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-0.9%
Today
-0.9%
This Month
+4.79%
Year To Date
+44.43%
2 Years
+30.77%
5 Years
+6.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.32%
- 🛍️ Retail Trade15.6%
- 💻 Electronic Technology9.83%
- 🍞 Consumer Non Durables9.04%
- 🧬 Health Technology8.14%
- 💵 Cash8.01%
- 🖥️ Technology Services5.67%
- 🏥 Health Services3.48%
- 💼 Commercial Services2.58%
- 📊 ETFs2.24%
- 💰 Finance1.98%
- 🚗 Consumer Durables1.79%
- ⛏️ Energy Minerals1.7%
- 📡 Communications1.6%
- 💇♀️ Consumer Services1.39%
- 🛠️ Producer Manufacturing1.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.19%
- 🌍 Digital Currency25.32%
- 🇺🇸 Nasdaq13.48%
- 🇬🇧 LSE5.93%
- 🇭🇰 Hong Kong Exchanges3.93%
- 🇩🇪 FRA2.43%
- 🇫🇷 Euronext Paris0.77%
- 🇪🇸 Bolsa De Madrid0.76%
- 🇩🇰 Copenhagen Stock Exchange0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.73%
- 🇨🇳 China18.63%
- 🇰🇷 South Korea5.93%
- 🇩🇪 Germany2.43%
- 🇫🇷 France0.77%
- 🇪🇸 Spain0.76%
- 🇩🇰 Denmark0.59%
Dividends
Dividend Yield
1.31%
21 out of 42 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.42% | 6.37% | $1.66 |
 SMSN.L | 0.16% | 2.7% | $23.68 |
 BABA | 0.1% | 0.99% | $0.98 |
 JD.US | 0.08% | 1.82% | $0.74 |
 NKE | 0.07% | 1.96% | $1.45 |
 CI | 0.07% | 1.94% | $5.26 |
 VZ | 0.06% | 6.82% | $2.66 |
 PG | 0.05% | 2.43% | $3.83 |
 OVV | 0.05% | 2.84% | $1.2 |
 HDV | 0.05% | 3.91% | - |
 KMB | 0.05% | 3.79% | $4.8 |
 GFC.PA | 0.04% | 5.62% | $5.3 |
 VNA.DE | 0.04% | 3.04% | $0.9 |
 XLRE | 0.02% | 1.84% | - |
 01211.HK | 0.01% | 1.25% | $3.41 |
 DIS | 0.01% | 0.88% | $0.75 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 RHM.DE | 0.01% | 0.76% | $5.7 |
 TMO | 0% | 0.26% | $1.48 |
 CLNX.MC | 0% | 0.19% | $0.06 |
Performance Metrics
Score 3/10
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-9.78
-9.78
-10
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-9.78
-9.78
-10
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.28% | Nov 2021 | - | 39 |
-38.01% | Mar 2020 | May 2020 | 2 |
-18.17% | Sep 2020 | Jan 2021 | 4 |
-8.23% | Sep 2021 | Oct 2021 | 1 |
-5.95% | Jun 2020 | Jul 2020 | 1 |
-1.83% | May 2021 | Jun 2021 | 1 |
-1.57% | Jul 2021 | Aug 2021 | 1 |
-1.33% | Mar 2021 | Apr 2021 | 1 |