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-0.25%
Today
-0.25%
This Month
+5.79%
Year To Date
+52.62%
2 Years
+51.74%
5 Years
+13.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash59.63%
- 📊 ETFs11.03%
- 🪙 Cryptocurrencies8.56%
- 🛍️ Retail Trade6.99%
- 💻 Electronic Technology5.55%
- 💰 Finance3.7%
- 🖥️ Technology Services2.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE13.94%
- 🇺🇸 Nasdaq13.39%
- 🌍 Digital Currency8.56%
- 🇸🇪 Stockholm Stock Exchange0.76%
- 🇳🇱 Euronext Amsterdam0.72%
- 🇬🇧 LSE0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.54%
- 🇨🇳 China6.99%
- 🇳🇱 Netherlands1.49%
- 🇫🇮 Finland0.76%
- 🇬🇧 United Kingdom0.46%
Dividends
Dividend Yield
0.45%
16 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NDA_SE.ST (8.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VTV | 0.07% | 2.22% | - |
 NDA_SE.ST | 0.06% | 8.02% | $10.62 |
 THD | 0.06% | 2.66% | - |
 JD.US | 0.05% | 1.82% | $0.74 |
 ASRNL.NV | 0.05% | 6.24% | $2.89 |
 BABA | 0.03% | 0.99% | $0.98 |
 QQQ | 0.03% | 0.64% | - |
 UTG.L | 0.02% | 4.21% | $0.35 |
 IWM | 0.02% | 1.23% | - |
 JPM | 0.02% | 1.8% | $4.4 |
 GS | 0.02% | 1.83% | $11 |
 AAPL | 0.01% | 0.53% | $0.97 |
 ORCL | 0.01% | 0.94% | $1.6 |
 ASML | 0.01% | 0.77% | $5.57 |
 CRM | 0.01% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.9/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
7.31
7.31
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.65
1.65
0
0.3
0.6
2
2
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
7.31
7.31
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.65
1.65
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.36% | Apr 2022 | Nov 2022 | 7 |
-5.99% | Apr 2024 | Jul 2024 | 3 |
-5.47% | Dec 2024 | Jan 2025 | 1 |
-5.19% | Jun 2023 | Jan 2024 | 7 |
-5.17% | Dec 2022 | May 2023 | 5 |
-0.32% | Jan 2022 | Feb 2022 | 1 |