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-5.12%
This Month
-7.14%
Year To Date
+9.09%
2 Years
-66.09%
5 Years
-36.3%
10 Years
-7.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance31.06%
- 💻 Electronic Technology12.97%
- 🖥️ Technology Services12.85%
- 🛍️ Retail Trade12.39%
- 🪙 Cryptocurrencies6.51%
- 📊 ETFs6.31%
- 🚚 Transportation6.23%
- 🧩 Miscellaneous6%
- 🚗 Consumer Durables5.62%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.75%
- 🇺🇸 Nasdaq32.8%
- 🌍 Digital Currency6.51%
- 🇫🇷 Euronext Paris6.27%
- 🇩🇪 FRA6%
- 🇮🇹 Borsa Italiana5.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.36%
- 🇫🇷 France6.27%
- 🇮🇪 Ireland6.23%
- 🇦🇪 United Arab Emirates6.19%
- 🇩🇪 Germany6%
- 🇮🇹 Italy5.62%
- 🇨🇳 China5.46%
Dividends
Dividend Yield
1.39%
11 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CS.PA (6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.04
High:
NVDA
37.34NVDALow:
YALA
8.58YALADetails
PEG Ratio
250.52
High:
JPM
1,118.42JPMLow:
RYAAY
25.72RYAAYDetails
Price/Book
6.48
High:
AAPL
43.77AAPLLow:
PIRC.MI
1.05PIRC.MIDetails
Price/Sales
6.02
High:NVDA
20.71NVDALow:
CS.PA
0.8CS.PADetails
Price/CF
17.1
High:NVDA
44.64NVDALow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
41.87
High:
BABA
1,196.17BABALow:CBK.DE
2.63CBK.DEDetails
P/E Ratio
27.04
High:NVDA
37.34NVDALow:YALA
8.58YALADetails
PEG Ratio
250.52
High:JPM
1,118.42JPMLow:RYAAY
25.72RYAAYDetails
Price/Book
6.48
High:AAPL
43.77AAPLLow:PIRC.MI
1.05PIRC.MIDetails
Price/Sales
6.02
High:NVDA
20.71NVDALow:CS.PA
0.8CS.PADetails
Price/CF
17.1
High:NVDA
44.64NVDALow:CBK.DE
0.14CBK.DEDetails
Price/FCF
41.87
High:BABA
1,196.17BABALow:CBK.DE
2.63CBK.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.81% | Feb 2021 | - | 62 |
-3.17% | Oct 2020 | Nov 2020 | 1 |