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-0.81%
Today
-0.81%
This Month
+5.63%
Year To Date
+172.5%
2 Years
+349.48%
5 Years
+40.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.2%
- 📊 ETFs24.75%
- 🖥️ Technology Services10.82%
- 💵 Cash9.98%
- 💻 Electronic Technology4.35%
- 💰 Finance3.47%
- 🛍️ Retail Trade3.18%
- 💼 Commercial Services2.62%
- 💇♀️ Consumer Services1.75%
- 🚗 Consumer Durables1.26%
- 🧬 Health Technology1.01%
- 🧩 Miscellaneous0.99%
- 🍞 Consumer Non Durables0.83%
- 🚚 Transportation0.49%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.2%
- 🇺🇸 Nasdaq20.21%
- 🇩🇪 Xetra ETFs19.46%
- 🇺🇸 NYSE11.37%
- 🇳🇱 Euronext Amsterdam2.82%
- 🇩🇪 FRA0.84%
- 🇫🇷 Euronext Paris0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.81%
- 🇳🇱 Netherlands2.82%
- 🇩🇪 Germany0.84%
- 🇫🇷 France0.83%
- 🇨🇦 Canada0.49%
Dividends
Dividend Yield
0.22%
15 out of 29 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $JNJ (3.26%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA | Pay Day | Feb 7 | $0.76 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
 V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
 JNJ | Ex-Dividend | Feb 18 | $1.24 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
 CNI | Ex-Dividend | Mar 10 | $0.62 |
MSFT | Pay Day | Mar 13 | $0.83 |
CNI | Pay Day | Mar 31 | $0.62 |
Performance Metrics
Score 7.4/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
11.55
11.55
-2
0
2
12
12
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
11.55
11.55
-2
0
2
12
12
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.52% | Nov 2021 | Mar 2024 | 28 |
-19.55% | May 2021 | Oct 2021 | 5 |
-10.22% | Apr 2024 | Oct 2024 | 6 |
-5.32% | Sep 2020 | Oct 2020 | 1 |
-1.83% | Dec 2024 | Jan 2025 | 1 |