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+2.37%
Today
+24.94%
This Month
+42.79%
Year To Date
+165.9%
2 Years
+1638.65%
5 Years
+98.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.29%
- 🖥️ Technology Services29%
- 💻 Electronic Technology8.52%
- 📡 Communications4.93%
- 💰 Finance3.29%
- ⛏️ Energy Minerals3.08%
- 🛍️ Retail Trade3.02%
- 🧬 Health Technology0.57%
- 🧪 Process Industries0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.29%
- 🇺🇸 Nasdaq38.23%
- 🇺🇸 NYSE6.8%
- 🇭🇰 Hong Kong Exchanges4.93%
- 🇫🇷 Euronext Paris1.52%
- 🇬🇧 LSE1.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.82%
- 🇭🇰 Hong Kong4.93%
- 🇨🇳 China3.02%
- 🇪🇸 Spain1.78%
- 🇫🇷 France1.52%
- 🇬🇧 United Kingdom1.07%
- 🇨🇦 Canada0.42%
Dividends
Dividend Yield
0.65%
8 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACA.PA (7.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0941.HK | 0.35% | 7.04% | $4.83 |
 ACA.PA | 0.12% | 7.94% | $1.05 |
 META | 0.07% | 0.27% | $1 |
 SAN | 0.06% | 3.15% | $0.13 |
 BABA | 0.03% | 1.13% | $0.98 |
 SU | 0.01% | 4% | $1.59 |
 HCC | 0.01% | 0.46% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
SU | Ex-Dividend | Dec 3 | $0.41 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
SU | Pay Day | Dec 24 | $0.41 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
4.38
4.38
0
1
2
5
5
Jensen's Alpha
137.75
137.75
-2
0
2
138
138
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
6.15
6.15
0
0.75
1.25
7
7
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
4.38
4.38
0
1
2
5
5
Jensen's Alpha
137.75
137.75
-2
0
2
138
138
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
6.15
6.15
0
0.75
1.25
7
7
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.63% | Apr 2021 | - | 43 |
-8.03% | Aug 2020 | Oct 2020 | 2 |
-5.77% | Jun 2020 | Jul 2020 | 1 |
-3.41% | Nov 2020 | Dec 2020 | 1 |