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-0.57%
Today
-0.57%
This Month
+5.22%
Year To Date
+64.73%
2 Years
+113.24%
5 Years
+18.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.63%
- 🪙 Cryptocurrencies22.45%
- 🖥️ Technology Services7.99%
- 💰 Finance7.76%
- 🛍️ Retail Trade4.73%
- 💻 Electronic Technology4.4%
- 🧬 Health Technology2.42%
- 🚗 Consumer Durables2.37%
- 💼 Commercial Services2.34%
- 💇♀️ Consumer Services2.14%
- 🛠️ Producer Manufacturing2.1%
- 🚚 Transportation2%
- 💵 Cash1.32%
- 📡 Communications0.63%
- 🧪 Process Industries0.47%
- 🏭 Industrial Services0.24%
- 🍞 Consumer Non Durables0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.17%
- 🌍 Digital Currency22.45%
- 🇺🇸 Nasdaq21.17%
- 🇭🇰 Hong Kong Exchanges8.22%
- 🇫🇷 Euronext Paris1.51%
- 🇩🇪 FRA1.22%
- 🇩🇪 Xetra ETFs0.92%
- 🇬🇧 LSE0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.29%
- 🇨🇳 China14.08%
- 🇫🇷 France1.64%
- 🇩🇪 Germany1.54%
- 🇨🇦 Canada1.12%
- 🇧🇷 Brazil0.99%
- 🇳🇱 Netherlands0.82%
- 🇮🇱 Israel0.81%
- 🇮🇹 Italy0.67%
- 🇮🇪 Ireland0.66%
- 🇸🇬 Singapore0.44%
- 🇭🇰 Hong Kong0.29%
- 🇬🇧 United Kingdom0.19%
- 🇨🇾 Cyprus0.12%
- 🇨🇭 Switzerland0.12%
Dividends
Dividend Yield
0.74%
25 out of 74 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $06862.HK (8.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0968.HK | 0.11% | 7.89% | $0.23 |
 VOOV | 0.09% | 2.19% | - |
 PAH3.DE | 0.08% | 6.73% | $2.56 |
 06862.HK | 0.08% | 8.42% | $0.82 |
 MCHI | 0.07% | 3.68% | - |
 TEP.PA | 0.04% | 4.25% | $3.85 |
 QQQ | 0.03% | 0.64% | - |
 VOOG | 0.03% | 0.57% | - |
 PHG | 0.03% | 3.23% | - |
 CQQQ | 0.03% | 0.27% | - |
 1530.HK | 0.02% | 4.15% | $0.25 |
 2318.HK | 0.02% | 6.11% | $2.63 |
 1186.HK | 0.02% | 7.19% | $0.35 |
 BABA | 0.02% | 0.99% | $0.98 |
 JD.US | 0.01% | 1.82% | $0.74 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 IBM | 0.01% | 2.61% | $6.65 |
 T | 0.01% | 4.68% | $1.11 |
 YUMC | 0.01% | 1.38% | $0.58 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 TMUS | 0.01% | 1.31% | $1.95 |
 RACE | 0% | 0.64% | $2.64 |
 ZEUS | 0% | 1.74% | $0.55 |
 GL | 0% | 0.79% | $0.93 |
Performance Metrics
Score 5/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.23% | Nov 2021 | Sep 2024 | 34 |
-5.82% | Sep 2021 | Oct 2021 | 1 |
-5.63% | Sep 2020 | Nov 2020 | 2 |
-5.27% | May 2021 | Aug 2021 | 3 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Oct 2024 | Nov 2024 | 1 |