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+0.83%
Today
+0.41%
This Month
+74.86%
Year To Date
+145.45%
2 Years
+104.07%
5 Years
+25.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies89.33%
- 💻 Electronic Technology2.84%
- 🖥️ Technology Services2.56%
- 🚗 Consumer Durables2.09%
- 🛍️ Retail Trade0.83%
- 💰 Finance0.57%
- 💼 Commercial Services0.47%
- 🛠️ Producer Manufacturing0.4%
- 💇♀️ Consumer Services0.37%
- 🍞 Consumer Non Durables0.36%
- 🧬 Health Technology0.16%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency89.33%
- 🇺🇸 Nasdaq6.29%
- 🇺🇸 NYSE3.4%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇩🇪 FRA0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.9%
- 🇱🇺 Luxembourg1.57%
- 🇪🇸 Spain0.62%
- 🇩🇪 Germany0.36%
- 🇨🇳 China0.22%
Dividends
Dividend Yield
0.05%
10 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.01% | 1.87% | $4.4 |
 PFE | 0.01% | 6.51% | $1.66 |
 ITX.MC | 0.01% | 1.55% | $1.11 |
 SBUX | 0.01% | 2.29% | $2.24 |
 DE | 0.01% | 1.27% | $5.76 |
 V | 0% | 0.68% | $2.01 |
 BABA | 0% | 1.14% | $0.98 |
 META | 0% | 0.25% | $1 |
 ADS.DE | 0% | 0.3% | $0.7 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
15.51
15.51
-2
0
2
16
16
Omega Ratio
3.61
3.61
0
1
1.5
4
4
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
1
1
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
15.51
15.51
-2
0
2
16
16
Omega Ratio
3.61
3.61
0
1
1.5
4
4
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
1
1
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.8% | Dec 2021 | May 2023 | 17 |
-5.16% | Jul 2023 | Oct 2023 | 3 |
-4.62% | Mar 2024 | Apr 2024 | 1 |
-0.41% | Nov 2024 | - | 1 |