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-1.18%
Today
-1.18%
This Month
+5.63%
Year To Date
+89.56%
2 Years
+77.66%
5 Years
+13.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.6%
- 🖥️ Technology Services21.04%
- 📊 ETFs9.45%
- 🛍️ Retail Trade8.96%
- 💻 Electronic Technology6.73%
- 💵 Cash6.57%
- 💰 Finance1.69%
- 💇♀️ Consumer Services1.4%
- 🛠️ Producer Manufacturing1.15%
- 🚗 Consumer Durables1.04%
- 💼 Commercial Services0.99%
- 🧬 Health Technology0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.6%
- 🇺🇸 Nasdaq31.2%
- 🇺🇸 NYSE17.25%
- 🇬🇧 LSE2.57%
- 🇩🇪 Xetra ETFs0.88%
- 🇺🇸 Chicago Board Options Exchange0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.57%
- 🇺🇾 Uruguay4.46%
- 🇨🇦 Canada3.48%
- 🇳🇱 Netherlands1.46%
- 🇮🇱 Israel1.36%
- 🇸🇬 Singapore1.08%
- 🇮🇪 Ireland0.6%
- 🇧🇷 Brazil0.1%
- 🇰🇾 Cayman Islands0.09%
Dividends
Dividend Yield
0.14%
16 out of 64 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.02% | 1.04% | - |
 TFC | 0.02% | 4.37% | $2.08 |
 QQQ | 0.01% | 0.64% | - |
 LRCX | 0.01% | 1.06% | $8 |
 ASML | 0.01% | 0.77% | $5.57 |
 EWY | 0.01% | 2.4% | - |
 ACN | 0.01% | 1.44% | $4.99 |
 IDEM.L | 0.01% | 1.28% | - |
 QCOM | 0.01% | 1.97% | $3.25 |
 MSFT | 0.01% | 0.76% | $3 |
 INDA | 0.01% | 0.78% | - |
 CRM | 0.01% | 0.47% | $0.4 |
 DIS | 0% | 0.88% | $0.75 |
 INTU | 0% | 0.65% | $3.6 |
 NVDA | 0% | 0.03% | $0.02 |
 GOOG | 0% | 0.29% | $0.2 |
Performance Metrics
Score 3.9/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.48% | Nov 2021 | - | 39 |
-26.24% | Feb 2020 | Aug 2020 | 6 |
-11.35% | May 2021 | Oct 2021 | 5 |
-2.58% | Sep 2020 | Nov 2020 | 2 |