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+31.61%
Today
+162.66%
This Month
+137.97%
Year To Date
+171.89%
2 Years
+171.89%
5 Years
+135.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies89.12%
- 📊 ETFs8.03%
- 💻 Electronic Technology2.11%
- 🛍️ Retail Trade0.28%
- 💵 Cash0.18%
- 🍞 Consumer Non Durables0.17%
- 📡 Communications0.1%
- ⛏️ Energy Minerals0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency89.12%
- 🇺🇸 NYSE5.72%
- 🇺🇸 Nasdaq3.76%
- 🇺🇸 Chicago Board Options Exchange0.95%
- 🇬🇧 LSE0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.31%
- 🇬🇧 United Kingdom0.32%
- 🇨🇳 China0.09%
Dividends
Dividend Yield
0.12%
10 out of 21 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (7.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.05% | 1.41% | - |
 INTC | 0.04% | 2.04% | $0.5 |
 BATS.L | 0.01% | 7.96% | $2.36 |
 T | 0% | 4.79% | $1.11 |
 SBRY.L | 0% | 5.15% | $0.13 |
 SHEL.L | 0% | 4.11% | $0.8 |
 EBAY | 0% | 1.71% | $1.04 |
 AAPL | 0% | 0.43% | $0.97 |
 BABA | 0% | 1.18% | $0.98 |
 INDA | 0% | 0.14% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
EBAY | Ex-Dividend | Nov 29 | $0.27 |
EBAY | Pay Day | Dec 13 | $0.27 |
BATS.L | Ex-Dividend | Dec 19 | $0.74 |
SHEL.L | Pay Day | Dec 19 | $0.34 |
SBRY.L | Pay Day | Dec 20 | $0.05 |
BATS.L | Pay Day | Feb 3 | $0.74 |
Performance Metrics
Score 3.7/10
Beta
-0.09
-0.09
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
1.22
1.22
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
-0.09
-0.09
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
1.22
1.22
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.18% | May 2024 | Oct 2024 | 5 |