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-0.24%
Today
-0.24%
This Month
+3.41%
Year To Date
+35.54%
2 Years
+200.88%
5 Years
+28.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.83%
- 💻 Electronic Technology17.35%
- 🚗 Consumer Durables11.15%
- 🪙 Cryptocurrencies10.89%
- 💼 Commercial Services9.36%
- 💰 Finance6.34%
- 🛍️ Retail Trade4.68%
- 💇♀️ Consumer Services2.51%
- 🍞 Consumer Non Durables2.28%
- ⛏️ Energy Minerals1.79%
- 💵 Cash1.56%
- 🧬 Health Technology1.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.67%
- 🇺🇸 NYSE32.47%
- 🌍 Digital Currency10.89%
- 🇬🇧 LSE4.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.69%
- 🇬🇧 United Kingdom4.16%
- 🇨🇦 Canada3.11%
- 🇳🇱 Netherlands2.33%
- 🇨🇭 Switzerland1.01%
Dividends
Dividend Yield
0.83%
16 out of 31 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (8.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PSN.L | 0.14% | 4.76% | $0.6 |
 TRIG.L | 0.11% | 8.61% | $0.07 |
 O | 0.11% | 5.73% | $3.09 |
 KO | 0.07% | 3.06% | $1.89 |
 XOM | 0.06% | 3.63% | $3.76 |
 LMT | 0.06% | 2.79% | $12.45 |
 EQIX | 0.06% | 1.87% | $16.19 |
 MCD | 0.06% | 2.35% | $6.53 |
 WMT | 0.04% | 0.85% | $0.81 |
 AVGO | 0.04% | 0.98% | $19.7 |
 V | 0.02% | 0.65% | $2.01 |
 ASML | 0.02% | 0.77% | $5.57 |
 MA | 0.02% | 0.49% | $2.46 |
 GOOG | 0.01% | 0.29% | $0.2 |
 AAPL | 0.01% | 0.53% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 7/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
10.49
10.49
-2
0
2
11
11
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
10.49
10.49
-2
0
2
11
11
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.69% | Nov 2021 | - | 39 |
-11.41% | Sep 2020 | Nov 2020 | 2 |
-10.66% | Mar 2020 | Jun 2020 | 3 |
-6.57% | May 2021 | Jun 2021 | 1 |
-3.87% | Feb 2021 | Mar 2021 | 1 |
-0.25% | Sep 2021 | Oct 2021 | 1 |