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-1.92%
This Month
-4.22%
Year To Date
+8%
2 Years
-28.45%
5 Years
-38.97%
10 Years
-10.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.48%
- 🪙 Cryptocurrencies17.88%
- 🖥️ Technology Services11.85%
- 💵 Cash9.76%
- 🛍️ Retail Trade5.12%
- 🍞 Consumer Non Durables4.93%
- 🚗 Consumer Durables4.3%
- 💰 Finance4.03%
- 🚚 Transportation3.82%
- 💻 Electronic Technology3.03%
- 💇♀️ Consumer Services2.56%
- 💼 Commercial Services2.1%
- ⛏️ Energy Minerals1.3%
- 🏭 Industrial Services0.86%
- 🏥 Health Services0.78%
- 📡 Communications0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.06%
- 🇺🇸 NYSE24.02%
- 🌍 Digital Currency17.88%
- 🇩🇪 Xetra ETFs5.5%
- 🇳🇴 Oslo Stock Exchange4.32%
- 🇫🇷 Euronext Paris4.06%
- 🇩🇪 FRA2.51%
- 🇬🇧 LSE2.1%
- 🇭🇰 Hong Kong Exchanges0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.53%
- 🇫🇷 France4.06%
- 🇨🇳 China3.63%
- 🇳🇴 Norway3.4%
- 🇩🇪 Germany2.51%
- 🇸🇬 Singapore2.28%
- 🇺🇾 Uruguay1.95%
- 🇰🇾 Cayman Islands1.36%
- 🇮🇱 Israel1.23%
Dividends
Dividend Yield
1.05%
27 out of 89 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (14.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.19% | 9.93% | $5.9 |
 MBG.DE | 0.12% | 12.36% | $5.3 |
 VOW3.DE | 0.1% | 6.71% | $9.06 |
 NORAM.OL | 0.1% | 11.3% | - |
 ZIM | 0.08% | 14.84% | $0.23 |
 BWLPG.OL | 0.07% | 8.01% | $37.72 |
 AKRBP.OL | 0.05% | 8.5% | $24.77 |
 NOG | 0.04% | 6.34% | $1.58 |
 IBM | 0.03% | 2.7% | $6.65 |
 UPS | 0.03% | 5.95% | $6.5 |
 UNH | 0.02% | 3.04% | $7.74 |
 MC.PA | 0.02% | 2.56% | $13 |
 AXP | 0.02% | 1.1% | $2.6 |
 NKE | 0.02% | 2.75% | $1.45 |
 1288.HK | 0.02% | 5.2% | $0.25 |
 MSFT | 0.02% | 0.86% | $3 |
 OR.PA | 0.02% | 1.91% | $6.6 |
 KER.PA | 0.02% | 1.14% | $14 |
 CDI.PA | 0.01% | 2.79% | $13 |
 PYPL | 0.01% | 0.6% | - |
 ORCL | 0.01% | 1.31% | $1.6 |
 BABA | 0.01% | 0.79% | $0.98 |
 TGT | 0.01% | 3.81% | $4.42 |
 MA | 0.01% | 0.62% | $2.46 |
 V | 0.01% | 0.78% | $2.01 |
 RMS.PA | 0% | 0.93% | $25 |
 META | 0% | 0.32% | $1 |
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
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-21.19
-21.19
-22
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.45
-0.45
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-21.19
-21.19
-22
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.45
-0.45
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.22
High:KER.PA
430.9KER.PALow:
ASTS
-79.13ASTSDetails
PEG Ratio
133.78
High:
MELI
997.84MELILow:ASTS
-244.18ASTSDetails
Price/Book
5.73
High:MA
60.42MALow:
PTON
-5.01PTONDetails
Price/Sales
4.24
High:ASTS
420.27ASTSLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.13
High:
TSLA
107.92TSLALow:ZIM
0.61ZIMDetails
Price/FCF
52.33
High:BABA
1,196.17BABALow:ZIM
1.1ZIMDetails
P/E Ratio
27.22
High:KER.PA
430.9KER.PALow:ASTS
-79.13ASTSDetails
PEG Ratio
133.78
High:MELI
997.84MELILow:ASTS
-244.18ASTSDetails
Price/Book
5.73
High:MA
60.42MALow:PTON
-5.01PTONDetails
Price/Sales
4.24
High:ASTS
420.27ASTSLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.13
High:TSLA
107.92TSLALow:ZIM
0.61ZIMDetails
Price/FCF
52.33
High:BABA
1,196.17BABALow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.03% | May 2021 | - | 59 |