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-0.82%
Today
-0.82%
This Month
+5.88%
Year To Date
+149.06%
2 Years
+51.94%
5 Years
+13.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.24%
- 💵 Cash38.19%
- 📊 ETFs15.86%
- 🖥️ Technology Services5.77%
- 🛍️ Retail Trade2.52%
- 💻 Electronic Technology2.46%
- 💼 Commercial Services1.87%
- 💇♀️ Consumer Services0.81%
- 🧬 Health Technology0.8%
- 🪨 Non Energy Minerals0.63%
- ⛏️ Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.24%
- 🇺🇸 NYSE20.23%
- 🇺🇸 Nasdaq10.12%
- 🇭🇰 Hong Kong Exchanges0.37%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.79%
- 🇱🇺 Luxembourg0.93%
- 🇨🇦 Canada0.63%
- 🇮🇪 Ireland0.57%
- 🇺🇾 Uruguay0.41%
- 🇨🇳 China0.37%
- 🇰🇾 Cayman Islands0.16%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.14%
19 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.03% | 3.68% | - |
 IWM | 0.02% | 1.23% | - |
 VGK | 0.01% | 4.26% | - |
 OGZDL.L | 0.01% | 67.74% | - |
 MCD | 0.01% | 2.35% | $6.53 |
 JNJ | 0.01% | 3.26% | $4.81 |
 VTRS | 0.01% | 4.26% | $0.48 |
 MSFT | 0.01% | 0.76% | $3 |
 V | 0.01% | 0.65% | $2.01 |
 WMT | 0% | 0.85% | $0.81 |
 META | 0% | 0.29% | $1 |
 MA | 0% | 0.49% | $2.46 |
 MU | 0% | 0.5% | $0.46 |
 BKNG | 0% | 0.74% | $17.5 |
 AAPL | 0% | 0.53% | $0.97 |
 GOOG | 0% | 0.29% | $0.2 |
 CCJ | 0% | 0.24% | $0.09 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.2/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
3.56
3.56
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
3.56
3.56
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.49% | Nov 2021 | Mar 2024 | 28 |
-9.42% | Apr 2024 | Jun 2024 | 2 |
-5.46% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Aug 2024 | Sep 2024 | 1 |