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0%
Today
0%
This Month
+4.64%
Year To Date
+45.33%
2 Years
+134.82%
5 Years
+28.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance41.85%
- 💼 Commercial Services13.64%
- 📊 ETFs6.53%
- 💵 Cash6.49%
- 🚗 Consumer Durables6.39%
- 🖥️ Technology Services5.9%
- 🛠️ Producer Manufacturing5.88%
- 🚚 Transportation5.11%
- 🛍️ Retail Trade3.19%
- 🏭 Industrial Services3.14%
- 🍞 Consumer Non Durables2.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.69%
- 🇬🇧 LSE21.31%
- 🇺🇸 Nasdaq19.59%
- 🇫🇮 Helsinki Stock Exchange5.88%
- 🇫🇷 Euronext Paris3.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.24%
- 🇬🇧 United Kingdom21.31%
- 🇸🇪 Sweden5.88%
- 🇨🇦 Canada5.21%
- 🇫🇷 France3.14%
- 🇨🇳 China1.29%
Dividends
Dividend Yield
1.6%
15 out of 23 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SSABAH.HE (4.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSABAH.HE | 0.29% | 4.95% | $0.43 |
 IGG.L | 0.21% | 4.57% | $0.46 |
 FGR.PA | 0.15% | 4.74% | $4.1 |
 RTO.L | 0.15% | 2.28% | $0.09 |
 M | 0.14% | 4.46% | $0.68 |
 BAM | 0.13% | 2.57% | $1.41 |
 ALLY | 0.1% | 3.08% | $1.2 |
 DGE.L | 0.1% | 3.31% | $0.81 |
 SF.US | 0.09% | 1.48% | $1.56 |
 COMT | 0.08% | 4.74% | - |
 APO | 0.05% | 1.06% | $1.75 |
 VOO | 0.03% | 1.26% | - |
 KKR | 0.03% | 0.41% | $0.67 |
 IBKR | 0.03% | 0.46% | $0.55 |
 VNT | 0.01% | 0.26% | $0.1 |
Performance Metrics
Score 7.1/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
10.89
10.89
-2
0
2
11
11
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
10.89
10.89
-2
0
2
11
11
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.31% | Jan 2022 | Oct 2024 | 33 |
-4.59% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Apr 2021 | May 2021 | 1 |
-2.16% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Nov 2021 | Dec 2021 | 1 |