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+0.27%
Today
-9.77%
This Month
-23.57%
Year To Date
+29.25%
2 Years
+20.82%
5 Years
+4.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57%
- 🪙 Cryptocurrencies15.93%
- 💻 Electronic Technology13.05%
- 🖥️ Technology Services7.72%
- 🚗 Consumer Durables1.89%
- ⛏️ Energy Minerals1.87%
- 💰 Finance1.09%
- 💇♀️ Consumer Services0.65%
- 🧬 Health Technology0.41%
- 📡 Communications0.26%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.41%
- 🇺🇸 Nasdaq30.21%
- 🇬🇧 LSE19.77%
- 🌍 Digital Currency15.93%
- 🇨🇭 SIX0.58%
- 🇩🇪 Xetra ETFs0.56%
- 🇺🇸 Chicago Board Options Exchange0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.91%
- 🇧🇷 Brazil1.87%
- 🇱🇺 Luxembourg1.54%
- 🇨🇭 Switzerland0.58%
- 🇨🇳 China0.41%
- 🇳🇱 Netherlands0.13%
Dividends
Dividend Yield
1.11%
31 out of 61 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.29% | 15.73% | $1.73 |
 TQQQ | 0.11% | 1.72% | - |
 SPY5.L | 0.09% | 1.05% | - |
 SPYD | 0.07% | 4.32% | - |
 SOXL | 0.07% | 2.21% | - |
 UDOW | 0.06% | 1.23% | - |
 UPRO | 0.05% | 1.2% | - |
 IUSA.L | 0.04% | 1.94% | - |
 SPY | 0.04% | 1.28% | - |
 XLF | 0.04% | 1.43% | - |
 PFE | 0.03% | 7.63% | $1.66 |
 ZURN.ZU | 0.03% | 5.01% | $26 |
 UDVD.L | 0.03% | 2.09% | - |
 AAPL | 0.02% | 0.51% | $0.97 |
 INTC | 0.02% | 2.64% | $0.5 |
 XLK | 0.02% | 0.76% | - |
 QQQ | 0.01% | 0.64% | - |
 META | 0.01% | 0.4% | $1 |
 T | 0.01% | 4.09% | $1.11 |
 IVV | 0.01% | 1.38% | - |
 VFH | 0.01% | 1.83% | - |
 ISF.L | 0.01% | 3.52% | - |
 DIS | 0.01% | 1.18% | $0.75 |
 EWG | 0.01% | 2.05% | - |
 IBZL.L | 0% | 6.41% | - |
 GOOG | 0% | 0.52% | $0.2 |
 VO | 0% | 1.6% | - |
 NVDA | 0% | 0.04% | $0.02 |
 IBB | 0% | 0.3% | - |
 VOOG | 0% | 0.61% | - |
 ASML | 0% | 0.9% | $5.57 |
Performance Metrics
Score 3.1/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-10.3
-10.3
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-10.3
-10.3
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.59
High:
TSLA
118.42TSLALow:
CIFR
-18.19CIFRDetails
PEG Ratio
31.9
High:
AMD
95.07AMDLow:
LCID
-22.71LCIDDetails
Price/Book
18.48
High:
AAPL
44.38AAPLLow:
IDEXQ
-0.01IDEXQDetails
Price/Sales
9.36
High:
NVDA
19.21NVDALow:IDEXQ
0.01IDEXQDetails
Price/CF
34.46
High:TSLA
95.18TSLALow:IDEXQ
0.73IDEXQDetails
Price/FCF
48.12
High:
PFE
468.42PFELow:IDEXQ
0.76IDEXQDetails
P/E Ratio
31.59
High:TSLA
118.42TSLALow:CIFR
-18.19CIFRDetails
PEG Ratio
31.9
High:AMD
95.07AMDLow:LCID
-22.71LCIDDetails
Price/Book
18.48
High:AAPL
44.38AAPLLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
9.36
High:NVDA
19.21NVDALow:IDEXQ
0.01IDEXQDetails
Price/CF
34.46
High:TSLA
95.18TSLALow:IDEXQ
0.73IDEXQDetails
Price/FCF
48.12
High:PFE
468.42PFELow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.2% | Feb 2021 | - | 51 |
-3.43% | Jun 2020 | Aug 2020 | 2 |
-1.94% | Sep 2020 | Nov 2020 | 2 |