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-0.32%
Today
-0.32%
This Month
+9.66%
Year To Date
+115.34%
2 Years
+235.03%
5 Years
-1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.47%
- 💰 Finance9.61%
- 🪙 Cryptocurrencies9.42%
- 🍞 Consumer Non Durables5.08%
- 🪨 Non Energy Minerals4.5%
- 🖥️ Technology Services4.18%
- 🧬 Health Technology4.1%
- 🚗 Consumer Durables3.48%
- ⛏️ Energy Minerals2.8%
- 💻 Electronic Technology2.52%
- 🛍️ Retail Trade2.1%
- 📡 Communications1.66%
- ⚡ Utilities1.49%
- 🛠️ Producer Manufacturing0.9%
- 🚚 Transportation0.86%
- 💇♀️ Consumer Services0.49%
- 🧪 Process Industries0.34%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.46%
- 🇺🇸 Nasdaq15.7%
- 🌍 Digital Currency9.42%
- 🇩🇪 Xetra ETFs6.44%
- 🇩🇪 FRA4.66%
- 🇬🇧 LSE4.24%
- 🇺🇸 Chicago Board Options Exchange2.44%
- 🇫🇮 Helsinki Stock Exchange1.9%
- 🇩🇰 Copenhagen Stock Exchange1.73%
- 🇫🇷 Euronext Paris1.3%
- 🇳🇱 Euronext Amsterdam1.03%
- 🇨🇭 SIX0.9%
- 🇮🇹 Borsa Italiana0.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.75%
- 🇩🇪 Germany4.66%
- 🇬🇧 United Kingdom4.04%
- 🇧🇷 Brazil2.05%
- 🇫🇮 Finland1.9%
- 🇨🇦 Canada1.77%
- 🇩🇰 Denmark1.73%
- 🇫🇷 France1.3%
- 🇨🇳 China1.21%
- 🇳🇱 Netherlands1.03%
- 🇨🇭 Switzerland0.9%
- 🇮🇹 Italy0.76%
Dividends
Dividend Yield
3.04%
55 out of 105 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SQQQ | 0.18% | 11.25% | - |
 VOW3.DE | 0.17% | 9.21% | $9.06 |
 KSS | 0.15% | 15.14% | $2 |
 PBR | 0.13% | 18.77% | $1.73 |
 VALE | 0.13% | 9.88% | $1.33 |
 IAPD.L | 0.12% | 6.42% | - |
 NESTE.HE | 0.11% | 9.73% | $1.2 |
 EWZ | 0.11% | 8.62% | - |
 BLK | 0.1% | 1.91% | $20.2 |
 GSBD | 0.1% | 14.02% | - |
 VXUS | 0.1% | 6.6% | - |
 PFE | 0.09% | 6.37% | $1.66 |
 REET | 0.08% | 6.79% | - |
 VOD | 0.08% | 8.15% | $0.94 |
 O | 0.06% | 5.73% | $3.09 |
 BTG.US | 0.06% | 6.73% | $0.16 |
 ASRNL.NV | 0.06% | 6.24% | $2.89 |
 FORTUM.HE | 0.06% | 8.24% | $1.15 |
 KER.PA | 0.06% | 4.54% | $14 |
 BMW.DE | 0.06% | 7.62% | $6 |
 VSS | 0.06% | 4.42% | - |
 BP.L | 0.05% | 5.62% | $0.23 |
 VSGX | 0.05% | 3.39% | - |
 RIO | 0.05% | 7.18% | $4.34 |
 ENEL.MI | 0.05% | 6.28% | $0.43 |
 VEA | 0.05% | 5.71% | - |
 ULVR.L | 0.05% | 3.17% | $1.47 |
 UUP | 0.05% | 4.46% | - |
 VZ | 0.05% | 6.82% | $2.66 |
 LHA.DE | 0.04% | 4.79% | $0.3 |
 SRLN | 0.04% | 1.82% | - |
 VGWD.DE | 0.04% | 2.46% | - |
 BOSS.DE | 0.04% | 2.98% | $1.35 |
 VT.US | 0.04% | 2.9% | - |
 IBM | 0.03% | 2.61% | $6.65 |
 JNJ | 0.03% | 3.26% | $4.81 |
 PGX | 0.03% | 2.04% | - |
 HST | 0.03% | 4.79% | $0.78 |
 NOVO-B.CO | 0.03% | 1.62% | $9.4 |
 INTC | 0.03% | 2.57% | $0.5 |
 NKE | 0.02% | 1.96% | $1.45 |
 SCHZ | 0.02% | 1.52% | - |
 VCSH | 0.02% | 1.43% | - |
 IUS7.DE | 0.02% | 2.16% | - |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 WY | 0.02% | 2.61% | $0.78 |
 ABBN.ZU | 0.02% | 1.74% | $0.87 |
 IBTF | 0.01% | 1.45% | - |
 FCX | 0.01% | 1.67% | $0.6 |
 BABA | 0.01% | 0.99% | $0.98 |
 FLKR | 0.01% | 0.6% | - |
 EA | 0.01% | 0.62% | $0.76 |
 JDST | 0.01% | 0.48% | - |
 MU | 0% | 0.5% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 5.6/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
23.86
23.86
-2
0
2
24
24
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
23.86
23.86
-2
0
2
24
24
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.4% | Jan 2018 | - | 85 |