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-0.34%
Today
-0.34%
This Month
+7.07%
Year To Date
+53.51%
2 Years
-11.25%
5 Years
-3.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash53.1%
- 💰 Finance26.77%
- 🪙 Cryptocurrencies9.31%
- 📦 Distribution Services2.28%
- 🛍️ Retail Trade1.97%
- ⚡ Utilities1.21%
- 🍞 Consumer Non Durables0.97%
- 🪨 Non Energy Minerals0.96%
- 🚗 Consumer Durables0.86%
- 💇♀️ Consumer Services0.83%
- 📡 Communications0.72%
- 🖥️ Technology Services0.52%
- 💼 Commercial Services0.41%
- 📊 ETFs0.36%
- 💻 Electronic Technology0.32%
- 🛠️ Producer Manufacturing0.11%
- 🏭 Industrial Services0.09%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇮🇹 Borsa Italiana31.27%
- 🌍 Digital Currency9.31%
- 🇺🇸 NYSE3.16%
- 🇬🇧 LSE1.21%
- 🇺🇸 Nasdaq1.21%
- 🇭🇰 Hong Kong Exchanges0.83%
- 🇩🇪 FRA0.65%
- 🇧🇪 Euronext Brussels0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy31.27%
- 🇨🇳 China2.53%
- 🇺🇸 United States1.71%
- 🇨🇭 Switzerland0.9%
- 🇩🇪 Germany0.68%
- 🇭🇰 Hong Kong0.47%
- 🇬🇧 United Kingdom0.23%
- 🇰🇷 South Korea0.13%
- 🇧🇪 Belgium0.07%
- 🇩🇰 Denmark0.05%
- 🇬🇮 Gibraltar0.03%
Dividends
Dividend Yield
1.31%
21 out of 61 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOD.L (8.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 1.1% | 4.11% | $1.8 |
 ENEL.MI | 0.05% | 6.28% | $0.43 |
 00384.HK | 0.03% | 7.8% | $0.55 |
 AMP.MI | 0.03% | 1.12% | $0.29 |
 MFEB.MI | 0.02% | 5.84% | $0.25 |
 NKE | 0.02% | 1.96% | $1.45 |
 VOD.L | 0.01% | 8.27% | $0.08 |
 BABA | 0.01% | 0.99% | $0.98 |
 VOD | 0.01% | 8.15% | $0.94 |
 IVG.MI | 0.01% | 1.86% | $0.22 |
 00257.HK | 0.01% | 6.46% | $0.22 |
 KO | 0.01% | 3.06% | $1.89 |
 9988.HK | 0% | 1.11% | $0.98 |
 PAH3.DE | 0% | 6.73% | $2.56 |
 SMSN.L | 0% | 2.7% | $23.68 |
 COLR.BR | 0% | 2.72% | $0.98 |
 JD.US | 0% | 1.82% | $0.74 |
 TKA.DE | 0% | 3.11% | $0.15 |
 KBX.DE | 0% | 2.14% | $1.64 |
 INTC | 0% | 2.57% | $0.5 |
 LIT | 0% | 0.05% | - |
Performance Metrics
Score 2.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-13.53
-13.53
-14
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-13.53
-13.53
-14
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.2% | Apr 2021 | - | 46 |