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-2.06%
Today
-2.06%
This Month
+0.12%
Year To Date
+66.01%
2 Years
+79.91%
5 Years
+27.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.29%
- 📊 ETFs20.89%
- 🖥️ Technology Services5.92%
- 💻 Electronic Technology5.21%
- 🚗 Consumer Durables3.63%
- 🛍️ Retail Trade3.18%
- 🍞 Consumer Non Durables3.04%
- 🪨 Non Energy Minerals1.66%
- 💇♀️ Consumer Services1.45%
- 💰 Finance1.23%
- 🧬 Health Technology0.48%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.29%
- 🇺🇸 Nasdaq22.75%
- 🇺🇸 NYSE21.46%
- 🇺🇸 Chicago Board Options Exchange1.84%
- 🇬🇧 LSE0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.82%
- 🇨🇦 Canada1.66%
- 🇺🇾 Uruguay0.68%
- 🇬🇧 United Kingdom0.65%
Dividends
Dividend Yield
0.42%
20 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VBR | 0.08% | 2.13% | - |
 GOLD.BARRICK | 0.04% | 2.47% | $0.4 |
 VT.US | 0.04% | 2.9% | - |
 MDLZ | 0.04% | 3.09% | $1.7 |
 VOO | 0.04% | 1.26% | - |
 ULVR.L | 0.02% | 3.17% | $1.47 |
 AAPL | 0.02% | 0.53% | $0.97 |
 KO | 0.02% | 3.06% | $1.89 |
 PEP | 0.02% | 3.54% | $5.15 |
 MCD | 0.02% | 2.35% | $6.53 |
 JNJ | 0.02% | 3.26% | $4.81 |
 QUAL | 0.01% | 1.19% | - |
 QQQ | 0.01% | 0.64% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 VTI | 0.01% | 1.26% | - |
 MTUM | 0.01% | 1.37% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 MSFT | 0.01% | 0.76% | $3 |
 VGT | 0% | 0.5% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
6.03
6.03
-2
0
2
7
7
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
2.22
2.22
0
0.3
0.6
3
3
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
6.03
6.03
-2
0
2
7
7
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
2.22
2.22
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.97% | Apr 2024 | Nov 2024 | 7 |
-10.68% | Aug 2023 | Nov 2023 | 3 |
-6.56% | Aug 2022 | Jan 2023 | 5 |
-4.76% | Dec 2024 | - | 2 |
-3.69% | Jan 2024 | Feb 2024 | 1 |
-1.81% | Apr 2023 | Jun 2023 | 2 |
-1.76% | Feb 2023 | Mar 2023 | 1 |