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+0.79%
Today
+4.5%
This Month
+39.59%
Year To Date
+97.96%
2 Years
-49.75%
5 Years
-13.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.96%
- 🪙 Cryptocurrencies14.15%
- 📊 ETFs7.97%
- 🛍️ Retail Trade7.26%
- 💼 Commercial Services6.5%
- 🍞 Consumer Non Durables6.08%
- 💻 Electronic Technology5.45%
- 🛠️ Producer Manufacturing3.74%
- 🧬 Health Technology3.49%
- 💰 Finance3.31%
- ⚡ Utilities2.79%
- 🚚 Transportation2.59%
- 💇♀️ Consumer Services2.46%
- 💵 Cash1.93%
- 🏥 Health Services0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.73%
- 🇺🇸 Nasdaq31.74%
- 🌍 Digital Currency14.15%
- 🇬🇧 LSE7.77%
- 🇳🇱 Euronext Amsterdam3.76%
- 🇫🇷 Euronext Paris2.66%
- 🇨🇭 SIX0.94%
- 🇩🇪 FRA0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.06%
- 🇬🇧 United Kingdom7.77%
- 🇰🇾 Cayman Islands6.46%
- 🇸🇪 Sweden3.89%
- 🇳🇱 Netherlands3.76%
- 🇮🇱 Israel3.03%
- 🇫🇷 France2.66%
- 🇨🇦 Canada2.07%
- 🇨🇭 Switzerland0.94%
- 🇩🇪 Germany0.45%
Dividends
Dividend Yield
0.54%
23 out of 44 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $DAN (5.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DRX.L | 0.08% | 3.76% | $0.23 |
 VTI | 0.08% | 1.4% | - |
 DAN | 0.05% | 5.03% | $0.4 |
 MC.PA | 0.05% | 2.28% | $13 |
 PETS.L | 0.05% | 4.64% | $0.13 |
 MSFT | 0.03% | 0.74% | $3 |
 JPM | 0.03% | 1.91% | $4.4 |
 XYL | 0.02% | 1.17% | $1.38 |
 BLK | 0.02% | 1.98% | $20.2 |
 AVGO | 0.02% | 1.29% | $19.7 |
 ABBN.ZU | 0.02% | 1.78% | $0.87 |
 FME.DE | 0.01% | 2.87% | $1.19 |
 MCHI | 0.01% | 0.92% | - |
 BND | 0.01% | 1.2% | - |
 MA | 0.01% | 0.52% | $2.46 |
 GOOG | 0.01% | 0.34% | $0.2 |
 EL.PA | 0.01% | 1.71% | $3.95 |
 META | 0.01% | 0.27% | $1 |
 CRM | 0.01% | 0.37% | $0.4 |
 DIS | 0% | 0.72% | $0.75 |
 VST | 0% | 0.56% | $0.85 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
XYL | Ex-Dividend | Nov 26 | $0.36 |
DAN | Pay Day | Nov 29 | $0.10 |
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
BLK | Ex-Dividend | Dec 5 | $5.10 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
VST | Ex-Dividend | Dec 20 | $0.22 |
BLK | Pay Day | Dec 23 | $5.10 |
XYL | Pay Day | Dec 24 | $0.36 |
NVDA | Pay Day | Dec 27 | $0.01 |
VST | Pay Day | Dec 31 | $0.22 |
Performance Metrics
Score 2.6/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-15.85
-15.85
-16
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.02
-1.02
-2
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-15.85
-15.85
-16
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.02
-1.02
-2
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.39% | Jul 2020 | - | 52 |
-23.23% | Aug 2019 | Jun 2020 | 10 |