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-0.78%
Today
-0.78%
This Month
+6.07%
Year To Date
+39.8%
2 Years
+28.6%
5 Years
+10.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.87%
- 🪙 Cryptocurrencies23.55%
- 💵 Cash15.03%
- 🍞 Consumer Non Durables13.91%
- 🚗 Consumer Durables4.56%
- 🚚 Transportation3.56%
- 💻 Electronic Technology2.73%
- ⛏️ Energy Minerals2.61%
- 🧪 Process Industries2.42%
- 🧬 Health Technology2.13%
- 🛠️ Producer Manufacturing1.76%
- 🏭 Industrial Services1.5%
- 🪨 Non Energy Minerals1.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.93%
- 🌍 Digital Currency23.55%
- 🇺🇸 Nasdaq4.57%
- 🇫🇷 Euronext Paris4.55%
- 🇪🇸 Bolsa De Madrid4.12%
- 🇩🇪 FRA3.6%
- 🇳🇱 Euronext Amsterdam2.73%
- 🇨🇭 SIX1.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.31%
- 🇫🇷 France4.55%
- 🇪🇸 Spain4.12%
- 🇩🇪 Germany3.6%
- 🇳🇱 Netherlands2.73%
- 🇯🇵 Japan2.5%
- 🇮🇱 Israel2.42%
- 🇲🇨 Monaco2.02%
- 🇨🇭 Switzerland1.95%
- 🇨🇦 Canada1.38%
Dividends
Dividend Yield
1.37%
18 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $REP.MC (7.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVV | 0.24% | 1.41% | - |
 REP.MC | 0.18% | 7.01% | $0.73 |
 PEP | 0.1% | 3.54% | $5.15 |
 DHL.DE | 0.08% | 5.33% | $1.85 |
 ICL | 0.08% | 3.32% | $0.21 |
 P911.DE | 0.08% | 3.74% | $2.31 |
 NESN.ZU | 0.08% | 3.86% | $3 |
 KO | 0.07% | 3.06% | $1.89 |
 JNJ | 0.07% | 3.26% | $4.81 |
 STNG | 0.07% | 3.36% | $1.4 |
 TM | 0.06% | 2.58% | $4.64 |
 TLH | 0.05% | 1.39% | - |
 MC.PA | 0.04% | 1.85% | $13 |
 NKE | 0.04% | 1.96% | $1.45 |
 OR.PA | 0.04% | 1.85% | $6.6 |
 GOLD.BARRICK | 0.03% | 2.47% | $0.4 |
 IWM | 0.03% | 1.23% | - |
 ASML.NV | 0.02% | 0.89% | $6.1 |
Performance Metrics
Score 4.8/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
0.39
0.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
0.39
0.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.27% | Aug 2022 | Feb 2024 | 18 |
-5.11% | Apr 2024 | May 2024 | 1 |
-4.13% | Jun 2024 | Aug 2024 | 2 |
-3.08% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Dec 2024 | Jan 2025 | 1 |