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+2.39%
Today
+1.39%
This Month
+1.39%
Year To Date
+226.41%
2 Years
+189.58%
5 Years
+57.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.16%
- 🖥️ Technology Services9.3%
- 🪙 Cryptocurrencies7.77%
- 🚗 Consumer Durables6.3%
- 💰 Finance5.11%
- 🚚 Transportation3.58%
- 🧬 Health Technology2.21%
- 🛍️ Retail Trade2.13%
- 🛠️ Producer Manufacturing2.12%
- 🍞 Consumer Non Durables1.26%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.51%
- 🇬🇧 LSE26.98%
- 🌍 Digital Currency7.77%
- 🇺🇸 NYSE5.46%
- 🇩🇪 FRA4.1%
- 🇭🇰 Hong Kong Exchanges1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.22%
- 🇬🇧 United Kingdom33.87%
- 🇩🇪 Germany4.1%
- 🇰🇷 South Korea3.59%
- 🇯🇵 Japan2.44%
- 🇨🇭 Switzerland2.28%
- 🇨🇳 China1.54%
- 🇭🇰 Hong Kong1.12%
Dividends
Dividend Yield
0.98%
19 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.19% | 9.69% | $9.06 |
 BARC.L | 0.15% | 2.92% | $0.08 |
 GSK.L | 0.1% | 4.61% | $0.59 |
 SMSN.L | 0.09% | 2.63% | $23.68 |
 CAJPY | 0.06% | 2.52% | $0.8 |
 INTC | 0.06% | 2.59% | $0.5 |
 SIE.DE | 0.06% | 2.65% | $4.7 |
 0992.HK | 0.05% | 4.2% | $0.38 |
 ULVR.L | 0.04% | 3.29% | $1.47 |
 LOGI | 0.04% | 1.57% | $1.18 |
 TXN | 0.04% | 2.66% | $5.14 |
 EZJ.L | 0.03% | 0.89% | $0.05 |
 DELL | 0.02% | 1.64% | $1.63 |
 BABA | 0.02% | 1.19% | $0.98 |
 META | 0.02% | 0.32% | $1 |
 NVDA | 0.01% | 0.03% | $0.02 |
 GOOG | 0% | 0.31% | $0.2 |
 AAPL | 0% | 0.42% | $0.97 |
 MSFT | 0% | 0.74% | $3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Jan 22 | $0.44 |
DELL | Pay Day | Jan 31 | $0.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
MSFT | Pay Day | Mar 13 | $0.83 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
Performance Metrics
Score 8.6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
29.19
29.19
-2
0
2
30
30
Omega Ratio
3.48
3.48
0
1
1.5
4
4
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
29.19
29.19
-2
0
2
30
30
Omega Ratio
3.48
3.48
0
1
1.5
4
4
Treynor Ratio
2.38
2.38
0
0.75
1.25
3
3
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.11% | Aug 2022 | Jan 2023 | 5 |
-9.96% | Apr 2024 | May 2024 | 1 |
-6.86% | Aug 2023 | Nov 2023 | 3 |
-3.95% | Jul 2024 | Nov 2024 | 4 |
-2.33% | Dec 2024 | - | 2 |
-0.13% | Apr 2023 | May 2023 | 1 |