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-1.99%
Today
-1.99%
This Month
+1.46%
Year To Date
+89.63%
2 Years
+147.35%
5 Years
+22.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies72.27%
- 💻 Electronic Technology10.36%
- 📊 ETFs4.87%
- 🧬 Health Technology3%
- 💰 Finance2.99%
- 🛍️ Retail Trade1.58%
- 💇♀️ Consumer Services1.51%
- 🛠️ Producer Manufacturing0.78%
- 🧪 Process Industries0.67%
- 🚚 Transportation0.64%
- 🚗 Consumer Durables0.5%
- 🍞 Consumer Non Durables0.31%
- 🧩 Miscellaneous0.22%
- 💼 Commercial Services0.19%
- 🖥️ Technology Services0.11%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency72.27%
- 🇺🇸 Nasdaq13.38%
- 🇺🇸 NYSE9.17%
- 🇬🇧 LSE3.68%
- 🇨🇭 SIX0.95%
- 🇫🇷 Euronext Paris0.48%
- 🇭🇰 Hong Kong Exchanges0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.65%
- 🇬🇧 United Kingdom4.12%
- 🇨🇳 China0.98%
- 🇨🇭 Switzerland0.95%
- 🇫🇷 France0.48%
- 🇩🇰 Denmark0.25%
- 🇨🇦 Canada0.21%
- 🇮🇱 Israel0.12%
- 🇹🇼 Taiwan0.11%
Dividends
Dividend Yield
0.15%
26 out of 77 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.01% | 1.26% | - |
 VACN.ZU | 0.01% | 1.77% | $6.25 |
 O | 0.01% | 5.73% | $3.09 |
 BBOX.L | 0.01% | 5.16% | $0.07 |
 VICI | 0.01% | 5.69% | $1.66 |
 VGT | 0.01% | 0.5% | - |
 QQQ | 0.01% | 0.64% | - |
 AI.PA | 0.01% | 1.73% | $2.91 |
 BAC | 0.01% | 2.2% | $0.96 |
 CE | 0.01% | 3.94% | $2.8 |
 AAPL | 0.01% | 0.53% | $0.97 |
 0968.HK | 0.01% | 7.89% | $0.23 |
 NESN.ZU | 0.01% | 3.86% | $3 |
 LLY | 0% | 0.67% | $4.86 |
 STZ | 0% | 2.23% | $3.68 |
 NVO | 0% | 1.21% | $0.98 |
 BAH | 0% | 1.61% | $1.96 |
 RTX | 0% | 1.92% | $2.44 |
 SYK | 0% | 0.83% | $3.15 |
 EZJ.L | 0% | 0.88% | $0.05 |
 COST | 0% | 0.47% | $19.22 |
 NVDA | 0% | 0.03% | $0.02 |
 TSM | 0% | 0.93% | $1.74 |
 MRVL | 0% | 0.21% | $0.24 |
 AVGO | 0% | 0.98% | $19.7 |
 LONN.ZU | 0% | 0.69% | $4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
BAH | Ex-Dividend | Feb 14 | $0.55 |
O | Pay Day | Feb 14 | $0.26 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
STZ | Pay Day | Feb 21 | $1.01 |
COST | Pay Day | Feb 21 | $1.16 |
BAH | Pay Day | Mar 4 | $0.55 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
LLY | Pay Day | Mar 10 | $1.50 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BAC | Pay Day | Mar 28 | $0.26 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5.7/10
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.09% | Dec 2021 | - | 38 |
-17.68% | May 2021 | Aug 2021 | 3 |
-12.01% | Sep 2021 | Oct 2021 | 1 |