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-1.41%
Today
-1.41%
This Month
+2.17%
Year To Date
+124.26%
2 Years
+1.24%
5 Years
+0.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies60.59%
- 🖥️ Technology Services10.62%
- 💻 Electronic Technology10.06%
- 🚗 Consumer Durables5.72%
- 💰 Finance3.01%
- 🛍️ Retail Trade2.75%
- 💇♀️ Consumer Services1.96%
- 🍞 Consumer Non Durables1.73%
- 🧬 Health Technology1.35%
- 🚚 Transportation0.66%
- 💼 Commercial Services0.49%
- 📊 ETFs0.49%
- 🛠️ Producer Manufacturing0.45%
- 🏥 Health Services0.05%
- 🧪 Process Industries0.03%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency60.59%
- 🇺🇸 Nasdaq27.68%
- 🇺🇸 NYSE7.72%
- 🇭🇰 Hong Kong Exchanges3.18%
- 🇬🇧 LSE0.38%
- 🇨🇭 SIX0.17%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇦🇺 Sydney0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.79%
- 🇨🇳 China4.42%
- 🇰🇷 South Korea0.22%
- 🇨🇭 Switzerland0.17%
- 🇬🇧 United Kingdom0.16%
- 🇳🇴 Norway0.06%
- 🇦🇺 Australia0.05%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.18%
21 out of 107 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DOM.L (3.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.03% | 3.26% | $4.81 |
 KO | 0.03% | 3.06% | $1.89 |
 NKE | 0.02% | 1.96% | $1.45 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MSFT | 0.01% | 0.76% | $3 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MMM | 0.01% | 2.37% | $5.21 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 LMT | 0.01% | 2.79% | $12.45 |
 DIS | 0.01% | 0.88% | $0.75 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 BABA | 0% | 0.99% | $0.98 |
 DOM.L | 0% | 3.56% | $0.11 |
 XRAY | 0% | 3.24% | $0.6 |
 META | 0% | 0.29% | $1 |
 LUV | 0% | 2.34% | $0.72 |
 DMP.ASX | 0% | 3.53% | $0.98 |
 DAL | 0% | 0.74% | $0.3 |
 STMN.ZU | 0% | 0.65% | $0.85 |
 NVDA | 0% | 0.03% | $0.02 |
 TKO | 0% | 0.38% | $0.48 |
Performance Metrics
Score 3/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-4.2
-4.2
-5
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-4.2
-4.2
-5
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.95% | Feb 2021 | - | 49 |