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-0.68%
Today
-0.68%
This Month
+3.99%
Year To Date
+55.69%
2 Years
+11.79%
5 Years
+2.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.11%
- 🖥️ Technology Services18.71%
- 💰 Finance10.38%
- 🛍️ Retail Trade9.91%
- 🍞 Consumer Non Durables5.52%
- ⛏️ Energy Minerals5.51%
- 🚚 Transportation5.32%
- 🧬 Health Technology4.12%
- 💻 Electronic Technology3.77%
- 💼 Commercial Services3.07%
- 🧪 Process Industries0.81%
- 🪨 Non Energy Minerals0.77%
- 💵 Cash0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.11%
- 🇺🇸 Nasdaq26.25%
- 🇺🇸 NYSE18.24%
- 🇬🇧 LSE16.18%
- 🇭🇰 Hong Kong Exchanges4.2%
- 🇫🇷 Euronext Paris3.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.19%
- 🇬🇧 United Kingdom16.18%
- 🇨🇳 China6.7%
- 🇬🇷 Greece3.07%
- 🇫🇷 France3.02%
- 🇮🇱 Israel2.25%
- 🇳🇱 Netherlands1.81%
- 🇩🇰 Denmark1.67%
Dividends
Dividend Yield
2.11%
23 out of 41 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.5% | 22.3% | $0.23 |
 SBLK | 0.27% | 16.27% | $1.82 |
 BP.L | 0.19% | 5.62% | $0.23 |
 HSBA.L | 0.16% | 5.73% | $0.49 |
 EVR.L | 0.14% | 17.85% | - |
 BARC.L | 0.12% | 2.77% | $0.08 |
 GSK.L | 0.11% | 4.35% | $0.59 |
 O | 0.11% | 5.73% | $3.09 |
 CVX | 0.1% | 4.42% | $6.28 |
 WPC | 0.09% | 6.24% | $3.67 |
 ABF.L | 0.07% | 2.83% | $0.54 |
 MC.PA | 0.06% | 1.85% | $13 |
 MSFT | 0.03% | 0.76% | $3 |
 BABA | 0.02% | 0.99% | $0.98 |
 WMT | 0.02% | 0.85% | $0.81 |
 NVO | 0.02% | 1.21% | $0.98 |
 V | 0.02% | 0.65% | $2.01 |
 META | 0.02% | 0.29% | $1 |
 GOOG | 0.02% | 0.29% | $0.2 |
 ALB | 0.02% | 1.91% | $1.6 |
 ASML | 0.01% | 0.77% | $5.57 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 9988.HK | 0.01% | 1.11% | $0.98 |
Performance Metrics
Score 2.6/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.77
-8.77
-9
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.77
-8.77
-9
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.36% | Nov 2021 | Jan 2025 | 38 |
-5.45% | Sep 2021 | Oct 2021 | 1 |
-4.75% | May 2021 | Aug 2021 | 3 |
-4.14% | Feb 2021 | Apr 2021 | 2 |
-1.68% | Dec 2020 | Jan 2021 | 1 |