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+0.16%
Today
-0.25%
This Month
+50.43%
Year To Date
+176.5%
2 Years
+84.99%
5 Years
+15.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables24.1%
- 📊 ETFs23.31%
- 🪙 Cryptocurrencies16.24%
- 🖥️ Technology Services13.78%
- 💻 Electronic Technology10.56%
- 💰 Finance6.62%
- 💵 Cash3.29%
- 🚗 Consumer Durables2.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.65%
- 🇺🇸 NYSE21.71%
- 🌍 Digital Currency16.24%
- 🇬🇧 LSE9.01%
- 🇩🇪 FRA2.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.13%
- 🇬🇧 United Kingdom9.01%
- 🇳🇱 Netherlands7.92%
- 🇩🇪 Germany2.62%
Dividends
Dividend Yield
2.27%
12 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (11.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.66% | 6.96% | $3.92 |
 IMB.L | 0.53% | 5.92% | $1.49 |
 VOW3.DE | 0.3% | 11.26% | $9.06 |
 PM | 0.23% | 4.05% | $5.2 |
 TLT | 0.18% | 1.28% | - |
 IEF | 0.11% | 1.19% | - |
 BLK | 0.08% | 1.96% | $20.2 |
 ASML | 0.06% | 0.79% | $5.57 |
 MSFT | 0.05% | 0.71% | $3 |
 JPM | 0.04% | 1.88% | $4.4 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 META | 0.01% | 0.24% | $1 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BLK | Ex-Dividend | Dec 5 | $5.10 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOGL | Pay Day | Dec 16 | $0.20 |
BLK | Pay Day | Dec 23 | $5.10 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
IMB.L | Pay Day | Mar 31 | $0.69 |
Performance Metrics
Score 5.5/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
1.35
1.35
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.12% | Oct 2021 | Oct 2023 | 24 |
-24.92% | Jun 2020 | Feb 2021 | 8 |
-3.39% | Dec 2023 | Jan 2024 | 1 |
-2.86% | Mar 2024 | Apr 2024 | 1 |
-2.68% | Aug 2021 | Sep 2021 | 1 |
-1.72% | Jul 2024 | Aug 2024 | 1 |
-1.41% | Jun 2021 | Jul 2021 | 1 |
-0.41% | Nov 2024 | - | 1 |