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-0.54%
Today
-0.54%
This Month
+3.71%
Year To Date
+28.27%
2 Years
+33.54%
5 Years
+14.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance27.08%
- 🪙 Cryptocurrencies20.5%
- 📊 ETFs15.91%
- 🧬 Health Technology10.24%
- 🧩 Miscellaneous8.41%
- 🍞 Consumer Non Durables8.06%
- 📡 Communications5.86%
- 💵 Cash1.96%
- 📦 Distribution Services1.23%
- 🛍️ Retail Trade1.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.23%
- 🌍 Digital Currency20.5%
- 🇬🇧 LSE17.28%
- 🇨🇭 SIX4.78%
- 🇺🇸 Nasdaq1.51%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom24.11%
- 🇺🇸 United States23.54%
- 🇨🇦 Canada7.22%
- 🇨🇭 Switzerland6.02%
- 🇨🇳 China1.01%
Dividends
Dividend Yield
4.07%
15 out of 18 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.65% | 8.52% | $0.2 |
 BTI | 0.6% | 7.45% | $2.92 |
 SEQI.L | 0.49% | 8.11% | $0.06 |
 BNS | 0.43% | 5.94% | $3.09 |
 O | 0.4% | 5.73% | $3.09 |
 VZ | 0.4% | 6.82% | $2.66 |
 PFE | 0.35% | 6.37% | $1.66 |
 VWO | 0.18% | 9.6% | - |
 ROG.ZU | 0.16% | 3.39% | $9.6 |
 USB | 0.12% | 4.14% | $1.94 |
 CTY.L | 0.11% | 4.39% | $0.19 |
 ESS | 0.08% | 3.44% | $9.52 |
 MCHI | 0.06% | 3.68% | - |
 GLEN.L | 0.04% | 2.9% | $0.1 |
 BABA | 0.01% | 0.99% | $0.98 |
Performance Metrics
Score 3.8/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-10.53
-10.53
-11
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-10.53
-10.53
-11
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.88% | Feb 2023 | Jul 2024 | 17 |
-8.75% | Dec 2024 | - | 2 |
-3.56% | Oct 2024 | Nov 2024 | 1 |