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-2.23%
This Month
-8.24%
Year To Date
-14.05%
2 Years
-72.16%
5 Years
-67.9%
10 Years
-18.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs19.9%
- 🪙 Cryptocurrencies19.56%
- 🖥️ Technology Services13.1%
- 🧬 Health Technology8.85%
- 🛍️ Retail Trade8.33%
- 💻 Electronic Technology5.72%
- ⚡ Utilities4.79%
- 🍞 Consumer Non Durables4.79%
- 🛠️ Producer Manufacturing2.53%
- 🚗 Consumer Durables2.43%
- 💼 Commercial Services2.17%
- 🧪 Process Industries2%
- 💰 Finance1.37%
- 💇♀️ Consumer Services1.12%
- 📡 Communications0.94%
- 💵 Cash0.46%
- ⛏️ Energy Minerals0.31%
- 🏥 Health Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.2%
- 🌍 Digital Currency19.56%
- 🇺🇸 NYSE14.38%
- 🇭🇰 Hong Kong Exchanges7.15%
- 🇩🇪 Xetra ETFs6.71%
- 🇬🇧 LSE6.36%
- 🇩🇰 Copenhagen Stock Exchange6.12%
- 🇩🇪 FRA5.11%
- 🇫🇷 Euronext Paris4.42%
- 🇺🇸 Chicago Board Options Exchange1.43%
- 🇮🇹 Borsa Italiana1.13%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇦🇺 Sydney0.25%
- 🇸🇪 Stockholm Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.63%
- 🇫🇷 France7.98%
- 🇨🇳 China6.9%
- 🇬🇧 United Kingdom6.42%
- 🇩🇰 Denmark6.12%
- 🇩🇪 Germany5.43%
- 🇸🇬 Singapore1.32%
- 🇸🇪 Sweden0.86%
- 🇪🇸 Spain0.62%
- 🇮🇹 Italy0.62%
- 🇯🇵 Japan0.56%
- 🇳🇱 Netherlands0.51%
- 🇱🇺 Luxembourg0.33%
- 🇨🇭 Switzerland0.32%
- 🇧🇷 Brazil0.31%
- 🇦🇺 Australia0.25%
- 🇭🇰 Hong Kong0.24%
- 🇰🇷 South Korea0.09%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.83%
58 out of 245 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (10.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SAN.PA | 0.19% | 5.23% | $3.76 |
 STLAM.MI | 0.05% | 10.46% | $1.55 |
 9988.HK | 0.04% | 0.81% | $0.98 |
 TEF.MC | 0.04% | 6.74% | $0.24 |
 PBR.A | 0.02% | 7.19% | $2.21 |
 WU | 0.02% | 9.81% | $0.94 |
 TEP.PA | 0.02% | 7.36% | $3.85 |
 CS.PA | 0.02% | 6% | $1.98 |
 BRSL | 0.02% | 6.26% | $0.8 |
 STZ | 0.02% | 2.7% | $3.68 |
 HPQ | 0.01% | 6.17% | $1.1 |
 00384.HK | 0.01% | 6.19% | $0.55 |
 CPB | 0.01% | 6.21% | $1.48 |
 ING.ASX | 0.01% | 6% | $0.22 |
 ENEL.MI | 0.01% | 5.04% | $0.43 |
 BTRW.L | 0.01% | 5.24% | $0.28 |
 KHC | 0.01% | 6.66% | $1.6 |
 REN.NV | 0.01% | 2.61% | - |
 F | 0.01% | 4.71% | $0.78 |
 CLX | 0.01% | 4.26% | $4.8 |
 BT.L | 0.01% | 3.93% | $0.08 |
 PAYX | 0.01% | 4.55% | $3.65 |
 PSN.L | 0.01% | 4.43% | $0.6 |
 2333.HK | 0.01% | 3.94% | $0.33 |
 DGE.L | 0.01% | 4.09% | $0.81 |
 WCH.DE | 0.01% | 3.34% | $3 |
 NGG | 0.01% | 3.42% | $3.65 |
 BLMN | 0.01% | 6.85% | $0.96 |
 ADS.DE | 0.01% | 1.36% | $0.7 |
 BN.PA | 0.01% | 3.18% | $2.1 |
 KO | 0.01% | 2.64% | $1.89 |
 BWY.L | 0.01% | 2.81% | $1.11 |
 BAG.L | 0.01% | 2.52% | $0.15 |
 PNDORA.CO | 0.01% | 4.42% | $18 |
 VWS.CO | 0.01% | 0.34% | - |
 HD | 0.01% | 2.55% | $8.52 |
 DLG.MI | 0.01% | 2.26% | $0.67 |
 PSO | 0.01% | 2.49% | $0.28 |
 IBM | 0.01% | 2.7% | $6.65 |
 CPG.L | 0.01% | 2.18% | $0.44 |
 ESNT.L | 0.01% | 2.34% | $0.04 |
 MUFG | 0.01% | 2.25% | $0.23 |
 CCH.L | 0.01% | 1.88% | $0.79 |
 960.HK | 0.01% | 2.03% | - |
 REL.L | 0.01% | 2.62% | $0.59 |
 RELX | 0.01% | 2.53% | $0.75 |
 LSEG.L | 0% | 1.71% | $1.15 |
 TJX | 0% | 1.09% | $1.42 |
 PYPL | 0% | 0.6% | - |
 SAP | 0% | 0.97% | $1.73 |
 VC | 0% | 1% | - |
 V | 0% | 0.78% | $2.01 |
 COST | 0% | 0.52% | $19.22 |
 COKE | 0% | 0.48% | $2 |
 3888.HK | 0% | 0.62% | $0.14 |
 SONY | 0% | 0.48% | $0.49 |
 CE | 0% | 0.23% | $2.8 |
 SOLS | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-30.26
-30.26
-31
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-30.26
-30.26
-31
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.33
High:
CSGP
2,800CSGPLow:SONY
-110.28SONYDetails
PEG Ratio
44.31
High:V
564.33VLow:
SNAP
-55.54SNAPDetails
Price/Book
2.43
High:
APP
76.52APPLow:CLX
-113.57CLXDetails
Price/Sales
2.14
High:APP
28.27APPLow:
SUNWQ
-SUNWQDetails
Price/CF
15.62
High:PSN.L
391.34PSN.LLow:960.HK
1.95960.HKDetails
Price/FCF
47.84
High:9988.HK
2,771.019988.HKLow:960.HK
2.03960.HKDetails
P/E Ratio
24.33
High:CSGP
2,800CSGPLow:SONY
-110.28SONYDetails
PEG Ratio
44.31
High:V
564.33VLow:SNAP
-55.54SNAPDetails
Price/Book
2.43
High:APP
76.52APPLow:CLX
-113.57CLXDetails
Price/Sales
2.14
High:APP
28.27APPLow:SUNWQ
-SUNWQDetails
Price/CF
15.62
High:PSN.L
391.34PSN.LLow:960.HK
1.95960.HKDetails
Price/FCF
47.84
High:9988.HK
2,771.019988.HKLow:960.HK
2.03960.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.78% | Jul 2021 | - | 57 |
-4.5% | Dec 2020 | Jan 2021 | 1 |
-0.4% | Apr 2021 | May 2021 | 1 |