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-0.26%
This Month
-4.43%
Year To Date
-0.51%
2 Years
-5.61%
5 Years
+100.86%
10 Years
+13.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.78%
- 🪙 Cryptocurrencies20.88%
- 📊 ETFs16.94%
- 💰 Finance13.78%
- 🛍️ Retail Trade4.38%
- 💼 Commercial Services4.01%
- 🖥️ Technology Services3.9%
- 🍞 Consumer Non Durables2.61%
- 🧩 Miscellaneous2.53%
- ⛏️ Energy Minerals2.43%
- 🪨 Non Energy Minerals1.89%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency20.88%
- 🇺🇸 NYSE18.08%
- 🇺🇸 Nasdaq13.21%
- 🇩🇪 Xetra ETFs12.93%
- 🇫🇷 Euronext Paris3.91%
- 🇪🇸 Bolsa De Madrid2.43%
- 🇳🇱 Euronext Amsterdam1.05%
- 🇺🇸 Chicago Board Options Exchange0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.27%
- 🇫🇷 France3.91%
- 🇪🇸 Spain2.43%
- 🇨🇳 China2.29%
- 🇮🇱 Israel2.17%
- 🇨🇦 Canada1.89%
- 🇳🇱 Netherlands1.05%
Dividends
Dividend Yield
0.76%
10 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CS.PA (6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.21
High:
O
56.73OLow:
CRCL
-193.87CRCLDetails
PEG Ratio
130.73
High:
WMT
347.62WMTLow:
B
11.27BDetails
Price/Book
2.34
High:WMT
10.6WMTLow:
BNP.PA
0.78BNP.PADetails
Price/Sales
1.99
High:O
10.58OLow:
REP.MC
0.41REP.MCDetails
Price/CF
18.21
High:CRCL
77.74CRCLLow:REP.MC
3.55REP.MCDetails
Price/FCF
39.37
High:
BABA
1,196.17BABALow:BNP.PA
5.28BNP.PADetails
P/E Ratio
20.21
High:O
56.73OLow:CRCL
-193.87CRCLDetails
PEG Ratio
130.73
High:WMT
347.62WMTLow:B
11.27BDetails
Price/Book
2.34
High:WMT
10.6WMTLow:BNP.PA
0.78BNP.PADetails
Price/Sales
1.99
High:O
10.58OLow:REP.MC
0.41REP.MCDetails
Price/CF
18.21
High:CRCL
77.74CRCLLow:REP.MC
3.55REP.MCDetails
Price/FCF
39.37
High:BABA
1,196.17BABALow:BNP.PA
5.28BNP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.67% | Sep 2021 | - | 55 |
-6.18% | Sep 2020 | Nov 2020 | 2 |
-5.13% | May 2021 | Aug 2021 | 3 |