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-4.05%
This Month
-3.22%
Year To Date
+21.31%
2 Years
-1.41%
5 Years
-61.14%
10 Years
-10.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.51%
- 💰 Finance13.74%
- 🖥️ Technology Services12.99%
- 🛍️ Retail Trade10.96%
- 🏥 Health Services9.19%
- ❓ Other3.45%
- 💻 Electronic Technology2.92%
- 💼 Commercial Services2.33%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.51%
- 🇺🇸 NYSE22.93%
- 🇺🇸 Nasdaq19.43%
- 🇭🇰 Hong Kong Exchanges8.32%
- Regular Trading Hours - RTH3.45%
- 🇪🇸 Bolsa De Madrid1.15%
- 🇳🇱 Euronext Amsterdam0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.21%
- 🇨🇳 China14.12%
- 🇬🇧 United Kingdom1.61%
- 🇦🇺 Australia1.48%
- 🇪🇸 Spain1.15%
- 🇨🇦 Canada0.67%
- 🇹🇼 Taiwan0.62%
- 🇮🇪 Ireland0.54%
- 🇸🇬 Singapore0.41%
- 🇳🇱 Netherlands0.31%
Dividends
Dividend Yield
0.54%
23 out of 51 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LYG (3.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.24% | 2.58% | $7.74 |
 BABA | 0.04% | 0.7% | $0.98 |
 0700.HK | 0.04% | 0.76% | $3.4 |
 BBVA.MC | 0.03% | 3.02% | $0.45 |
 LYG | 0.03% | 3.23% | $0.14 |
 9988.HK | 0.03% | 0.72% | $0.98 |
 NTRS | 0.02% | 2.25% | $3 |
 CME | 0.02% | 1.85% | $9.75 |
 BK | 0.01% | 1.73% | $1.68 |
 GS | 0.01% | 1.59% | $11 |
 BLK | 0.01% | 1.94% | $20.2 |
 FIS | 0.01% | 2.42% | $1.76 |
 MMC | 0.01% | 1.85% | $2.84 |
 WKL.NV | 0.01% | 2.64% | $2.08 |
 AXP | 0.01% | 0.83% | $2.6 |
 WTW | 0.01% | 1.11% | $3.44 |
 TSM | 0.01% | 0.93% | $1.74 |
 V | 0.01% | 0.71% | $2.01 |
 IBKR | 0% | 0.49% | - |
 AON | 0% | 0.82% | $2.52 |
 MA | 0% | 0.56% | $2.46 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.5/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-17.65
-17.65
-18
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-17.65
-17.65
-18
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.03
High:
INTC
3,538.68INTCLow:
CIFR
-77.38CIFRDetails
PEG Ratio
171.31
High:INTC
3,525.38INTCLow:
BITF
-36.07BITFDetails
Price/Book
4.07
High:
MA
64.8MALow:
BTBT
0.74BTBTDetails
Price/Sales
2.4
High:
WULF
29.92WULFLow:
BKKT
0.04BKKTDetails
Price/CF
18.38
High:WULF
113.46WULFLow:
IBKR
1.13IBKRDetails
Price/FCF
23.01
High:
CME
520.48CMELow:
LYG
0.87LYGDetails
P/E Ratio
24.03
High:INTC
3,538.68INTCLow:CIFR
-77.38CIFRDetails
PEG Ratio
171.31
High:INTC
3,525.38INTCLow:BITF
-36.07BITFDetails
Price/Book
4.07
High:MA
64.8MALow:BTBT
0.74BTBTDetails
Price/Sales
2.4
High:WULF
29.92WULFLow:BKKT
0.04BKKTDetails
Price/CF
18.38
High:WULF
113.46WULFLow:IBKR
1.13IBKRDetails
Price/FCF
23.01
High:CME
520.48CMELow:LYG
0.87LYGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.65% | Jan 2018 | - | 96 |