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+0.32%
Today
+2.13%
This Month
+13.88%
Year To Date
+45.5%
2 Years
+6.62%
5 Years
+1.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.24%
- 💻 Electronic Technology11.98%
- 🪙 Cryptocurrencies11.74%
- 🛍️ Retail Trade3.25%
- 🖥️ Technology Services2.71%
- 🪨 Non Energy Minerals2.04%
- 🧬 Health Technology1.79%
- ⛏️ Energy Minerals1.76%
- 🚗 Consumer Durables1.66%
- 💰 Finance1.12%
- 💼 Commercial Services0.77%
- 🏥 Health Services0.63%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE59.62%
- 🌍 Digital Currency11.74%
- 🇺🇸 NYSE10.2%
- 🇺🇸 Nasdaq9.4%
- 🇩🇪 Xetra ETFs3.67%
- 🇫🇷 Euronext Paris2.51%
- 🇩🇪 FRA1.41%
- 🇸🇪 Stockholm Stock Exchange1.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.45%
- 🇬🇧 United Kingdom3.87%
- 🇧🇷 Brazil2.45%
- 🇳🇱 Netherlands2.4%
- 🇨🇳 China1.69%
- 🇩🇪 Germany1.41%
- 🇩🇰 Denmark1.15%
- 🇸🇪 Sweden1.15%
- 🇫🇷 France1.07%
- 🇮🇪 Ireland0.88%
- 🇸🇬 Singapore0.85%
- 🇯🇵 Japan0.83%
- 🇨🇦 Canada0.81%
- 🇺🇾 Uruguay0.72%
Dividends
Dividend Yield
0.57%
21 out of 42 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (11.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.2% | 11.29% | $2.21 |
 RIO | 0.06% | 6.72% | $4.34 |
 VALE | 0.05% | 7.62% | $1.33 |
 PFE | 0.04% | 6.94% | $1.66 |
 SPY5.L | 0.04% | 1.05% | - |
 TM | 0.03% | 3.41% | $4.64 |
 LMT | 0.03% | 2.81% | $12.45 |
 NVO | 0.02% | 1.76% | $0.98 |
 UNH | 0.02% | 2.9% | $7.74 |
 AIR.PA | 0.02% | 1.1% | $1.8 |
 BA.L | 0.01% | 1.77% | $0.3 |
 RTX | 0.01% | 1.75% | $2.44 |
 ASML | 0.01% | 0.79% | $5.57 |
 BABA | 0.01% | 0.89% | $0.98 |
 RR.L | 0.01% | 0.61% | - |
 RHM.DE | 0.01% | 0.45% | $5.7 |
 DSY.PA | 0.01% | 0.82% | $0.23 |
 SAABB.ST | 0% | 0.42% | $1.6 |
 MU | 0% | 0.4% | $0.46 |
 GOOG | 0% | 0.44% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.6/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-9.83
-9.83
-10
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-9.83
-9.83
-10
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.02
High:
TSLA
170.91TSLALow:
TMC
-32.39TMCDetails
PEG Ratio
162.7
High:
RR.L
883.84RR.LLow:TMC
-113.26TMCDetails
Price/Book
7.38
High:
HOVR
95.76HOVRLow:TMC
-161.03TMCDetails
Price/Sales
5.16
High:
JOBY
96,381.79JOBYLow:TMC
-TMCDetails
Price/CF
20.27
High:
ATO.PA
180.72ATO.PALow:
PBR.A
2.35PBR.ADetails
Price/FCF
35.62
High:
VALE
565.82VALELow:ATO.PA
7.23ATO.PADetails
P/E Ratio
32.02
High:TSLA
170.91TSLALow:TMC
-32.39TMCDetails
PEG Ratio
162.7
High:RR.L
883.84RR.LLow:TMC
-113.26TMCDetails
Price/Book
7.38
High:HOVR
95.76HOVRLow:TMC
-161.03TMCDetails
Price/Sales
5.16
High:JOBY
96,381.79JOBYLow:TMC
-TMCDetails
Price/CF
20.27
High:ATO.PA
180.72ATO.PALow:PBR.A
2.35PBR.ADetails
Price/FCF
35.62
High:VALE
565.82VALELow:ATO.PA
7.23ATO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.51% | Mar 2021 | - | 53 |