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-0.39%
Today
-0.39%
This Month
+3.89%
Year To Date
+49.11%
2 Years
+30.05%
5 Years
+7.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.11%
- 📊 ETFs22.48%
- 🖥️ Technology Services13.15%
- 🍞 Consumer Non Durables9.91%
- 💻 Electronic Technology8.95%
- 💰 Finance6.6%
- 🛍️ Retail Trade5.75%
- 💇♀️ Consumer Services4.65%
- 🪨 Non Energy Minerals2.47%
- 💵 Cash1.5%
- 🧬 Health Technology0.94%
- 🚚 Transportation0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.03%
- 🇺🇸 Nasdaq29.48%
- 🌍 Digital Currency23.11%
- 🇩🇪 FRA3.55%
- 🇫🇷 Euronext Paris1.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.77%
- 🇩🇪 Germany3.55%
- 🇬🇧 United Kingdom2.47%
- 🇫🇷 France1.73%
- 🇺🇾 Uruguay0.78%
Dividends
Dividend Yield
1.55%
22 out of 28 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MPW (9.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.29% | 3.8% | - |
 O | 0.22% | 5.73% | $3.09 |
 KO | 0.19% | 3.06% | $1.89 |
 RIO | 0.18% | 7.18% | $4.34 |
 MPW | 0.11% | 9.81% | $0.6 |
 VTV | 0.07% | 2.22% | - |
 MCD | 0.07% | 2.35% | $6.53 |
 KHC | 0.06% | 5.36% | $1.6 |
 VTI | 0.05% | 1.26% | - |
 TLX.DE | 0.05% | 2.86% | $2.35 |
 VOO | 0.05% | 1.26% | - |
 DHL.DE | 0.05% | 5.33% | $1.85 |
 SBUX | 0.04% | 2.19% | $2.24 |
 MC.PA | 0.03% | 1.85% | $13 |
 GOOGL | 0.02% | 0.29% | $0.2 |
 AAPL | 0.02% | 0.53% | $0.97 |
 CIBR | 0.02% | 0.76% | - |
 NKE | 0.01% | 1.96% | $1.45 |
 MSFT | 0.01% | 0.76% | $3 |
 TAN | 0.01% | 0.49% | - |
 BAYN.DE | 0% | 0.51% | $0.11 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.5
-2.5
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.5
-2.5
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.52% | Nov 2021 | Nov 2024 | 36 |
-4.43% | Sep 2021 | Oct 2021 | 1 |
-1.75% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Jun 2021 | Jul 2021 | 1 |