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-2.18%
This Month
-4.01%
Year To Date
+33.21%
2 Years
+12.8%
5 Years
-99.41%
10 Years
-46.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.04%
- 🖥️ Technology Services20.22%
- 💻 Electronic Technology19.34%
- 💰 Finance9.07%
- 💵 Cash7.42%
- 🛍️ Retail Trade5.48%
- 🪙 Cryptocurrencies5.17%
- 🪨 Non Energy Minerals4.83%
- ❓ Other1.81%
- 🚗 Consumer Durables1.8%
- 🍞 Consumer Non Durables0.84%
- 💼 Commercial Services0.79%
- 💇♀️ Consumer Services0.57%
- 💹 Forex0.37%
- ⚡ Utilities0.16%
- 🚚 Transportation0.14%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.69%
- 🇺🇸 NYSE36.9%
- 🌍 Digital Currency5.17%
- Regular Trading Hours - RTH1.81%
- 🇺🇸 Chicago Board Options Exchange0.71%
- 🌍 FX0.37%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.8%
- 🇨🇦 Canada4.86%
- 🇳🇱 Netherlands2.75%
- 🇰🇾 Cayman Islands0.95%
- 🇨🇳 China0.78%
- 🇺🇾 Uruguay0.13%
Dividends
Dividend Yield
0.22%
16 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OLED | 0.05% | 1.82% | $1.5 |
 GOOG | 0.03% | 0.28% | $0.2 |
 ORCL | 0.02% | 1.31% | $1.6 |
 KO | 0.02% | 2.64% | $1.89 |
 AAPL | 0.02% | 0.4% | $0.97 |
 ASML | 0.01% | 0.54% | $5.57 |
 MSFT | 0.01% | 0.86% | $3 |
 META | 0.01% | 0.32% | $1 |
 MA | 0.01% | 0.62% | $2.46 |
 DIS | 0.01% | 1.46% | $0.75 |
 CCJ | 0.01% | 0.15% | $0.09 |
 BABA | 0.01% | 0.79% | $0.98 |
 PYPL | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
 GE | 0% | 0.46% | $0.44 |
 VST | 0% | 0.56% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-45.5
-45.5
-46
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.59
-2.59
-3
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-45.5
-45.5
-46
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.59
-2.59
-3
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.42
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
93.94
High:
MELI
997.84MELILow:INTC
-566.72INTCDetails
Price/Book
8.73
High:MA
60.42MALow:
TLRY
0.54TLRYDetails
Price/Sales
8.24
High:
CRWD
22.44CRWDLow:
KD
0.2KDDetails
Price/CF
26.83
High:TSLA
107.92TSLALow:KD
5.99KDDetails
Price/FCF
56.63
High:BABA
1,196.17BABALow:
NU
9.68NUDetails
P/E Ratio
30.42
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
93.94
High:MELI
997.84MELILow:INTC
-566.72INTCDetails
Price/Book
8.73
High:MA
60.42MALow:TLRY
0.54TLRYDetails
Price/Sales
8.24
High:CRWD
22.44CRWDLow:KD
0.2KDDetails
Price/CF
26.83
High:TSLA
107.92TSLALow:KD
5.99KDDetails
Price/FCF
56.63
High:BABA
1,196.17BABALow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.71% | Feb 2018 | - | 98 |