Loading...
-1.28%
Today
-1.28%
This Month
+2.98%
Year To Date
+24.16%
2 Years
-26.18%
5 Years
-6.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.16%
- 🖥️ Technology Services11.51%
- 🚗 Consumer Durables10.22%
- 💇♀️ Consumer Services5.18%
- 💻 Electronic Technology5.07%
- 💰 Finance4.81%
- ⛏️ Energy Minerals4.57%
- 💵 Cash4.57%
- 📡 Communications4.11%
- 🛍️ Retail Trade4.05%
- 🍞 Consumer Non Durables4%
- 🚚 Transportation3.25%
- 🧪 Process Industries1.94%
- 💼 Commercial Services1.55%
- 📊 ETFs1.15%
- 🧬 Health Technology0.69%
- 🪨 Non Energy Minerals0.38%
- 🛠️ Producer Manufacturing0.16%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.16%
- 🇺🇸 Nasdaq22.03%
- 🇺🇸 NYSE17.2%
- 🇬🇧 LSE14.21%
- 🇭🇰 Hong Kong Exchanges7.18%
- 🇩🇪 FRA1.19%
- 🇫🇮 Helsinki Stock Exchange0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.17%
- 🇬🇧 United Kingdom12.66%
- 🇨🇦 Canada6.86%
- 🇨🇳 China6.67%
- 🇭🇰 Hong Kong2.18%
- 🇩🇪 Germany1.88%
- 🇮🇪 Ireland1.55%
- 🇫🇮 Finland0.83%
- 🇱🇺 Luxembourg0.8%
- 🇯🇵 Japan0.53%
- 🇸🇬 Singapore0.21%
- 🇮🇱 Israel0.16%
Dividends
Dividend Yield
1.26%
36 out of 83 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0728.HK | 0.12% | 5.78% | $0.26 |
 VWO | 0.11% | 9.6% | - |
 SU | 0.1% | 4.35% | $1.59 |
 0941.HK | 0.1% | 6.62% | $4.83 |
 VOW3.DE | 0.06% | 9.21% | $9.06 |
 AV.L | 0.05% | 6.67% | $0.33 |
 QSR | 0.05% | 3.85% | $2.26 |
 TAP | 0.05% | 3.21% | $1.7 |
 1958.HK | 0.05% | 6.55% | $0.14 |
 0386.HK | 0.05% | 8.9% | $0.37 |
 WTB.L | 0.05% | 3.53% | $0.97 |
 BMW.DE | 0.04% | 7.62% | $6 |
 BP.L | 0.04% | 5.62% | $0.23 |
 LGEN.L | 0.04% | 8.52% | $0.2 |
 SHEL.L | 0.04% | 4.08% | $0.8 |
 BT.L | 0.03% | 5.73% | $0.08 |
 DGE.L | 0.03% | 3.31% | $0.81 |
 288.HK | 0.03% | 5.75% | $0.3 |
 KR | 0.03% | 2.03% | $1.16 |
 CME | 0.02% | 4.4% | $9.75 |
 NOKIA.HE | 0.02% | 2.88% | $0.13 |
 EXPN.L | 0.02% | 1.19% | $0.46 |
 1585.HK | 0.02% | 3.76% | $0.48 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 CPG.L | 0.02% | 1.73% | $0.44 |
 IAG.L | 0.01% | 0.61% | - |
 MAR | 0.01% | 0.83% | $2.19 |
 NEM | 0.01% | 2.34% | $1.3 |
 BABA | 0.01% | 0.99% | $0.98 |
 DAL | 0.01% | 0.74% | $0.3 |
 JD.L | 0.01% | 1.04% | $0.01 |
 GM | 0.01% | 0.97% | $0.42 |
 NTDOY | 0.01% | 1.08% | $0.24 |
 GRG.L | 0.01% | 0.88% | $0.6 |
 MCG.L | 0% | 2.42% | $0.07 |
 9988.HK | 0% | 1.11% | $0.98 |
Performance Metrics
Score 2.2/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-18.98
-18.98
-19
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-18.98
-18.98
-19
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.06% | Jul 2021 | - | 43 |
-1.2% | Mar 2021 | May 2021 | 2 |