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+1.74%
Today
+21.71%
This Month
+75.34%
Year To Date
+233.72%
2 Years
+1847.84%
5 Years
+103.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.94%
- 💵 Cash20.31%
- 🖥️ Technology Services18.04%
- 📊 ETFs7.99%
- 💻 Electronic Technology3.14%
- 🧬 Health Technology2.36%
- ⛏️ Energy Minerals1.42%
- ⚡ Utilities1.29%
- 🛍️ Retail Trade1.16%
- 🚚 Transportation1.02%
- 🛠️ Producer Manufacturing0.92%
- 🪨 Non Energy Minerals0.91%
- 🚗 Consumer Durables0.67%
- 💇♀️ Consumer Services0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.94%
- 🇺🇸 Nasdaq15.79%
- 🇺🇸 NYSE13.84%
- 🇮🇹 Borsa Italiana4.08%
- 🇭🇰 Hong Kong Exchanges1.83%
- 🇺🇸 Chicago Board Options Exchange1.08%
- 🇳🇴 Oslo Stock Exchange1.02%
- 🇩🇪 Xetra ETFs0.86%
- 🇨🇭 SIX0.32%
- 🇳🇱 Euronext Amsterdam0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.28%
- 🇮🇹 Italy4.08%
- 🇮🇱 Israel2.42%
- 🇨🇳 China1.97%
- 🇮🇪 Ireland1.59%
- 🇧🇷 Brazil1.42%
- 🇳🇴 Norway1.02%
- 🇨🇦 Canada1.01%
- 🇰🇾 Cayman Islands0.71%
- 🇨🇭 Switzerland0.32%
- 🇳🇱 Netherlands0.25%
Dividends
Dividend Yield
0.63%
16 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (20.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.21% | 20.65% | $5.9 |
 PBR.A | 0.15% | 10.2% | $2.21 |
 ENEL.MI | 0.09% | 6.59% | $0.43 |
 TLT | 0.04% | 1.28% | - |
 MDT.US | 0.04% | 3.31% | $2.77 |
 LDO.MI | 0.03% | 1.11% | $0.28 |
 META | 0.02% | 0.27% | $1 |
 9988.HK | 0.01% | 1.16% | $0.98 |
 AMGN | 0.01% | 3.13% | $8.76 |
 ROK | 0.01% | 1.81% | $5 |
 ACN | 0.01% | 1.5% | $4.99 |
 SYK | 0.01% | 0.83% | $3.15 |
 ABBN.ZU | 0.01% | 1.79% | $0.87 |
 ASML.NV | 0% | 1.03% | $6.1 |
 CCJ | 0% | 0.21% | $0.09 |
 INDA | 0% | 0.14% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CCJ | Ex-Dividend | Nov 27 | $0.12 |
AMGN | Pay Day | Dec 9 | $2.25 |
ROK | Pay Day | Dec 10 | $1.31 |
CCJ | Pay Day | Dec 13 | $0.12 |
ENEL.MI | Ex-Dividend | Jan 20 | $0.23 |
ENEL.MI | Pay Day | Jan 22 | $0.23 |
Performance Metrics
Score 8.4/10
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.34
3.34
0
1
2
4
4
Jensen's Alpha
81.6
81.6
-2
0
2
82
82
Omega Ratio
3.06
3.06
0
1
1.5
4
4
Treynor Ratio
3.63
3.63
0
0.75
1.25
4
4
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.34
3.34
0
1
2
4
4
Jensen's Alpha
81.6
81.6
-2
0
2
82
82
Omega Ratio
3.06
3.06
0
1
1.5
4
4
Treynor Ratio
3.63
3.63
0
0.75
1.25
4
4
Information Ratio
0.91
0.91
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.81% | Aug 2021 | Feb 2024 | 30 |
-20.64% | Apr 2021 | Jul 2021 | 3 |
-15.94% | Aug 2020 | Oct 2020 | 2 |
-11.07% | Feb 2020 | Mar 2020 | 1 |
-10.76% | Mar 2024 | Sep 2024 | 6 |
-3.01% | May 2020 | Jun 2020 | 1 |