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-0.08%
Today
-0.08%
This Month
+2.2%
Year To Date
+44.56%
2 Years
+6.68%
5 Years
-10.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.13%
- 💵 Cash14.06%
- ⛏️ Energy Minerals10.35%
- 💹 Forex9.23%
- 💰 Finance7.59%
- 🚚 Transportation5.85%
- 💻 Electronic Technology5.78%
- 🖥️ Technology Services5.1%
- 🧬 Health Technology3.88%
- 🏭 Industrial Services3.22%
- 🍞 Consumer Non Durables3.19%
- 🛍️ Retail Trade2.31%
- 🪨 Non Energy Minerals2.24%
- 🪙 Cryptocurrencies1.63%
- ⚡ Utilities1.26%
- 🛠️ Producer Manufacturing1%
- 🚗 Consumer Durables0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.57%
- 🇺🇸 Nasdaq23.66%
- 🌍 FX9.23%
- 🇬🇧 LSE7.76%
- 🇩🇰 Copenhagen Stock Exchange3.71%
- 🇫🇷 Euronext Paris3.43%
- 🌍 Digital Currency1.63%
- 🇪🇸 Bolsa De Madrid1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.77%
- 🇬🇧 United Kingdom7%
- 🇧🇷 Brazil4.65%
- 🇨🇦 Canada3.82%
- 🇩🇰 Denmark3.71%
- 🇫🇷 France3.43%
- 🇳🇱 Netherlands3.37%
- 🇨🇳 China2.48%
- 🇪🇸 Spain1%
- 🇰🇷 South Korea0.76%
Dividends
Dividend Yield
1.92%
23 out of 45 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.87% | 18.77% | $1.73 |
 MS | 0.15% | 2.62% | $3.4 |
 TLT | 0.14% | 1.42% | - |
 MCG.L | 0.11% | 2.42% | $0.07 |
 NE | 0.07% | 5.62% | $1.7 |
 BND | 0.07% | 1.3% | - |
 NOVO-B.CO | 0.06% | 1.62% | $9.4 |
 OR.PA | 0.06% | 1.85% | $6.6 |
 GOLD.BARRICK | 0.06% | 2.47% | $0.4 |
 SU | 0.05% | 4.35% | $1.59 |
 HPQ | 0.04% | 3.48% | $1.1 |
 NOV | 0.04% | 1.9% | $0.23 |
 LUV | 0.03% | 2.34% | $0.72 |
 CIE.MC | 0.03% | 2.87% | $0.73 |
 MPC | 0.03% | 2.38% | $3.23 |
 ASML | 0.03% | 0.77% | $5.57 |
 BABA | 0.02% | 0.99% | $0.98 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 NRG | 0.02% | 1.62% | $1.57 |
 YINN | 0.01% | 0.36% | - |
 MSFT | 0.01% | 0.76% | $3 |
 CNR | 0% | 0.55% | $1.1 |
 GOOG | 0% | 0.29% | $0.2 |
Performance Metrics
Score 2.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-17.86
-17.86
-18
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-17.86
-17.86
-18
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.85% | Apr 2018 | - | 82 |