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+1.06%
This Month
+16.18%
Year To Date
+46.01%
2 Years
+146.32%
5 Years
-2.16%
10 Years
-0.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.73%
- 🪙 Cryptocurrencies22.21%
- 🖥️ Technology Services12.13%
- 💻 Electronic Technology9.39%
- 💰 Finance8.96%
- 🪨 Non Energy Minerals7.19%
- 🚗 Consumer Durables5.74%
- 🛠️ Producer Manufacturing2.08%
- 🛍️ Retail Trade1.77%
- 💼 Commercial Services1.55%
- 🍞 Consumer Non Durables1.29%
- 📡 Communications1.18%
- 🏥 Health Services0.85%
- 🚚 Transportation0.53%
- 🧬 Health Technology0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.77%
- 🇺🇸 Nasdaq29.95%
- 🌍 Digital Currency22.21%
- 🇫🇷 Euronext Paris2.71%
- 🇬🇧 LSE1.77%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇩🇪 FRA0.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.49%
- 🇨🇦 Canada5.03%
- 🇫🇷 France2.71%
- 🇰🇾 Cayman Islands0.96%
- 🇨🇳 China0.9%
- 🇬🇧 United Kingdom0.8%
- 🇹🇼 Taiwan0.72%
- 🇺🇾 Uruguay0.7%
- 🇩🇪 Germany0.68%
- 🇳🇱 Netherlands0.54%
- 🇸🇬 Singapore0.53%
- 🇩🇰 Denmark0.39%
- 🇦🇺 Australia0.3%
- 🇮🇱 Israel0.28%
Dividends
Dividend Yield
0.19%
19 out of 93 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PG (2.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PG | 0.02% | 2.92% | $3.83 |
 B | 0.02% | 1.22% | $0.4 |
 AM.PA | 0.02% | 1.73% | $3.37 |
 BN.PA | 0.02% | 2.83% | $2.1 |
 NEM | 0.02% | 1.02% | $1.3 |
 PAAS | 0.02% | 0.94% | $0.4 |
 2899.HK | 0.01% | 1.59% | $0.27 |
 DSY.PA | 0.01% | 1.11% | $0.23 |
 MSFT | 0.01% | 0.73% | $3 |
 QCOM | 0.01% | 1.97% | $3.25 |
 NVO | 0.01% | 2.45% | $0.98 |
 NDA.DE | 0.01% | 1.38% | $1.4 |
 RMV.L | 0.01% | 1.91% | $0.09 |
 TSM | 0.01% | 0.91% | $1.74 |
 AAPL | 0.01% | 0.37% | $0.97 |
 CCJ | 0% | 0.19% | $0.09 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BMNR | 0% | 0.03% | - |
Performance Metrics
Score 3.8/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.83
High:
DDOG
494.58DDOGLow:
MDB
-475.06MDBDetails
PEG Ratio
65.93
High:
ARM
615.07ARMLow:MDB
-693.8MDBDetails
Price/Book
15.53
High:
APP
154.04APPLow:
RBRK
-31.11RBRKDetails
Price/Sales
11.02
High:
ASTS
1,129.25ASTSLow:
QS
-QSDetails
Price/CF
37.62
High:
MSTR
7,511.07MSTRLow:
OSCR
6.38OSCRDetails
Price/FCF
73.45
High:MSTR
1,187.5MSTRLow:OSCR
6.67OSCRDetails
P/E Ratio
47.83
High:DDOG
494.58DDOGLow:MDB
-475.06MDBDetails
PEG Ratio
65.93
High:ARM
615.07ARMLow:MDB
-693.8MDBDetails
Price/Book
15.53
High:APP
154.04APPLow:RBRK
-31.11RBRKDetails
Price/Sales
11.02
High:ASTS
1,129.25ASTSLow:QS
-QSDetails
Price/CF
37.62
High:MSTR
7,511.07MSTRLow:OSCR
6.38OSCRDetails
Price/FCF
73.45
High:MSTR
1,187.5MSTRLow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.18% | Jan 2018 | - | 96 |