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-3.35%
This Month
-24.01%
Year To Date
-22.8%
2 Years
-11.42%
5 Years
-16.53%
10 Years
-7.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.42%
- 🪨 Non Energy Minerals14.7%
- 🚚 Transportation8.34%
- 💰 Finance4.99%
- 💻 Electronic Technology4.79%
- 💇♀️ Consumer Services4.17%
- 🧬 Health Technology3.73%
- 📊 ETFs2.73%
- 🚗 Consumer Durables2.59%
- 🛍️ Retail Trade2.41%
- ⚡ Utilities1.64%
- ⛏️ Energy Minerals1.41%
- 🖥️ Technology Services0.56%
- 💼 Commercial Services0.25%
- 🛠️ Producer Manufacturing0.16%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.42%
- 🇺🇸 NYSE24.06%
- 🇺🇸 Nasdaq10.86%
- 🇦🇺 Sydney7.76%
- 🇬🇧 LSE4.29%
- 🇮🇹 Borsa Italiana1.64%
- 🇩🇪 FRA1.61%
- 🇪🇸 Bolsa De Madrid1.56%
- 🇺🇸 Chicago Board Options Exchange0.41%
- 🇳🇴 Oslo Stock Exchange0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.71%
- 🇬🇧 United Kingdom10.79%
- 🇦🇺 Australia7.76%
- 🇲🇨 Monaco5.07%
- 🇰🇷 South Korea2.86%
- 🇮🇪 Ireland1.9%
- 🇮🇹 Italy1.64%
- 🇩🇪 Germany1.61%
- 🇪🇸 Spain1.56%
- 🇨🇳 China0.56%
- 🇳🇴 Norway0.3%
Dividends
Dividend Yield
1.19%
22 out of 84 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AKRBP.OL (8.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.39% | 4.15% | $4.34 |
 NIC.ASX | 0.16% | 4.26% | $0.05 |
 STNG | 0.11% | 2.08% | $1.4 |
 ENEL.MI | 0.08% | 5.04% | $0.43 |
 AMGN | 0.08% | 2.57% | $8.76 |
 ACX.MC | 0.06% | 3.89% | $0.5 |
 VOW3.DE | 0.04% | 6.71% | $9.06 |
 CMCSA | 0.03% | 4.14% | $1.2 |
 CON.DE | 0.03% | 3.78% | $2.2 |
 UPS | 0.03% | 5.95% | $6.5 |
 AKRBP.OL | 0.03% | 8.5% | $24.77 |
 GMG.ASX | 0.02% | 1.08% | $0.3 |
 JPM | 0.02% | 1.95% | $4.4 |
 SMSN.L | 0.02% | 0.66% | $23.68 |
 BA.L | 0.02% | 1.62% | $0.3 |
 CVS | 0.02% | 3.32% | $2.54 |
 BMY | 0.01% | 4.05% | $2.34 |
 DIS | 0.01% | 1.46% | $0.75 |
 AXP | 0.01% | 1.1% | $2.6 |
 EZJ.L | 0.01% | 3.11% | $0.05 |
 GM | 0.01% | 0.8% | $0.42 |
 V | 0.01% | 0.78% | $2.01 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-10.68
-10.68
-11
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-10.68
-10.68
-11
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.31
High:
WEB.ASX
3,637.5WEB.ASXLow:ACX.MC
-79.66ACX.MCDetails
PEG Ratio
128.8
High:JPM
1,118.42JPMLow:NIC.ASX
-70.98NIC.ASXDetails
Price/Book
2.86
High:
BA
32.74BALow:
AAL
-2.21AALDetails
Price/Sales
2.41
High:
DJT
822.82DJTLow:
NEXT
-NEXTDetails
Price/CF
9.61
High:BA
163.87BALow:EZJ.L
2.05EZJ.LDetails
Price/FCF
27.63
High:ENEL.MI
502.5ENEL.MILow:ACX.MC
4.65ACX.MCDetails
P/E Ratio
20.31
High:WEB.ASX
3,637.5WEB.ASXLow:ACX.MC
-79.66ACX.MCDetails
PEG Ratio
128.8
High:JPM
1,118.42JPMLow:NIC.ASX
-70.98NIC.ASXDetails
Price/Book
2.86
High:BA
32.74BALow:AAL
-2.21AALDetails
Price/Sales
2.41
High:DJT
822.82DJTLow:NEXT
-NEXTDetails
Price/CF
9.61
High:BA
163.87BALow:EZJ.L
2.05EZJ.LDetails
Price/FCF
27.63
High:ENEL.MI
502.5ENEL.MILow:ACX.MC
4.65ACX.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.27% | Nov 2013 | - | 149 |