Loading...
-0.4%
Today
-0.4%
This Month
+2.73%
Year To Date
+110.9%
2 Years
+143.81%
5 Years
+22.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.38%
- 🖥️ Technology Services25.09%
- 🪙 Cryptocurrencies19.59%
- 🛍️ Retail Trade5.64%
- 📊 ETFs4.82%
- 💼 Commercial Services4.08%
- 🚗 Consumer Durables3.8%
- 💇♀️ Consumer Services2.48%
- 🧬 Health Technology2.19%
- 🏥 Health Services1.42%
- 🛠️ Producer Manufacturing1%
- 💰 Finance0.91%
- 🍞 Consumer Non Durables0.53%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.11%
- 🇺🇸 NYSE19.61%
- 🌍 Digital Currency19.59%
- 🇫🇷 Euronext Paris1.92%
- 🇩🇪 FRA0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.98%
- 🇱🇺 Luxembourg2.08%
- 🇫🇷 France1.92%
- 🇨🇦 Canada1.22%
- 🇩🇪 Germany0.71%
- 🇨🇳 China0.62%
Dividends
Dividend Yield
0.38%
22 out of 35 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $IEUR (2.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.06% | 0.53% | $0.97 |
 EWG | 0.04% | 2.19% | - |
 IEUR | 0.03% | 2.5% | - |
 MSFT | 0.03% | 0.76% | $3 |
 ABT | 0.03% | 1.75% | $2.16 |
 UNH | 0.02% | 1.51% | $7.74 |
 META | 0.02% | 0.29% | $1 |
 JPM | 0.02% | 1.8% | $4.4 |
 GOOG | 0.02% | 0.29% | $0.2 |
 AM.PA | 0.02% | 1.55% | $3.37 |
 V | 0.02% | 0.65% | $2.01 |
 BKNG | 0.01% | 0.74% | $17.5 |
 PG | 0.01% | 2.43% | $3.83 |
 SBUX | 0.01% | 2.19% | $2.24 |
 LRCX | 0.01% | 1.06% | $8 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 BABA | 0.01% | 0.99% | $0.98 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 CRM | 0.01% | 0.47% | $0.4 |
 MA | 0% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
 TMO | 0% | 0.26% | $1.48 |
Performance Metrics
Score 7.2/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
8.92
8.92
-2
0
2
9
9
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
8.92
8.92
-2
0
2
9
9
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.02% | Nov 2021 | Mar 2024 | 28 |
-6.91% | Apr 2024 | May 2024 | 1 |
-5.54% | Sep 2021 | Oct 2021 | 1 |
-5.19% | Sep 2020 | Nov 2020 | 2 |
-3.79% | May 2021 | Aug 2021 | 3 |
-3.52% | Feb 2020 | Apr 2020 | 2 |
-1.77% | Jul 2024 | Sep 2024 | 2 |
-1.08% | Dec 2024 | Jan 2025 | 1 |