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+0.36%
Today
-1.4%
This Month
+197.67%
Year To Date
+66.19%
2 Years
-57.94%
5 Years
-19.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.39%
- 🖥️ Technology Services14.12%
- 🛍️ Retail Trade10.26%
- 📈 Indexes8.97%
- 💵 Cash3.99%
- ⛏️ Energy Minerals3.21%
- 💰 Finance1.54%
- 🍞 Consumer Non Durables1.03%
- 📊 ETFs0.91%
- 💼 Commercial Services0.68%
- 🏥 Health Services0.38%
- 💇♀️ Consumer Services0.37%
- 🪨 Non Energy Minerals0.33%
- 🏭 Industrial Services0.27%
- 🧩 Miscellaneous0.25%
- 🚚 Transportation0.23%
- 🛠️ Producer Manufacturing0.17%
- 🧬 Health Technology0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.39%
- 🇺🇸 Nasdaq26.18%
- 🌍 CFD8.97%
- 🇺🇸 NYSE3.53%
- 🇬🇧 LSE3.37%
- 🇫🇷 Euronext Paris0.36%
- 🇩🇪 Xetra ETFs0.25%
- 🇭🇰 Hong Kong Exchanges0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.09%
- 🇬🇧 United Kingdom3.37%
- 🇫🇷 France0.36%
- 🇱🇺 Luxembourg0.33%
- 🇬🇷 Greece0.23%
- 🇨🇳 China0.21%
- 🇩🇰 Denmark0.15%
Dividends
Dividend Yield
0.24%
16 out of 33 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TX (10.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.1% | 0.72% | $3 |
 BATS.L | 0.04% | 8.19% | $2.36 |
 TX | 0.04% | 10.7% | $3.3 |
 CIVI | 0.01% | 4.67% | $2 |
 VCTR | 0.01% | 2.38% | $1.35 |
 DAC | 0.01% | 4.25% | $3.15 |
 PAGP | 0.01% | 6.98% | $1.17 |
 MC.PA | 0.01% | 2.06% | $13 |
 UNH | 0.01% | 1.64% | $7.74 |
 9988.HK | 0% | 1.22% | $0.98 |
 QQQ | 0% | 0.52% | - |
 NVO | 0% | 1.21% | $0.98 |
 AMAT | 0% | 0.98% | $1.44 |
 META | 0% | 0.34% | $1 |
 AGX | 0% | 0.97% | $1.15 |
 ASO | 0% | 0.79% | $0.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VCTR | Pay Day | Dec 23 | $0.44 |
META | Pay Day | Dec 27 | $0.50 |
CIVI | Pay Day | Dec 27 | $0.50 |
ASO | Pay Day | Jan 15 | $0.11 |
BATS.L | Pay Day | Feb 3 | $0.74 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
Performance Metrics
Score 2.1/10
Beta
2.52
2.52
0
0.8
1.2
0
3
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-22.32
-22.32
-23
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
2.52
2.52
0
0.8
1.2
0
3
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-22.32
-22.32
-23
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.02% | Oct 2021 | - | 38 |
-21.08% | Apr 2021 | Sep 2021 | 5 |
-2.49% | Jan 2021 | Feb 2021 | 1 |