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+0.08%
This Month
+0.08%
Year To Date
+30.88%
2 Years
+40.29%
5 Years
+447.95%
10 Years
-6.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs16.4%
- 💻 Electronic Technology13.93%
- 💰 Finance10.79%
- 🖥️ Technology Services10.38%
- 💵 Cash4.75%
- 🛍️ Retail Trade3.91%
- 🪙 Cryptocurrencies3.35%
- 💹 Forex3.14%
- ⛏️ Energy Minerals2.99%
- 🚗 Consumer Durables2.57%
- 💇♀️ Consumer Services2.47%
- 🌾 Commodities2.13%
- 🍞 Consumer Non Durables1.73%
- 📈 Indexes1.71%
- 📦 Distribution Services1.55%
- 🧬 Health Technology1.19%
- 📡 Communications0.78%
- 💼 Commercial Services0.5%
- 🚚 Transportation0.23%
- 🛠️ Producer Manufacturing0.19%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.15%
- 🇺🇸 Nasdaq30.6%
- 🇬🇧 LSE4.38%
- 🌍 Digital Currency3.35%
- 🌍 FX3.14%
- 🌍 Commodity2.13%
- 🌍 CFD1.71%
- 🇩🇪 FRA1.51%
- 🇺🇸 Chicago Board Options Exchange1.23%
- 🇭🇰 Hong Kong Exchanges0.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.04%
- 🇬🇧 United Kingdom4.38%
- 🇨🇳 China3.31%
- 🇩🇪 Germany1.51%
Dividends
Dividend Yield
1.05%
25 out of 68 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (43200%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.41% | 43200% | $1.08 |
 KHC | 0.12% | 7.17% | $1.6 |
 VOW3.DE | 0.1% | 6.49% | $9.06 |
 VZ | 0.05% | 7% | $2.66 |
 OXY | 0.05% | 2.27% | $0.8 |
 00857.HK | 0.05% | 6.12% | $0.48 |
 SBRY.L | 0.05% | 4.39% | $0.13 |
 QFIN | 0.03% | 8.7% | $1.06 |
 SBUX | 0.02% | 2.64% | $2.24 |
 RR.L | 0.02% | 0.84% | - |
 LLOY.L | 0.02% | 3.32% | $0.03 |
 BAC | 0.02% | 2.08% | $0.96 |
 GS | 0.02% | 1.65% | $11 |
 JNJ | 0.02% | 2.41% | $4.81 |
 MSFT | 0.01% | 0.77% | $3 |
 AAPL | 0.01% | 0.42% | $0.97 |
 JPM | 0.01% | 1.92% | $4.4 |
 HPQ | 0.01% | 5.92% | $1.1 |
 GOOG | 0% | 0.26% | $0.2 |
 LUV | 0% | 1.7% | $0.72 |
 MMM | 0% | 1.87% | $5.21 |
 BABA | 0% | 0.62% | $0.98 |
 META | 0% | 0.35% | $1 |
 PYPL | 0% | 0.25% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.18
7.18
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
7.18
7.18
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.19
High:
TSLA
280.13TSLALow:
ROKU
-518.94ROKUDetails
PEG Ratio
117.39
High:JPM
1,131.13JPMLow:ROKU
-617.97ROKUDetails
Price/Book
5.08
High:AAPL
49.43AAPLLow:HPQ
-52.71HPQDetails
Price/Sales
5.37
High:
MSTR
106.4MSTRLow:FRCB
0FRCBDetails
Price/CF
24.21
High:MSTR
7,511.07MSTRLow:QFIN
2.52QFINDetails
Price/FCF
49.87
High:SBUX
1,256.06SBUXLow:GS
4.8GSDetails
P/E Ratio
28.19
High:TSLA
280.13TSLALow:ROKU
-518.94ROKUDetails
PEG Ratio
117.39
High:JPM
1,131.13JPMLow:ROKU
-617.97ROKUDetails
Price/Book
5.08
High:AAPL
49.43AAPLLow:HPQ
-52.71HPQDetails
Price/Sales
5.37
High:MSTR
106.4MSTRLow:FRCB
0FRCBDetails
Price/CF
24.21
High:MSTR
7,511.07MSTRLow:QFIN
2.52QFINDetails
Price/FCF
49.87
High:SBUX
1,256.06SBUXLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.09% | Sep 2013 | - | 149 |
-2.96% | Jun 2013 | Jul 2013 | 1 |