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+0.53%
Today
+13.09%
This Month
+47.15%
Year To Date
+15.36%
2 Years
+77.14%
5 Years
+8.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables29.46%
- 🖥️ Technology Services20.7%
- 🪙 Cryptocurrencies12.31%
- 💻 Electronic Technology11.41%
- 💰 Finance7.49%
- 🧬 Health Technology7.13%
- 🛍️ Retail Trade6.79%
- 🚚 Transportation3.15%
- 💇♀️ Consumer Services1.38%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.38%
- 🇺🇸 NYSE17.19%
- 🌍 Digital Currency12.31%
- 🇭🇰 Hong Kong Exchanges4.99%
- 🇬🇧 LSE4.88%
- 🇩🇰 Copenhagen Stock Exchange3.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.07%
- 🇨🇳 China8.07%
- 🇩🇰 Denmark7.13%
- 🇬🇧 United Kingdom4.88%
- 🇰🇾 Cayman Islands1.63%
- 🇮🇱 Israel0.74%
Dividends
Dividend Yield
0.41%
11 out of 27 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $GAW.L (3.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GAW.L | 0.17% | 3.52% | $5.5 |
 INTC | 0.05% | 2.08% | $0.5 |
 NOVO-B.CO | 0.04% | 1.36% | $9.4 |
 NVO | 0.04% | 0.97% | $0.98 |
 MSFT | 0.03% | 0.74% | $3 |
 EBAY | 0.03% | 1.78% | $1.04 |
 GOOG | 0.02% | 0.34% | $0.2 |
 BABA | 0.02% | 1.13% | $0.98 |
 DIS | 0.01% | 0.72% | $0.75 |
 IBKR | 0% | 0.45% | $0.55 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
EBAY | Ex-Dividend | Nov 29 | $0.27 |
GAW.L | Pay Day | Nov 29 | $1.11 |
IBKR | Ex-Dividend | Nov 29 | $0.25 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
EBAY | Pay Day | Dec 13 | $0.27 |
IBKR | Pay Day | Dec 13 | $0.25 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 5.8/10
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
6.93
6.93
-2
0
2
7
7
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.7% | Dec 2013 | Sep 2017 | 45 |
-33.51% | Mar 2021 | Oct 2024 | 43 |
-18.47% | Aug 2018 | Mar 2019 | 7 |
-16.61% | Jan 2020 | Jun 2020 | 5 |
-11.6% | Jan 2018 | Jul 2018 | 6 |
-7.11% | Jul 2019 | Nov 2019 | 4 |
-6.31% | Jul 2020 | Sep 2020 | 2 |
-5.07% | Apr 2019 | May 2019 | 1 |