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+4.37%
This Month
+4.37%
Year To Date
+65.57%
2 Years
+146.26%
5 Years
-53.05%
10 Years
-8.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.02%
- 💵 Cash5.11%
- 🖥️ Technology Services3.59%
- 🪨 Non Energy Minerals3.2%
- 💻 Electronic Technology2.74%
- 🌾 Commodities1.54%
- 🛍️ Retail Trade0.9%
- 🏥 Health Services0.75%
- 💇♀️ Consumer Services0.61%
- ⛏️ Energy Minerals0.6%
- 🚚 Transportation0.6%
- 🛠️ Producer Manufacturing0.58%
- 💰 Finance0.53%
- 💼 Commercial Services0.44%
- 🧬 Health Technology0.42%
- 📊 ETFs0.22%
- 🍞 Consumer Non Durables0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.02%
- 🇩🇪 FRA6.05%
- 🇺🇸 Nasdaq4.83%
- 🇺🇸 NYSE4.2%
- 🌍 Commodity1.54%
- 🇮🇹 Borsa Italiana0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.06%
- 🇩🇪 Germany3.7%
- 🇨🇦 Canada1.7%
- 🇸🇪 Sweden1.1%
- 🇨🇳 China0.29%
- 🇨🇭 Switzerland0.27%
Dividends
Dividend Yield
0.16%
16 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WEN (8.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WEN | 0.05% | 8.2% | $1 |
 UPS | 0.04% | 6.21% | $6.5 |
 MUR | 0.03% | 4.28% | $1.15 |
 ACI | 0.02% | 3.5% | $0.48 |
 UNH | 0.02% | 2.6% | $7.74 |
 QCOM | 0.01% | 2.31% | $3.25 |
 MSFT | 0% | 0.77% | $3 |
 STMMI.MI | 0% | 1.31% | $0.28 |
 BABA | 0% | 0.62% | $0.98 |
 GLJ.DE | 0% | 2.72% | $0.47 |
 PYPL | 0% | 0.25% | - |
 WTI | 0% | 2.25% | $0.03 |
 ENR.DE | 0% | -0.54% | - |
 RHM.DE | 0% | -0.43% | $-5.7 |
 SAP | 0% | -0.84% | $-1.73 |
 SZG.DE | -0.01% | -0.42% | $-0.45 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-6.12
-6.12
-7
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-6.12
-6.12
-7
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.65
High:
INTC
4,581.13INTCLow:
DJT
-23.39DJTDetails
PEG Ratio
952.76
High:WEN
5,463.72WENLow:DJT
-27.66DJTDetails
Price/Book
6.19
High:RHM.DE
18.75RHM.DELow:
BA
-22.91BADetails
Price/Sales
3.38
High:DJT
1,050.94DJTLow:
MONDQ
-MONDQDetails
Price/CF
22.5
High:
MSTR
7,511.07MSTRLow:SZG.DE
1.91SZG.DEDetails
Price/FCF
55.3
High:RHM.DE
5,198.92RHM.DELow:SZG.DE
4.15SZG.DEDetails
P/E Ratio
36.65
High:INTC
4,581.13INTCLow:DJT
-23.39DJTDetails
PEG Ratio
952.76
High:WEN
5,463.72WENLow:DJT
-27.66DJTDetails
Price/Book
6.19
High:RHM.DE
18.75RHM.DELow:BA
-22.91BADetails
Price/Sales
3.38
High:DJT
1,050.94DJTLow:MONDQ
-MONDQDetails
Price/CF
22.5
High:MSTR
7,511.07MSTRLow:SZG.DE
1.91SZG.DEDetails
Price/FCF
55.3
High:RHM.DE
5,198.92RHM.DELow:SZG.DE
4.15SZG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.1% | Jan 2018 | - | 97 |