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+0.86%
This Month
+17.43%
Year To Date
+44.39%
2 Years
+34.41%
5 Years
-16.99%
10 Years
-0.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash49.63%
- 🖥️ Technology Services11.69%
- 💻 Electronic Technology9.82%
- 🚗 Consumer Durables9.03%
- 🍞 Consumer Non Durables8.22%
- 🛍️ Retail Trade7.98%
- 👥 Copy Trading6.77%
- ⛏️ Energy Minerals1.83%
- 🛠️ Producer Manufacturing1.03%
- 🚚 Transportation0.92%
- 🧬 Health Technology0.32%
- 🪙 Cryptocurrencies0.04%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE18.04%
- 🇭🇰 Hong Kong Exchanges15.35%
- 🇺🇸 Nasdaq12.8%
- 🇬🇧 LSE3.2%
- 🇩🇪 FRA2.83%
- 🇫🇷 Euronext Paris1.9%
- 🇳🇴 Oslo Stock Exchange0.73%
- 🌍 Digital Currency0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇨🇳 China23.41%
- 🇺🇸 United States19.64%
- 🇩🇪 Germany3.88%
- 🇫🇷 France1.89%
- 🇬🇧 United Kingdom1.13%
- 🇯🇵 Japan1.08%
- 🇳🇴 Norway0.73%
- 🇨🇭 Switzerland0.22%
- 🇸🇬 Singapore0.19%
- 🇳🇱 Netherlands0.1%
- 🇮🇪 Ireland0.1%
- 🇩🇰 Denmark0.07%
- 🇪🇸 Spain0.03%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.59%
21 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 P911.DE | 0.14% | 5.02% | $2.31 |
 NKE | 0.13% | 2.37% | $1.45 |
 XOM | 0.06% | 3.42% | $3.76 |
 0700.HK | 0.06% | 0.75% | $3.4 |
 BABA | 0.05% | 0.68% | $0.98 |
 NAS.OL | 0.04% | 5.12% | - |
 KER.PA | 0.03% | 1.73% | $14 |
 TM | 0.02% | 2.63% | $4.64 |
 01211.HK | 0.02% | 1.51% | $3.41 |
 CRISPR-Tech | 0.02% | 0.93% | - |
 PFE | 0.01% | 6.5% | $1.66 |
 VOW3.DE | 0% | 5.91% | $9.06 |
 RMS.PA | 0% | 1.21% | $25 |
 META | 0% | 0.32% | $1 |
 AZN | 0% | 1.69% | $1.42 |
 GOOG | 0% | 0.27% | $0.2 |
 AAPL | 0% | 0.38% | $0.97 |
 NTDOY | 0% | 0.76% | $0.24 |
 NVS | 0% | 2.44% | $3.2 |
 AIR.PA | 0% | 1.02% | $1.8 |
 SDZNY | 0% | -0.56% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-5.98
-5.98
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.59
High:
TSLA
306.67TSLALow:
03690.HK
-266.9303690.HKDetails
PEG Ratio
161.45
High:
RMS.PA
9,248.58RMS.PALow:
RBLX
-493.84RBLXDetails
Price/Book
5.88
High:RBLX
152.42RBLXLow:
DIA.MC
-105.72DIA.MCDetails
Price/Sales
5.57
High:TSLA
16.92TSLALow:
VOW3.DE
0.17VOW3.DEDetails
Price/CF
25.1
High:TSLA
99.57TSLALow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
46.15
High:
P911.DE
595.63P911.DELow:DIA.MC
4.3DIA.MCDetails
P/E Ratio
34.59
High:TSLA
306.67TSLALow:03690.HK
-266.9303690.HKDetails
PEG Ratio
161.45
High:RMS.PA
9,248.58RMS.PALow:RBLX
-493.84RBLXDetails
Price/Book
5.88
High:RBLX
152.42RBLXLow:DIA.MC
-105.72DIA.MCDetails
Price/Sales
5.57
High:TSLA
16.92TSLALow:VOW3.DE
0.17VOW3.DEDetails
Price/CF
25.1
High:TSLA
99.57TSLALow:NAS.OL
2.28NAS.OLDetails
Price/FCF
46.15
High:P911.DE
595.63P911.DELow:DIA.MC
4.3DIA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.61% | Nov 2017 | - | 98 |
-14.61% | Aug 2014 | Jan 2016 | 17 |
-6.37% | Sep 2013 | Jan 2014 | 4 |
-5.72% | Nov 2016 | Jan 2017 | 2 |
-1.73% | Mar 2016 | Apr 2016 | 1 |
-1.37% | Sep 2017 | Oct 2017 | 1 |