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+11.78%
This Month
+3.82%
Year To Date
+48.14%
2 Years
+22.69%
5 Years
-99.37%
10 Years
-45.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.16%
- 🖥️ Technology Services21.66%
- 💻 Electronic Technology19.58%
- 💰 Finance10.6%
- 🪙 Cryptocurrencies6.34%
- 🛍️ Retail Trade6.06%
- 🪨 Non Energy Minerals4.59%
- ❓ Other1.8%
- 🚗 Consumer Durables1.78%
- 💼 Commercial Services0.81%
- 🍞 Consumer Non Durables0.75%
- 💇♀️ Consumer Services0.54%
- 💹 Forex0.52%
- ⚡ Utilities0.16%
- 🚚 Transportation0.13%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.4%
- 🇺🇸 NYSE38.8%
- 🌍 Digital Currency6.34%
- Regular Trading Hours - RTH1.8%
- 🇺🇸 Chicago Board Options Exchange0.63%
- 🌍 FX0.52%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.61%
- 🇨🇦 Canada4.6%
- 🇳🇱 Netherlands2.76%
- 🇰🇾 Cayman Islands1.75%
- 🇨🇳 China0.82%
- 🇺🇾 Uruguay0.13%
Dividends
Dividend Yield
0.22%
17 out of 51 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $KO (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OLED | 0.04% | 1.86% | $1.5 |
 GOOG | 0.03% | 0.25% | $0.2 |
 ORCL | 0.02% | 1.01% | $1.6 |
 KO | 0.02% | 2.73% | $1.89 |
 MSFT | 0.02% | 0.85% | $3 |
 AAPL | 0.02% | 0.38% | $0.97 |
 ASML | 0.01% | 0.51% | $5.57 |
 MA | 0.01% | 0.63% | $2.46 |
 META | 0.01% | 0.31% | $1 |
 DIS | 0.01% | 1.41% | $0.75 |
 AXP | 0.01% | 1.03% | $2.6 |
 CCJ | 0.01% | 0.14% | $0.09 |
 BABA | 0% | 0.73% | $0.98 |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
 GE | 0% | 0.51% | $0.44 |
 VST | 0% | 0.56% | $0.85 |
Performance Metrics
Score 2.1/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.84
-0.84
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-44.92
-44.92
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.64
-2.64
-3
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.84
-0.84
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.92
-0.92
-1
1
2
3
3
Jensen's Alpha
-44.92
-44.92
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.64
-2.64
-3
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-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
33.02
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
99.99
High:
MELI
1,046.73MELILow:INTC
-851.7INTCDetails
Price/Book
9.55
High:MA
60.24MALow:
TLRY
0.53TLRYDetails
Price/Sales
8.92
High:NVDA
22.86NVDALow:
KD
0.22KDDetails
Price/CF
26.71
High:TSLA
107.92TSLALow:KD
5.99KDDetails
Price/FCF
58.09
High:BABA
1,196.17BABALow:
NU
9.68NUDetails
P/E Ratio
33.02
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
99.99
High:MELI
1,046.73MELILow:INTC
-851.7INTCDetails
Price/Book
9.55
High:MA
60.24MALow:TLRY
0.53TLRYDetails
Price/Sales
8.92
High:NVDA
22.86NVDALow:KD
0.22KDDetails
Price/CF
26.71
High:TSLA
107.92TSLALow:KD
5.99KDDetails
Price/FCF
58.09
High:BABA
1,196.17BABALow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.71% | Feb 2018 | - | 99 |