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+3.26%
Today
+5.7%
This Month
+5.7%
Year To Date
+142.85%
2 Years
-3.06%
5 Years
-0.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.89%
- 🖥️ Technology Services33.15%
- 🛍️ Retail Trade6.55%
- 📊 ETFs5.87%
- 🧬 Health Technology3.65%
- 💼 Commercial Services3.09%
- 🪨 Non Energy Minerals2.76%
- 🛠️ Producer Manufacturing2.51%
- 🚗 Consumer Durables2.35%
- 💻 Electronic Technology1.93%
- 🍞 Consumer Non Durables0.87%
- 💵 Cash0.47%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.89%
- 🇺🇸 Nasdaq33.29%
- 🇺🇸 NYSE26.14%
- 🇩🇪 Xetra ETFs1.28%
- 🇮🇹 Borsa Italiana1.14%
- 🇬🇧 LSE0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.42%
- 🇮🇪 Ireland2.46%
- 🇨🇦 Canada2.45%
- 🇩🇰 Denmark1.88%
- 🇺🇾 Uruguay1.77%
- 🇳🇱 Netherlands1.67%
- 🇮🇹 Italy1.2%
- 🇬🇧 United Kingdom0.87%
Dividends
Dividend Yield
0.48%
14 out of 26 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.15% | 12.71% | $1.55 |
 MSFT | 0.06% | 0.76% | $3 |
 VOO | 0.06% | 1.3% | - |
 MDT.US | 0.04% | 3.27% | $2.77 |
 DGE.L | 0.03% | 3.41% | $0.81 |
 GOOGL | 0.03% | 0.32% | $0.2 |
 NVO | 0.02% | 1.26% | $0.98 |
 ROK | 0.02% | 1.83% | $5 |
 META | 0.02% | 0.34% | $1 |
 CAT | 0.02% | 1.49% | $5.31 |
 ABT | 0.01% | 1.98% | $2.16 |
 INTU | 0.01% | 0.62% | $3.6 |
 RACE | 0.01% | 0.65% | $2.64 |
 ASML | 0% | 0.78% | $5.57 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
INTU | Pay Day | Jan 17 | $1.04 |
CAT | Ex-Dividend | Jan 21 | $1.41 |
ABT | Pay Day | Feb 14 | $0.59 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 2.1/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-10.18
-10.18
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-10.18
-10.18
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.29% | Sep 2021 | - | 41 |