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+0.03%
This Month
+0.48%
Year To Date
+0.17%
2 Years
-55.84%
5 Years
+135.61%
10 Years
+14.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.51%
- 💰 Finance23.76%
- 🪙 Cryptocurrencies5.11%
- 🚗 Consumer Durables4.88%
- 💵 Cash0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.98%
- 🇭🇰 Hong Kong Exchanges17.95%
- 🇺🇸 Nasdaq7.41%
- 🇬🇧 LSE5.82%
- 🌍 Digital Currency5.11%
Countries Breakdown
- Country
- Total
- 🇨🇳 China20.36%
- 🇬🇧 United Kingdom5.82%
- 🇺🇸 United States2.46%
Dividends
Dividend Yield
0%
0 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
8.96
8.96
-2
0
2
9
9
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
8.96
8.96
-2
0
2
9
9
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-24.89
High:
TSLA
387.92TSLALow:
NIO
-3.57NIODetails
PEG Ratio
-16.84
High:
03333.HK
-0.0303333.HKLow:NIO
-141.6NIODetails
Price/Book
-3.42
High:NIO
22.6NIOLow:03333.HK
-003333.HKDetails
Price/Sales
4.04
High:TSLA
15.58TSLALow:03333.HK
0.0103333.HKDetails
Price/CF
92.56
High:TSLA
107.92TSLALow:03333.HK
1.7403333.HKDetails
Price/FCF
207.14
High:TSLA
255.88TSLALow:
WISE.L
18WISE.LDetails
P/E Ratio
-24.89
High:TSLA
387.92TSLALow:NIO
-3.57NIODetails
PEG Ratio
-16.84
High:03333.HK
-0.0303333.HKLow:NIO
-141.6NIODetails
Price/Book
-3.42
High:NIO
22.6NIOLow:03333.HK
-003333.HKDetails
Price/Sales
4.04
High:TSLA
15.58TSLALow:03333.HK
0.0103333.HKDetails
Price/CF
92.56
High:TSLA
107.92TSLALow:03333.HK
1.7403333.HKDetails
Price/FCF
207.14
High:TSLA
255.88TSLALow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.05% | Feb 2021 | - | 62 |
-14.87% | Nov 2019 | May 2020 | 6 |
-2.49% | Dec 2020 | Jan 2021 | 1 |