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+1%
Today
+9.97%
This Month
+37.68%
Year To Date
+105.57%
2 Years
+353.94%
5 Years
+37.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.85%
- 🪙 Cryptocurrencies25.22%
- 💰 Finance10.3%
- 📊 ETFs7.17%
- 🍞 Consumer Non Durables6.57%
- 🖥️ Technology Services5.19%
- 💼 Commercial Services3.79%
- 🏭 Industrial Services3.17%
- 💇♀️ Consumer Services2.72%
- 🛍️ Retail Trade2.62%
- 🏥 Health Services2.15%
- 🚚 Transportation2.06%
- ⛏️ Energy Minerals2.03%
- 🧩 Miscellaneous1.98%
- 🪨 Non Energy Minerals1.79%
- 🛠️ Producer Manufacturing1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.46%
- 🌍 Digital Currency25.22%
- 🇺🇸 Nasdaq16.76%
- 🇬🇧 LSE3.56%
- 🇩🇪 Xetra ETFs1.98%
- 🇭🇰 Hong Kong Exchanges1.77%
- 🇫🇷 Euronext Paris1.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.2%
- 🇬🇧 United Kingdom3.56%
- 🇬🇷 Greece2.06%
- 🇱🇺 Luxembourg1.79%
- 🇨🇳 China1.77%
- 🇫🇷 France1.43%
Dividends
Dividend Yield
0.88%
15 out of 24 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $TX (9.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.29% | 8.09% | $2.36 |
 TX | 0.17% | 9.24% | $3.3 |
 CIVI | 0.08% | 3.88% | $2 |
 DAC | 0.08% | 3.81% | $3.15 |
 PAGP | 0.07% | 6.75% | $1.17 |
 MC.PA | 0.03% | 2.28% | $13 |
 MET | 0.03% | 2.61% | $2.11 |
 UNH | 0.03% | 1.36% | $7.74 |
 9988.HK | 0.02% | 1.16% | $0.98 |
 QQQ | 0.02% | 0.66% | - |
 AGX | 0.02% | 0.87% | $1.15 |
 MSFT | 0.02% | 0.74% | $3 |
 AMAT | 0.01% | 0.89% | $1.44 |
 META | 0.01% | 0.27% | $1 |
 ASO | 0.01% | 0.93% | $0.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DAC | Ex-Dividend | Nov 25 | $0.85 |
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
DAC | Pay Day | Dec 4 | $0.85 |
MC.PA | Pay Day | Dec 4 | $5.98 |
UNH | Ex-Dividend | Dec 9 | $2.10 |
AMAT | Pay Day | Dec 12 | $0.40 |
MSFT | Pay Day | Dec 12 | $0.83 |
CIVI | Ex-Dividend | Dec 13 | $0.50 |
MET | Pay Day | Dec 16 | $0.55 |
UNH | Pay Day | Dec 17 | $2.10 |
BATS.L | Ex-Dividend | Dec 19 | $0.74 |
CIVI | Pay Day | Dec 27 | $0.50 |
BATS.L | Pay Day | Feb 3 | $0.74 |
Performance Metrics
Score 8/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
32.29
32.29
-2
0
2
33
33
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.47
3.47
0
0.75
1.25
4
4
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
32.29
32.29
-2
0
2
33
33
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.47
3.47
0
0.75
1.25
4
4
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.03% | Jan 2018 | Dec 2020 | 35 |
-41.6% | Aug 2021 | Jan 2024 | 29 |
-16.83% | Jun 2017 | Jul 2017 | 1 |
-10.74% | Apr 2021 | Jul 2021 | 3 |
-7.17% | Mar 2024 | Oct 2024 | 7 |
-7.04% | Aug 2017 | Oct 2017 | 2 |
-6.94% | Feb 2017 | Mar 2017 | 1 |