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-0.23%
Today
-0.23%
This Month
+3.47%
Year To Date
+37.38%
2 Years
+28.87%
5 Years
+7.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.2%
- 📊 ETFs18.85%
- 🪙 Cryptocurrencies12.53%
- 💻 Electronic Technology11.85%
- 💵 Cash7.74%
- 💰 Finance5.82%
- 🌾 Commodities4.26%
- 💼 Commercial Services4.2%
- 🧬 Health Technology3.93%
- ⚡ Utilities2.66%
- 🍞 Consumer Non Durables2.17%
- 🏭 Industrial Services1.89%
- 🛠️ Producer Manufacturing1.65%
- 🛍️ Retail Trade1.57%
- ⛏️ Energy Minerals0.96%
- 🚗 Consumer Durables0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.46%
- 🇺🇸 NYSE25.19%
- 🌍 Digital Currency12.53%
- 🇩🇪 FRA4.53%
- 🌍 Commodity4.26%
- 🇬🇧 LSE4.2%
- 🇺🇸 Chicago Board Options Exchange2.81%
- 🇩🇪 Xetra ETFs2.23%
- 🇩🇰 Copenhagen Stock Exchange1.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.47%
- 🇩🇪 Germany4.53%
- 🇮🇪 Ireland4.48%
- 🇰🇷 South Korea1.59%
- 🇩🇰 Denmark1.25%
- 🇨🇭 Switzerland1.1%
- 🇲🇽 Mexico0.96%
- 🇬🇧 United Kingdom0.45%
Dividends
Dividend Yield
0.77%
23 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.12% | 3.07% | $2.77 |
 MBG.DE | 0.08% | 9% | $5.3 |
 VT.US | 0.07% | 2.9% | - |
 EWZ | 0.07% | 8.62% | - |
 HOT.DE | 0.06% | 3.15% | $4.4 |
 ISF.L | 0.05% | 2.37% | - |
 SMSN.L | 0.04% | 2.7% | $23.68 |
 NKE | 0.04% | 1.96% | $1.45 |
 AAPL | 0.03% | 0.53% | $0.97 |
 VOO | 0.02% | 1.26% | - |
 UU.L | 0.02% | 4.96% | $0.5 |
 INDA | 0.02% | 0.78% | - |
 GDX | 0.02% | 1.03% | - |
 SHY | 0.02% | 1.33% | - |
 META | 0.02% | 0.29% | $1 |
 INTC | 0.02% | 2.57% | $0.5 |
 IFX.DE | 0.02% | 1.09% | $0.35 |
 V | 0.01% | 0.65% | $2.01 |
 ORSTED.CO | 0.01% | 0.46% | - |
 TT | 0.01% | 0.93% | $3.27 |
 VST | 0.01% | 0.52% | $0.85 |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.2/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.86% | Nov 2021 | Nov 2024 | 36 |
-3.73% | Jun 2021 | Aug 2021 | 2 |
-2.05% | Sep 2021 | Oct 2021 | 1 |
-1.31% | Dec 2024 | Jan 2025 | 1 |