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-0.06%
Today
-0.06%
This Month
+0.49%
Year To Date
-38.23%
2 Years
+7.63%
5 Years
-6.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.71%
- 🚗 Consumer Durables11.66%
- 💻 Electronic Technology5.82%
- 🍞 Consumer Non Durables5.63%
- 🛠️ Producer Manufacturing5.55%
- 📊 ETFs2.93%
- 💇♀️ Consumer Services2.18%
- 🖥️ Technology Services2.1%
- 🪙 Cryptocurrencies1.88%
- 💼 Commercial Services1.54%
- 🧪 Process Industries1.42%
- 🛍️ Retail Trade1.18%
- 🧬 Health Technology1.17%
- 💰 Finance1.16%
- 💹 Forex1.02%
- 🪨 Non Energy Minerals0.97%
- ⛏️ Energy Minerals0.8%
- 🏭 Industrial Services0.63%
- 🚚 Transportation0.49%
- ⚡ Utilities0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE13.07%
- 🇺🇸 Nasdaq12.37%
- 🇩🇪 FRA7.81%
- 🇸🇪 Stockholm Stock Exchange4.02%
- 🇭🇰 Hong Kong Exchanges2.72%
- 🇬🇧 LSE2.21%
- 🌍 Digital Currency1.88%
- 🇫🇷 Euronext Paris1.41%
- 🇫🇮 Helsinki Stock Exchange1.41%
- 🌍 FX1.02%
- 🇳🇱 Euronext Amsterdam0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.21%
- 🇩🇪 Germany7.81%
- 🇸🇪 Sweden4.02%
- 🇭🇰 Hong Kong2.11%
- 🇰🇷 South Korea1.96%
- 🇫🇷 France1.41%
- 🇫🇮 Finland1.41%
- 🇯🇵 Japan0.98%
- 🇨🇳 China0.9%
- 🇧🇷 Brazil0.57%
- 🇨🇦 Canada0.48%
- 🇳🇱 Netherlands0.48%
- 🇷🇺 Russia0.26%
Dividends
Dividend Yield
1.89%
44 out of 55 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMW.DE | 0.23% | 7.62% | $6 |
 HUSQB.ST | 0.13% | 5.05% | $3 |
 OGZDL.L | 0.1% | 67.74% | - |
 VOW3.DE | 0.1% | 9.21% | $9.06 |
 0992.HK | 0.09% | 4.16% | $0.38 |
 WBA | 0.07% | 9.73% | $1.46 |
 METSB.HE | 0.07% | 5.19% | $0.25 |
 MNODL.L | 0.07% | 473.72% | - |
 O | 0.07% | 5.73% | $3.09 |
 PBR.A | 0.07% | 11.71% | $2.21 |
 PEP | 0.06% | 3.54% | $5.15 |
 SVSTL.L | 0.06% | 2546.05% | - |
 SMSN.L | 0.05% | 2.7% | $23.68 |
 FR.PA | 0.05% | 3.7% | $0.4 |
 HOG | 0.05% | 2.55% | $0.68 |
 F | 0.05% | 7.74% | $0.78 |
 SIE.DE | 0.05% | 2.52% | $4.7 |
 MDLZ | 0.04% | 3.09% | $1.7 |
 CMCSA | 0.04% | 3.74% | $1.2 |
 TLT | 0.04% | 1.6% | - |
 VOLV-A.ST | 0.04% | 2.59% | $7.5 |
 LEG | 0.03% | 5.78% | $1.43 |
 SWK | 0.03% | 3.7% | $3.24 |
 MAN | 0.03% | 5.11% | $3.01 |
 2238.HK | 0.03% | 4.67% | $0.15 |
 UPS | 0.03% | 5.71% | $6.5 |
 PUM.DE | 0.03% | 2.68% | $0.82 |
 MMM | 0.02% | 2.37% | $5.21 |
 NKE | 0.02% | 1.96% | $1.45 |
 HAL | 0.02% | 2.61% | $0.66 |
 INTC | 0.02% | 2.57% | $0.5 |
 NVTKL.L | 0.01% | 109.46% | - |
 MSFT | 0.01% | 0.76% | $3 |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 LKOD.L | 0.01% | 76.06% | - |
 TM | 0.01% | 2.58% | $4.64 |
 DIS | 0.01% | 0.88% | $0.75 |
 RWE.DE | 0.01% | 3.35% | $1 |
 FCX | 0.01% | 1.67% | $0.6 |
 TECK | 0% | 0.91% | $0.37 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 BABA | 0% | 0.99% | $0.98 |
 SONY | 0% | 0.41% | $0.49 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 2.8/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-6.96
-6.96
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-6.96
-6.96
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.6
-0.6
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.98% | Jan 2018 | - | 85 |
-1.41% | Sep 2017 | Oct 2017 | 1 |