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-0.93%
Today
-0.93%
This Month
+3.65%
Year To Date
+3.26%
2 Years
+29.97%
5 Years
-3.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.39%
- 🖥️ Technology Services18.3%
- 💰 Finance7.47%
- 📊 ETFs6.36%
- 💵 Cash4.79%
- 🛠️ Producer Manufacturing4.62%
- 🧬 Health Technology4.08%
- 💻 Electronic Technology3.8%
- 🚗 Consumer Durables2.99%
- ⚡ Utilities2.88%
- 🛍️ Retail Trade2.73%
- 💼 Commercial Services0.52%
- 📦 Distribution Services0.27%
- 🏥 Health Services0.26%
- ⛏️ Energy Minerals0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.39%
- 🇺🇸 Nasdaq19.81%
- 🇺🇸 NYSE15.48%
- 🇮🇹 Borsa Italiana6.31%
- 🇩🇪 FRA5.6%
- 🇨🇭 SIX4.37%
- 🇭🇰 Hong Kong Exchanges2.72%
- 🇬🇧 LSE0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.67%
- 🇮🇹 Italy6.31%
- 🇩🇪 Germany5.6%
- 🇨🇭 Switzerland4.37%
- 🇨🇳 China2.72%
- 🇨🇦 Canada0.26%
- 🇷🇺 Russia0.17%
Dividends
Dividend Yield
0.86%
31 out of 55 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.23% | 9.21% | $9.06 |
 OGZDL.L | 0.11% | 67.74% | - |
 UCG.MI | 0.11% | 4.11% | $1.8 |
 ASHR | 0.1% | 7.26% | - |
 UBSG.ZU | 0.09% | 1.97% | $0.64 |
 PRY.MI | 0.04% | 1.04% | $0.7 |
 SAP.DE | 0.03% | 0.82% | $2.2 |
 0700.HK | 0.02% | 0.85% | $3.4 |
 CCI | 0.02% | 7.01% | $6.26 |
 MCHP | 0.02% | 3.34% | $1.75 |
 VST | 0.01% | 0.52% | $0.85 |
 META | 0.01% | 0.29% | $1 |
 LKOD.L | 0.01% | 76.06% | - |
 BMY | 0.01% | 4.11% | $2.34 |
 PLD | 0.01% | 3.22% | $3.66 |
 GILD | 0.01% | 3.17% | $3.04 |
 AMAT | 0.01% | 0.89% | $1.44 |
 KLAC | 0% | 0.79% | $5.65 |
 YOU | 0% | 1.75% | $0.35 |
 MPWR | 0% | 0.78% | $4.5 |
 LEN | 0% | 1.52% | $1.75 |
 AVGO | 0% | 0.98% | $19.7 |
 OLED | 0% | 1.07% | $1.5 |
 CQQQ | 0% | 0.27% | - |
 DHI | 0% | 0.99% | $1.15 |
 COR | 0% | 0.82% | $2.02 |
 HCA | 0% | 0.82% | $2.52 |
 EFX | 0% | 0.57% | $1.56 |
 TER | 0% | 0.41% | $0.46 |
 GEHC | 0% | 0.14% | $0.12 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.6/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.25
-11.25
-12
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.25
-11.25
-12
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.65% | Jan 2018 | - | 85 |
-2.03% | Sep 2017 | Oct 2017 | 1 |