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+0.27%
This Month
-16.53%
Year To Date
-24.71%
2 Years
-27.63%
5 Years
+117.08%
10 Years
+15.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies75.67%
- 📊 ETFs7.99%
- 🚚 Transportation4.83%
- 🧪 Process Industries3.82%
- 📡 Communications1.71%
- 🚗 Consumer Durables1.5%
- 🛠️ Producer Manufacturing1.11%
- 🍞 Consumer Non Durables0.95%
- 🖥️ Technology Services0.79%
- 💵 Cash0.67%
- ⛏️ Energy Minerals0.46%
- 🧬 Health Technology0.17%
- 💇♀️ Consumer Services0.14%
- 💻 Electronic Technology0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency75.67%
- 🇺🇸 NYSE16.17%
- 🇺🇸 Nasdaq4.49%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇩🇪 FRA1.1%
- 🇫🇷 Euronext Paris0.64%
Countries Breakdown
- Country
- Total
- 🇧🇲 Bermuda4.83%
- 🇬🇧 United Kingdom3.82%
- 🇺🇸 United States2.25%
- 🇩🇪 Germany1.27%
- 🇯🇵 Japan1.13%
- 🇨🇳 China1.11%
- 🇫🇷 France0.59%
- 🇨🇦 Canada0.46%
- 🇳🇱 Netherlands0.05%
Dividends
Dividend Yield
0.74%
12 out of 64 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LYB (7.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.84
High:
AIR.PA
26.78AIR.PALow:
BNTX
-39.48BNTXDetails
PEG Ratio
101
High:
01211.HK
199.5601211.HKLow:
DIS
12.61DISDetails
Price/Book
3.88
High:
MSFT
7.7MSFTLow:
UBI.PA
0.35UBI.PADetails
Price/Sales
2.79
High:MSFT
9.9MSFTLow:UBI.PA
0.28UBI.PADetails
Price/CF
10.89
High:BNTX
121.06BNTXLow:UBI.PA
1.56UBI.PADetails
Price/FCF
45.29
High:
LYB
96.22LYBLow:UBI.PA
1.61UBI.PADetails
P/E Ratio
21.84
High:AIR.PA
26.78AIR.PALow:BNTX
-39.48BNTXDetails
PEG Ratio
101
High:01211.HK
199.5601211.HKLow:DIS
12.61DISDetails
Price/Book
3.88
High:MSFT
7.7MSFTLow:UBI.PA
0.35UBI.PADetails
Price/Sales
2.79
High:MSFT
9.9MSFTLow:UBI.PA
0.28UBI.PADetails
Price/CF
10.89
High:BNTX
121.06BNTXLow:UBI.PA
1.56UBI.PADetails
Price/FCF
45.29
High:LYB
96.22LYBLow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.55% | Nov 2021 | - | 53 |
-26.77% | Apr 2021 | Oct 2021 | 6 |