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-1.85%
This Month
-12.16%
Year To Date
-22.19%
2 Years
-70.89%
5 Years
-85.96%
10 Years
-21.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.27%
- 💇♀️ Consumer Services4.11%
- 🍞 Consumer Non Durables3.91%
- 💰 Finance3.48%
- 🛍️ Retail Trade2.89%
- 🖥️ Technology Services2.67%
- 💵 Cash2.46%
- 🚚 Transportation1.82%
- 🚗 Consumer Durables1.62%
- 📊 ETFs0.91%
- 🧬 Health Technology0.84%
- 🌾 Commodities0.83%
- ⚡ Utilities0.56%
- 📈 Indexes0.51%
- 🪨 Non Energy Minerals0.45%
- 📡 Communications0.44%
- 💹 Forex0.33%
- 🧪 Process Industries0.23%
- 🏥 Health Services0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency22.27%
- 🇭🇰 Hong Kong Exchanges10.39%
- 🇺🇸 NYSE6.27%
- 🇺🇸 Nasdaq5.84%
- 🇳🇴 Oslo Stock Exchange1.1%
- 🌍 Commodity0.83%
- 🌍 CFD0.51%
- 🌍 FX0.33%
- 🇩🇪 FRA0.16%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇪🇸 Bolsa De Madrid0.07%
- Regular Trading Hours - RTH0%
Countries Breakdown
- Country
- Total
- 🇨🇳 China8.3%
- 🇺🇸 United States7.58%
- 🇭🇰 Hong Kong4.68%
- 🇳🇴 Norway1.1%
- 🇨🇱 Chile0.23%
- 🇬🇷 Greece0.2%
- 🇩🇪 Germany0.16%
- 🇳🇱 Netherlands0.12%
- 🇨🇦 Canada0.08%
- 🇪🇸 Spain0.07%
Dividends
Dividend Yield
0.6%
26 out of 77 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WB (8.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WB | 0.08% | 8.28% | - |
 NAS.OL | 0.06% | 5.71% | - |
 WEN | 0.05% | 7.83% | $1 |
 CLX | 0.05% | 4.26% | $4.8 |
 02313.HK | 0.05% | 4.62% | $2.03 |
 00027.HK | 0.05% | 3.95% | - |
 JD.US | 0.04% | 3.93% | $0.74 |
 00384.HK | 0.03% | 6.19% | $0.55 |
 01128.HK | 0.03% | 6.54% | $0.08 |
 02319.HK | 0.03% | 3.68% | $0.54 |
 NKE | 0.02% | 2.75% | $1.45 |
 2318.HK | 0.02% | 4.38% | $2.63 |
 DIS | 0.01% | 1.46% | $0.75 |
 01928.HK | 0.01% | 4.31% | - |
 T | 0.01% | 3.87% | $1.11 |
 1585.HK | 0.01% | 1.99% | $0.48 |
 01093.HK | 0.01% | 2.64% | $0.28 |
 AAP | 0.01% | 1.95% | $1 |
 0656.HK | 0.01% | 0.55% | $0.04 |
 SHIP | 0.01% | 2.91% | $0.1 |
 788.HK | 0.01% | 4.39% | $0.04 |
 BABA | 0.01% | 0.79% | $0.98 |
 9988.HK | 0.01% | 0.81% | $0.98 |
 01177.HK | 0% | 1.53% | $0.05 |
 GOOG | 0% | 0.28% | $0.2 |
 GRF.MC | 0% | 1.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-21.97
-21.97
-22
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.92
-0.92
-1
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-21.97
-21.97
-22
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.92
-0.92
-1
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.49
High:
AAL
75.02AALLow:
00880.HK
-1,021.7400880.HKDetails
PEG Ratio
1.16
High:
LULU
354.67LULULow:00880.HK
-1,040.4500880.HKDetails
Price/Book
3.16
High:
PACB
88.09PACBLow:CLX
-113.57CLXDetails
Price/Sales
2.55
High:
MSTR
90.21MSTRLow:
AIXC
-AIXCDetails
Price/CF
12.83
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
25.16
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
22.49
High:AAL
75.02AALLow:00880.HK
-1,021.7400880.HKDetails
PEG Ratio
1.16
High:LULU
354.67LULULow:00880.HK
-1,040.4500880.HKDetails
Price/Book
3.16
High:PACB
88.09PACBLow:CLX
-113.57CLXDetails
Price/Sales
2.55
High:MSTR
90.21MSTRLow:AIXC
-AIXCDetails
Price/CF
12.83
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
25.16
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.41% | Mar 2018 | - | 97 |