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-1.61%
This Month
-18.64%
Year To Date
+26.71%
2 Years
+21.76%
5 Years
+78.95%
10 Years
+0.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies74.85%
- ⚡ Utilities7.31%
- 💵 Cash3.13%
- 💼 Commercial Services2.86%
- 📡 Communications2.35%
- 💰 Finance2.35%
- 💻 Electronic Technology1.53%
- 🚗 Consumer Durables1.36%
- 💇♀️ Consumer Services0.91%
- 📦 Distribution Services0.83%
- 🖥️ Technology Services0.68%
- 📊 ETFs0.29%
- 🛍️ Retail Trade0.15%
- 🧬 Health Technology0.14%
- 🍞 Consumer Non Durables0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency74.85%
- 🇬🇧 LSE11.85%
- 🇺🇸 Nasdaq4.2%
- 🇺🇸 NYSE3.52%
- 🇩🇪 FRA1.31%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom11.72%
- 🇺🇸 United States4.93%
- 🇩🇪 Germany2.75%
- 🇪🇸 Spain0.39%
- 🇯🇵 Japan0.32%
- 🇨🇭 Switzerland0.31%
- 🇮🇱 Israel0.16%
Dividends
Dividend Yield
0.41%
18 out of 139 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BLND.L (5.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CNA.L | 0.17% | 2.92% | $0.04 |
 BT.L | 0.11% | 4.57% | $0.08 |
 EOAN.DE | 0.05% | 3.62% | $0.53 |
 DB | 0.03% | 2.14% | $0.49 |
 BLND.L | 0.02% | 5.99% | $0.23 |
 SAN | 0.01% | 1.63% | $0.13 |
 MFG | 0% | 2.03% | $0.12 |
 TM | 0% | 2.71% | $4.64 |
 NKE | 0% | 2.39% | $1.45 |
 LSEG.L | 0% | 1.61% | $1.15 |
 GLEN.L | 0% | 1.99% | $0.1 |
 LOGI | 0% | 1.4% | $1.18 |
 MSFT | 0% | 0.73% | $3 |
 DIS | 0% | 0.9% | $0.75 |
 LLY | 0% | 0.61% | $4.86 |
 AAPL | 0% | 0.37% | $0.97 |
 WDC | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-5.19
-5.19
-6
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-5.19
-5.19
-6
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.18
High:
DDOG
494.58DDOGLow:
CNA.L
-33.56CNA.LDetails
PEG Ratio
37.4
High:
MSFT
214.2MSFTLow:
GPRO
-3.16GPRODetails
Price/Book
6.84
High:
AAPL
55.76AAPLLow:
WIX
-20.34WIXDetails
Price/Sales
3.89
High:
NVDA
22.9NVDALow:
CPI.L
0.19CPI.LDetails
Price/CF
13.78
High:
TSLA
99.57TSLALow:
DB
1.03DBDetails
Price/FCF
22.22
High:TSLA
229.45TSLALow:DB
1.09DBDetails
P/E Ratio
35.18
High:DDOG
494.58DDOGLow:CNA.L
-33.56CNA.LDetails
PEG Ratio
37.4
High:MSFT
214.2MSFTLow:GPRO
-3.16GPRODetails
Price/Book
6.84
High:AAPL
55.76AAPLLow:WIX
-20.34WIXDetails
Price/Sales
3.89
High:NVDA
22.9NVDALow:CPI.L
0.19CPI.LDetails
Price/CF
13.78
High:TSLA
99.57TSLALow:DB
1.03DBDetails
Price/FCF
22.22
High:TSLA
229.45TSLALow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.12% | Dec 2021 | - | 49 |
-49.59% | Mar 2015 | Mar 2021 | 72 |
-15.39% | May 2021 | Aug 2021 | 3 |
-12.17% | Sep 2021 | Oct 2021 | 1 |
-6.38% | Dec 2014 | Feb 2015 | 2 |