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+1.31%
This Month
+0.53%
Year To Date
+74.2%
2 Years
+217.48%
5 Years
-50.1%
10 Years
-8.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.93%
- 💵 Cash20.15%
- 🖥️ Technology Services2.76%
- 💻 Electronic Technology2.26%
- ⛏️ Energy Minerals1.15%
- 🛠️ Producer Manufacturing0.93%
- 🛍️ Retail Trade0.81%
- 🧬 Health Technology0.8%
- 💰 Finance0.77%
- 💇♀️ Consumer Services0.74%
- 🏥 Health Services0.65%
- 🍞 Consumer Non Durables0.61%
- 🏭 Industrial Services0.58%
- 📊 ETFs0.32%
- 💼 Commercial Services0.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.93%
- 🇺🇸 Nasdaq5.28%
- 🇺🇸 NYSE2.95%
- 🇩🇪 FRA2.85%
- 🇮🇹 Borsa Italiana0.86%
- 🇭🇰 Hong Kong Exchanges0.6%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.47%
- 🇩🇪 Germany2.64%
- 🇨🇭 Switzerland0.86%
- 🇨🇳 China0.81%
- 🇸🇪 Sweden0.44%
Dividends
Dividend Yield
0.14%
18 out of 37 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WEN (7.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WEN | 0.06% | 7.94% | $1 |
 SWKS | 0.03% | 4.07% | $2.72 |
 WTI | 0.02% | 2.16% | $0.03 |
 UNH | 0.02% | 2.64% | $7.74 |
 STMMI.MI | 0.01% | 1.38% | $0.28 |
 QCOM | 0.01% | 2.01% | $3.25 |
 MSFT | 0% | 0.72% | $3 |
 MUR | 0% | 3.97% | $1.15 |
 9988.HK | 0% | 0.66% | $0.98 |
 BAYN.DE | 0% | 0.33% | $0.11 |
 BABA | 0% | 0.65% | $0.98 |
 PYPL | 0% | 0.22% | - |
 GLJ.DE | 0% | 2.64% | $0.47 |
 RHM.DE | 0% | -0.53% | $-5.7 |
 SAP | 0% | -0.77% | $-1.73 |
 K | 0% | -2.77% | $-2.28 |
 ENR.DE | -0.01% | -0.6% | - |
 HOT.DE | -0.01% | -1.66% | $-4.4 |
Performance Metrics
Score 3/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-5.03
-5.03
-6
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-5.03
-5.03
-6
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.24
High:
RHM.DE
81.07RHM.DELow:
BAYN.DE
-166.63BAYN.DEDetails
PEG Ratio
694.23
High:
WEN
5,709.78WENLow:BAYN.DE
-214.99BAYN.DEDetails
Price/Book
6.37
High:
HOT.DE
24.51HOT.DELow:
BA
-18.58BADetails
Price/Sales
4.33
High:
MSTR
123.52MSTRLow:
MONDQ
-MONDQDetails
Price/CF
23.33
High:MSTR
7,511.07MSTRLow:
MUR
2.83MURDetails
Price/FCF
51.58
High:RHM.DE
5,198.92RHM.DELow:
TMV.DE
7.41TMV.DEDetails
P/E Ratio
32.24
High:RHM.DE
81.07RHM.DELow:BAYN.DE
-166.63BAYN.DEDetails
PEG Ratio
694.23
High:WEN
5,709.78WENLow:BAYN.DE
-214.99BAYN.DEDetails
Price/Book
6.37
High:HOT.DE
24.51HOT.DELow:BA
-18.58BADetails
Price/Sales
4.33
High:MSTR
123.52MSTRLow:MONDQ
-MONDQDetails
Price/CF
23.33
High:MSTR
7,511.07MSTRLow:MUR
2.83MURDetails
Price/FCF
51.58
High:RHM.DE
5,198.92RHM.DELow:TMV.DE
7.41TMV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.1% | Jan 2018 | - | 96 |