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+0.4%
Today
-3.49%
This Month
-9.61%
Year To Date
+19.21%
2 Years
+247.61%
5 Years
+1.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.78%
- 🪙 Cryptocurrencies23.13%
- 💰 Finance13.72%
- 💻 Electronic Technology8.41%
- 🖥️ Technology Services8.17%
- 💇♀️ Consumer Services4.17%
- 🛍️ Retail Trade2.44%
- 🚗 Consumer Durables2.1%
- 🧬 Health Technology1.81%
- 💵 Cash1.72%
- 🍞 Consumer Non Durables0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.86%
- 🇺🇸 Nasdaq32.78%
- 🌍 Digital Currency23.13%
- 🇺🇸 Chicago Board Options Exchange6.78%
- 🇭🇰 Hong Kong Exchanges1.18%
- 🇬🇧 LSE0.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.88%
- 🇰🇾 Cayman Islands6.76%
- 🇨🇳 China1.18%
- 🇬🇧 United Kingdom0.72%
Dividends
Dividend Yield
0.99%
20 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SIRI (5.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.13% | 1.24% | - |
 VNQ | 0.13% | 4.01% | - |
 SIRI | 0.13% | 5.3% | $0.1 |
 ALLY | 0.12% | 3.79% | $1.2 |
 XLRE | 0.1% | 3.33% | - |
 REET | 0.06% | 3.57% | - |
 EEM | 0.05% | 2.33% | - |
 INDA | 0.05% | 0.78% | - |
 GSK.L | 0.03% | 4.57% | $0.59 |
 XLY | 0.03% | 0.9% | - |
 META | 0.02% | 0.4% | $1 |
 XLF | 0.02% | 1.43% | - |
 IWD | 0.02% | 1.86% | - |
 DIS | 0.02% | 1.18% | $0.75 |
 NKE | 0.02% | 2.76% | $1.45 |
 9988.HK | 0.01% | 0.9% | $0.98 |
 AAPL | 0.01% | 0.51% | $0.97 |
 LLY | 0.01% | 0.64% | $4.86 |
 GOOG | 0.01% | 0.52% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
Performance Metrics
Score 5/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
5.63
5.63
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
5.63
5.63
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.46
High:
PLTR
495.93PLTRLow:
STNE
-14.8STNEDetails
PEG Ratio
43.2
High:PLTR
441.28PLTRLow:
COIN
0.69COINDetails
Price/Book
11.88
High:
LLY
56.08LLYLow:
SIRI
0.62SIRIDetails
Price/Sales
8.34
High:PLTR
82.74PLTRLow:
ALLY
0.6ALLYDetails
Price/CF
29.7
High:PLTR
165.72PLTRLow:ALLY
2.72ALLYDetails
Price/FCF
47.5
High:LLY
631.92LLYLow:SIRI
9.41SIRIDetails
P/E Ratio
29.46
High:PLTR
495.93PLTRLow:STNE
-14.8STNEDetails
PEG Ratio
43.2
High:PLTR
441.28PLTRLow:COIN
0.69COINDetails
Price/Book
11.88
High:LLY
56.08LLYLow:SIRI
0.62SIRIDetails
Price/Sales
8.34
High:PLTR
82.74PLTRLow:ALLY
0.6ALLYDetails
Price/CF
29.7
High:PLTR
165.72PLTRLow:ALLY
2.72ALLYDetails
Price/FCF
47.5
High:LLY
631.92LLYLow:SIRI
9.41SIRIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.54% | Jan 2018 | - | 88 |
-12.65% | Oct 2017 | Dec 2017 | 2 |