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-5.39%
Today
-5.39%
This Month
-0.99%
Year To Date
+104.26%
2 Years
+6.96%
5 Years
+1.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies72.44%
- 🖥️ Technology Services8.23%
- 💻 Electronic Technology3.86%
- 💰 Finance3.02%
- 📊 ETFs2.97%
- 💼 Commercial Services2.91%
- 🍞 Consumer Non Durables1.72%
- 🛍️ Retail Trade1.35%
- 🚗 Consumer Durables1.31%
- 🧬 Health Technology1.22%
- 💇♀️ Consumer Services0.91%
- 🚚 Transportation0.45%
- ⚡ Utilities0.2%
- 🧪 Process Industries0.19%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency72.44%
- 🇺🇸 Nasdaq15.36%
- 🇺🇸 NYSE10.93%
- 🇩🇪 FRA1.17%
- 🇬🇧 LSE0.54%
- 🇭🇰 Hong Kong Exchanges0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.25%
- 🇨🇦 Canada1.79%
- 🇨🇳 China1.54%
- 🇱🇺 Luxembourg1.17%
- 🇩🇪 Germany0.92%
- 🇹🇼 Taiwan0.69%
- 🇸🇬 Singapore0.03%
Dividends
Dividend Yield
0.27%
21 out of 78 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MO (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.04% | 3.42% | $6.06 |
 MO | 0.04% | 7.66% | $3.92 |
 KO | 0.03% | 3.06% | $1.89 |
 MCD | 0.02% | 2.35% | $6.53 |
 LHA.DE | 0.02% | 4.79% | $0.3 |
 MSFT | 0.02% | 0.76% | $3 |
 AAPL | 0.02% | 0.53% | $0.97 |
 AOR | 0.02% | 4.16% | - |
 AOA | 0.02% | 3.78% | - |
 EOAN.DE | 0.01% | 4.64% | $0.53 |
 TME | 0.01% | 1.11% | $0.12 |
 TSM | 0.01% | 0.93% | $1.74 |
 VTV | 0.01% | 2.22% | - |
 GOOG | 0% | 0.29% | $0.2 |
 V | 0% | 0.65% | $2.01 |
 VTI | 0% | 1.26% | - |
 0700.HK | 0% | 0.85% | $3.4 |
 META | 0% | 0.29% | $1 |
 BABA | 0% | 0.99% | $0.98 |
 VUG | 0% | 0.51% | - |
 ADS.DE | 0% | 0.28% | $0.7 |
Performance Metrics
Score 2.9/10
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.95
-2.95
-3
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.95
-2.95
-3
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.13% | Nov 2021 | - | 40 |
-7.83% | Aug 2021 | Oct 2021 | 2 |