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+0.21%
This Month
+10.13%
Year To Date
+23.54%
2 Years
+45.02%
5 Years
-57.85%
10 Years
-10.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.69%
- 💰 Finance28.33%
- 🪙 Cryptocurrencies5.95%
- 🍞 Consumer Non Durables3.94%
- 🛍️ Retail Trade1.35%
- ⚡ Utilities1.19%
- 🖥️ Technology Services0.99%
- 💻 Electronic Technology0.99%
- 🪨 Non Energy Minerals0.92%
- 📡 Communications0.54%
- 🧬 Health Technology0.49%
- 🛠️ Producer Manufacturing0.35%
- 🚗 Consumer Durables0.21%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.93%
- 🇺🇸 Nasdaq31.21%
- 🌍 Digital Currency5.95%
- 🇨🇭 SIX1.35%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇬🇧 LSE0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.22%
- 🇨🇳 China1.35%
- 🇨🇭 Switzerland1.35%
- 🇬🇧 United Kingdom1.18%
- 🇦🇺 Australia0.21%
Dividends
Dividend Yield
1.9%
36 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABR (14.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.23% | 5.51% | $3.09 |
 WPC | 0.16% | 5.36% | $3.67 |
 ABR | 0.14% | 14.84% | $1.72 |
 TROW | 0.13% | 4.82% | $4.92 |
 MO | 0.1% | 7.07% | $3.92 |
 ADC | 0.09% | 4.11% | $2.96 |
 ARE | 0.09% | 10.04% | $5.02 |
 INVH | 0.08% | 4.24% | $1.36 |
 ARCC | 0.07% | 9.18% | $1.62 |
 MAIN | 0.06% | 5.07% | $2.85 |
 HRL | 0.06% | 4.82% | $1.12 |
 NESN.ZU | 0.05% | 3.85% | $3 |
 STAG | 0.05% | 3.83% | $1.47 |
 AVB | 0.05% | 3.92% | $6.7 |
 NNN | 0.05% | 5.81% | $2.26 |
 RIO | 0.05% | 5.03% | $4.34 |
 FRT | 0.04% | 4.6% | $4.36 |
 VICI | 0.04% | 6.25% | $1.66 |
 VZ | 0.04% | 6.62% | $2.66 |
 PFE | 0.03% | 6.71% | $1.66 |
 EXR | 0.03% | 4.96% | $6.48 |
 NEE | 0.03% | 2.72% | $1.97 |
 LTC.US | 0.03% | 6.44% | $2.28 |
 PLD | 0.03% | 3.12% | $3.66 |
 CUBE | 0.03% | 5.65% | $2.02 |
 TRIG.L | 0.03% | 10.52% | $0.07 |
 DLR | 0.03% | 3.04% | $4.88 |
 ESS | 0.02% | 3.97% | $9.52 |
 MPW | 0.02% | 5.88% | $0.6 |
 EQIX | 0.02% | 2.59% | $16.19 |
 BABA | 0.01% | 0.65% | $0.98 |
 AMT | 0.01% | 3.78% | $6.56 |
 MMM | 0.01% | 1.73% | $5.21 |
 STWD | 0.01% | 10.49% | $1.92 |
 SBAC | 0.01% | 2.35% | $3.66 |
 LEG | 0% | 1.75% | $1.43 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-14.07
-14.07
-15
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-14.07
-14.07
-15
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.69
High:
EQIX
66.48EQIXLow:
CIFR
-104.09CIFRDetails
PEG Ratio
1,046.25
High:
O
2,982.68OLow:
APLD
-1,462.53APLDDetails
Price/Book
2.52
High:
RGTI
26.3RGTILow:
MO
-37.02MODetails
Price/Sales
3.42
High:RGTI
1,303.74RGTILow:
LEG
0.38LEGDetails
Price/CF
13.5
High:
IREN
38.65IRENLow:LEG
3.67LEGDetails
Price/FCF
56.08
High:
MMM
2,385.78MMMLow:LEG
4.92LEGDetails
P/E Ratio
20.69
High:EQIX
66.48EQIXLow:CIFR
-104.09CIFRDetails
PEG Ratio
1,046.25
High:O
2,982.68OLow:APLD
-1,462.53APLDDetails
Price/Book
2.52
High:RGTI
26.3RGTILow:MO
-37.02MODetails
Price/Sales
3.42
High:RGTI
1,303.74RGTILow:LEG
0.38LEGDetails
Price/CF
13.5
High:IREN
38.65IRENLow:LEG
3.67LEGDetails
Price/FCF
56.08
High:MMM
2,385.78MMMLow:LEG
4.92LEGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.45% | Oct 2013 | - | 147 |