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+1.16%
This Month
-24.1%
Year To Date
-15.25%
2 Years
-14.24%
5 Years
-16.62%
10 Years
-6.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.01%
- 🚚 Transportation9.17%
- 💇♀️ Consumer Services6.03%
- 💰 Finance5.42%
- 🛍️ Retail Trade5.39%
- 🧬 Health Technology4.34%
- 📊 ETFs2.71%
- 🚗 Consumer Durables2.67%
- 🪨 Non Energy Minerals2.14%
- ⛏️ Energy Minerals1.92%
- 💻 Electronic Technology1.82%
- ⚡ Utilities1.48%
- 🖥️ Technology Services0.46%
- 💼 Commercial Services0.21%
- 🛠️ Producer Manufacturing0.15%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.01%
- 🇺🇸 NYSE20.59%
- 🇺🇸 Nasdaq11.64%
- 🇦🇺 Sydney4.26%
- 🇪🇸 Bolsa De Madrid2.14%
- 🇩🇪 FRA1.51%
- 🇬🇧 LSE1.51%
- 🇮🇹 Borsa Italiana1.48%
- 🇺🇸 Chicago Board Options Exchange0.41%
- 🇳🇴 Oslo Stock Exchange0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.52%
- 🇲🇨 Monaco5.41%
- 🇦🇺 Australia4.26%
- 🇪🇸 Spain2.14%
- 🇮🇪 Ireland1.54%
- 🇩🇪 Germany1.51%
- 🇬🇧 United Kingdom1.51%
- 🇮🇹 Italy1.48%
- 🇨🇳 China0.46%
- 🇳🇴 Norway0.38%
Dividends
Dividend Yield
0.74%
20 out of 88 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AKRBP.OL (7.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STNG | 0.11% | 2.09% | $1.4 |
 TGT | 0.09% | 2.79% | $4.42 |
 ENEL.MI | 0.08% | 5.4% | $0.43 |
 AMGN | 0.08% | 2.24% | $8.76 |
 ACX.MC | 0.06% | 2.74% | $0.5 |
 DIS | 0.04% | 1.42% | $0.75 |
 CMCSA | 0.03% | 4.98% | $1.2 |
 VOW3.DE | 0.03% | 6.43% | $9.06 |
 CON.DE | 0.03% | 3.81% | $2.2 |
 UPS | 0.03% | 6.41% | $6.5 |
 AKRBP.OL | 0.03% | 7.15% | $24.77 |
 GMG.ASX | 0.02% | 1.09% | $0.3 |
 JPM | 0.02% | 1.67% | $4.4 |
 BA.L | 0.02% | 1.86% | $0.3 |
 CVS | 0.02% | 2.75% | $2.54 |
 BMY | 0.01% | 3.76% | $2.34 |
 AXP | 0.01% | 1.09% | $2.6 |
 GM | 0.01% | 0.75% | $0.42 |
 EZJ.L | 0.01% | 1.97% | $0.05 |
 V | 0.01% | 0.69% | $2.01 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-11.2
-11.2
-12
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-11.2
-11.2
-12
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.64
High:
RGEN
158.78RGENLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
289.65
High:STNG
744.13STNGLow:CMCSA
18.73CMCSADetails
Price/Book
3.15
High:
BA
29.28BALow:
NEXT
-67.68NEXTDetails
Price/Sales
1.83
High:
DJT
633.18DJTLow:NEXT
-NEXTDetails
Price/CF
8.91
High:DJT
321.56DJTLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
15.61
High:ENEL.MI
502.5ENEL.MILow:ACX.MC
4.65ACX.MCDetails
P/E Ratio
19.64
High:RGEN
158.78RGENLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
289.65
High:STNG
744.13STNGLow:CMCSA
18.73CMCSADetails
Price/Book
3.15
High:BA
29.28BALow:NEXT
-67.68NEXTDetails
Price/Sales
1.83
High:DJT
633.18DJTLow:NEXT
-NEXTDetails
Price/CF
8.91
High:DJT
321.56DJTLow:EZJ.L
1.76EZJ.LDetails
Price/FCF
15.61
High:ENEL.MI
502.5ENEL.MILow:ACX.MC
4.65ACX.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.27% | Nov 2013 | - | 155 |