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-2.82%
Today
-2.82%
This Month
+2.39%
Year To Date
+116.45%
2 Years
+139.62%
5 Years
+45.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.16%
- 🖥️ Technology Services13.71%
- 💻 Electronic Technology6.63%
- 📊 ETFs5.67%
- 💰 Finance3.92%
- 🧬 Health Technology3.51%
- 🪨 Non Energy Minerals2.95%
- 🛍️ Retail Trade2.9%
- 🍞 Consumer Non Durables1.77%
- ⛏️ Energy Minerals0.72%
- 💼 Commercial Services0.63%
- 🚚 Transportation0.39%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.16%
- 🇺🇸 Nasdaq27.83%
- 🇺🇸 NYSE12.97%
- 🇫🇷 Euronext Paris1.05%
- 🇬🇧 LSE0.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.76%
- 🇬🇧 United Kingdom5.22%
- 🇫🇷 France1.05%
- 🇧🇷 Brazil0.72%
- 🇮🇱 Israel0.39%
Dividends
Dividend Yield
0.78%
18 out of 49 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.21% | 7.18% | $4.34 |
 PFE | 0.13% | 6.37% | $1.66 |
 ZIM | 0.09% | 22.3% | $0.23 |
 PBR.A | 0.08% | 11.71% | $2.21 |
 SCHD | 0.07% | 3.8% | - |
 GNL | 0.05% | 15.3% | $1.38 |
 MSFT | 0.03% | 0.76% | $3 |
 SPYG | 0.03% | 1.44% | - |
 PEP | 0.03% | 3.54% | $5.15 |
 MC.PA | 0.02% | 1.85% | $13 |
 BEZ.L | 0.02% | 1.71% | $0.14 |
 META | 0.01% | 0.29% | $1 |
 GPN | 0.01% | 0.89% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 AAPL | 0% | 0.53% | $0.97 |
 VOO | 0% | 1.26% | - |
 QQQ | 0% | 0.64% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 7.4/10
Beta
2.27
2.27
0
0.8
1.2
0
3
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.44
2.44
0
1
2
3
3
Jensen's Alpha
7.1
7.1
-2
0
2
8
8
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.4
2.4
0
0.3
0.6
3
3
Beta
2.27
2.27
0
0.8
1.2
0
3
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.44
2.44
0
1
2
3
3
Jensen's Alpha
7.1
7.1
-2
0
2
8
8
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.4
2.4
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.6% | Apr 2024 | Nov 2024 | 7 |
-11.64% | Aug 2023 | Nov 2023 | 3 |
-11.08% | Dec 2024 | - | 2 |
-7.51% | Dec 2022 | Jan 2023 | 1 |
-2.51% | Jan 2024 | Feb 2024 | 1 |
-1.87% | Apr 2023 | May 2023 | 1 |
-1.76% | Feb 2023 | Mar 2023 | 1 |