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-0.83%
Today
-0.83%
This Month
+3.27%
Year To Date
+43.27%
2 Years
+43.27%
5 Years
+28.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.49%
- 🪙 Cryptocurrencies16.05%
- 💰 Finance9.02%
- 💵 Cash5.56%
- 💼 Commercial Services4.7%
- 🛍️ Retail Trade4%
- 💻 Electronic Technology3.88%
- 🖥️ Technology Services3.75%
- ⛏️ Energy Minerals3.54%
- 🧬 Health Technology1.97%
- 🚚 Transportation1.64%
- ⚡ Utilities1.14%
- 🧪 Process Industries1.1%
- 💇♀️ Consumer Services0.79%
- 📡 Communications0.59%
- 🧩 Miscellaneous0.57%
- 🍞 Consumer Non Durables0.54%
- 💹 Forex0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22%
- 🇺🇸 Nasdaq16.33%
- 🌍 Digital Currency16.05%
- 🇬🇧 LSE10.93%
- 🇺🇸 Chicago Board Options Exchange1.8%
- 🇸🇪 Stockholm Stock Exchange1.47%
- 🇪🇸 Bolsa De Madrid1.24%
- 🇳🇱 Euronext Amsterdam1.16%
- 🇫🇷 Euronext Paris0.8%
- 🇮🇹 Borsa Italiana0.59%
- 🇩🇪 FRA0.58%
- 🇧🇪 Euronext Brussels0.54%
- 🌍 FX0.49%
- 🇭🇰 Hong Kong Exchanges0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.85%
- 🇬🇧 United Kingdom10.57%
- 🇮🇱 Israel2.45%
- 🇧🇷 Brazil2.38%
- 🇨🇴 Colombia1.85%
- 🇮🇪 Ireland1.44%
- 🇪🇸 Spain1.24%
- 🇳🇱 Netherlands1.16%
- 🇸🇪 Sweden0.8%
- 🇫🇷 France0.8%
- 🇫🇮 Finland0.66%
- 🇩🇪 Germany0.61%
- 🇮🇹 Italy0.59%
- 🇧🇪 Belgium0.54%
- 🇨🇳 China0.28%
Dividends
Dividend Yield
1.03%
45 out of 93 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (11.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.2% | 11.71% | $2.21 |
 GPRK | 0.12% | 6.3% | $0.55 |
 PLUS.L | 0.07% | 5.34% | $1.33 |
 NDA_SE.ST | 0.05% | 8.02% | $10.62 |
 ASRNL.NV | 0.04% | 6.24% | $2.89 |
 LAND.L | 0.04% | 6.94% | $0.4 |
 ENEL.MI | 0.04% | 6.28% | $0.43 |
 BLND.L | 0.04% | 6.09% | $0.23 |
 QQQ | 0.03% | 0.64% | - |
 INGA.NV | 0.03% | 6.89% | $1.11 |
 BBOX.L | 0.03% | 5.16% | $0.07 |
 EVO.ST | 0.03% | 3.61% | $31.03 |
 AKE.PA | 0.03% | 4.54% | $3.5 |
 UTG.L | 0.02% | 4.21% | $0.35 |
 SSE.L | 0.02% | 3.75% | $0.6 |
 EWJ | 0.02% | 3.12% | - |
 MRL.MC | 0.02% | 3.05% | $0.36 |
 VNA.DE | 0.02% | 3.04% | $0.9 |
 GS | 0.01% | 1.83% | $11 |
 JPM | 0.01% | 1.8% | $4.4 |
 MDY | 0.01% | 1.41% | - |
 AZN | 0.01% | 2.06% | $1.42 |
 WMT | 0.01% | 0.85% | $0.81 |
 VGT | 0.01% | 0.5% | - |
 IWM | 0.01% | 1.23% | - |
 ITUB | 0.01% | 1.83% | $0.15 |
 IAG.L | 0.01% | 0.61% | - |
 TEP.PA | 0.01% | 4.25% | $3.85 |
 QUAL | 0.01% | 1.19% | - |
 INDA | 0.01% | 0.78% | - |
 ABI.BR | 0.01% | 1.2% | $0.57 |
 AXP | 0.01% | 0.88% | $2.6 |
 PUK | 0.01% | 2.53% | $0.41 |
 ESI | 0.01% | 1.24% | $0.32 |
 V | 0% | 0.65% | $2.01 |
 JNJ | 0% | 3.26% | $4.81 |
 SMH | 0% | 0.44% | - |
 GOOG | 0% | 0.29% | $0.2 |
 META | 0% | 0.29% | $1 |
 MA | 0% | 0.49% | $2.46 |
 FUTR.L | 0% | 0.37% | $0.03 |
 MU | 0% | 0.5% | $0.46 |
 IYW | 0% | 0.17% | - |
 CLNX.MC | 0% | 0.19% | $0.06 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.87
2.87
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
3.61
3.61
0
0.3
0.6
4
4
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.87
2.87
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
3.61
3.61
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.85% | Aug 2023 | Dec 2023 | 4 |
-3.68% | Apr 2024 | May 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.33% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jun 2024 | Sep 2024 | 3 |