Loading...
+1.47%
Today
+0.9%
This Month
+50.45%
Year To Date
+106.87%
2 Years
+108.79%
5 Years
+18.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.71%
- 🚗 Consumer Durables13.43%
- 💵 Cash9.87%
- 📊 ETFs7.76%
- 💻 Electronic Technology5.23%
- 🖥️ Technology Services3.76%
- 💰 Finance3.25%
- 📦 Distribution Services3.12%
- 🛍️ Retail Trade1.29%
- 🏭 Industrial Services1.07%
- ⛏️ Energy Minerals0.96%
- 💼 Commercial Services0.9%
- 🪨 Non Energy Minerals0.85%
- 📡 Communications0.8%
- 🧪 Process Industries0.57%
- 🧬 Health Technology0.4%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.71%
- 🇺🇸 NYSE21.11%
- 🇭🇰 Hong Kong Exchanges10.98%
- 🇺🇸 Nasdaq7.25%
- 🇨🇭 SIX1.94%
- 🇬🇧 LSE1.4%
- 🇮🇹 Borsa Italiana0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.29%
- 🇨🇳 China10.43%
- 🇭🇰 Hong Kong3.04%
- 🇯🇵 Japan2.82%
- 🇨🇭 Switzerland1.94%
- 🇬🇧 United Kingdom1.15%
- 🇮🇹 Italy0.71%
- 🇷🇺 Russia0.25%
Dividends
Dividend Yield
0.6%
19 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (7.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01336.HK | 0.07% | 4.24% | $0.85 |
 LEN | 0.07% | 1.16% | $1.75 |
 00257.HK | 0.07% | 6.1% | $0.22 |
 03993.HK | 0.06% | 2.92% | $0.17 |
 0762.HK | 0.05% | 6.46% | $0.37 |
 ENI.MI | 0.05% | 7.24% | $0.94 |
 06886.HK | 0.05% | 2.94% | $0.43 |
 DHI | 0.04% | 0.78% | $1.15 |
 MCHI | 0.03% | 0.92% | - |
 2333.HK | 0.02% | 2.44% | $0.33 |
 LOGN.ZU | 0.02% | 1.61% | $1.06 |
 00175.HK | 0.02% | 1.53% | $0.22 |
 BABA | 0.01% | 1.14% | $0.98 |
 EMSN.ZU | 0.01% | 2.57% | $20 |
 SONY | 0.01% | 0.52% | $0.49 |
 CMC | 0.01% | 1.11% | $0.66 |
 3888.HK | 0.01% | 0.45% | $0.14 |
 02382.HK | 0% | 0.34% | $0.22 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 6.7/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
4.71
4.71
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
4.71
4.71
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.87% | Oct 2021 | Jun 2023 | 20 |
-12.29% | Mar 2024 | Oct 2024 | 7 |
-10.99% | Jul 2023 | Oct 2023 | 3 |
-5.42% | Dec 2023 | Jan 2024 | 1 |
-2.9% | Aug 2021 | Sep 2021 | 1 |
-2.17% | Jun 2021 | Jul 2021 | 1 |
-1.59% | Feb 2021 | Mar 2021 | 1 |
-0.56% | Nov 2024 | - | 1 |