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-0.59%
Today
-0.59%
This Month
+5.07%
Year To Date
+62.6%
2 Years
+136.36%
5 Years
+21.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.79%
- 🪙 Cryptocurrencies24.38%
- 🍞 Consumer Non Durables13.21%
- 💻 Electronic Technology8.09%
- 💇♀️ Consumer Services7.88%
- 🛍️ Retail Trade6.51%
- ⛏️ Energy Minerals3.2%
- 🖥️ Technology Services2.87%
- 🚗 Consumer Durables2.7%
- 🚚 Transportation2.56%
- 💰 Finance2.47%
- 🪨 Non Energy Minerals1.93%
- ⚡ Utilities1.41%
- 💼 Commercial Services1.14%
- 🛠️ Producer Manufacturing0.34%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency24.38%
- 🇺🇸 NYSE18.66%
- 🇺🇸 Nasdaq14.06%
- 🇬🇧 LSE9.04%
- 🇩🇪 FRA5.77%
- 🇨🇭 SIX4.4%
- 🇭🇰 Hong Kong Exchanges1.42%
- 🇮🇹 Borsa Italiana0.44%
- 🇳🇴 Oslo Stock Exchange0.34%
- 🇫🇷 Euronext Paris0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.96%
- 🇬🇧 United Kingdom9.04%
- 🇩🇪 Germany5.77%
- 🇨🇭 Switzerland4.4%
- 🇨🇳 China2.24%
- 🇨🇦 Canada1.07%
- 🇦🇺 Australia0.87%
- 🇮🇹 Italy0.44%
- 🇳🇴 Norway0.34%
- 🇫🇷 France0.19%
Dividends
Dividend Yield
1.17%
23 out of 45 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $AGNC (14.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.18% | 9% | $5.3 |
 NESN.ZU | 0.17% | 3.86% | $3 |
 DHL.DE | 0.13% | 5.33% | $1.85 |
 SHEL.L | 0.1% | 4.08% | $0.8 |
 NKE | 0.1% | 1.96% | $1.45 |
 IMB.L | 0.07% | 6.32% | $1.49 |
 EOAN.DE | 0.07% | 4.64% | $0.53 |
 3988.HK | 0.06% | 6.47% | $0.26 |
 BHP | 0.05% | 5.88% | $3.01 |
 BP.L | 0.04% | 5.62% | $0.23 |
 SWBI | 0.04% | 4.86% | $0.48 |
 AGNC | 0.03% | 14.44% | $1.44 |
 GOLD.BARRICK | 0.03% | 2.47% | $0.4 |
 KO | 0.03% | 3.06% | $1.89 |
 R | 0.03% | 1.91% | $2.84 |
 INTC | 0.02% | 2.57% | $0.5 |
 LVS | 0.01% | 1.75% | $0.8 |
 META | 0.01% | 0.29% | $1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 CPR.MI | 0.01% | 1.16% | $0.07 |
 JD.US | 0% | 1.82% | $0.74 |
 BABA | 0% | 0.99% | $0.98 |
 PARA | 0% | 1.84% | $0.2 |
Performance Metrics
Score 6.5/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
5.53
5.53
-2
0
2
6
6
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
5.53
5.53
-2
0
2
6
6
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.49% | Sep 2021 | Nov 2024 | 38 |
-10.73% | May 2021 | Aug 2021 | 3 |
-7.07% | Jun 2020 | Aug 2020 | 2 |
-6.27% | Sep 2020 | Nov 2020 | 2 |