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-0.02%
Today
-0.02%
This Month
+2.32%
Year To Date
+25.22%
2 Years
+3.38%
5 Years
+0.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.4%
- 🛍️ Retail Trade21.66%
- 💻 Electronic Technology18.81%
- 🧬 Health Technology7.71%
- 🖥️ Technology Services7.33%
- 🚗 Consumer Durables5.11%
- 💰 Finance2.97%
- 💼 Commercial Services1.32%
- 🍞 Consumer Non Durables0.96%
- 📡 Communications0.9%
- ⛏️ Energy Minerals0.79%
- 💇♀️ Consumer Services0.56%
- 🪙 Cryptocurrencies0.48%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.64%
- 🇺🇸 Nasdaq43.03%
- 🇭🇰 Hong Kong Exchanges2.97%
- 🇬🇧 LSE1.32%
- 🇩🇪 FRA0.79%
- 🇮🇹 Borsa Italiana0.78%
- 🌍 Digital Currency0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.71%
- 🇨🇳 China9.24%
- 🇸🇬 Singapore2.29%
- 🇨🇭 Switzerland1.32%
- 🇩🇪 Germany0.79%
- 🇮🇹 Italy0.78%
Dividends
Dividend Yield
1.2%
18 out of 28 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.33% | 6.37% | $1.66 |
 1398.HK | 0.18% | 6.12% | $0.33 |
 XLK | 0.14% | 0.67% | - |
 CSCO | 0.09% | 2.64% | $1.58 |
 VOW3.DE | 0.07% | 9.21% | $9.06 |
 BABA | 0.06% | 0.99% | $0.98 |
 VZ | 0.06% | 6.82% | $2.66 |
 AAPL | 0.05% | 0.53% | $0.97 |
 ABBV | 0.04% | 3.42% | $6.06 |
 CVX | 0.03% | 4.42% | $6.28 |
 KO | 0.03% | 3.06% | $1.89 |
 JNJ | 0.03% | 3.26% | $4.81 |
 SL.MI | 0.02% | 2.78% | $1 |
 VIG | 0.02% | 1.73% | - |
 GOOG | 0.02% | 0.29% | $0.2 |
 SBUX | 0.01% | 2.19% | $2.24 |
 IWG.L | 0.01% | 0.77% | $0.01 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.4/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-5.22
-5.22
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-5.22
-5.22
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.51% | Nov 2021 | - | 39 |