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-0.78%
This Month
+16.94%
Year To Date
+57.34%
2 Years
+123.13%
5 Years
+20.28%
10 Years
+2.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.97%
- 📊 ETFs22.11%
- 🖥️ Technology Services14.33%
- 🪙 Cryptocurrencies12.52%
- 🛍️ Retail Trade8.2%
- 🚗 Consumer Durables3.84%
- ⚡ Utilities3.02%
- 🌾 Commodities2.78%
- 💵 Cash2.47%
- 💰 Finance2.26%
- ⛏️ Energy Minerals1.09%
- 💼 Commercial Services0.86%
- 🍞 Consumer Non Durables0.64%
- 🛠️ Producer Manufacturing0.08%
- 🧪 Process Industries0.01%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.32%
- 🇺🇸 NYSE28.53%
- 🌍 Digital Currency12.52%
- 🇩🇪 FRA4.46%
- 🇫🇷 Euronext Paris4.01%
- 🌍 Commodity2.78%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇬🇧 LSE0.02%
- 🇨🇭 SIX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.36%
- 🇩🇪 Germany4.46%
- 🇫🇷 France4.01%
- 🇹🇼 Taiwan3.77%
- 🇳🇱 Netherlands2.53%
- 🇨🇳 China2.38%
- 🇬🇧 United Kingdom1.1%
- 🇨🇦 Canada0.87%
- 🇺🇾 Uruguay0.7%
- 🇮🇪 Ireland0.64%
- 🇮🇱 Israel0.43%
- 🇪🇸 Spain0.03%
- 🇭🇰 Hong Kong0.01%
- 🇨🇭 Switzerland0.01%
Dividends
Dividend Yield
0.34%
35 out of 78 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $JKS (4.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RWE.DE | 0.07% | 2.52% | $1 |
 SHEL | 0.04% | 3.98% | $2.7 |
 SAF.PA | 0.04% | 0.99% | $2.2 |
 TSM | 0.03% | 0.92% | $1.74 |
 MSFT | 0.03% | 0.74% | $3 |
 V | 0.02% | 0.71% | $2.01 |
 BABA | 0.02% | 0.68% | $0.98 |
 IFX.DE | 0.02% | 0.98% | $0.35 |
 NKE | 0.02% | 2.37% | $1.45 |
 ASML | 0.01% | 0.58% | $5.57 |
 AAPL | 0.01% | 0.38% | $0.97 |
 GOOG | 0.01% | 0.27% | $0.2 |
 META | 0.01% | 0.32% | $1 |
 CRM | 0% | 0.66% | $0.4 |
 MU | 0% | 0.19% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 IBE.MC | 0% | 2.86% | $0.45 |
 0916.HK | 0% | 3.43% | $0.24 |
 SSE.L | 0% | 3.02% | $0.6 |
 NEE | 0% | 2.79% | $1.97 |
 DUK | 0% | 3.63% | $4.1 |
 EXC | 0% | 3.65% | $1.48 |
 ED | 0% | 3.46% | $3.28 |
 LNT | 0% | 3.1% | $1.87 |
 AEP | 0% | 3.24% | $3.47 |
 JKS | 0% | 4.94% | $1.48 |
 PEG | 0% | 3.15% | $2.34 |
 ANE.MC | 0% | 1.66% | $0.39 |
 LAND.ZU | 0% | 2.21% | $2.25 |
 PYPL | 0% | 0.23% | - |
 ENR.DE | 0% | 0.58% | - |
 0968.HK | 0% | 1.4% | $0.23 |
 ORA.US | 0% | 0.42% | $0.48 |
 VST | 0% | 0.53% | $0.85 |
 GEV | 0% | 0.26% | - |
Performance Metrics
Score 3.1/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-5.76
-5.76
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-5.76
-5.76
-6
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.44
High:
INTC
3,566.98INTCLow:
BE
-3,263.92BEDetails
PEG Ratio
1,351.74
High:
SHEL
51,725.35SHELLow:BE
-2,893.27BEDetails
Price/Book
11.84
High:
AAPL
55.76AAPLLow:
ARRY
-27.86ARRYDetails
Price/Sales
9.16
High:
RGTI
1,120.71RGTILow:
JKS
0.14JKSDetails
Price/CF
26.86
High:
DDD
462.65DDDLow:
0916.HK
2.760916.HKDetails
Price/FCF
61.06
High:
NEE
2,356.18NEELow:
RWE.DE
6.92RWE.DEDetails
P/E Ratio
36.44
High:INTC
3,566.98INTCLow:BE
-3,263.92BEDetails
PEG Ratio
1,351.74
High:SHEL
51,725.35SHELLow:BE
-2,893.27BEDetails
Price/Book
11.84
High:AAPL
55.76AAPLLow:ARRY
-27.86ARRYDetails
Price/Sales
9.16
High:RGTI
1,120.71RGTILow:JKS
0.14JKSDetails
Price/CF
26.86
High:DDD
462.65DDDLow:0916.HK
2.760916.HKDetails
Price/FCF
61.06
High:NEE
2,356.18NEELow:RWE.DE
6.92RWE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.96% | Jan 2018 | - | 96 |
-14.96% | Oct 2017 | Dec 2017 | 2 |