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-0.54%
Today
-0.54%
This Month
+5.3%
Year To Date
+4.18%
2 Years
-35.87%
5 Years
-3.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.44%
- 🪙 Cryptocurrencies15.35%
- 💵 Cash5.26%
- 🚗 Consumer Durables2.63%
- ⛏️ Energy Minerals0.07%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.83%
- 🌍 Digital Currency15.35%
- 🇬🇧 LSE12.66%
- 🇺🇸 Nasdaq8.8%
- 🇺🇸 Chicago Board Options Exchange6.94%
- 🇩🇪 Xetra ETFs3.69%
- 🇩🇪 FRA2.21%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany2.21%
- 🇺🇸 United States0.28%
- 🇨🇳 China0.14%
- 🇷🇺 Russia0.07%
Dividends
Dividend Yield
1.72%
17 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.25% | 3.91% | - |
 IAPD.L | 0.25% | 6.42% | - |
 SCHD | 0.23% | 3.8% | - |
 VOW3.DE | 0.2% | 9.21% | $9.06 |
 IEMG | 0.16% | 4.39% | - |
 ICLN | 0.14% | 2.01% | - |
 VXUS | 0.1% | 6.6% | - |
 UDVD.L | 0.07% | 1.89% | - |
 EWJ | 0.06% | 3.12% | - |
 IPAC | 0.05% | 4.15% | - |
 VERX.DE | 0.05% | 1.25% | - |
 IAEX.L | 0.04% | 1.17% | - |
 OGZDL.L | 0.04% | 67.74% | - |
 IEFA | 0.04% | 3.07% | - |
 VOO | 0.03% | 1.26% | - |
 LKOD.L | 0.01% | 76.06% | - |
 SOXS | 0% | 0.55% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-10.88
-10.88
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-10.88
-10.88
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.75% | Jan 2018 | - | 85 |
-14.78% | Dec 2015 | Apr 2016 | 4 |
-7.55% | Feb 2015 | Oct 2015 | 8 |
-5.71% | Aug 2017 | Dec 2017 | 4 |
-4.47% | Jun 2016 | Jul 2016 | 1 |
-1.97% | Mar 2017 | Apr 2017 | 1 |
-1.38% | May 2017 | Jun 2017 | 1 |
-0.67% | Aug 2016 | Oct 2016 | 2 |