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0%
Today
0%
This Month
+2.7%
Year To Date
-16.32%
2 Years
-76.86%
5 Years
-28.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables21.14%
- 💻 Electronic Technology17.01%
- 🛠️ Producer Manufacturing13.34%
- 🖥️ Technology Services12.64%
- 🍞 Consumer Non Durables11.61%
- 💰 Finance6.29%
- 🛍️ Retail Trade4.73%
- 💼 Commercial Services3.18%
- 🧪 Process Industries2.9%
- 🚚 Transportation2.35%
- 🧬 Health Technology2.29%
- 💇♀️ Consumer Services1.46%
- 📊 ETFs0.57%
- 🏥 Health Services0.26%
- ⛏️ Energy Minerals0.23%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.63%
- 🇩🇪 FRA25.5%
- 🇺🇸 NYSE15.23%
- 🇬🇧 LSE13.15%
- 🇩🇰 Copenhagen Stock Exchange9.5%
- 🇫🇷 Euronext Paris3.1%
- 🇳🇴 Oslo Stock Exchange1.34%
- 🇳🇱 Euronext Amsterdam0.55%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany31.83%
- 🇺🇸 United States27.95%
- 🇩🇰 Denmark9.5%
- 🇨🇳 China7.69%
- 🇬🇧 United Kingdom6.51%
- 🇰🇷 South Korea6.41%
- 🇨🇦 Canada3.75%
- 🇫🇷 France3.1%
- 🇳🇴 Norway1.34%
- 🇳🇱 Netherlands0.55%
- 🇨🇭 Switzerland0.54%
- 🇷🇺 Russia0.23%
- 🇱🇺 Luxembourg0.03%
Dividends
Dividend Yield
2.13%
20 out of 57 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.38% | 9.21% | $9.06 |
 BMW.DE | 0.34% | 7.62% | $6 |
 PUM.DE | 0.24% | 2.68% | $0.82 |
 MBG.DE | 0.23% | 9% | $5.3 |
 SMSN.L | 0.17% | 2.7% | $23.68 |
 OGZDL.L | 0.15% | 67.74% | - |
 INTC | 0.15% | 2.57% | $0.5 |
 SZU.DE | 0.11% | 8.52% | $0.9 |
 S92.DE | 0.1% | 3.69% | $0.5 |
 MAERSKB.CO | 0.06% | 4.86% | $515 |
 JD.US | 0.03% | 1.82% | $0.74 |
 DHL.DE | 0.03% | 5.33% | $1.85 |
 UPS | 0.03% | 5.71% | $6.5 |
 BABA | 0.03% | 0.99% | $0.98 |
 EWH | 0.02% | 4.18% | - |
 HPQ | 0.02% | 3.48% | $1.1 |
 PHIA.NV | 0.02% | 3.51% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 IFX.DE | 0% | 1.09% | $0.35 |
 BAYN.DE | 0% | 0.51% | $0.11 |
Performance Metrics
Score 2.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
-0.85
-0.85
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-34.74
-34.74
-35
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-2.29
-2.29
-3
0.75
1.25
2
2
Information Ratio
-1.45
-1.45
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
-0.85
-0.85
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-34.74
-34.74
-35
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-2.29
-2.29
-3
0.75
1.25
2
2
Information Ratio
-1.45
-1.45
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.08% | Jul 2020 | - | 55 |