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+0.7%
Today
+10.49%
This Month
+29.64%
Year To Date
+80.29%
2 Years
+119.62%
5 Years
+12.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ฅ๏ธ Technology Services27.05%
- ๐ช Cryptocurrencies19.65%
- ๐ต Cash16.12%
- ๐ ๏ธ Producer Manufacturing11.06%
- ๐ฐ Finance9.43%
- ๐ ETFs7.57%
- ๐ป Electronic Technology6.5%
- ๐๏ธ Retail Trade5.21%
- ๐ชจ Non Energy Minerals1.74%
- ๐งฌ Health Technology0.47%
- ๐ Transportation0.16%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq21.57%
- ๐บ๐ธ NYSE20.38%
- ๐ Digital Currency19.65%
- ๐ธ๐ช Stockholm Stock Exchange15.23%
- ๐ญ๐ฐ Hong Kong Exchanges4.4%
- ๐จ๐ญ SIX3.54%
- ๐ซ๐ฎ Helsinki Stock Exchange2.28%
- ๐ฉ๐ช FRA1.16%
- ๐ฌ๐ง LSE0.47%
- ๐ณ๐ด Oslo Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States28.29%
- ๐ธ๐ช Sweden17.51%
- ๐จ๐ณ China5.93%
- ๐ฑ๐บ Luxembourg4.55%
- ๐จ๐ญ Switzerland3.54%
- ๐ฉ๐ช Germany1.16%
- ๐ฌ๐ง United Kingdom0.47%
- ๐ณ๐ด Norway0.16%
Dividends
Dividend Yield
1.16%
20 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SHB-A.ST (11.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSABAH.HE | 0.23% | 10.28% | $0.43 |
 SHB-A.ST | 0.13% | 11.82% | $13 |
 SHA0.DE | 0.13% | 10.86% | $0.45 |
 SWED-A.ST | 0.11% | 7.07% | $15.15 |
 INVE-A.ST | 0.07% | 1.64% | $4.8 |
 VBR | 0.06% | 2.1% | - |
 ABBN.ZU | 0.06% | 1.77% | $0.87 |
 HM-B.ST | 0.06% | 4.26% | $6.5 |
 IBM | 0.05% | 3.11% | $6.65 |
 SAND.ST | 0.05% | 2.74% | $5.5 |
 BOL.ST | 0.04% | 2.38% | $7.5 |
 VOLV-A.ST | 0.04% | 2.81% | $7.5 |
 SKF-A.ST | 0.04% | 3.72% | $7.5 |
 MSFT | 0.03% | 0.74% | $3 |
 VWO | 0.03% | 1.55% | - |
 AZN.L | 0.01% | 2.34% | $2.28 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOG | 0.01% | 0.34% | $0.2 |
 BABA | 0.01% | 1.13% | $0.98 |
 ACLN.ZU | 0% | 1.73% | $0.85 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Dec 9 | $0.20 |
IBM | Pay Day | Dec 10 | $1.67 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 5.4/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.45% | Oct 2021 | Aug 2024 | 34 |
-33.32% | Dec 2013 | Sep 2016 | 33 |
-20.71% | Jun 2018 | Dec 2019 | 18 |
-15.65% | Jan 2020 | Apr 2020 | 3 |
-7.64% | Aug 2020 | Oct 2020 | 2 |
-6.83% | Aug 2021 | Sep 2021 | 1 |
-2.64% | May 2017 | Jun 2017 | 1 |
-2.18% | Oct 2016 | Nov 2016 | 1 |
-1.21% | Oct 2017 | Dec 2017 | 2 |
-1.03% | Jan 2021 | Mar 2021 | 2 |
-0.71% | Feb 2018 | Mar 2018 | 1 |
-0.25% | Jul 2017 | Aug 2017 | 1 |