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+0.48%
Today
+2.34%
This Month
+15.62%
Year To Date
+45.3%
2 Years
-82.1%
5 Years
-64.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.9%
- 🖥️ Technology Services13.79%
- 💻 Electronic Technology13.06%
- 💰 Finance9.25%
- 🪙 Cryptocurrencies7.08%
- 🛍️ Retail Trade3.49%
- 🪨 Non Energy Minerals3.37%
- ⛏️ Energy Minerals3.35%
- 💼 Commercial Services3.31%
- 🛠️ Producer Manufacturing2.88%
- 🚗 Consumer Durables2.44%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.37%
- 🇺🇸 Nasdaq29.31%
- 🌍 Digital Currency7.08%
- 🇸🇪 Stockholm Stock Exchange6.26%
- 🇨🇭 SIX2.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.99%
- 🇸🇪 Sweden6.26%
- 🇹🇼 Taiwan3.46%
- 🇮🇱 Israel3.33%
- 🇨🇭 Switzerland2.88%
Dividends
Dividend Yield
0.9%
15 out of 23 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SECU-B.ST (3.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.39% | 1.21% | - |
 SECU-B.ST | 0.1% | 3.13% | $3.8 |
 JPM | 0.06% | 1.86% | $4.4 |
 XOP | 0.06% | 2.71% | - |
 ABBN.ZU | 0.05% | 1.9% | $0.87 |
 INVEB.ST | 0.05% | 1.81% | $4.8 |
 FCX | 0.05% | 1.37% | $0.6 |
 EQT | 0.04% | 1.06% | $0.62 |
 TSM | 0.03% | 0.97% | $1.74 |
 MSFT | 0.02% | 0.66% | $3 |
 MA | 0.02% | 0.53% | $2.46 |
 AAPL | 0.01% | 0.48% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.44% | $0.2 |
Next Dividends
Performance Metrics
Score 2.5/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.51
-0.51
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-36.36
-36.36
-37
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-4.99
-4.99
-5
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.51
-0.51
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-36.36
-36.36
-37
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-4.99
-4.99
-5
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.51
High:
TSLA
170.91TSLALow:
MSTR
-20.28MSTRDetails
PEG Ratio
163.21
High:
FCX
573.3FCXLow:
SECU-B.ST
5.2SECU-B.STDetails
Price/Book
13.02
High:
MA
75.08MALow:
INVEB.ST
1.09INVEB.STDetails
Price/Sales
10.11
High:MSTR
247MSTRLow:SECU-B.ST
0.51SECU-B.STDetails
Price/CF
24.59
High:MSTR
7,511.07MSTRLow:FCX
8.65FCXDetails
Price/FCF
45.81
High:MSTR
1,187.5MSTRLow:
GOOG
29.5GOOGDetails
P/E Ratio
39.51
High:TSLA
170.91TSLALow:MSTR
-20.28MSTRDetails
PEG Ratio
163.21
High:FCX
573.3FCXLow:SECU-B.ST
5.2SECU-B.STDetails
Price/Book
13.02
High:MA
75.08MALow:INVEB.ST
1.09INVEB.STDetails
Price/Sales
10.11
High:MSTR
247MSTRLow:SECU-B.ST
0.51SECU-B.STDetails
Price/CF
24.59
High:MSTR
7,511.07MSTRLow:FCX
8.65FCXDetails
Price/FCF
45.81
High:MSTR
1,187.5MSTRLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.99% | Jun 2016 | - | 110 |
-1.68% | Apr 2016 | May 2016 | 1 |
-0.86% | Feb 2016 | Mar 2016 | 1 |