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+1.37%
This Month
+13.25%
Year To Date
+68.89%
2 Years
+91.22%
5 Years
+34.13%
10 Years
+3.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.84%
- 🚗 Consumer Durables22.46%
- 🛍️ Retail Trade7.89%
- 🖥️ Technology Services6.55%
- 💰 Finance4.84%
- 📊 ETFs4.31%
- 🛠️ Producer Manufacturing3.9%
- 🪙 Cryptocurrencies3.84%
- 💇♀️ Consumer Services2.8%
- 🍞 Consumer Non Durables2.19%
- 💼 Commercial Services1.35%
- 🪨 Non Energy Minerals1.13%
- 🧬 Health Technology1.04%
- ⛏️ Energy Minerals0.8%
- ❓ Other0.48%
- 🚚 Transportation0.48%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.92%
- 🇺🇸 NYSE33.06%
- 🌍 Digital Currency3.84%
- 🇬🇧 LSE3.8%
- 🇫🇷 Euronext Paris0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85%
- 🇬🇧 United Kingdom3.8%
- 🇨🇦 Canada1.33%
- 🇳🇱 Netherlands0.37%
- 🇨🇳 China0.31%
- 🇫🇷 France0.28%
- 🇩🇪 Germany0.17%
Dividends
Dividend Yield
0.36%
23 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (16.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.04% | 2.36% | $1.89 |
 QFIN | 0.04% | 16.78% | $1.06 |
 DIS | 0.03% | 1.42% | $0.75 |
 GPI | 0.03% | 0.7% | $1.84 |
 PFE | 0.03% | 6.05% | $1.66 |
 CVX.US | 0.03% | 3.35% | $6.28 |
 B | 0.02% | 2.02% | $0.4 |
 RR.L | 0.02% | 0.64% | - |
 RMV.L | 0.01% | 2.16% | $0.09 |
 GE | 0.01% | 0.49% | $0.44 |
 V | 0.01% | 0.69% | $2.01 |
 MCD | 0.01% | 2.87% | $6.53 |
 AAPL | 0.01% | 0.33% | $0.97 |
 MA | 0.01% | 0.58% | $2.46 |
 NKE | 0.01% | 4.24% | $1.45 |
 META | 0.01% | 0.34% | $1 |
 GOOG | 0.01% | 0.25% | $0.2 |
 GEV | 0.01% | 0.19% | - |
 PYPL | 0.01% | 0.76% | - |
 NVDA | 0% | 0.12% | $0.02 |
 GM | 0% | 0.75% | $0.42 |
 DSY.PA | 0% | 1.28% | $0.23 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
2.42
2.42
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
2.42
2.42
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.81
High:
TSLA
372.52TSLALow:
BE
-4,337.06BEDetails
PEG Ratio
99
High:DSY.PA
489.7DSY.PALow:
LMND
-97.95LMNDDetails
Price/Book
13.07
High:BE
75.45BELow:MCD
-151.69MCDDetails
Price/Sales
10.47
High:
NBIS
77.3NBISLow:
OKLO
-OKLODetails
Price/CF
30.99
High:NBIS
172.05NBISLow:QFIN
1.09QFINDetails
Price/FCF
58.69
High:NKE
947.69NKELow:
BOXL
2.26BOXLDetails
P/E Ratio
46.81
High:TSLA
372.52TSLALow:BE
-4,337.06BEDetails
PEG Ratio
99
High:DSY.PA
489.7DSY.PALow:LMND
-97.95LMNDDetails
Price/Book
13.07
High:BE
75.45BELow:MCD
-151.69MCDDetails
Price/Sales
10.47
High:NBIS
77.3NBISLow:OKLO
-OKLODetails
Price/CF
30.99
High:NBIS
172.05NBISLow:QFIN
1.09QFINDetails
Price/FCF
58.69
High:NKE
947.69NKELow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.39% | Jan 2018 | - | 105 |