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0%
Today
0%
This Month
+3.33%
Year To Date
+33.97%
2 Years
+60.05%
5 Years
+11.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs85.92%
- 💰 Finance13.38%
- 🪙 Cryptocurrencies0.41%
- ⚡ Utilities0.29%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.63%
- 🇩🇪 Xetra ETFs29.36%
- 🇬🇧 LSE13.74%
- 🇺🇸 Nasdaq4.12%
- 🇺🇸 Chicago Board Options Exchange1.44%
- 🌍 Digital Currency0.41%
- 🇮🇹 Borsa Italiana0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.49%
- 🇮🇹 Italy0.29%
Dividends
Dividend Yield
1.87%
21 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DJP | 0.41% | 4.18% | - |
 EUNW.DE | 0.3% | 5.98% | - |
 VWO | 0.27% | 9.6% | - |
 IBCL.DE | 0.22% | 3.27% | - |
 BIL | 0.09% | 1.42% | - |
 IMTB | 0.08% | 1.55% | - |
 BLK | 0.07% | 1.91% | $20.2 |
 MCHI | 0.06% | 3.68% | - |
 HDV | 0.06% | 3.91% | - |
 ILTB | 0.05% | 1.65% | - |
 VSGX | 0.05% | 3.39% | - |
 VXUS | 0.05% | 6.6% | - |
 VGK | 0.04% | 4.26% | - |
 VTI | 0.03% | 1.26% | - |
 VOO | 0.02% | 1.26% | - |
 QDVW.DE | 0.02% | 2.5% | - |
 ENEL.MI | 0.02% | 6.28% | $0.43 |
 ICLN | 0.01% | 2.01% | - |
 VIG | 0.01% | 1.73% | - |
 AYEW.DE | 0.01% | 0.32% | - |
 QQQ | 0.01% | 0.64% | - |
Performance Metrics
Score 6.5/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.89
3.89
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
3.89
3.89
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.39% | Dec 2020 | Nov 2023 | 35 |
-7.19% | Sep 2020 | Nov 2020 | 2 |
-5.94% | Apr 2024 | - | 10 |
-0.64% | Jan 2024 | Feb 2024 | 1 |