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-0.1%
Today
-0.1%
This Month
+3.14%
Year To Date
+51.19%
2 Years
+57.02%
5 Years
+2.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.55%
- 📊 ETFs20.33%
- 💵 Cash13.45%
- 💻 Electronic Technology12.49%
- 🧬 Health Technology9.29%
- 🍞 Consumer Non Durables6.28%
- 🚗 Consumer Durables3.76%
- 🪙 Cryptocurrencies3.62%
- 💰 Finance2.66%
- 🛠️ Producer Manufacturing2.42%
- 📡 Communications2.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.91%
- 🇺🇸 Nasdaq30.41%
- 🌍 Digital Currency3.62%
- 🇳🇱 Euronext Amsterdam3.4%
- 🇸🇪 Stockholm Stock Exchange3.17%
- 🇭🇰 Hong Kong Exchanges2.87%
- 🇮🇹 Borsa Italiana2.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.36%
- 🇯🇵 Japan6.47%
- 🇧🇷 Brazil5.53%
- 🇮🇱 Israel5.3%
- 🇳🇱 Netherlands3.4%
- 🇨🇳 China3.2%
- 🇸🇪 Sweden3.17%
- 🇮🇹 Italy2.28%
Dividends
Dividend Yield
0.97%
17 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LEG (5.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VT.US | 0.14% | 2.9% | - |
 VTRS | 0.11% | 4.26% | $0.48 |
 LEG | 0.11% | 5.78% | $1.43 |
 HEIA.NV | 0.09% | 2.57% | $1.73 |
 SHV | 0.07% | 1.46% | - |
 GETIB.ST | 0.07% | 2.12% | $4.4 |
 BRFS | 0.07% | 2.33% | - |
 VTI | 0.06% | 1.26% | - |
 VOO | 0.06% | 1.26% | - |
 INTC | 0.05% | 2.57% | $0.5 |
 ITUB | 0.05% | 1.83% | $0.15 |
 MSFT | 0.03% | 0.76% | $3 |
 NTDOY | 0.02% | 1.08% | $0.24 |
 SONY | 0.02% | 0.41% | $0.49 |
 AVGO | 0.02% | 0.98% | $19.7 |
 BIL | 0.01% | 1.42% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.9/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-5.89
-5.89
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-5.89
-5.89
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.12% | Jul 2014 | Aug 2020 | 73 |
-38.1% | Nov 2021 | Nov 2024 | 36 |
-12.26% | May 2014 | Jun 2014 | 1 |
-8.33% | May 2021 | Oct 2021 | 5 |
-5.95% | Sep 2020 | Nov 2020 | 2 |
-2.37% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Jan 2021 | Feb 2021 | 1 |