Loading...
-0.79%
This Month
+14.57%
Year To Date
+42.25%
2 Years
-73.85%
5 Years
-94.8%
10 Years
-33.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.08%
- 🪙 Cryptocurrencies18.03%
- 🖥️ Technology Services9.93%
- 🍞 Consumer Non Durables9.89%
- 💰 Finance9.46%
- ⛏️ Energy Minerals5.34%
- 🧬 Health Technology4.89%
- 🏥 Health Services3.95%
- 💻 Electronic Technology2.18%
- 🚗 Consumer Durables1.76%
- 🛍️ Retail Trade1.6%
- 🛠️ Producer Manufacturing1%
- 💇♀️ Consumer Services0.62%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.52%
- 🌍 Digital Currency18.03%
- 🇺🇸 Nasdaq16.59%
- 🇩🇪 Xetra ETFs9.84%
- 🇬🇧 LSE3.43%
- 🇫🇷 Euronext Paris2.6%
- 🇺🇸 Chicago Board Options Exchange2.12%
- 🇨🇭 SIX1.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.67%
- 🇧🇷 Brazil5.34%
- 🇫🇷 France2.6%
- 🇩🇰 Denmark1.82%
- 🇯🇵 Japan1.76%
- 🇨🇭 Switzerland1.62%
- 🇨🇳 China0.81%
Dividends
Dividend Yield
1.91%
19 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CHCT (12.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.56% | 10.53% | $1.73 |
 CHCT | 0.35% | 12.17% | $1.83 |
 O | 0.27% | 5.57% | $3.09 |
 PFE | 0.13% | 6.54% | $1.66 |
 UNH | 0.1% | 2.58% | $7.74 |
 PEP | 0.07% | 3.72% | $5.15 |
 NESN.ZU | 0.06% | 3.88% | $3 |
 MC.PA | 0.05% | 2.08% | $13 |
 KO | 0.05% | 2.87% | $1.89 |
 TM | 0.05% | 2.62% | $4.64 |
 NKE | 0.05% | 2.39% | $1.45 |
 NVO | 0.04% | 2.44% | $0.98 |
 JNJ | 0.02% | 2.4% | $4.81 |
 GOOG | 0.02% | 0.27% | $0.2 |
 SBUX | 0.02% | 2.9% | $2.24 |
 MMM | 0.02% | 1.77% | $5.21 |
 AVGO | 0.02% | 0.72% | $19.7 |
 MSFT | 0.01% | 0.74% | $3 |
 BABA | 0.01% | 0.7% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2/10
Beta
2.41
2.41
0
0.8
1.2
0
3
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-35.27
-35.27
-36
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
2.41
2.41
0
0.8
1.2
0
3
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-35.27
-35.27
-36
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.44
High:
AVGO
71.41AVGOLow:
CHCT
-39.59CHCTDetails
PEG Ratio
543.81
High:
O
2,976.1OLow:
PFE
11.95PFEDetails
Price/Book
6.61
High:AVGO
21.9AVGOLow:
SBUX
-11.99SBUXDetails
Price/Sales
5.62
High:AVGO
26AVGOLow:
UNH
0.71UNHDetails
Price/CF
19.76
High:AVGO
65.63AVGOLow:
PBR
2.49PBRDetails
Price/FCF
51.29
High:
PEP
5,253.35PEPLow:
TM
8.98TMDetails
P/E Ratio
28.44
High:AVGO
71.41AVGOLow:CHCT
-39.59CHCTDetails
PEG Ratio
543.81
High:O
2,976.1OLow:PFE
11.95PFEDetails
Price/Book
6.61
High:AVGO
21.9AVGOLow:SBUX
-11.99SBUXDetails
Price/Sales
5.62
High:AVGO
26AVGOLow:UNH
0.71UNHDetails
Price/CF
19.76
High:AVGO
65.63AVGOLow:PBR
2.49PBRDetails
Price/FCF
51.29
High:PEP
5,253.35PEPLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.06% | Sep 2018 | - | 88 |