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-0.16%
Today
-0.16%
This Month
+2.05%
Year To Date
+23.37%
2 Years
+23.37%
5 Years
+15.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.59%
- 💻 Electronic Technology6.44%
- 🪨 Non Energy Minerals5.17%
- 🪙 Cryptocurrencies4.26%
- 💵 Cash4.11%
- 🖥️ Technology Services1.84%
- ⛏️ Energy Minerals0.95%
- 🧬 Health Technology0.92%
- 💼 Commercial Services0.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.39%
- 🇺🇸 Nasdaq27.07%
- 🇬🇧 LSE8.53%
- 🇺🇸 Chicago Board Options Exchange4.49%
- 🌍 Digital Currency4.26%
- 🇩🇪 Xetra ETFs2.38%
- 🇫🇷 Euronext Paris0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.81%
- 🇳🇱 Netherlands2.13%
- 🇫🇷 France0.93%
- 🇨🇭 Switzerland0.92%
- 🇨🇦 Canada0.86%
- 🇬🇧 United Kingdom0.54%
Dividends
Dividend Yield
1.1%
32 out of 63 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CAML.L (11.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.14% | 1.26% | - |
 MCHI | 0.12% | 3.68% | - |
 IJR | 0.09% | 3.84% | - |
 CAML.L | 0.07% | 11.99% | - |
 VGK | 0.06% | 4.26% | - |
 IGF | 0.05% | 3.19% | - |
 IEUR | 0.04% | 2.5% | - |
 IQQL.DE | 0.04% | 2.95% | - |
 IXJ | 0.04% | 1.35% | - |
 IWD | 0.04% | 2.02% | - |
 SSRM | 0.03% | 0.89% | $0.28 |
 VNQ | 0.03% | 3.78% | - |
 COP | 0.03% | 3.16% | $3.25 |
 NVS | 0.03% | 3.05% | $3.2 |
 VGT | 0.03% | 0.5% | - |
 RSP | 0.03% | 1.37% | - |
 SMH | 0.02% | 0.44% | - |
 IVV | 0.02% | 1.41% | - |
 ITWN.L | 0.02% | 2.57% | - |
 INDA | 0.02% | 0.78% | - |
 ARGT | 0.02% | 2.2% | - |
 QQQ | 0.02% | 0.64% | - |
 ICLN | 0.02% | 2.01% | - |
 ITA | 0.02% | 1.12% | - |
 ASML | 0.02% | 0.77% | $5.57 |
 EWT | 0.01% | 0.37% | - |
 SCHG | 0.01% | 0.44% | - |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 YINN | 0.01% | 0.36% | - |
 META | 0% | 0.29% | $1 |
 CCJ | 0% | 0.24% | $0.09 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-5.78
-5.78
-6
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-1.45
-1.45
-2
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
3
3
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-5.78
-5.78
-6
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-1.45
-1.45
-2
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.2% | Apr 2024 | May 2024 | 1 |
-2.81% | Oct 2024 | Nov 2024 | 1 |
-2.8% | Oct 2023 | Nov 2023 | 1 |
-2.64% | Dec 2024 | - | 3 |