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+0.46%
This Month
+20.73%
Year To Date
+97.66%
2 Years
+99.07%
5 Years
-47.52%
10 Years
-51.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.15%
- 🖥️ Technology Services13.97%
- 💰 Finance8.31%
- 💵 Cash7.15%
- 🛍️ Retail Trade4.56%
- 🚚 Transportation4.34%
- 📊 ETFs3.19%
- 🍞 Consumer Non Durables3.04%
- 💼 Commercial Services2.63%
- 🧬 Health Technology2.46%
- ⚡ Utilities2.3%
- ⛏️ Energy Minerals2.04%
- 🧪 Process Industries2.04%
- 📡 Communications1.84%
- 💻 Electronic Technology1.78%
- 🛠️ Producer Manufacturing1.38%
- 🚗 Consumer Durables0.72%
- 🏭 Industrial Services0.39%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.15%
- 🇺🇸 Nasdaq23.98%
- 🇺🇸 NYSE14.67%
- 🇩🇪 FRA13.18%
- 🇬🇧 LSE1.85%
- 🇮🇹 Borsa Italiana0.72%
- 🇫🇷 Euronext Paris0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.87%
- 🇩🇪 Germany13.18%
- 🇬🇧 United Kingdom2.43%
- 🇨🇳 China1.36%
- 🇳🇱 Netherlands0.72%
- 🇨🇦 Canada0.65%
- 🇫🇷 France0.58%
Dividends
Dividend Yield
1.05%
25 out of 47 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ARI (9.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VNA.DE | 0.1% | 4.38% | $0.9 |
 O | 0.1% | 5.34% | $3.09 |
 LHA.DE | 0.08% | 3.71% | $0.3 |
 TLT | 0.08% | 4.3% | - |
 ARI | 0.07% | 9.74% | $1.4 |
 NEE | 0.07% | 2.91% | $1.97 |
 FNTN.DE | 0.06% | 6.55% | $1.77 |
 GIS | 0.06% | 4.86% | $2.36 |
 STLAM.MI | 0.06% | 8.13% | $1.55 |
 HEN3.DE | 0.06% | 2.78% | $1.85 |
 COP | 0.05% | 3.29% | $3.25 |
 KMB | 0.04% | 3.75% | $4.8 |
 APA | 0.03% | 4.92% | $1 |
 DTE.DE | 0.03% | 2.88% | $0.77 |
 JEN.DE | 0.03% | 2.17% | $0.35 |
 MRK.DE | 0.03% | 1.98% | $2.2 |
 INF.L | 0.02% | 2.32% | $0.18 |
 INVH | 0.02% | 3.76% | $1.36 |
 KDP | 0.02% | 2.62% | $0.86 |
 IWM | 0.02% | 1.15% | - |
 CRM | 0.01% | 0.66% | $0.4 |
 JD.L | 0.01% | 1.08% | $0.01 |
 ENTG | 0.01% | 0.5% | $0.4 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 VNT | 0% | 0.24% | $0.1 |
Performance Metrics
Score 2.6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-21.96
-21.96
-22
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-1.45
-1.45
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-21.96
-21.96
-22
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-1.45
-1.45
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.82
High:
ARM
199.73ARMLow:
ARI
-73.73ARIDetails
PEG Ratio
158.17
High:
VNT
1,635.38VNTLow:
BITF
-15.67BITFDetails
Price/Book
4.81
High:
KMB
34.8KMBLow:
AF.PA
-1.6AF.PADetails
Price/Sales
3.16
High:ARM
33.9ARMLow:
SICPQ
-0.02SICPQDetails
Price/CF
16.15
High:ARM
169.04ARMLow:AF.PA
0.6AF.PADetails
Price/FCF
71.64
High:
NEE
2,356.18NEELow:
APA
5.48APADetails
P/E Ratio
30.82
High:ARM
199.73ARMLow:ARI
-73.73ARIDetails
PEG Ratio
158.17
High:VNT
1,635.38VNTLow:BITF
-15.67BITFDetails
Price/Book
4.81
High:KMB
34.8KMBLow:AF.PA
-1.6AF.PADetails
Price/Sales
3.16
High:ARM
33.9ARMLow:SICPQ
-0.02SICPQDetails
Price/CF
16.15
High:ARM
169.04ARMLow:AF.PA
0.6AF.PADetails
Price/FCF
71.64
High:NEE
2,356.18NEELow:APA
5.48APADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Dec 2010 | - | 177 |