0% | 0.62% | $4.86 |
 SW.PA | 0% | 6.01% | $3.1 |
 BLX | 0% | 5.18% | $1.5 |
 NWG.L | 0% | 5.43% | $0.17 |
 OSB.L | 0% | 5.91% | $0.32 |
 IAG.L | 0% | 1.82% | - |
 FUTR.L | 0% | 4.09% | $0.03 |
 2601.HK | 0% | 3.52% | $1.12 |
 9988.HK | 0% | 0.81% | $0.98 |
 SGRO.L | 0% | 3.84% | $0.28 |
 GIS | 0% | 5.6% | $2.36 |
 BNP.PA | 0% | 5.79% | $4.6 |
 DNB.OL | 0% | 6.02% | $16 |
 00857.HK | 0% | 5.01% | $0.48 |
 V | 0% | 0.78% | $2.01 |
 ABBN.ZU | 0% | 1.38% | $0.87 |
 RF.PA | 0% | 5.6% | $2.42 |
 JNJ | 0% | 2.13% | $4.81 |
 AAPL | 0% | 0.4% | $0.97 |
 IBE.MC | 0% | 2.75% | $0.45 |
 LGEN.L | 0% | 8.2% | $0.2 |
 BARC.L | 0% | 1.99% | $0.08 |
 SL.MI | 0% | 3.23% | $1 |
 LMT | 0% | 2.03% | $12.45 |
 0386.HK | 0% | 4.81% | $0.37 |
 GLEN.L | 0% | 2.41% | $0.1 |
 AV.L | 0% | 5.64% | $0.33 |
 GLNG | 0% | 2.14% | $1 |
 BPE.MI | 0% | 3.49% | $0.3 |
 TRIG.L | 0% | 10.96% | $0.07 |
 EMG.L | 0% | 4.73% | $0.13 |
 SVSTL.L | 0% | 2546.05% | - |
 2318.HK | 0% | 4.38% | $2.63 |
 SPOL.OL | 0% | 5.96% | - |
 DIS | 0% | 1.46% | $0.75 |
 CI | 0% | 2.14% | $5.26 |
 01211.HK | 0% | 1.56% | $3.41 |
 BABA | 0% | 0.79% | $0.98 |
 JKS | 0% | 5.31% | $1.48 |
 9618.HK | 0% | 4% | $2.97 |
 LVS | 0% | 1.91% | $0.8 |
 PGR | 0% | 6.62% | $1.15 |
 RIO.L | 0% | 4.32% | $3.41 |
 CE.MI | 0% | 4.99% | $0.65 |
 CRM | 0% | 0.87% | $0.4 |
 NOC | 0% | 1.23% | $7.67 |
 AVGO | 0% | 0.71% | $19.7 |
 PRY.MI | 0% | 0.87% | $0.7 |
 INTU | 0% | 1.06% | $3.6 |
 TEP.PA | 0% | 7.36% | $3.85 |
 IBM | 0% | 2.7% | $6.65 |
 ETN | 0% | 1.19% | $3.6 |
 RHM.DE | 0% | 0.5% | $5.7 |
 NKE | 0% | 2.75% | $1.45 |
 NA9.DE | 0% | 1.91% | - |
 MTDR | 0% | 2.57% | $0.75 |
 OXY | 0% | 1.83% | $0.8 |
 RTX | 0% | 1.3% | $2.44 |
 G.MI | 0% | 4.18% | $1.28 |
 VIE.PA | 0% | 4.44% | $1.25 |
 GAW.L | 0% | 2.8% | $5.5 |
 PG | 0% | 2.69% | $3.83 |
 ASML.NV | 0% | 0.62% | $6.1 |
 RACE | 0% | 1.16% | $2.64 |
 EDP.LSB | 0% | 4.63% | $0.2 |
 CSCO | 0% | 2.05% | $1.58 |
 TSCO.L | 0% | 3.01% | $0.12 |
 VOF.L | 0% | 2.3% | $0.1 |
 NEX.PA | 0% | 2.07% | $2.3 |
 ENI.MI | 0% | 5.11% | $0.94 |
 IG.MI | 0% | 3.59% | $0.35 |
 NEE | 0% | 2.52% | $1.97 |
 MU | 0% | 0.11% | $0.46 |
 NN.NV | 0% | 5.25% | $3.2 |
 CAT | 0% | 0.81% | $5.31 |
 VRSK | 0% | 0.87% | $1.46 |
 BAH | 0% | 2.86% | $1.96 |
 IMMR | 0% | 1.47% | $0.17 |
 TT | 0% | 0.88% | $3.27 |
 EVR.L | 0% | 17.85% | - |
 NXT.L | 0% | 3.33% | $2.07 |
 PKE | 0% | 1.71% | $0.5 |
 FDS | 0% | 1.96% | $3.98 |
 ORA.PA | 0% | 4.21% | $0.72 |
 SPGI | 0% | 0.87% | $3.62 |
 02020.HK | 0% | 3.24% | $1.97 |
 SSE.L | 0% | 2.41% | $0.6 |
 DUK | 0% | 3.23% | $4.1 |
 PRU.L | 0% | 1.62% | $0.28 |
 SAN.PA | 0% | 5.23% | $3.76 |
 CB | 0% | 1.17% | $3.49 |
 WMT | 0% | 0.78% | $0.81 |
 KO | 0% | 2.64% | $1.89 |
 IIPR | 0% | 13.41% | $7.34 |
 NVTKL.L | 0% | 109.46% | - |
 LHX | 0% | 1.34% | $4.6 |
 CAP.PA | 0% | 3.14% | $3.4 |
 SCMN.ZU | 0% | 3.62% | $22 |
 GOOGL | 0% | 0.28% | $0.2 |
 ORCL | 0% | 1.31% | $1.6 |
