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+2.13%
This Month
+2.13%
Year To Date
+29.7%
2 Years
-34.92%
5 Years
-34.92%
10 Years
-9.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash23.09%
- 🪙 Cryptocurrencies18.45%
- 📊 ETFs15.13%
- 🖥️ Technology Services7.35%
- 🍞 Consumer Non Durables6.73%
- 💻 Electronic Technology4.89%
- 🚚 Transportation3.98%
- 🚗 Consumer Durables3.66%
- 🛍️ Retail Trade3.09%
- 💇♀️ Consumer Services2.47%
- ⛏️ Energy Minerals2.47%
- 💼 Commercial Services2.4%
- 💰 Finance1.32%
- 🏭 Industrial Services0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.42%
- 🇺🇸 Nasdaq19.59%
- 🌍 Digital Currency18.45%
- 🇫🇷 Euronext Paris4.02%
- 🇩🇪 Xetra ETFs3.26%
- 🇳🇴 Oslo Stock Exchange2.97%
- 🇩🇪 FRA1.71%
- 🇭🇰 Hong Kong Exchanges1%
- 🇸🇦 Tadawul0.45%
- 🇬🇧 LSE0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.81%
- 🇫🇷 France4.02%
- 🇨🇳 China2.94%
- 🇸🇬 Singapore2.58%
- 🇳🇴 Norway2.02%
- 🇩🇪 Germany1.71%
- 🇮🇱 Israel1.55%
- 🇰🇾 Cayman Islands0.46%
- 🇸🇦 Saudi Arabia0.45%
- 🇺🇾 Uruguay0.42%
- 🇰🇷 South Korea0.39%
- 🇧🇷 Brazil0.32%
Dividends
Dividend Yield
1.06%
30 out of 86 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.26% | 15.53% | $5.9 |
 ZIM | 0.16% | 19.88% | $0.23 |
 BWLPG.OL | 0.09% | 9.72% | $37.72 |
 NOG | 0.09% | 8.13% | $1.58 |
 VOW3.DE | 0.08% | 6.45% | $9.06 |
 NORAM.OL | 0.04% | 13.9% | - |
 MBG.DE | 0.04% | 7.47% | $5.3 |
 UPS | 0.03% | 6.2% | $6.5 |
 KER.PA | 0.03% | 1.91% | $14 |
 PBR.A | 0.03% | 9.24% | $2.21 |
 CVX | 0.03% | 4.12% | $6.28 |
 NKE | 0.02% | 2.53% | $1.45 |
 TGT | 0.02% | 4.16% | $4.42 |
 1288.HK | 0.02% | 5.03% | $0.25 |
 KO | 0.02% | 2.86% | $1.89 |
 OR.PA | 0.02% | 1.81% | $6.6 |
 CDI.PA | 0.01% | 2.49% | $13 |
 MC.PA | 0.01% | 2.23% | $13 |
 CVS | 0.01% | 3.34% | $2.54 |
 ORCL | 0.01% | 1.11% | $1.6 |
 PYPL | 0.01% | 0.25% | - |
 MSFT | 0.01% | 0.77% | $3 |
 RMS.PA | 0.01% | 1.23% | $25 |
 AXP | 0% | 0.93% | $2.6 |
 SMSN.L | 0% | 0.84% | $23.68 |
 V | 0% | 0.75% | $2.01 |
 META | 0% | 0.35% | $1 |
 BABA | 0% | 0.62% | $0.98 |
 AAPL | 0% | 0.42% | $0.97 |
 MRVL | 0% | 0.3% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-21.45
-21.45
-22
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.43
-0.43
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-21.45
-21.45
-22
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.43
-0.43
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.75
High:
TSLA
280.13TSLALow:
UA
-27.54UADetails
PEG Ratio
249.25
High:RMS.PA
8,974.83RMS.PALow:
NIO
-124.22NIODetails
Price/Book
5.78
High:AAPL
49.43AAPLLow:
PTON
-7.05PTONDetails
Price/Sales
4.03
High:
CRDO
36.12CRDOLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.71
High:CRDO
197.95CRDOLow:ZIM
0.61ZIMDetails
Price/FCF
46.44
High:NKE
947.69NKELow:ZIM
1.1ZIMDetails
P/E Ratio
29.75
High:TSLA
280.13TSLALow:UA
-27.54UADetails
PEG Ratio
249.25
High:RMS.PA
8,974.83RMS.PALow:NIO
-124.22NIODetails
Price/Book
5.78
High:AAPL
49.43AAPLLow:PTON
-7.05PTONDetails
Price/Sales
4.03
High:CRDO
36.12CRDOLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.71
High:CRDO
197.95CRDOLow:ZIM
0.61ZIMDetails
Price/FCF
46.44
High:NKE
947.69NKELow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.03% | May 2021 | - | 57 |