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-0.94%
Today
-1.39%
This Month
+0.74%
Year To Date
+19.26%
2 Years
+30.07%
5 Years
-6.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.7%
- 🛍️ Retail Trade16.43%
- 🖥️ Technology Services15.19%
- 💻 Electronic Technology10.35%
- ⛏️ Energy Minerals7.08%
- 🪨 Non Energy Minerals5.69%
- 🛠️ Producer Manufacturing4.8%
- ⚡ Utilities3.91%
- 💰 Finance3.86%
- 🚗 Consumer Durables3.42%
- 🍞 Consumer Non Durables2.51%
- 💇♀️ Consumer Services1.18%
- 🧬 Health Technology0.71%
- 🚚 Transportation0.42%
- 🧪 Process Industries0.41%
- 💵 Cash0.16%
- 📊 ETFs0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.34%
- 🌍 Digital Currency23.7%
- 🇺🇸 NYSE16.69%
- 🇨🇭 SIX7.98%
- 🇭🇰 Hong Kong Exchanges1.43%
- 🇬🇧 LSE1.01%
- 🇩🇰 Copenhagen Stock Exchange0.71%
- 🇩🇪 FRA0.56%
- 🇫🇷 Euronext Paris0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.35%
- 🇺🇾 Uruguay16.43%
- 🇦🇷 Argentina15.1%
- 🇨🇭 Switzerland7.98%
- 🇱🇺 Luxembourg1.77%
- 🇨🇳 China1.56%
- 🇲🇽 Mexico1.07%
- 🇰🇷 South Korea1.01%
- 🇩🇰 Denmark0.71%
- 🇩🇪 Germany0.56%
- 🇫🇷 France0.24%
- 🇧🇷 Brazil0.18%
- 🇬🇧 United Kingdom0%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
2.1%
20 out of 52 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 1.51% | 1156.07% | $0.2 |
 INTC | 0.11% | 2.48% | $0.5 |
 NESN.ZU | 0.09% | 3.5% | $3 |
 TS | 0.08% | 4.78% | $1.2 |
 ABBN.ZU | 0.06% | 1.9% | $0.87 |
 MSFT | 0.05% | 0.69% | $3 |
 HOLN.ZU | 0.05% | 3.28% | $2.8 |
 SMSN.L | 0.02% | 2.13% | $23.68 |
 GOOGL | 0.02% | 0.48% | $0.2 |
 ZURN.ZU | 0.02% | 4.84% | $26 |
 NOVO-B.CO | 0.02% | 2.39% | $9.4 |
 01211.HK | 0.02% | 1.05% | $3.41 |
 BAER.ZU | 0.01% | 4.95% | $2.6 |
 GOOG | 0.01% | 0.47% | $0.2 |
 GGAL | 0.01% | 0.48% | $1.57 |
 BYD | 0.01% | 0.96% | $0.66 |
 S92.DE | 0.01% | 2.57% | $0.5 |
 SIKA.ZU | 0.01% | 1.64% | $3.3 |
 NVDA | 0% | 0.03% | $0.02 |
 SOXS | 0% | 5.28% | - |
Next Dividends
Performance Metrics
Score 2.6/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-10.43
-10.43
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-10.43
-10.43
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.43
High:
TSLA
182.61TSLALow:
GTLB
-1,710.83GTLBDetails
PEG Ratio
71.78
High:
MSFT
296.39MSFTLow:GTLB
-1,720.24GTLBDetails
Price/Book
9.79
High:
NVDA
41.28NVDALow:
NIO
-144.34NIODetails
Price/Sales
9.09
High:NVDA
23.52NVDALow:
GOLLQ
0.01GOLLQDetails
Price/CF
20.74
High:GTLB
124GTLBLow:GOLLQ
0.21GOLLQDetails
Price/FCF
41.55
High:
VIST
1,621.11VISTLow:GOLLQ
1.21GOLLQDetails
P/E Ratio
33.43
High:TSLA
182.61TSLALow:GTLB
-1,710.83GTLBDetails
PEG Ratio
71.78
High:MSFT
296.39MSFTLow:GTLB
-1,720.24GTLBDetails
Price/Book
9.79
High:NVDA
41.28NVDALow:NIO
-144.34NIODetails
Price/Sales
9.09
High:NVDA
23.52NVDALow:GOLLQ
0.01GOLLQDetails
Price/CF
20.74
High:GTLB
124GTLBLow:GOLLQ
0.21GOLLQDetails
Price/FCF
41.55
High:VIST
1,621.11VISTLow:GOLLQ
1.21GOLLQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.97% | Mar 2021 | - | 52 |
-7.12% | Jul 2020 | Nov 2020 | 4 |