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-3.18%
This Month
-8.5%
Year To Date
-4.06%
2 Years
+6.12%
5 Years
+612.71%
10 Years
+35.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.94%
- 🧩 Miscellaneous12.08%
- 💵 Cash8.09%
- 🛠️ Producer Manufacturing7.65%
- ⚡ Utilities6.68%
- 💰 Finance6.34%
- 🍞 Consumer Non Durables5.71%
- 📡 Communications3.62%
- 🖥️ Technology Services3.52%
- 🪨 Non Energy Minerals3.11%
- 🚗 Consumer Durables2.83%
- 🚚 Transportation2.11%
- 💻 Electronic Technology1.44%
- 🏥 Health Services0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.75%
- 🌍 Digital Currency33.94%
- 🇺🇸 Nasdaq6.82%
- 🇭🇰 Hong Kong Exchanges3.75%
- 🇩🇰 Copenhagen Stock Exchange2.11%
- 🇫🇷 Euronext Paris0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.69%
- 🇨🇳 China6.58%
- 🇧🇷 Brazil3.11%
- 🇩🇰 Denmark2.11%
- 🇩🇪 Germany1.87%
- 🇫🇷 France0.17%
Dividends
Dividend Yield
1.15%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.96
High:
O
56.73OLow:
INTC
-556.53INTCDetails
PEG Ratio
-357.51
High:
PG
334.07PGLow:
SYM
-3,673.92SYMDetails
Price/Book
3.12
High:
JMIA
37.48JMIALow:
MAERSKB.CO
0.71MAERSKB.CODetails
Price/Sales
2.91
High:O
10.58OLow:MAERSKB.CO
0.7MAERSKB.CODetails
Price/CF
10.23
High:
SOLV
37.73SOLVLow:MAERSKB.CO
2.98MAERSKB.CODetails
Price/FCF
52.31
High:
NEE
2,356.18NEELow:MAERSKB.CO
9.13MAERSKB.CODetails
P/E Ratio
22.96
High:O
56.73OLow:INTC
-556.53INTCDetails
PEG Ratio
-357.51
High:PG
334.07PGLow:SYM
-3,673.92SYMDetails
Price/Book
3.12
High:JMIA
37.48JMIALow:MAERSKB.CO
0.71MAERSKB.CODetails
Price/Sales
2.91
High:O
10.58OLow:MAERSKB.CO
0.7MAERSKB.CODetails
Price/CF
10.23
High:SOLV
37.73SOLVLow:MAERSKB.CO
2.98MAERSKB.CODetails
Price/FCF
52.31
High:NEE
2,356.18NEELow:MAERSKB.CO
9.13MAERSKB.CODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.65% | Dec 2021 | - | 52 |
-39.89% | Jul 2019 | Aug 2020 | 13 |
-10.75% | Sep 2021 | Oct 2021 | 1 |
-10.65% | May 2021 | Aug 2021 | 3 |
-6.43% | Sep 2020 | Oct 2020 | 1 |