Loading...
-0.71%
Today
+11.45%
This Month
+6.97%
Year To Date
+28.11%
2 Years
-33.21%
5 Years
-9.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.27%
- 💵 Cash19.06%
- 📊 ETFs12.19%
- 🚗 Consumer Durables8.53%
- 🍞 Consumer Non Durables6.81%
- 💻 Electronic Technology5.83%
- 🖥️ Technology Services5.25%
- 🚚 Transportation4.99%
- 🛍️ Retail Trade4.09%
- 💇♀️ Consumer Services3.8%
- 💼 Commercial Services3.49%
- 🏥 Health Services0.91%
- ⛏️ Energy Minerals0.79%
- 🏭 Industrial Services0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.78%
- 🇺🇸 Nasdaq21.55%
- 🌍 Digital Currency19.27%
- 🇫🇷 Euronext Paris4.6%
- 🇳🇴 Oslo Stock Exchange2.56%
- 🇬🇧 LSE2.31%
- 🇩🇪 FRA2.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.08%
- 🇫🇷 France4.6%
- 🇨🇳 China4.6%
- 🇮🇱 Israel3.88%
- 🇰🇷 South Korea2.31%
- 🇩🇪 Germany2.21%
- 🇳🇴 Norway2.11%
- 🇸🇬 Singapore1.58%
- 🇧🇷 Brazil0.45%
Dividends
Dividend Yield
2.6%
30 out of 61 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 1% | 49.46% | $0.23 |
 MPCC.OL | 0.38% | 21.32% | $5.9 |
 SQQQ | 0.29% | 12.03% | - |
 VOW3.DE | 0.11% | 6.99% | $9.06 |
 NORAM.OL | 0.07% | 21.42% | - |
 BWLPG.OL | 0.06% | 13.57% | $37.72 |
 CVS | 0.06% | 4.31% | $2.54 |
 MBG.DE | 0.06% | 8.35% | $5.3 |
 PBR.A | 0.05% | 11.57% | $2.21 |
 KER.PA | 0.05% | 3.04% | $14 |
 UPS | 0.05% | 6.6% | $6.5 |
 SMSN.L | 0.04% | 1.9% | $23.68 |
 SOXL | 0.04% | 2.17% | - |
 TQQQ | 0.04% | 1.41% | - |
 CDI.PA | 0.04% | 2.93% | $13 |
 TGT | 0.03% | 4.41% | $4.42 |
 NKE | 0.03% | 2.12% | $1.45 |
 MC.PA | 0.03% | 2.78% | $13 |
 NAIL | 0.03% | 1.71% | - |
 UNH | 0.03% | 3.02% | $7.74 |
 NOG | 0.02% | 6.54% | $1.58 |
 TMF | 0.02% | 4.54% | - |
 LABU.US | 0.01% | 0.51% | - |
 GM | 0.01% | 0.95% | $0.42 |
 OR.PA | 0.01% | 1.93% | $6.6 |
 FL | 0.01% | 1.89% | $1.6 |
 YINN | 0.01% | 1.64% | - |
 BABA | 0.01% | 0.86% | $0.98 |
 GOOG | 0% | 0.42% | $0.2 |
 AAPL | 0% | 0.48% | $0.97 |
Performance Metrics
Score 2.1/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-21.58
-21.58
-22
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-21.58
-21.58
-22
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.54
-0.54
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.81
High:
TSLA
181.29TSLALow:
SNAP
-31.25SNAPDetails
PEG Ratio
32.63
High:
OR.PA
807.12OR.PALow:
FL
-717.43FLDetails
Price/Book
3.26
High:
AAPL
47.23AAPLLow:
NIO
-168.98NIODetails
Price/Sales
1.82
High:TSLA
12.13TSLALow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
12.22
High:
UA
1,391.74UALow:
ZIM
0.46ZIMDetails
Price/FCF
30.63
High:TSLA
134.59TSLALow:ZIM
0.6ZIMDetails
P/E Ratio
22.81
High:TSLA
181.29TSLALow:SNAP
-31.25SNAPDetails
PEG Ratio
32.63
High:OR.PA
807.12OR.PALow:FL
-717.43FLDetails
Price/Book
3.26
High:AAPL
47.23AAPLLow:NIO
-168.98NIODetails
Price/Sales
1.82
High:TSLA
12.13TSLALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
12.22
High:UA
1,391.74UALow:ZIM
0.46ZIMDetails
Price/FCF
30.63
High:TSLA
134.59TSLALow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.03% | May 2021 | - | 51 |