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-1.2%
Today
-1.2%
This Month
+2.6%
Year To Date
+30.75%
2 Years
+30.75%
5 Years
+20.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.71%
- 🖥️ Technology Services24.24%
- 💻 Electronic Technology13.92%
- 💰 Finance8.75%
- 🛍️ Retail Trade4.17%
- 🚗 Consumer Durables3.89%
- 🧬 Health Technology3.31%
- 🏥 Health Services1.89%
- 🚚 Transportation1.78%
- ⚡ Utilities1.49%
- 💵 Cash0.91%
- 📊 ETFs0.6%
- 💼 Commercial Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.49%
- 🌍 Digital Currency34.71%
- 🇺🇸 NYSE19.48%
- 🇭🇰 Hong Kong Exchanges5.22%
- 🇩🇰 Copenhagen Stock Exchange1.54%
- 🇸🇪 Stockholm Stock Exchange0.56%
- 🇬🇧 LSE0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.07%
- 🇨🇳 China8.01%
- 🇩🇰 Denmark1.54%
- 🇭🇰 Hong Kong1.13%
- 🇩🇪 Germany1.06%
- 🇹🇼 Taiwan0.96%
- 🇬🇷 Greece0.78%
- 🇰🇾 Cayman Islands0.74%
- 🇸🇪 Sweden0.56%
- 🇧🇷 Brazil0.43%
- 🇨🇦 Canada0.43%
- 🇬🇧 United Kingdom0.21%
Dividends
Dividend Yield
0.21%
20 out of 83 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LU (5.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DAC | 0.03% | 4.1% | $3.15 |
 2333.HK | 0.02% | 2.63% | $0.33 |
 9618.HK | 0.02% | 1.9% | $2.97 |
 QCOM | 0.02% | 1.97% | $3.25 |
 LMT | 0.02% | 2.79% | $12.45 |
 NOVO-B.CO | 0.02% | 1.62% | $9.4 |
 DELL | 0.01% | 1.72% | $1.63 |
 BABA | 0.01% | 0.99% | $0.98 |
 TSM | 0.01% | 0.93% | $1.74 |
 NIBEB.ST | 0.01% | 1.45% | $0.65 |
 VST | 0.01% | 0.52% | $0.85 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 LU | 0.01% | 5.4% | $0.12 |
 KLAC | 0.01% | 0.79% | $5.65 |
 MSFT | 0.01% | 0.76% | $3 |
 LLY | 0.01% | 0.67% | $4.86 |
 META | 0% | 0.29% | $1 |
 GOOG | 0% | 0.29% | $0.2 |
 VRT | 0% | 0.1% | $0.06 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.8/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
-13.37
-13.37
-14
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
-13.37
-13.37
-14
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.42% | Aug 2023 | Dec 2023 | 4 |
-15.89% | Apr 2024 | Nov 2024 | 7 |
-7.77% | Dec 2024 | - | 2 |
-3.51% | Jan 2024 | Feb 2024 | 1 |