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+0.69%
This Month
+12.91%
Year To Date
+77.34%
2 Years
+54.31%
5 Years
+81.86%
10 Years
+12.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.27%
- 🪙 Cryptocurrencies18.19%
- 💻 Electronic Technology14.17%
- 🖥️ Technology Services7.24%
- 🚗 Consumer Durables2.01%
- ⛏️ Energy Minerals1.65%
- 💇♀️ Consumer Services0.65%
- 💰 Finance0.44%
- 🧬 Health Technology0.33%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.64%
- 🇺🇸 NYSE31.32%
- 🌍 Digital Currency18.19%
- 🇬🇧 LSE16.36%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🇩🇪 Xetra ETFs0.5%
- 🇨🇭 SIX0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.53%
- 🇧🇷 Brazil1.65%
- 🇱🇺 Luxembourg1.38%
- 🇨🇳 China0.5%
- 🇨🇭 Switzerland0.44%
Dividends
Dividend Yield
0.91%
27 out of 51 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.25% | 15.13% | $1.73 |
 TQQQ | 0.09% | 1.11% | - |
 SPY5.L | 0.08% | 1.05% | - |
 SOXL | 0.07% | 1.07% | - |
 UDOW | 0.06% | 1.28% | - |
 SPYD | 0.06% | 4.53% | - |
 UPRO | 0.05% | 0.97% | - |
 IUSA.L | 0.04% | 1.94% | - |
 SPY | 0.03% | 1.16% | - |
 XLF | 0.03% | 1.38% | - |
 PFE | 0.02% | 6.92% | $1.66 |
 ZURN.ZU | 0.02% | 4.86% | $26 |
 AAPL | 0.02% | 0.43% | $0.97 |
 XLK | 0.01% | 0.61% | - |
 QQQ | 0.01% | 0.51% | - |
 IVV | 0.01% | 1.29% | - |
 META | 0.01% | 0.27% | $1 |
 VFH | 0.01% | 1.72% | - |
 ISF.L | 0.01% | 3.5% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 INTC | 0% | 0.51% | $0.5 |
 WDC | 0% | 0.22% | - |
 GOOG | 0% | 0.35% | $0.2 |
 VO | 0% | 1.53% | - |
 IBB | 0% | 0.3% | - |
 NVDA | 0% | 0.02% | $0.02 |
 VOOG | 0% | 0.53% | - |
Performance Metrics
Score 3.5/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-8.5
-8.5
-9
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-8.5
-8.5
-9
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.27
High:
TSLA
196.04TSLALow:
INTC
-5.17INTCDetails
PEG Ratio
5,124.4
High:
AAPL
24,779.06AAPLLow:
BNGO
-0.09BNGODetails
Price/Book
24.57
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
13.41
High:
NVDA
25.49NVDALow:BNGO
0.46BNGODetails
Price/CF
34.42
High:TSLA
70.91TSLALow:
PBR
2.37PBRDetails
Price/FCF
49.04
High:TSLA
200.12TSLALow:
ZURN.ZU
8ZURN.ZUDetails
P/E Ratio
41.27
High:TSLA
196.04TSLALow:INTC
-5.17INTCDetails
PEG Ratio
5,124.4
High:AAPL
24,779.06AAPLLow:BNGO
-0.09BNGODetails
Price/Book
24.57
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
13.41
High:NVDA
25.49NVDALow:BNGO
0.46BNGODetails
Price/CF
34.42
High:TSLA
70.91TSLALow:PBR
2.37PBRDetails
Price/FCF
49.04
High:TSLA
200.12TSLALow:ZURN.ZU
8ZURN.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.2% | Feb 2021 | - | 56 |
-3.43% | Jun 2020 | Aug 2020 | 2 |
-1.94% | Sep 2020 | Nov 2020 | 2 |