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+1.41%
Today
-0.28%
This Month
-0.28%
Year To Date
+146.45%
2 Years
+46.77%
5 Years
+9.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.04%
- 🖥️ Technology Services17.91%
- 🛍️ Retail Trade13.25%
- 🍞 Consumer Non Durables8.38%
- 💼 Commercial Services4.76%
- 💵 Cash4.28%
- 💰 Finance2.15%
- 🚗 Consumer Durables2.05%
- 🪙 Cryptocurrencies0.53%
- 🧬 Health Technology0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.44%
- 🇺🇸 Nasdaq32.69%
- 🇺🇸 NYSE23.58%
- 🇩🇪 FRA2.04%
- 🌍 Digital Currency0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.7%
- 🇬🇧 United Kingdom37.44%
- 🇱🇺 Luxembourg8.04%
- 🇩🇪 Germany2.04%
- 🇨🇳 China0.9%
- 🇮🇱 Israel0.62%
Dividends
Dividend Yield
0.82%
10 out of 22 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.2% | 9.82% | $9.06 |
 TSCO.L | 0.15% | 3.51% | $0.12 |
 ULVR.L | 0.15% | 3.29% | $1.47 |
 RKT.L | 0.15% | 4.08% | $1.93 |
 PRU.L | 0.06% | 2.73% | $0.28 |
 ORCL | 0.05% | 1.02% | $1.6 |
 MA | 0.03% | 0.54% | $2.46 |
 AAPL | 0.02% | 0.42% | $0.97 |
 BABA | 0.01% | 1.2% | $0.98 |
 NVDA | 0.01% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Jan 23 | $0.40 |
MA | Pay Day | Feb 7 | $0.76 |
Performance Metrics
Score 3.4/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-4.92
-4.92
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-4.92
-4.92
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.3% | Jul 2021 | Nov 2024 | 40 |
-4.19% | Feb 2021 | Mar 2021 | 1 |
-2.78% | Dec 2024 | - | 2 |
-2.19% | May 2021 | Jun 2021 | 1 |