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-0.24%
Today
-0.24%
This Month
+4.48%
Year To Date
+54.29%
2 Years
+28.09%
5 Years
+7.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance24.48%
- 📊 ETFs19.91%
- 💵 Cash15.06%
- 🪙 Cryptocurrencies13.69%
- 🚗 Consumer Durables6.86%
- 🚚 Transportation4.8%
- 🧬 Health Technology3.66%
- 🧪 Process Industries3.49%
- ⛏️ Energy Minerals2.87%
- 🏭 Industrial Services2.32%
- 🪨 Non Energy Minerals1.62%
- 💇♀️ Consumer Services1.33%
- 🛠️ Producer Manufacturing1.26%
- 🍞 Consumer Non Durables0.97%
- 🛍️ Retail Trade0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.81%
- 🌍 Digital Currency13.69%
- 🇬🇧 LSE13.51%
- 🇺🇸 Nasdaq7.18%
- 🇫🇷 Euronext Paris1.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.7%
- 🇬🇧 United Kingdom13.45%
- 🇮🇱 Israel3.53%
- 🇧🇷 Brazil1.81%
- 🇧🇲 Bermuda1.27%
- 🇫🇷 France1.26%
- 🇨🇭 Switzerland0.84%
Dividends
Dividend Yield
4.38%
21 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SSSS (136.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSSS | 1.87% | 136.53% | $7.25 |
 ZIM | 0.79% | 22.3% | $0.23 |
 PBR | 0.34% | 18.77% | $1.73 |
 LLOY.L | 0.32% | 4.67% | $0.03 |
 GOGL.US | 0.17% | 12.97% | $0.8 |
 AV.L | 0.15% | 6.67% | $0.33 |
 AM | 0.13% | 5.61% | $0.9 |
 JPM | 0.11% | 1.8% | $4.4 |
 HIK.L | 0.1% | 2.71% | $0.57 |
 RGA | 0.09% | 1.53% | $3.4 |
 KBH | 0.07% | 1.49% | $0.85 |
 RIO | 0.06% | 7.18% | $4.34 |
 PNC | 0.03% | 3.16% | $6.2 |
 ECL | 0.03% | 0.94% | $2.24 |
 TROW | 0.03% | 4.24% | $4.92 |
 PG | 0.02% | 2.43% | $3.83 |
 OXY | 0.02% | 1.89% | $0.8 |
 WBA | 0.02% | 9.73% | $1.46 |
 SU.PA | 0.02% | 1.42% | $3.5 |
 PHM | 0.02% | 0.72% | $0.76 |
 GHC | 0.01% | 0.75% | $6.81 |
Performance Metrics
Score 4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.72% | Jan 2022 | Feb 2024 | 25 |
-3.73% | Dec 2024 | Jan 2025 | 1 |
-3.33% | Apr 2024 | May 2024 | 1 |
-1.63% | Oct 2024 | Nov 2024 | 1 |
-0.91% | Jun 2024 | Jul 2024 | 1 |
-0.23% | Aug 2024 | Sep 2024 | 1 |