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+0.22%
Today
+8.66%
This Month
+10.32%
Year To Date
+49.59%
2 Years
+36.9%
5 Years
+6.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ต Cash60.85%
- ๐ ETFs25.29%
- ๐ช Cryptocurrencies21.25%
- ๐งฌ Health Technology0.92%
- ๐๏ธ Retail Trade0.8%
- ๐ฅ๏ธ Technology Services0.46%
- ๐ป Electronic Technology0.44%
- ๐ Consumer Non Durables0.44%
- โ๏ธ Energy Minerals0.18%
Exchanges Breakdown
- Exchange
- Total
- ๐ Digital Currency21.25%
- ๐บ๐ธ Nasdaq11.86%
- ๐บ๐ธ NYSE11.07%
- ๐บ๐ธ Chicago Board Options Exchange3%
- ๐ฌ๐ง LSE1.24%
- ๐ฉ๐ฐ Copenhagen Stock Exchange0.92%
- ๐ญ๐ฐ Hong Kong Exchanges0.44%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States1.09%
- ๐ฉ๐ฐ Denmark0.92%
- ๐จ๐ณ China0.8%
- ๐ญ๐ฐ Hong Kong0.44%
Dividends
Dividend Yield
0.3%
21 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DVN (3.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.03% | 1.21% | - |
 NOVO-B.CO | 0.03% | 2.77% | $9.4 |
 IDRV | 0.02% | 2.6% | - |
 EMXC | 0.02% | 2.51% | - |
 IWM | 0.02% | 1.2% | - |
 QQQ | 0.02% | 0.58% | - |
 DIA.US | 0.02% | 1.52% | - |
 ASHR | 0.02% | 1.13% | - |
 FINX | 0.02% | 0.74% | - |
 02319.HK | 0.01% | 3.27% | $0.54 |
 ICLN | 0.01% | 1.65% | - |
 SOXX | 0.01% | 0.72% | - |
 LIT | 0.01% | 1.04% | - |
 INDA | 0.01% | 0.74% | - |
 FIW.US | 0.01% | 0.71% | - |
 ITA | 0.01% | 0.69% | - |
 MCHI | 0.01% | 2.04% | - |
 BABA | 0.01% | 0.85% | $0.98 |
 DVN | 0.01% | 3.51% | $2.05 |
 CIBR | 0% | 0.23% | - |
 GOOG | 0% | 0.43% | $0.2 |
Performance Metrics
Score 3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-6.87
-6.87
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-6.87
-6.87
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.23
High:
02319.HK
608.5402319.HKLow:
DVN
7.47DVNDetails
PEG Ratio
61.18
High:
NOVO-B.CO
99.04NOVO-B.COLow:
BABA
21.05BABADetails
Price/Book
5.24
High:NOVO-B.CO
13.17NOVO-B.COLow:DVN
1.45DVNDetails
Price/Sales
4.8
High:
GOOG
6.36GOOGLow:02319.HK
0.702319.HKDetails
Price/CF
14.16
High:
ENPH
16.48ENPHLow:DVN
3.51DVNDetails
Price/FCF
31.06
High:NOVO-B.CO
43.29NOVO-B.COLow:02319.HK
17.2102319.HKDetails
P/E Ratio
19.23
High:02319.HK
608.5402319.HKLow:DVN
7.47DVNDetails
PEG Ratio
61.18
High:NOVO-B.CO
99.04NOVO-B.COLow:BABA
21.05BABADetails
Price/Book
5.24
High:NOVO-B.CO
13.17NOVO-B.COLow:DVN
1.45DVNDetails
Price/Sales
4.8
High:GOOG
6.36GOOGLow:02319.HK
0.702319.HKDetails
Price/CF
14.16
High:ENPH
16.48ENPHLow:DVN
3.51DVNDetails
Price/FCF
31.06
High:NOVO-B.CO
43.29NOVO-B.COLow:02319.HK
17.2102319.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43% | Nov 2021 | - | 45 |
-3.47% | Sep 2021 | Oct 2021 | 1 |
-2.31% | May 2021 | Jun 2021 | 1 |
-0.67% | Mar 2021 | Apr 2021 | 1 |