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+2.19%
This Month
+21.91%
Year To Date
+72.28%
2 Years
+14.13%
5 Years
+14.13%
10 Years
+2.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.94%
- 💵 Cash15.58%
- 🪙 Cryptocurrencies12.72%
- 💻 Electronic Technology9.45%
- 🖥️ Technology Services4.03%
- 💰 Finance3.3%
- 🪨 Non Energy Minerals2.6%
- 🛍️ Retail Trade2.24%
- 🌾 Commodities2.18%
- 🏥 Health Services1.95%
- 🧬 Health Technology1.82%
- ⛏️ Energy Minerals1.66%
- 💼 Commercial Services1.28%
- 🚗 Consumer Durables0.99%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.02%
- 🌍 Digital Currency12.72%
- 🇺🇸 NYSE11.72%
- 🇺🇸 Nasdaq9.59%
- 🇩🇪 Xetra ETFs8.31%
- 🇫🇷 Euronext Paris2.94%
- 🌍 Commodity2.18%
- 🇩🇪 FRA1.42%
- 🇸🇪 Stockholm Stock Exchange1.29%
- 🇮🇹 Borsa Italiana0.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.45%
- 🇬🇧 United Kingdom4.46%
- 🇧🇷 Brazil2.38%
- 🇳🇱 Netherlands2.12%
- 🇨🇳 China1.77%
- 🇨🇦 Canada1.45%
- 🇩🇪 Germany1.42%
- 🇫🇷 France1.41%
- 🇸🇪 Sweden1.29%
- 🇩🇰 Denmark1.15%
- 🇮🇹 Italy0.96%
- 🇮🇪 Ireland0.77%
- 🇺🇾 Uruguay0.61%
- 🇭🇰 Hong Kong0.61%
- 🇯🇵 Japan0.47%
Dividends
Dividend Yield
0.49%
18 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (10.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.18% | 10.65% | $2.21 |
 RIO | 0.05% | 5.6% | $4.34 |
 VALE | 0.05% | 6.6% | $1.33 |
 UNH | 0.05% | 2.39% | $7.74 |
 PFE | 0.04% | 6.25% | $1.66 |
 NVO | 0.02% | 2.06% | $0.98 |
 AIR.PA | 0.01% | 0.98% | $1.8 |
 BA.L | 0.01% | 1.66% | $0.3 |
 TM | 0.01% | 2.77% | $4.64 |
 LMT | 0.01% | 2.62% | $12.45 |
 RR.L | 0.01% | 0.9% | - |
 LDO.MI | 0.01% | 0.93% | $0.28 |
 RHM.DE | 0.01% | 0.41% | $5.7 |
 DSY.PA | 0.01% | 0.89% | $0.23 |
 BABA | 0% | 0.55% | $0.98 |
 SAABB.ST | 0% | 0.35% | $1.6 |
 ASML | 0% | 0.59% | $5.57 |
 GOOG | 0% | 0.33% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-10.11
-10.11
-11
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-10.11
-10.11
-11
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.95
High:
TSLA
248.92TSLALow:
HIVE
-20.85HIVEDetails
PEG Ratio
174.23
High:
DSY.PA
2,620.1DSY.PALow:HIVE
-45.95HIVEDetails
Price/Book
5.48
High:
RR.L
41.03RR.LLow:
HOVR
-31.71HOVRDetails
Price/Sales
3.15
High:
JOBY
148,464.69JOBYLow:
TMC
-TMCDetails
Price/CF
15.3
High:
ATO.PA
180.72ATO.PALow:
PBR.A
2.19PBR.ADetails
Price/FCF
35.99
High:
RHM.DE
5,198.92RHM.DELow:ATO.PA
7.23ATO.PADetails
P/E Ratio
23.95
High:TSLA
248.92TSLALow:HIVE
-20.85HIVEDetails
PEG Ratio
174.23
High:DSY.PA
2,620.1DSY.PALow:HIVE
-45.95HIVEDetails
Price/Book
5.48
High:RR.L
41.03RR.LLow:HOVR
-31.71HOVRDetails
Price/Sales
3.15
High:JOBY
148,464.69JOBYLow:TMC
-TMCDetails
Price/CF
15.3
High:ATO.PA
180.72ATO.PALow:PBR.A
2.19PBR.ADetails
Price/FCF
35.99
High:RHM.DE
5,198.92RHM.DELow:ATO.PA
7.23ATO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.51% | Mar 2021 | - | 56 |