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+1.11%
Today
+19.15%
This Month
+38.37%
Year To Date
+83.53%
2 Years
+77.85%
5 Years
+9.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.08%
- 🖥️ Technology Services24.27%
- 💼 Commercial Services17.59%
- 💰 Finance14.99%
- 🛍️ Retail Trade12.64%
- 💻 Electronic Technology3.2%
- 💵 Cash0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.37%
- 🇺🇸 Nasdaq30.87%
- 🌍 Digital Currency27.08%
- 🇭🇰 Hong Kong Exchanges2%
- 🇳🇱 Euronext Amsterdam1.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.22%
- 🇨🇳 China4.96%
- 🇸🇬 Singapore4.22%
- 🇺🇾 Uruguay2.93%
- 🇳🇱 Netherlands1.46%
- 🇰🇾 Cayman Islands1.08%
- 🇧🇷 Brazil0.83%
Dividends
Dividend Yield
0.35%
13 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WU (8.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WU | 0.11% | 8.77% | $0.94 |
 DFS | 0.04% | 1.62% | $2.8 |
 FIS | 0.04% | 1.68% | $1.76 |
 BABA | 0.03% | 1.13% | $0.98 |
 GPN | 0.02% | 0.87% | $1 |
 JKHY | 0.02% | 1.29% | $2.14 |
 AXP | 0.02% | 0.94% | $2.6 |
 0700.HK | 0.02% | 0.83% | $3.4 |
 V | 0.02% | 0.7% | $2.01 |
 MA | 0.01% | 0.52% | $2.46 |
 META | 0.01% | 0.27% | $1 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOGL | 0.01% | 0.34% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JKHY | Ex-Dividend | Dec 2 | $0.55 |
V | Pay Day | Dec 2 | $0.59 |
DFS | Pay Day | Dec 5 | $0.70 |
FIS | Ex-Dividend | Dec 9 | $0.36 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
GPN | Ex-Dividend | Dec 13 | $0.25 |
GOOGL | Pay Day | Dec 16 | $0.20 |
FIS | Pay Day | Dec 23 | $0.36 |
JKHY | Pay Day | Dec 23 | $0.55 |
GPN | Pay Day | Dec 27 | $0.25 |
Performance Metrics
Score 3.1/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-6.27
-6.27
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-6.27
-6.27
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.19% | Apr 2021 | - | 43 |
-27.53% | Jan 2020 | Jun 2020 | 5 |
-24.48% | Sep 2018 | Dec 2019 | 15 |
-5.86% | Aug 2020 | Oct 2020 | 2 |