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-0.57%
Today
-0.57%
This Month
+4.84%
Year To Date
+124.62%
2 Years
+103.12%
5 Years
+18.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.7%
- 💰 Finance29.27%
- 🖥️ Technology Services11.97%
- 📡 Communications6.23%
- 🧩 Miscellaneous5.6%
- 🍞 Consumer Non Durables4.74%
- 📦 Distribution Services3.86%
- 💻 Electronic Technology3.01%
- 🪨 Non Energy Minerals1.74%
- 💼 Commercial Services1.72%
- 🧬 Health Technology1%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE35.21%
- 🌍 Digital Currency30.7%
- 🇺🇸 NYSE20.44%
- 🇺🇸 Nasdaq13.49%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom33.09%
- 🇺🇸 United States29.18%
- 🇨🇭 Switzerland3.86%
- 🇹🇼 Taiwan3.01%
Dividends
Dividend Yield
1.93%
15 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (8.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.42% | 6.82% | $2.66 |
 AV.L | 0.28% | 6.67% | $0.33 |
 BGEO.L | 0.27% | 4.9% | $0.99 |
 BARC.L | 0.17% | 2.77% | $0.08 |
 DGE.L | 0.16% | 3.31% | $0.81 |
 LLOY.L | 0.15% | 4.67% | $0.03 |
 RIO | 0.12% | 7.18% | $4.34 |
 GLEN.L | 0.11% | 2.9% | $0.1 |
 TRIG.L | 0.07% | 8.61% | $0.07 |
 MSFT | 0.04% | 0.76% | $3 |
 GSK.L | 0.04% | 4.35% | $0.59 |
 TSM | 0.03% | 0.93% | $1.74 |
 SMT.L | 0.02% | 0.32% | $0.03 |
 GOOG | 0.02% | 0.29% | $0.2 |
 V | 0.01% | 0.65% | $2.01 |
Performance Metrics
Score 5.9/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.78
4.78
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.41% | Nov 2021 | Feb 2024 | 27 |
-13.3% | May 2021 | Oct 2021 | 5 |
-4.98% | Apr 2024 | May 2024 | 1 |
-2.28% | Jun 2024 | Sep 2024 | 3 |
-2.06% | Dec 2024 | Jan 2025 | 1 |