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-0.55%
This Month
-4.83%
Year To Date
+8.43%
2 Years
-32.07%
5 Years
-27.04%
10 Years
-5.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.14%
- 👥 Copy Trading11.91%
- 💵 Cash8.5%
- 💇♀️ Consumer Services6.45%
- 🪙 Cryptocurrencies4.36%
- 🚚 Transportation1.42%
- 🧪 Process Industries1.09%
- 🖥️ Technology Services0.9%
- 🛠️ Producer Manufacturing0.83%
- 🧬 Health Technology0.26%
- 🚗 Consumer Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.79%
- 🌍 Digital Currency4.36%
- 🇺🇸 NYSE3.81%
- 🇳🇴 Oslo Stock Exchange1.42%
- 🇭🇰 Hong Kong Exchanges0.91%
- 🇩🇪 FRA0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.07%
- 🇨🇳 China2.1%
- 🇳🇴 Norway1.42%
- 🇨🇦 Canada0.87%
- 🇩🇪 Germany0.83%
- 🇮🇪 Ireland0.35%
- 🇭🇰 Hong Kong0.13%
Dividends
Dividend Yield
0.38%
3 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.24% | 0.39% | $0.97 |
 NAS.OL | 0.07% | 5.16% | - |
 hyjbrighter | 0.06% | 0.49% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-17.79
-17.79
-18
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-17.79
-17.79
-18
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.38
High:
BB
181.91BBLow:
03690.HK
-217.0103690.HKDetails
PEG Ratio
124.49
High:BB
167.14BBLow:
GEVO
-23.14GEVODetails
Price/Book
43.64
High:AAPL
43.99AAPLLow:
QTTOY
-0QTTOYDetails
Price/Sales
8.96
High:AAPL
8.97AAPLLow:QTTOY
0QTTOYDetails
Price/CF
29.85
High:03690.HK
64.3903690.HKLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
37.47
High:03690.HK
387.8103690.HKLow:
S92.DE
4.12S92.DEDetails
P/E Ratio
33.38
High:BB
181.91BBLow:03690.HK
-217.0103690.HKDetails
PEG Ratio
124.49
High:BB
167.14BBLow:GEVO
-23.14GEVODetails
Price/Book
43.64
High:AAPL
43.99AAPLLow:QTTOY
-0QTTOYDetails
Price/Sales
8.96
High:AAPL
8.97AAPLLow:QTTOY
0QTTOYDetails
Price/CF
29.85
High:03690.HK
64.3903690.HKLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
37.47
High:03690.HK
387.8103690.HKLow:S92.DE
4.12S92.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.93% | Feb 2021 | - | 61 |
-14.66% | Jul 2020 | Dec 2020 | 5 |