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-1.33%
Today
-1.33%
This Month
+3.43%
Year To Date
+138.93%
2 Years
-86.86%
5 Years
-36.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.48%
- 📊 ETFs16.3%
- 💻 Electronic Technology15.88%
- 🧬 Health Technology7.89%
- 🖥️ Technology Services6.68%
- 🍞 Consumer Non Durables3.88%
- 🪨 Non Energy Minerals2.68%
- 🚗 Consumer Durables2.4%
- 💰 Finance1.29%
- 💼 Commercial Services1.21%
- 📦 Distribution Services1.09%
- 🛠️ Producer Manufacturing0.99%
- 📡 Communications0.88%
- 🧪 Process Industries0.72%
- 🛍️ Retail Trade0.59%
- ⚡ Utilities0.57%
- 🚚 Transportation0.46%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.48%
- 🇺🇸 Nasdaq23.33%
- 🇺🇸 NYSE23.18%
- 🇩🇪 FRA4.96%
- 🇬🇧 LSE4.12%
- 🇨🇭 SIX2.76%
- 🇺🇸 Chicago Board Options Exchange1.41%
- 🇫🇷 Euronext Paris1.34%
- 🇪🇸 Bolsa De Madrid1.01%
- 🇩🇪 Xetra ETFs0.54%
- 🇩🇰 Copenhagen Stock Exchange0.43%
- 🇦🇺 Sydney0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.54%
- 🇩🇪 Germany4.96%
- 🇨🇭 Switzerland3.2%
- 🇬🇧 United Kingdom1.88%
- 🇯🇵 Japan1.7%
- 🇫🇷 France1.34%
- 🇰🇷 South Korea1.28%
- 🇫🇮 Finland0.64%
- 🇮🇱 Israel0.59%
- 🇨🇳 China0.59%
- 🇪🇸 Spain0.57%
- 🇮🇪 Ireland0.52%
- 🇳🇱 Netherlands0.48%
- 🇮🇳 India0.44%
- 🇮🇹 Italy0.44%
- 🇱🇺 Luxembourg0.44%
- 🇩🇰 Denmark0.43%
- 🇧🇷 Brazil0.4%
- 🇦🇺 Australia0.4%
- 🇨🇦 Canada0.34%
Dividends
Dividend Yield
1.06%
57 out of 99 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.13% | 2.57% | $0.5 |
 VWO | 0.08% | 9.6% | - |
 KER.PA | 0.06% | 4.54% | $14 |
 VALE | 0.04% | 9.88% | $1.33 |
 ROG.ZU | 0.04% | 3.39% | $9.6 |
 VOD | 0.04% | 8.15% | $0.94 |
 SMSN.L | 0.03% | 2.7% | $23.68 |
 BMW.DE | 0.03% | 7.62% | $6 |
 BAS.DE | 0.03% | 7.31% | $3.4 |
 NKE | 0.03% | 1.96% | $1.45 |
 EEM | 0.03% | 3.41% | - |
 WHR | 0.03% | 6.67% | $7 |
 PFE | 0.03% | 6.37% | $1.66 |
 BAER.ZU | 0.02% | 4.03% | $2.6 |
 BA.L | 0.02% | 2.53% | $0.3 |
 ELE.MC | 0.02% | 3.78% | $0.81 |
 COMT | 0.02% | 4.74% | - |
 IAGG | 0.02% | 4.26% | - |
 TKA.DE | 0.02% | 3.11% | $0.15 |
 SCMN.ZU | 0.02% | 4.28% | $22 |
 P911.DE | 0.02% | 3.74% | $2.31 |
 SCHD | 0.02% | 3.8% | - |
 MCHI | 0.02% | 3.68% | - |
 JNJ | 0.01% | 3.26% | $4.81 |
 NOK | 0.01% | 2.19% | $0.1 |
 KO | 0.01% | 3.06% | $1.89 |
 CSCO | 0.01% | 2.64% | $1.58 |
 BLK | 0.01% | 1.91% | $20.2 |
 LMT | 0.01% | 2.79% | $12.45 |
 BAYN.DE | 0.01% | 0.51% | $0.11 |
 TTST.L | 0.01% | 2.4% | $0.41 |
 PFF | 0.01% | 2.21% | - |
 MSFT | 0.01% | 0.76% | $3 |
 AFX.DE | 0.01% | 1.88% | $1.1 |
 CFR.ZU | 0.01% | 1.55% | $2.75 |
 PGX | 0.01% | 2.04% | - |
 MTS.MC | 0.01% | 1.92% | $0.44 |
 ACWI | 0.01% | 1.76% | - |
 ACN | 0.01% | 1.44% | $4.99 |
 ALB | 0.01% | 1.91% | $1.6 |
 SONY | 0.01% | 0.41% | $0.49 |
 IBZL.L | 0.01% | 0.7% | - |
 SPHD | 0.01% | 1.13% | - |
 SHY | 0.01% | 1.33% | - |
 TLT | 0.01% | 1.42% | - |
 AGG | 0.01% | 1.32% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 VOX | 0.01% | 1.11% | - |
 CIBR | 0% | 0.76% | - |
 BNDX | 0% | 0.84% | - |
 ASML | 0% | 0.77% | $5.57 |
 V | 0% | 0.65% | $2.01 |
 INDA | 0% | 0.78% | - |
 AAPL | 0% | 0.53% | $0.97 |
 RACE | 0% | 0.64% | $2.64 |
 SMH | 0% | 0.44% | - |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VOD | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
ACN | Pay Day | Feb 14 | $1.48 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
BLK | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
Performance Metrics
Score 2/10
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.48
-0.48
-1
1
2
3
3
Jensen's Alpha
-39.25
-39.25
-40
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.07
-1.07
-2
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.48
-0.48
-1
1
2
3
3
Jensen's Alpha
-39.25
-39.25
-40
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-1.07
-1.07
-2
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.9% | May 2021 | - | 45 |
-3.17% | Sep 2020 | Nov 2020 | 2 |
-2.68% | Jan 2021 | Mar 2021 | 2 |