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+2.23%
Today
+1.74%
This Month
+3.31%
Year To Date
+57.36%
2 Years
+266.63%
5 Years
+1.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies97.87%
- 📊 ETFs0.31%
- 🚗 Consumer Durables0.03%
- 💇♀️ Consumer Services0.03%
- 💵 Cash0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency97.87%
- 🇺🇸 Nasdaq0.14%
- 🇺🇸 NYSE0.11%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇧🇪 Euronext Brussels0%
Countries Breakdown
- Country
- Total
- 🇯🇵 Japan0.03%
- 🇺🇸 United States0.01%
- 🇳🇱 Netherlands0%
- 🇧🇪 Belgium0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
-0.13%
22 out of 87 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SVOL (19.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TNA | 0.01% | 1.6% | - |
 SOXL | 0% | 2.17% | - |
 TQQQ | 0% | 1.41% | - |
 UDOW | 0% | 1.28% | - |
 COWZ | 0% | 1.89% | - |
 UPRO | 0% | 1.11% | - |
 MCD | 0% | 2.27% | $6.53 |
 SSO | 0% | 0.87% | - |
 GBTC | 0% | 0.13% | $0.11 |
 GOOG | 0% | 0.46% | $0.2 |
 SPGI | 0% | 0.72% | $3.62 |
 MCO | 0% | 0.73% | $3.24 |
 ASML | 0% | 0.78% | $5.57 |
 TXRH | 0% | 1.32% | $2.32 |
 CRM | 0% | 0.59% | $0.4 |
 UMI.BR | 0% | 3.41% | $0.56 |
 MAIN | 0% | 5.18% | $2.85 |
 JEPQ | 0% | 11.28% | - |
 SCHD | 0% | 3.97% | - |
 O | 0% | 5.65% | $3.09 |
 JEPI | 0% | 8.01% | - |
 SVOL | -0.15% | 19.27% | - |
Performance Metrics
Score 4.9/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.97
High:
AVAV
163.29AVAVLow:
UMI.BR
-1.67UMI.BRDetails
PEG Ratio
544.31
High:
O
1,959.74OLow:
AMZN
48.45AMZNDetails
Price/Book
2.63
High:
MCO
23.78MCOLow:
MCD
-63.63MCDDetails
Price/Sales
2.88
High:MCO
12.23MCOLow:UMI.BR
0.17UMI.BRDetails
Price/CF
13.18
High:AVAV
94.83AVAVLow:UMI.BR
2.92UMI.BRDetails
Price/FCF
26.57
High:
MAIN
455.52MAINLow:
CRM
23.49CRMDetails
P/E Ratio
34.97
High:AVAV
163.29AVAVLow:UMI.BR
-1.67UMI.BRDetails
PEG Ratio
544.31
High:O
1,959.74OLow:AMZN
48.45AMZNDetails
Price/Book
2.63
High:MCO
23.78MCOLow:MCD
-63.63MCDDetails
Price/Sales
2.88
High:MCO
12.23MCOLow:UMI.BR
0.17UMI.BRDetails
Price/CF
13.18
High:AVAV
94.83AVAVLow:UMI.BR
2.92UMI.BRDetails
Price/FCF
26.57
High:MAIN
455.52MAINLow:CRM
23.49CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.33% | Feb 2018 | - | 89 |
-33.67% | Jun 2017 | Aug 2017 | 2 |
-22.07% | Sep 2017 | Nov 2017 | 2 |
-6.03% | Mar 2017 | Apr 2017 | 1 |