Loading...
0%
Today
0%
This Month
+7.9%
Year To Date
+104.47%
2 Years
+104.47%
5 Years
+65.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.37%
- 🚗 Consumer Durables16.59%
- 🪨 Non Energy Minerals12.04%
- 🛍️ Retail Trade8.61%
- 💻 Electronic Technology3.67%
- 🖥️ Technology Services3.01%
- 🧩 Miscellaneous2.5%
- 🚚 Transportation1.84%
- 💵 Cash1.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.78%
- 🇺🇸 Nasdaq20.25%
- 🇩🇪 Xetra ETFs17.78%
- 🇭🇰 Hong Kong Exchanges15.03%
- 🇬🇧 LSE8.97%
- 🇩🇪 FRA5.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.88%
- 🇭🇰 Hong Kong10.76%
- 🇨🇳 China10.45%
- 🇩🇪 Germany5.83%
- 🇬🇧 United Kingdom5.03%
- 🇧🇷 Brazil1.81%
Dividends
Dividend Yield
2.08%
15 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AOA | 0.44% | 3.78% | - |
 RIO.L | 0.35% | 6.91% | $3.41 |
 VOW.DE | 0.27% | 8.88% | $9 |
 PAH3.DE | 0.19% | 6.73% | $2.56 |
 VALE | 0.18% | 9.88% | $1.33 |
 00175.HK | 0.17% | 1.54% | $0.22 |
 IS0Q.DE | 0.11% | 5.48% | - |
 IS0R.DE | 0.08% | 6.28% | - |
 IS3F.DE | 0.06% | 5.3% | - |
 QQQ | 0.06% | 0.64% | - |
 BABA | 0.06% | 0.99% | $0.98 |
 SHV | 0.06% | 1.46% | - |
 9618.HK | 0.05% | 1.9% | $2.97 |
 TAN | 0.01% | 0.49% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
-0.5
-0.5
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
79.05
79.05
-2
0
2
80
80
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
-8.65
-8.65
-9
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
-0.5
-0.5
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
79.05
79.05
-2
0
2
80
80
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
-8.65
-8.65
-9
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.69% | Apr 2023 | Jul 2023 | 3 |
-18.33% | Jun 2024 | Jan 2025 | 7 |
-12.66% | Dec 2023 | Apr 2024 | 4 |
-6.49% | Aug 2023 | Nov 2023 | 3 |