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-0.94%
Today
-0.94%
This Month
+5.44%
Year To Date
+85.73%
2 Years
+130.82%
5 Years
+20.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.54%
- 🪙 Cryptocurrencies27.08%
- 🛍️ Retail Trade13.09%
- 🧩 Miscellaneous4.37%
- 💰 Finance4.3%
- 💇♀️ Consumer Services2.94%
- ⛏️ Energy Minerals2.67%
- 🍞 Consumer Non Durables2.18%
- 🚚 Transportation1.98%
- 🖥️ Technology Services1.84%
- 💻 Electronic Technology1.59%
- 🚗 Consumer Durables0.72%
- 🧪 Process Industries0.69%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE33.77%
- 🇺🇸 NYSE28.93%
- 🌍 Digital Currency27.08%
- 🇺🇸 Nasdaq10.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.81%
- 🇬🇧 United Kingdom14%
- 🇨🇳 China4.83%
- 🇨🇦 Canada1.03%
- 🇺🇾 Uruguay0.71%
Dividends
Dividend Yield
1.14%
18 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VEU | 0.24% | 6.34% | - |
 VWO | 0.21% | 9.6% | - |
 CARD.L | 0.16% | 6.04% | $0.05 |
 BP.L | 0.11% | 5.62% | $0.23 |
 BARC.L | 0.07% | 2.77% | $0.08 |
 KO | 0.07% | 3.06% | $1.89 |
 VTI | 0.05% | 1.26% | - |
 BABA | 0.04% | 0.99% | $0.98 |
 LLOY.L | 0.04% | 4.67% | $0.03 |
 CVX | 0.03% | 4.37% | $6.28 |
 FMC | 0.03% | 4.16% | $2.32 |
 MCD | 0.03% | 2.35% | $6.53 |
 SBUX | 0.02% | 2.19% | $2.24 |
 BAC | 0.02% | 2.2% | $0.96 |
 HTHT | 0.02% | 1.9% | $0.6 |
 GM | 0.01% | 0.97% | $0.42 |
 META | 0.01% | 0.29% | $1 |
 PSH.L | 0% | 0.01% | - |
Performance Metrics
Score 5.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.33% | Nov 2021 | Feb 2024 | 27 |
-11.44% | Sep 2020 | Dec 2020 | 3 |
-8.43% | Apr 2024 | Sep 2024 | 5 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-5.08% | Dec 2024 | Jan 2025 | 1 |
-4.84% | Feb 2021 | Mar 2021 | 1 |
-1.48% | Jun 2021 | Aug 2021 | 2 |
-1.37% | Oct 2024 | Nov 2024 | 1 |