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-7.77%
This Month
-25.26%
Year To Date
-18.81%
2 Years
-53.72%
5 Years
-84.9%
10 Years
-21.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.34%
- 🚚 Transportation3.2%
- 🍞 Consumer Non Durables1.95%
- 💰 Finance1.83%
- 🖥️ Technology Services1.55%
- 💇♀️ Consumer Services1.48%
- 💵 Cash1.45%
- 🛍️ Retail Trade1.02%
- 🌾 Commodities0.87%
- 🧬 Health Technology0.84%
- ⚡ Utilities0.74%
- 🚗 Consumer Durables0.68%
- 📈 Indexes0.65%
- 📡 Communications0.54%
- 🧪 Process Industries0.46%
- 🪨 Non Energy Minerals0.16%
- 📊 ETFs0.16%
- 💹 Forex0.1%
- 🏥 Health Services0.04%
- ❓ Other0%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.34%
- 🇺🇸 Nasdaq4.71%
- 🇭🇰 Hong Kong Exchanges4.35%
- 🇺🇸 NYSE2.9%
- 🇳🇴 Oslo Stock Exchange1.61%
- 🌍 Commodity0.87%
- 🌍 CFD0.65%
- 🇫🇷 Euronext Paris0.34%
- 🇩🇪 FRA0.27%
- Regular Trading Hours - RTH0.2%
- 🇳🇱 Euronext Amsterdam0.16%
- 🌍 FX0.1%
- 🇪🇸 Bolsa De Madrid0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.2%
- 🇨🇳 China3.96%
- 🇭🇰 Hong Kong2.26%
- 🇳🇴 Norway1.61%
- 🇫🇷 France0.34%
- 🇩🇪 Germany0.27%
- 🇨🇱 Chile0.25%
- 🇬🇷 Greece0.18%
- 🇳🇱 Netherlands0.16%
- 🇨🇦 Canada0.15%
- 🇪🇸 Spain0.09%
Dividends
Dividend Yield
0.39%
23 out of 76 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DOW (9.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WB | 0.09% | 7.68% | - |
 NAS.OL | 0.08% | 5.26% | - |
 00384.HK | 0.04% | 6.01% | $0.55 |
 WEN | 0.04% | 7.94% | $1 |
 02319.HK | 0.02% | 3.8% | $0.54 |
 T | 0.02% | 4.39% | $1.11 |
 CLX | 0.02% | 4.71% | $4.8 |
 DOW | 0.01% | 9.15% | $2.8 |
 02313.HK | 0.01% | 4.12% | $2.03 |
 JD.US | 0.01% | 3.28% | $0.74 |
 NKE | 0.01% | 2.44% | $1.45 |
 788.HK | 0.01% | 3.85% | $0.04 |
 DIS | 0.01% | 0.95% | $0.75 |
 SHIP | 0.01% | 3.14% | $0.1 |
 PG.RTH | 0.01% | 2.58% | $3.71 |
 1585.HK | 0% | 1.8% | $0.48 |
 01093.HK | 0% | 3.11% | $0.28 |
 AAP | 0% | 1.91% | $1 |
 BABA | 0% | 0.65% | $0.98 |
 01177.HK | 0% | 1.32% | $0.05 |
 0656.HK | 0% | 0.4% | $0.04 |
 COST | 0% | 0.57% | $19.22 |
 GRF.MC | 0% | 1.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DOW | Pay Day | Dec 12, 2025 | $0.35 |
Performance Metrics
Score 2.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-21.18
-21.18
-22
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.84
-0.84
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-21.18
-21.18
-22
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.84
-0.84
-1
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.5
High:
COST
49.14COSTLow:
00880.HK
-1,139.1300880.HKDetails
PEG Ratio
270.68
High:
WEN
5,640.38WENLow:00880.HK
-1,159.9900880.HKDetails
Price/Book
2.52
High:
NIO
20.48NIOLow:
CLX
-580.65CLXDetails
Price/Sales
1.36
High:
MSTR
118.86MSTRLow:
AIXC
-AIXCDetails
Price/CF
11.16
High:MSTR
7,511.07MSTRLow:
0656.HK
1.290656.HKDetails
Price/FCF
27.48
High:MSTR
1,187.5MSTRLow:0656.HK
1.770656.HKDetails
P/E Ratio
20.5
High:COST
49.14COSTLow:00880.HK
-1,139.1300880.HKDetails
PEG Ratio
270.68
High:WEN
5,640.38WENLow:00880.HK
-1,159.9900880.HKDetails
Price/Book
2.52
High:NIO
20.48NIOLow:CLX
-580.65CLXDetails
Price/Sales
1.36
High:MSTR
118.86MSTRLow:AIXC
-AIXCDetails
Price/CF
11.16
High:MSTR
7,511.07MSTRLow:0656.HK
1.290656.HKDetails
Price/FCF
27.48
High:MSTR
1,187.5MSTRLow:0656.HK
1.770656.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.23% | Mar 2018 | - | 94 |