Loading...
-0.46%
Today
-0.46%
This Month
+7.13%
Year To Date
+100.02%
2 Years
+18.78%
5 Years
+5.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.72%
- 🖥️ Technology Services27.65%
- 🛍️ Retail Trade6.93%
- 💻 Electronic Technology5.15%
- 💼 Commercial Services4.42%
- 📊 ETFs3.75%
- 💇♀️ Consumer Services3.23%
- 🧬 Health Technology2.69%
- ⛏️ Energy Minerals2.08%
- 🚚 Transportation1.72%
- 🍞 Consumer Non Durables1.63%
- 💰 Finance1.17%
- 📦 Distribution Services0.8%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.72%
- 🇺🇸 Nasdaq34.13%
- 🇺🇸 NYSE25.7%
- 🇬🇧 LSE1.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.94%
- 🇹🇼 Taiwan4.29%
- 🇺🇾 Uruguay1.85%
- 🇮🇪 Ireland1.61%
- 🇮🇱 Israel1.04%
- 🇨🇦 Canada0.95%
- 🇬🇧 United Kingdom0.67%
- 🇨🇭 Switzerland0.58%
- 🇸🇬 Singapore0.54%
Dividends
Dividend Yield
0.26%
23 out of 55 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IJR (3.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.04% | 0.93% | $1.74 |
 KO | 0.03% | 3.06% | $1.89 |
 EQT | 0.03% | 1.23% | $0.62 |
 ACN | 0.02% | 1.44% | $4.99 |
 EWJ | 0.02% | 3.12% | - |
 MA | 0.01% | 0.49% | $2.46 |
 IJR | 0.01% | 3.84% | - |
 VTV | 0.01% | 2.22% | - |
 PARA | 0.01% | 1.84% | $0.2 |
 VOO | 0.01% | 1.26% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 IVV | 0.01% | 1.41% | - |
 V | 0.01% | 0.65% | $2.01 |
 PAYC | 0.01% | 0.72% | $1.5 |
 IFFF.L | 0.01% | 0.96% | - |
 VTI | 0.01% | 1.26% | - |
 MSFT | 0.01% | 0.76% | $3 |
 DIS | 0.01% | 0.88% | $0.75 |
 A | 0.01% | 0.63% | $0.93 |
 MCK | 0% | 0.46% | $2.48 |
 GOOG | 0% | 0.29% | $0.2 |
 ORCL | 0% | 0.94% | $1.6 |
 KNSL | 0% | 0.14% | $0.58 |
Next Dividends
Performance Metrics
Score 2.8/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.97% | Jan 2022 | Oct 2024 | 33 |
-3.41% | Dec 2024 | Jan 2025 | 1 |