Loading...
-2.14%
Today
-2.14%
This Month
+3.97%
Year To Date
+83.57%
2 Years
+108.02%
5 Years
+35.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.3%
- 🖥️ Technology Services32.02%
- 🛍️ Retail Trade8.35%
- 💻 Electronic Technology7.38%
- 🚗 Consumer Durables3.45%
- 🛠️ Producer Manufacturing2.58%
- 🧬 Health Technology1.03%
- 🏭 Industrial Services0.77%
- 💼 Commercial Services0.58%
- 💇♀️ Consumer Services0.54%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.3%
- 🇺🇸 Nasdaq28.78%
- 🇺🇸 NYSE20.26%
- 🇭🇰 Hong Kong Exchanges6.3%
- 🇳🇱 Euronext Amsterdam1.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.94%
- 🇨🇳 China9.88%
- 🇨🇦 Canada2.89%
- 🇳🇱 Netherlands1.79%
- 🇮🇱 Israel1.51%
- 🇺🇾 Uruguay0.68%
Dividends
Dividend Yield
0.29%
16 out of 55 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 1585.HK | 0.07% | 3.76% | $0.48 |
 0968.HK | 0.06% | 7.89% | $0.23 |
 ET | 0.05% | 6.27% | $1.25 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 BABA | 0.02% | 0.99% | $0.98 |
 MSFT | 0.01% | 0.76% | $3 |
 ASML.NV | 0.01% | 0.89% | $6.1 |
 INTU | 0.01% | 0.65% | $3.6 |
 MCHP | 0.01% | 3.34% | $1.75 |
 GOOG | 0.01% | 0.29% | $0.2 |
 INTC | 0% | 2.57% | $0.5 |
 ASML | 0% | 0.77% | $5.57 |
 GOOGL | 0% | 0.29% | $0.2 |
 COST | 0% | 0.47% | $19.22 |
 CRM | 0% | 0.47% | $0.4 |
 GIB | 0% | 0.09% | - |
Performance Metrics
Score 7.3/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
2.19
2.19
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.39% | Mar 2024 | Nov 2024 | 8 |
-13.8% | Aug 2023 | Jan 2024 | 5 |
-10.65% | Dec 2024 | - | 2 |
-9.77% | Dec 2022 | Jan 2023 | 1 |
-5.91% | Apr 2023 | May 2023 | 1 |