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-0.42%
This Month
+5.31%
Year To Date
+36.11%
2 Years
+19.36%
5 Years
-99.36%
10 Years
-44.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.19%
- 🖥️ Technology Services20.81%
- 💻 Electronic Technology20.21%
- 💰 Finance12.5%
- 🛍️ Retail Trade5.76%
- 🪙 Cryptocurrencies5.25%
- 🪨 Non Energy Minerals3.3%
- 🚗 Consumer Durables1.61%
- ❓ Other1.6%
- 💼 Commercial Services0.88%
- 🍞 Consumer Non Durables0.79%
- 💇♀️ Consumer Services0.48%
- 🛠️ Producer Manufacturing0.27%
- ⚡ Utilities0.15%
- 🚚 Transportation0.12%
- 💵 Cash0.1%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.87%
- 🇺🇸 NYSE39.59%
- 🌍 Digital Currency5.25%
- Regular Trading Hours - RTH1.6%
- 🇺🇸 Chicago Board Options Exchange0.61%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.84%
- 🇳🇱 Netherlands3.33%
- 🇨🇦 Canada3.32%
- 🇧🇷 Brazil2.62%
- 🇨🇳 China0.65%
- 🇺🇾 Uruguay0.13%
Dividends
Dividend Yield
0.24%
17 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OLED | 0.04% | 2.31% | $1.5 |
 GOOG | 0.03% | 0.24% | $0.2 |
 ORCL | 0.02% | 1.57% | $1.6 |
 KO | 0.02% | 2.54% | $1.89 |
 MSFT | 0.02% | 0.92% | $3 |
 MA | 0.02% | 0.63% | $2.46 |
 AAPL | 0.02% | 0.32% | $0.97 |
 ASML | 0.01% | 0.41% | $5.57 |
 NVDA | 0.01% | 0.14% | $0.02 |
 META | 0.01% | 0.33% | $1 |
 DIS | 0.01% | 1.56% | $0.75 |
 AXP | 0.01% | 1.01% | $2.6 |
 CCJ | 0.01% | 0.19% | $0.09 |
 PYPL | 0% | 0.75% | - |
 BABA | 0% | 0.87% | $0.98 |
 GE | 0% | 0.49% | $0.44 |
 VST | 0% | 0.56% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.89
-0.89
-1
1
2
3
3
Jensen's Alpha
-44.77
-44.77
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.5
-2.5
-3
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.89
-0.89
-1
1
2
3
3
Jensen's Alpha
-44.77
-44.77
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.5
-2.5
-3
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.44
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
44.06
High:
NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.39
High:MA
69.54MALow:
TLRY
0.33TLRYDetails
Price/Sales
9.01
High:
USAR
494.61USARLow:
KD
0.18KDDetails
Price/CF
23.49
High:TSLA
79.58TSLALow:KD
3.16KDDetails
Price/FCF
49.86
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
P/E Ratio
29.44
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
44.06
High:NOW
471.47NOWLow:CRWD
-5,401.66CRWDDetails
Price/Book
9.39
High:MA
69.54MALow:TLRY
0.33TLRYDetails
Price/Sales
9.01
High:USAR
494.61USARLow:KD
0.18KDDetails
Price/CF
23.49
High:TSLA
79.58TSLALow:KD
3.16KDDetails
Price/FCF
49.86
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.71% | Feb 2018 | - | 102 |