+0.04%
Today
+2.08%
This Month
+7.18%
Year To Date
+23.48%
2 Years
+27.36%
5 Years
+5.52%
Annualized
- Gege1984
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- ๐ Consumer Durables20.47%
- ๐ ETFs14.36%
- ๐ Transportation13.31%
- ๐ฐ Finance12.34%
- ๐ป Electronic Technology12.04%
- ๐๏ธ Retail Trade7.09%
- ๐ชจ Non Energy Minerals5.42%
- ๐ช Cryptocurrencies4.13%
- ๐ผ Commercial Services2.98%
- ๐ Consumer Non Durables2.33%
- โก Utilities2.01%
- ๐งฌ Health Technology1.97%
- ๐งช Process Industries0.97%
- ๐ฅ๏ธ Technology Services0.38%
- ๐ ๏ธ Producer Manufacturing0.18%
- ๐ต Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ NYSE35.47%
- ๐บ๐ธ Nasdaq28.25%
- ๐ฉ๐ช FRA19.35%
- ๐ณ๐ด Oslo Stock Exchange10.78%
- ๐ Digital Currency4.13%
- ๐ฉ๐ฐ Copenhagen Stock Exchange2.01%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States31.32%
- ๐ฉ๐ช Germany21.17%
- ๐ณ๐ด Norway10.78%
- ๐จ๐ณ China6.72%
- ๐ฑ๐บ Luxembourg5.42%
- ๐ธ๐ฌ Singapore2.05%
- ๐จ๐ฆ Canada2.02%
- ๐ฉ๐ฐ Denmark2.01%
Dividends
Dividend Yield
4.03%
14 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.87%)
Dividend Yield Breakdown
Performance Metrics
Score 2.9/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-9.4
-9.4
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-9.4
-9.4
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
- Gege1984
- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.68% | Jul 2021 | - | 45 |
-4.66% | Feb 2021 | Jun 2021 | 4 |
-4.21% | Sep 2020 | Nov 2020 | 2 |