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+1.2%
This Month
+9.59%
Year To Date
+61.72%
2 Years
+39.98%
5 Years
+35.79%
10 Years
+3.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.73%
- 💰 Finance15.69%
- 🚗 Consumer Durables8.2%
- 🍞 Consumer Non Durables6.46%
- 🛍️ Retail Trade5.22%
- 🖥️ Technology Services5.15%
- 🧩 Miscellaneous4.97%
- 🚚 Transportation3.59%
- 🧬 Health Technology3.11%
- 🛠️ Producer Manufacturing2.07%
- ❓ Other1.73%
- 💻 Electronic Technology1.69%
- 📡 Communications0.86%
- 💇♀️ Consumer Services0.54%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.73%
- 🇺🇸 NYSE18.55%
- 🇺🇸 Nasdaq14.84%
- 🇬🇧 LSE9.55%
- 🇺🇸 OTC Markets Stock Exchange6.45%
- 🇫🇷 Euronext Paris4.25%
- 🇳🇴 Oslo Stock Exchange3.12%
- Tokyo Stock Exchange1.73%
- 🇨🇭 SIX0.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.58%
- 🇯🇵 Japan8.99%
- 🇬🇧 United Kingdom4.79%
- 🇫🇷 France4.25%
- 🇺🇾 Uruguay3.84%
- 🇳🇴 Norway3.12%
- 🇨🇦 Canada1.89%
- 🇮🇱 Israel1.53%
- 🇨🇭 Switzerland0.79%
- 🇰🇷 South Korea0.04%
Dividends
Dividend Yield
1.65%
25 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.32% | 7.08% | $1.66 |
 O | 0.21% | 5.29% | $3.09 |
 PEP | 0.17% | 4.18% | $5.15 |
 MPCC.OL | 0.16% | 6.8% | $5.9 |
 NTDOY | 0.15% | 2.26% | $0.24 |
 LGEN.L | 0.14% | 7.39% | $0.2 |
 BNP.PA | 0.1% | 4.94% | $4.6 |
 SMFG | 0.04% | 1.76% | $0.29 |
 GAW.L | 0.04% | 2.37% | $5.5 |
 ZURN.ZU | 0.04% | 4.99% | $26 |
 CVS | 0.04% | 2.75% | $2.54 |
 T.US | 0.04% | 4.32% | $1.11 |
 ABBV | 0.03% | 2.66% | $6.06 |
 MRK | 0.03% | 2.24% | $3.04 |
 MC.PA | 0.03% | 3.03% | $13 |
 SAN.PA | 0.03% | 5.4% | $3.76 |
 IAG.L | 0.02% | 1.6% | - |
 OR.PA | 0.02% | 1.88% | $6.6 |
 DE | 0.01% | 0.93% | $5.76 |
 CL | 0.01% | 2.37% | $1.96 |
 CCL | 0.01% | 1.91% | - |
 CM | 0.01% | 2.61% | $2.6 |
 WFC | 0% | 2% | $1.4 |
 ISF.L | 0% | 0.03% | - |
 SMSN.L | 0% | 0.31% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.22
-2.22
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.22
-2.22
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.83
High:
TSLA
372.52TSLALow:
CSIQ
-9.96CSIQDetails
PEG Ratio
112.81
High:O
494.14OLow:T.US
8.53T.USDetails
Price/Book
3.29
High:CL
509.02CLLow:ABBV
-76.36ABBVDetails
Price/Sales
2.02
High:TSLA
14.74TSLALow:CSIQ
0.19CSIQDetails
Price/CF
11.43
High:TSLA
79.58TSLALow:LGEN.L
3.46LGEN.LDetails
Price/FCF
22.36
High:TSLA
187.89TSLALow:LGEN.L
4.84LGEN.LDetails
P/E Ratio
20.83
High:TSLA
372.52TSLALow:CSIQ
-9.96CSIQDetails
PEG Ratio
112.81
High:O
494.14OLow:T.US
8.53T.USDetails
Price/Book
3.29
High:CL
509.02CLLow:ABBV
-76.36ABBVDetails
Price/Sales
2.02
High:TSLA
14.74TSLALow:CSIQ
0.19CSIQDetails
Price/CF
11.43
High:TSLA
79.58TSLALow:LGEN.L
3.46LGEN.LDetails
Price/FCF
22.36
High:TSLA
187.89TSLALow:LGEN.L
4.84LGEN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.37% | Jun 2018 | Apr 2021 | 34 |
-41.58% | Nov 2021 | Nov 2024 | 36 |
-24.24% | Feb 2025 | - | 20 |
-14.6% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |