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-2.44%
Today
-2.44%
This Month
+1.61%
Year To Date
+64.85%
2 Years
+137.36%
5 Years
+17.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.24%
- 💵 Cash38.45%
- 📊 ETFs7.74%
- 💻 Electronic Technology3.07%
- 🖥️ Technology Services2.97%
- 🚗 Consumer Durables1.09%
- 🛍️ Retail Trade0.7%
- 💰 Finance0.46%
- 🧪 Process Industries0.39%
- 🛠️ Producer Manufacturing0.35%
- 🪨 Non Energy Minerals0.23%
- ⛏️ Energy Minerals0.21%
- 💼 Commercial Services0.08%
- 🍞 Consumer Non Durables0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.24%
- 🇺🇸 Nasdaq10.07%
- 🇺🇸 NYSE5.45%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇺🇸 Chicago Board Options Exchange0.58%
- 🇬🇧 LSE0.35%
- 🇩🇪 FRA0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.52%
- 🇨🇳 China0.77%
- 🇩🇪 Germany0.19%
- 🇨🇦 Canada0.08%
Dividends
Dividend Yield
0.17%
23 out of 104 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 REET | 0.03% | 6.79% | - |
 F | 0.03% | 7.74% | $0.78 |
 IEML.L | 0.02% | 6.56% | - |
 ICLN | 0.02% | 2.01% | - |
 VOW3.DE | 0.01% | 9.21% | $9.06 |
 SMG | 0.01% | 3.72% | $2.64 |
 IEF | 0.01% | 1.32% | - |
 XLF | 0.01% | 1.48% | - |
 SMH | 0.01% | 0.44% | - |
 NEM | 0.01% | 2.34% | $1.3 |
 TLT | 0% | 1.6% | - |
 QUAL | 0% | 1.19% | - |
 OXY | 0% | 1.89% | $0.8 |
 AMAT | 0% | 0.89% | $1.44 |
 TIP | 0% | 0.59% | - |
 0700.HK | 0% | 0.85% | $3.4 |
 QQQ | 0% | 0.64% | - |
 ALB | 0% | 1.91% | $1.6 |
 NVDA | 0% | 0.03% | $0.02 |
 TAN | 0% | 0.49% | - |
 SQQQ | 0% | 11.25% | - |
 9988.HK | 0% | 1.11% | $0.98 |
 LIT | 0% | 0.05% | - |
Performance Metrics
Score 6.3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
9.25
9.25
-2
0
2
10
10
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
9.25
9.25
-2
0
2
10
10
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.46% | May 2021 | Nov 2024 | 42 |
-30.4% | Aug 2019 | Jan 2020 | 5 |
-12.84% | Mar 2020 | Jul 2020 | 4 |
-9.19% | Dec 2020 | Jan 2021 | 1 |
-4.74% | Dec 2024 | - | 2 |
-4.62% | Sep 2020 | Nov 2020 | 2 |