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-3.17%
Today
-3.17%
This Month
+2.94%
Year To Date
+77%
2 Years
+435.64%
5 Years
+15.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.4%
- 💻 Electronic Technology18.36%
- 🖥️ Technology Services15.84%
- 🛍️ Retail Trade14.12%
- 🧬 Health Technology6.08%
- 🚗 Consumer Durables2.8%
- 💰 Finance2.58%
- 🚚 Transportation0.41%
- 🛠️ Producer Manufacturing0.34%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.65%
- 🌍 Digital Currency39.4%
- 🇺🇸 NYSE18.25%
- 🇦🇺 Sydney2.58%
- 🇫🇷 Euronext Paris0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.12%
- 🇳🇱 Netherlands6.39%
- 🇨🇳 China2.76%
- 🇦🇺 Australia2.58%
- 🇯🇵 Japan2.53%
- 🇮🇪 Ireland0.4%
- 🇹🇼 Taiwan0.36%
- 🇬🇧 United Kingdom0.33%
- 🇫🇷 France0.04%
Dividends
Dividend Yield
0.4%
17 out of 39 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GPT.ASX (5.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHG | 0.2% | 3.23% | - |
 GPT.ASX | 0.13% | 5.21% | $0.25 |
 CRM | 0.02% | 0.47% | $0.4 |
 SONY | 0.01% | 0.41% | $0.49 |
 QCOM | 0.01% | 1.97% | $3.25 |
 BABA | 0% | 0.99% | $0.98 |
 AVGO | 0% | 0.98% | $19.7 |
 MSFT | 0% | 0.76% | $3 |
 TSM | 0% | 0.93% | $1.74 |
 AMAT | 0% | 0.89% | $1.44 |
 ORCL | 0% | 0.94% | $1.6 |
 ASML | 0% | 0.77% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
 MU | 0% | 0.5% | $0.46 |
 META | 0% | 0.29% | $1 |
 AAPL | 0% | 0.53% | $0.97 |
 GOOGL | 0% | 0.29% | $0.2 |
Performance Metrics
Score 5.9/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
17.87
17.87
-2
0
2
18
18
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
17.87
17.87
-2
0
2
18
18
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.67% | May 2021 | - | 46 |
-51.65% | Jan 2018 | May 2020 | 28 |
-43.29% | Dec 2020 | Mar 2021 | 3 |
-10.69% | Sep 2020 | Nov 2020 | 2 |
-5.14% | Jun 2020 | Jul 2020 | 1 |