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-3.15%
This Month
-18.09%
Year To Date
+20.8%
2 Years
+68.41%
5 Years
+80.86%
10 Years
+11.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.16%
- 🖥️ Technology Services23.08%
- 💰 Finance5.34%
- 💵 Cash3.47%
- 🛍️ Retail Trade3.42%
- 💻 Electronic Technology2.34%
- 🧬 Health Technology1.77%
- 💼 Commercial Services1.59%
- 🚗 Consumer Durables1.27%
- 💇♀️ Consumer Services1%
- ⛏️ Energy Minerals0.89%
- 🍞 Consumer Non Durables0.4%
- 📊 ETFs0.38%
- 🏥 Health Services0.21%
- 🚚 Transportation0.14%
- 🛠️ Producer Manufacturing0.03%
- 🪨 Non Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.16%
- 🇺🇸 Nasdaq33.73%
- 🇺🇸 NYSE6.86%
- 🇬🇧 LSE1.22%
- 🇩🇪 FRA0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.95%
- 🇨🇦 Canada2.17%
- 🇨🇳 China1.73%
- 🇬🇧 United Kingdom1.05%
- 🇰🇷 South Korea0.17%
- 🇨🇭 Switzerland0.15%
- 🇸🇬 Singapore0.13%
- 🇩🇪 Germany0.08%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.16%
18 out of 120 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.03% | 5.54% | $0.23 |
 JNJ | 0.02% | 2.43% | $4.81 |
 O | 0.02% | 5.61% | $3.09 |
 QCOM | 0.02% | 1.97% | $3.25 |
 ULVR.L | 0.01% | 3.6% | $1.47 |
 XOM | 0.01% | 3.37% | $3.76 |
 MSFT | 0.01% | 0.73% | $3 |
 SBUX | 0.01% | 2.87% | $2.24 |
 BABA | 0.01% | 0.67% | $0.98 |
 GOOG | 0.01% | 0.27% | $0.2 |
 DIS | 0.01% | 0.9% | $0.75 |
 META | 0% | 0.33% | $1 |
 PAH3.DE | 0% | 4.64% | $2.56 |
 PSKY | 0% | 1.45% | $0.2 |
 SMSN.L | 0% | 1.2% | $23.68 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
 Dormant11249 | 0% | -0.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-4.38
-4.38
-5
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.93
High:
TWLO
318.83TWLOLow:
ROKU
-542.78ROKUDetails
PEG Ratio
85.81
High:
O
2,957.46OLow:ROKU
-646.35ROKUDetails
Price/Book
8.81
High:
RBLX
152.42RBLXLow:
SBUX
-11.98SBUXDetails
Price/Sales
7.67
High:
CRSP
134.99CRSPLow:
BNGO
0.3BNGODetails
Price/CF
24.07
High:
MSTR
7,511.07MSTRLow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
63.2
High:SBUX
1,256.06SBUXLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
33.93
High:TWLO
318.83TWLOLow:ROKU
-542.78ROKUDetails
PEG Ratio
85.81
High:O
2,957.46OLow:ROKU
-646.35ROKUDetails
Price/Book
8.81
High:RBLX
152.42RBLXLow:SBUX
-11.98SBUXDetails
Price/Sales
7.67
High:CRSP
134.99CRSPLow:BNGO
0.3BNGODetails
Price/CF
24.07
High:MSTR
7,511.07MSTRLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
63.2
High:SBUX
1,256.06SBUXLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.55% | Nov 2021 | Nov 2024 | 36 |
-31.86% | Dec 2024 | - | 13 |
-29.64% | Mar 2020 | Jul 2020 | 4 |
-8.73% | Sep 2021 | Oct 2021 | 1 |
-8.18% | Sep 2020 | Nov 2020 | 2 |
-5.1% | May 2021 | Aug 2021 | 3 |
-1.6% | Dec 2020 | Jan 2021 | 1 |