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-1.1%
Today
-1.1%
This Month
+2.78%
Year To Date
+131.6%
2 Years
+202.19%
5 Years
+28.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash55.76%
- 🪙 Cryptocurrencies29.39%
- 📊 ETFs11.67%
- 💻 Electronic Technology2.82%
- ⚡ Utilities2.7%
- 💰 Finance2%
- 🪨 Non Energy Minerals1.78%
- 🧪 Process Industries1.26%
- 🍞 Consumer Non Durables1.08%
- 🖥️ Technology Services0.39%
- 🧬 Health Technology0.38%
- 📡 Communications0.36%
- 🛠️ Producer Manufacturing0.31%
- 🚚 Transportation0.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.39%
- 🇺🇸 Nasdaq7.19%
- 🇺🇸 NYSE4.62%
- 🇺🇸 Chicago Board Options Exchange3.33%
- 🇫🇷 Euronext Paris2.74%
- 🇬🇧 LSE2.19%
- 🇩🇪 FRA1.54%
- 🇫🇮 Helsinki Stock Exchange1.26%
- 🇩🇰 Copenhagen Stock Exchange0.83%
- 🇳🇴 Oslo Stock Exchange0.55%
- 🇸🇪 Stockholm Stock Exchange0.38%
- 🇪🇸 Bolsa De Madrid0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.63%
- 🇫🇷 France2.74%
- 🇩🇪 Germany1.54%
- 🇬🇧 United Kingdom1.39%
- 🇫🇮 Finland1.26%
- 🇩🇰 Denmark0.83%
- 🇳🇴 Norway0.55%
- 🇮🇱 Israel0.39%
- 🇸🇪 Sweden0.38%
- 🇪🇸 Spain0.36%
- 🇧🇲 Bermuda0.25%
Dividends
Dividend Yield
0.72%
19 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ASC (9.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHF | 0.13% | 4.37% | - |
 VSGX | 0.11% | 3.39% | - |
 UPM.HE | 0.07% | 5.28% | $1.5 |
 TRIG.L | 0.05% | 8.61% | $0.07 |
 VIE.PA | 0.05% | 4.53% | $1.25 |
 ESGU | 0.05% | 1.23% | - |
 HASI | 0.05% | 5.93% | $1.62 |
 NG.L | 0.04% | 5.61% | $0.57 |
 ASC | 0.02% | 9.1% | $0.87 |
 NDA.DE | 0.02% | 1.86% | $1.4 |
 HBAN | 0.02% | 3.6% | $0.62 |
 TEF.MC | 0.02% | 6.17% | $0.24 |
 NHY.OL | 0.02% | 3.72% | $2.5 |
 EKTAB.ST | 0.01% | 3.64% | $2.4 |
 S92.DE | 0.01% | 3.69% | $0.5 |
 NKE | 0.01% | 1.96% | $1.45 |
 OR.PA | 0.01% | 1.85% | $6.6 |
 SPNS | 0.01% | 2.08% | $0.54 |
 ORSTED.CO | 0% | 0.46% | - |
Performance Metrics
Score 7.6/10
Beta
0.18
0.18
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
24.66
24.66
-2
0
2
25
25
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
11.18
11.18
0
0.75
1.25
12
12
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.18
0.18
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
24.66
24.66
-2
0
2
25
25
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
11.18
11.18
0
0.75
1.25
12
12
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.21% | Apr 2020 | Jul 2020 | 3 |
-27.82% | May 2021 | May 2023 | 24 |
-10.76% | Sep 2020 | Feb 2021 | 5 |
-9.37% | Aug 2023 | Sep 2023 | 1 |
-6.39% | Mar 2024 | Nov 2024 | 8 |
-4.67% | Jan 2024 | Feb 2024 | 1 |
-1.46% | Jun 2023 | Jul 2023 | 1 |