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-2.47%
Today
-2.47%
This Month
+2.58%
Year To Date
+72.21%
2 Years
+536.54%
5 Years
+26.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.82%
- 📊 ETFs13.46%
- 🛍️ Retail Trade7.09%
- 💰 Finance5.48%
- 💇♀️ Consumer Services4.34%
- 🍞 Consumer Non Durables3.74%
- 🚗 Consumer Durables2.57%
- 🖥️ Technology Services2.32%
- 💻 Electronic Technology2.29%
- 🧬 Health Technology2.26%
- 💵 Cash1.87%
- 🛠️ Producer Manufacturing1.57%
- 🪨 Non Energy Minerals1.15%
- 🚚 Transportation1.11%
- ⛏️ Energy Minerals0.92%
- 💹 Forex0.25%
- 🧪 Process Industries0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.82%
- 🇺🇸 NYSE30.44%
- 🇺🇸 Nasdaq12.09%
- 🇬🇧 LSE2.27%
- 🇭🇰 Hong Kong Exchanges2.21%
- 🇩🇪 FRA1%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🌍 FX0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.92%
- 🇨🇳 China4.16%
- 🇬🇧 United Kingdom3.73%
- 🇮🇱 Israel2.49%
- 🇩🇪 Germany1%
- 🇰🇷 South Korea0.65%
- 🇧🇷 Brazil0.41%
- 🇨🇦 Canada0.38%
- 🇩🇰 Denmark0.35%
- 🇭🇰 Hong Kong0.08%
Dividends
Dividend Yield
1.05%
33 out of 75 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.25% | 22.3% | $0.23 |
 TW.L | 0.08% | 8.01% | $0.1 |
 NOMD | 0.07% | 3.47% | $0.3 |
 ALLY | 0.07% | 3.08% | $1.2 |
 SBGI | 0.07% | 6.83% | $1 |
 SWK | 0.06% | 3.7% | $3.24 |
 06862.HK | 0.05% | 8.42% | $0.82 |
 IEMG | 0.04% | 4.39% | - |
 IIPR | 0.04% | 10.49% | $7.34 |
 TKA.DE | 0.03% | 3.11% | $0.15 |
 DAN | 0.03% | 2.51% | $0.4 |
 PFE | 0.03% | 6.37% | $1.66 |
 MPW | 0.02% | 9.81% | $0.6 |
 ABEV | 0.02% | 5.54% | $0.13 |
 GDX | 0.02% | 1.03% | - |
 01128.HK | 0.02% | 2.65% | $0.08 |
 BABA | 0.02% | 0.99% | $0.98 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 JD.US | 0.02% | 1.82% | $0.74 |
 GSK.L | 0.01% | 4.35% | $0.59 |
 EL | 0.01% | 2.79% | $2.64 |
 HRL | 0.01% | 3.79% | $1.12 |
 3323.HK | 0.01% | 6.84% | $0.25 |
 EDR | 0.01% | 0.78% | $0.24 |
 MU | 0.01% | 0.5% | $0.46 |
 NKE | 0.01% | 1.96% | $1.45 |
 0656.HK | 0.01% | 0.9% | $0.04 |
 CRK | 0.01% | 0.67% | $0.5 |
 REMX | 0.01% | 2.46% | - |
 RMD | 0.01% | 0.86% | $1.92 |
 02319.HK | 0% | 3.47% | $0.54 |
 TAN | 0% | 0.49% | - |
 LIT | 0% | 0.05% | - |
Performance Metrics
Score 6.8/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
43.75
43.75
-2
0
2
44
44
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
43.75
43.75
-2
0
2
44
44
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.88% | Jan 2018 | Mar 2021 | 38 |
-43.57% | Nov 2021 | Nov 2024 | 36 |
-10.71% | May 2021 | Oct 2021 | 5 |
-2.16% | Oct 2017 | Nov 2017 | 1 |
-1.88% | Dec 2024 | Jan 2025 | 1 |