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-1.18%
Today
-1.18%
This Month
-2.42%
Year To Date
+49.39%
2 Years
-20.93%
5 Years
-15.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.23%
- 🖥️ Technology Services11.66%
- 🚗 Consumer Durables10.46%
- 💇♀️ Consumer Services6.33%
- 💻 Electronic Technology6.31%
- 📊 ETFs6.16%
- 🍞 Consumer Non Durables3.91%
- 🛍️ Retail Trade3.5%
- 🧬 Health Technology2.97%
- 💼 Commercial Services2.19%
- ⛏️ Energy Minerals1.44%
- 💵 Cash1.43%
- 🚚 Transportation1.09%
- 💰 Finance0.7%
- 📡 Communications0.19%
- 🏥 Health Services0.07%
- 📦 Distribution Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.23%
- 🇺🇸 Nasdaq38.07%
- 🇺🇸 NYSE17.96%
- 🇺🇸 Chicago Board Options Exchange0.77%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇩🇪 FRA0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.96%
- 🇨🇷 Costa Rica2.89%
- 🇨🇳 China1.79%
- 🇳🇴 Norway0.12%
- 🇩🇪 Germany0.12%
Dividends
Dividend Yield
0.32%
25 out of 87 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.05% | 3.06% | $1.89 |
 NKE | 0.04% | 1.96% | $1.45 |
 OXY | 0.03% | 1.89% | $0.8 |
 SQQQ | 0.03% | 11.25% | - |
 MCD | 0.02% | 2.35% | $6.53 |
 VOO | 0.02% | 1.26% | - |
 TLT | 0.02% | 1.42% | - |
 DPZ | 0.02% | 1.34% | $5.44 |
 DIS | 0.01% | 0.88% | $0.75 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MSFT | 0.01% | 0.76% | $3 |
 PEP | 0.01% | 3.54% | $5.15 |
 AAPL | 0.01% | 0.53% | $0.97 |
 INTC | 0.01% | 2.57% | $0.5 |
 T | 0.01% | 4.68% | $1.11 |
 VWO | 0.01% | 9.6% | - |
 PFE | 0% | 6.37% | $1.66 |
 META | 0% | 0.29% | $1 |
 VZ | 0% | 6.82% | $2.66 |
 NSC | 0% | 2.12% | $5.4 |
 BABA | 0% | 0.99% | $0.98 |
 IDEV | 0% | 2.95% | - |
 NVDA | 0% | 0.03% | $0.02 |
 POOL | 0% | 1.37% | $4.5 |
 YINN | 0% | 0.36% | - |
Performance Metrics
Score 2.6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-9.31
-9.31
-10
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-9.31
-9.31
-10
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.91% | Jul 2014 | - | 127 |