 NEM | 0% | 0.85% | $1.3 |
 GRG.L | 0% | 4.19% | $0.6 |
 SU.PA | 0% | 1.51% | $3.5 |
 MA | 0% | 0.62% | $2.46 |
 UI | 0% | 0.38% | $2.4 |
 BEPC | 0% | 3.7% | - |
 MSCI | 0% | 1.31% | $5.96 |
 LAND.L | 0% | 6.5% | $0.4 |
 LSEG.L | 0% | 1.71% | $1.15 |
 WGO | 0% | 3.54% | $1.24 |
 PHP.L | 0% | 6.85% | $0.06 |
 DGE.L | 0% | 4.09% | $0.81 |
 KAR.ASX | 0% | 3.05% | - |
 SIE.DE | 0% | 2.32% | $4.7 |
 QCOM | 0% | 2.58% | $3.25 |
 0700.HK | 0% | 0.9% | $3.4 |
 SMSN.L | 0% | 0.66% | $23.68 |
 GD | 0% | 1.65% | $5.48 |
 STMPA.PA | 0% | 1.05% | $0.28 |
 823.HK | 0% | 6.93% | $2.63 |
 EL | 0% | 1.41% | $2.64 |
 COST | 0% | 0.52% | $19.22 |
 APH | 0% | 0.61% | $0.44 |
 ROCKB.CO | 0% | 3.25% | $43 |
 CCL | 0% | 0.54% | - |
 CARR | 0% | 1.5% | $0.76 |
 HCA | 0% | 0.54% | $2.52 |
 AER | 0% | 0.81% | $0.25 |
 AMAT | 0% | 0.51% | $1.44 |
 CEG | 0% | 0.49% | - |
 FCX | 0% | 0.92% | $0.6 |
 YSN.DE | 0% | 1.38% | $2.36 |
 PUK | 0% | 1.57% | $0.41 |
 BOL.ST | 0% | 1.64% | $7.5 |
 LRCX | 0% | 0.46% | $8 |
 SEI.US | 0% | 0.96% | $0.47 |
 HII | 0% | 1.26% | $5.14 |
 MCK | 0% | 0.32% | $2.48 |
 NVDA | 0% | 0.02% | $0.02 |
 TD | 0% | 3.16% | $2.93 |
 AVGO.EUR | 0% | 0.72% | - |
 KMB | 0% | 4.85% | $4.8 |
 LXS.DE | 0% | 0.59% | $0.1 |
 SAABB.ST | 0% | 0.36% | $1.6 |
 KNSL | 0% | 0.2% | $0.58 |
 NESTE.HE | 0% | 0.83% | $1.2 |
 ILU.ASX | 0% | 0.78% | $0.07 |
 ESLT | 0% | 0.31% | - |
 MCD | 0% | 2.2% | $6.53 |
 0968.HK | 0% | 1.51% | $0.23 |
 AGX | 0% | 0.38% | $1.15 |
 IBKR | 0% | 0.46% | - |
 CE | 0% | 0.23% | $2.8 |
 GRMN | 0% | 0.36% | $3.71 |
 POWL | 0% | 0.21% | $1.06 |
 WDC | 0% | 0.17% | - |
 WAB | 0% | 0.41% | $0.74 |
 SMT.L | 0% | 0.36% | $0.03 |
 GEV | 0% | 0.18% | - |
 TMO | 0% | 0.35% | $1.48 |
 CRS | 0% | 0.19% | $0.8 |
 VRT | 0% | 0.07% | $0.06 |
 SCCO | 0% | -1.61% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.09
-1.09
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.09
-1.09
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.79
High:BP.L
4,375BP.LLow:
INTC
-556.53INTCDetails
PEG Ratio
177.34
High:BAH
3,452.87BAHLow:
RKLB
-9,779.22RKLBDetails
Price/Book
7.15
High:
OCGN
173.3OCGNLow:MCD
-131.7MCDDetails
Price/Sales
5.41
High:
ATOM.US
2,327.94ATOM.USLow:
EVOK.L
0.07EVOK.LDetails
Price/CF
20.29
High:
MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
53.82
High:RHM.DE
5,198.92RHM.DELow:
HTZ
0.31HTZDetails
P/E Ratio
28.79
High:BP.L
4,375BP.LLow:INTC
-556.53INTCDetails
PEG Ratio
177.34
High:BAH
3,452.87BAHLow:RKLB
-9,779.22RKLBDetails
Price/Book
7.15
High:OCGN
173.3OCGNLow:MCD
-131.7MCDDetails
Price/Sales
5.41
High:ATOM.US
2,327.94ATOM.USLow:EVOK.L
0.07EVOK.LDetails
Price/CF
20.29
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
53.82
High:RHM.DE
5,198.92RHM.DELow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.42% | May 2021 | - | 59 |
-16.08% | Sep 2020 | Nov 2020 | 2 |
-4.01% | Dec 2020 | Jan 2021 | 1 |
-0.06% | Jun 2020 | Jul 2020 | 1 |