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-0.34%
Today
-0.34%
This Month
+2.65%
Year To Date
+52.21%
2 Years
+148.44%
5 Years
+14.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.49%
- 💵 Cash26.68%
- 🪙 Cryptocurrencies16.07%
- 💰 Finance3.71%
- 🖥️ Technology Services2.86%
- 💻 Electronic Technology2.47%
- 🚗 Consumer Durables1.33%
- ⚡ Utilities1.26%
- 💼 Commercial Services1.25%
- 🛍️ Retail Trade1.16%
- 🧬 Health Technology0.41%
- 🛠️ Producer Manufacturing0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.32%
- 🇬🇧 LSE21.26%
- 🇺🇸 Nasdaq16.82%
- 🌍 Digital Currency16.07%
- 🇮🇹 Borsa Italiana1.16%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇩🇰 Copenhagen Stock Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.65%
- 🇮🇹 Italy1.16%
- 🇪🇸 Spain0.28%
- 🇬🇧 United Kingdom0.22%
- 🇩🇰 Denmark0.13%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.67%
23 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (7.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.17% | 3.68% | - |
 HDV | 0.12% | 3.91% | - |
 SPY5.L | 0.07% | 1.04% | - |
 ILTB | 0.06% | 1.65% | - |
 EEM | 0.04% | 3.41% | - |
 ISP.MI | 0.04% | 7.68% | $0.3 |
 IWM | 0.03% | 1.23% | - |
 UCG.MI | 0.03% | 4.11% | $1.8 |
 PFE | 0.02% | 6.37% | $1.66 |
 XLF | 0.01% | 1.48% | - |
 QQQ | 0.01% | 0.64% | - |
 IBE.MC | 0.01% | 3.46% | $0.45 |
 SOXX | 0.01% | 0.66% | - |
 SSE.L | 0.01% | 3.75% | $0.6 |
 ED | 0.01% | 3.56% | $3.28 |
 NEE | 0.01% | 2.88% | $1.97 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MSFT | 0% | 0.76% | $3 |
 GOOG | 0% | 0.29% | $0.2 |
 META | 0% | 0.29% | $1 |
 ORA.US | 0% | 0.75% | $0.48 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.1/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
3.58
3.58
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
3.58
3.58
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.73% | Nov 2021 | Mar 2024 | 28 |
-15.59% | Mar 2018 | Jun 2020 | 27 |
-5.22% | Apr 2024 | May 2024 | 1 |
-4.26% | Sep 2020 | Nov 2020 | 2 |
-3.21% | Dec 2024 | - | 2 |
-3.21% | May 2021 | Aug 2021 | 3 |
-1.47% | Sep 2021 | Oct 2021 | 1 |
-0.85% | Aug 2024 | Sep 2024 | 1 |
-0.6% | Jun 2024 | Jul 2024 | 1 |
-0.24% | Mar 2021 | Apr 2021 | 1 |