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-0.4%
Today
+8.6%
This Month
+10.86%
Year To Date
+53.65%
2 Years
+63.39%
5 Years
+12.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.54%
- 🪙 Cryptocurrencies18.16%
- 💻 Electronic Technology12.96%
- 🖥️ Technology Services7.48%
- 🚗 Consumer Durables1.75%
- ⛏️ Energy Minerals1.58%
- 💇♀️ Consumer Services0.64%
- 💰 Finance0.4%
- 🧬 Health Technology0.31%
- 📡 Communications0.18%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.33%
- 🇺🇸 Nasdaq31.81%
- 🌍 Digital Currency18.16%
- 🇬🇧 LSE16.32%
- 🇺🇸 Chicago Board Options Exchange0.49%
- 🇩🇪 Xetra ETFs0.49%
- 🇨🇭 SIX0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.55%
- 🇧🇷 Brazil1.58%
- 🇱🇺 Luxembourg1.31%
- 🇨🇭 Switzerland0.4%
- 🇨🇳 China0.36%
- 🇳🇱 Netherlands0.1%
Dividends
Dividend Yield
1.02%
32 out of 59 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.23% | 14.65% | $1.73 |
 SOXL | 0.14% | 2.17% | - |
 TQQQ | 0.12% | 1.41% | - |
 SPY5.L | 0.08% | 1.05% | - |
 UDOW | 0.06% | 1.28% | - |
 SPYD | 0.06% | 4.49% | - |
 UPRO | 0.06% | 1.11% | - |
 IUSA.L | 0.04% | 1.94% | - |
 SPY | 0.03% | 1.21% | - |
 XLF | 0.03% | 1.4% | - |
 PFE | 0.02% | 7.05% | $1.66 |
 UDVD.L | 0.02% | 2.17% | - |
 ZURN.ZU | 0.02% | 5.03% | $26 |
 AAPL | 0.02% | 0.48% | $0.97 |
 INTC | 0.01% | 2.15% | $0.5 |
 XLK | 0.01% | 0.67% | - |
 QQQ | 0.01% | 0.58% | - |
 IVV | 0.01% | 1.31% | - |
 META | 0.01% | 0.29% | $1 |
 T | 0.01% | 4.05% | $1.11 |
 VFH | 0.01% | 1.77% | - |
 ISF.L | 0.01% | 3.54% | - |
 DIS | 0.01% | 0.83% | $0.75 |
 EWG | 0% | 1.81% | - |
 IBZL.L | 0% | 6.41% | - |
 GOOG | 0% | 0.42% | $0.2 |
 VO | 0% | 1.53% | - |
 IBB | 0% | 0.32% | - |
 NVDA | 0% | 0.02% | $0.02 |
 WDC | 0% | 0.15% | - |
 VOOG | 0% | 0.54% | - |
 ASML | 0% | 0.85% | $5.57 |
Performance Metrics
Score 3.4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-9.08
-9.08
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-9.08
-9.08
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.59
High:
TSLA
180.65TSLALow:
CIFR
-16.91CIFRDetails
PEG Ratio
54.51
High:
AMD
116.25AMDLow:
NIO
-70.76NIODetails
Price/Book
25.69
High:
NVDA
49.85NVDALow:NIO
-173.98NIODetails
Price/Sales
13.9
High:NVDA
28.4NVDALow:
BNGO
0.33BNGODetails
Price/CF
29
High:
NFLX
64.2NFLXLow:
PBR
2.59PBRDetails
Price/FCF
38.3
High:TSLA
134.59TSLALow:
ZURN.ZU
4.64ZURN.ZUDetails
P/E Ratio
43.59
High:TSLA
180.65TSLALow:CIFR
-16.91CIFRDetails
PEG Ratio
54.51
High:AMD
116.25AMDLow:NIO
-70.76NIODetails
Price/Book
25.69
High:NVDA
49.85NVDALow:NIO
-173.98NIODetails
Price/Sales
13.9
High:NVDA
28.4NVDALow:BNGO
0.33BNGODetails
Price/CF
29
High:NFLX
64.2NFLXLow:PBR
2.59PBRDetails
Price/FCF
38.3
High:TSLA
134.59TSLALow:ZURN.ZU
4.64ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.2% | Feb 2021 | - | 54 |
-3.43% | Jun 2020 | Aug 2020 | 2 |
-1.94% | Sep 2020 | Nov 2020 | 2 |