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0%
Today
0%
This Month
-1.1%
Year To Date
+11.98%
2 Years
+16.36%
5 Years
+3.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.05%
- 🖥️ Technology Services22%
- 🚚 Transportation11.28%
- 🍞 Consumer Non Durables9.82%
- 💼 Commercial Services7.55%
- 🛍️ Retail Trade5.14%
- 💰 Finance5.07%
- 💻 Electronic Technology3.65%
- 💇♀️ Consumer Services1.19%
- 🚗 Consumer Durables1.04%
- 🧩 Miscellaneous0.87%
- 💵 Cash0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.33%
- 🇬🇧 LSE28.65%
- 🇺🇸 NYSE12.42%
- 🇨🇭 SIX9.82%
- 🇸🇪 Stockholm Stock Exchange7.22%
- 🇩🇪 Xetra ETFs5.15%
- 🇭🇰 Hong Kong Exchanges2.68%
- 🇺🇸 Chicago Board Options Exchange0.9%
- 🇫🇷 Euronext Paris0.51%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom27.83%
- 🇺🇸 United States18.51%
- 🇨🇭 Switzerland9.82%
- 🇸🇪 Sweden7.22%
- 🇨🇳 China3.72%
- 🇫🇷 France0.51%
Dividends
Dividend Yield
2.08%
19 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SQQQ | 0.71% | 11.25% | - |
 NESN.ZU | 0.33% | 3.86% | $3 |
 SECU-B.ST | 0.19% | 2.69% | $3.8 |
 SYBG.DE | 0.18% | 3.5% | - |
 EMG.L | 0.14% | 5.97% | $0.13 |
 TLT | 0.14% | 1.42% | - |
 HL.L | 0.08% | 3.93% | $0.42 |
 IDS.L | 0.06% | 0.55% | $0.02 |
 WBA | 0.04% | 9.73% | $1.46 |
 CTY.L | 0.04% | 4.39% | $0.19 |
 BARN.ZU | 0.04% | 2.89% | $29 |
 TJX | 0.03% | 1.2% | $1.42 |
 INTC | 0.02% | 2.57% | $0.5 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 META | 0.01% | 0.29% | $1 |
 TZA | 0.01% | 2.78% | - |
 BND | 0.01% | 1.3% | - |
 DRI | 0.01% | 2.82% | $5.24 |
 REL.L | 0% | 1.49% | $0.59 |
Performance Metrics
Score 3.1/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-5.24
-5.24
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-5.24
-5.24
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.19% | Jun 2021 | - | 44 |
-14.45% | Jul 2020 | May 2021 | 10 |