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-0.04%
Today
-40.28%
This Month
-39.38%
Year To Date
-33.54%
2 Years
-28.56%
5 Years
-9.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes3.86%
- 💻 Electronic Technology3.35%
- 🖥️ Technology Services1.52%
- 🌾 Commodities1.01%
- 💇♀️ Consumer Services1%
- 📊 ETFs0.5%
- 💰 Finance0.46%
- 💵 Cash0.28%
- 🪙 Cryptocurrencies0.2%
- 🚗 Consumer Durables0.18%
- 🛍️ Retail Trade0.17%
- 🍞 Consumer Non Durables0.15%
- 🚚 Transportation0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq4.53%
- 🌍 CFD3.86%
- 🇺🇸 NYSE2.6%
- 🌍 Commodity1.01%
- 🇩🇪 Xetra ETFs0.21%
- 🌍 Digital Currency0.2%
- 🇬🇧 LSE0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.4%
- 🇨🇳 China0.43%
- 🇬🇧 United Kingdom0.15%
Dividends
Dividend Yield
0.02%
8 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $FRCB (216000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIS | 0.01% | 0.85% | $0.75 |
 MSFT | 0% | 0.73% | $3 |
 NKE | 0% | 1.98% | $1.45 |
 BABA | 0% | 1.15% | $0.98 |
 EZJ.L | 0% | 0.8% | $0.05 |
 NVDA | 0% | 0.02% | $0.02 |
 YINN | 0% | 0.39% | - |
 FRCB | 0% | 216000% | $1.08 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NKE | Pay Day | Jan 2 | $0.40 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
MSFT | Pay Day | Mar 13 | $0.83 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.1/10
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
12.08
12.08
-2
0
2
13
13
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
12.08
12.08
-2
0
2
13
13
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.11% | Apr 2022 | - | 33 |
-6.99% | Nov 2021 | Dec 2021 | 1 |
-0.91% | Jul 2021 | Aug 2021 | 1 |
-0.3% | Sep 2021 | Oct 2021 | 1 |