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-2.47%
Today
-2.47%
This Month
+3.66%
Year To Date
+52.41%
2 Years
-11.37%
5 Years
+12.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.9%
- 🚗 Consumer Durables9.22%
- 🖥️ Technology Services8.11%
- 🛍️ Retail Trade7.87%
- 💼 Commercial Services3.53%
- 💵 Cash3.1%
- 🛠️ Producer Manufacturing3.09%
- 🧬 Health Technology2.66%
- 💻 Electronic Technology2.6%
- ⚡ Utilities0.87%
- 💇♀️ Consumer Services0.67%
- 🌾 Commodities0.4%
- 🚚 Transportation0.24%
- 💰 Finance0.21%
- 📊 ETFs0.09%
- 🧪 Process Industries0.06%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.9%
- 🇺🇸 Nasdaq19.04%
- 🇺🇸 NYSE11.37%
- 🇭🇰 Hong Kong Exchanges5.38%
- 🇩🇪 FRA2.27%
- 🇩🇰 Copenhagen Stock Exchange0.47%
- 🇮🇹 Borsa Italiana0.41%
- 🌍 Commodity0.4%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇬🇧 LSE0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.02%
- 🇨🇳 China12.86%
- 🇩🇪 Germany4.11%
- 🇮🇱 Israel1.99%
- 🇩🇰 Denmark1.09%
- 🇸🇬 Singapore0.53%
- 🇨🇦 Canada0.41%
- 🇮🇹 Italy0.41%
- 🇬🇷 Greece0.24%
- 🇫🇷 France0.24%
- 🇳🇴 Norway0.21%
- 🇬🇧 United Kingdom0.03%
Dividends
Dividend Yield
0.39%
14 out of 87 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ATHM.CH | 0.1% | 6% | $1.68 |
 VOW3.DE | 0.08% | 9.21% | $9.06 |
 9988.HK | 0.05% | 1.11% | $0.98 |
 BAS.DE | 0.03% | 7.31% | $3.4 |
 WBA | 0.03% | 9.73% | $1.46 |
 ENEL.MI | 0.03% | 6.28% | $0.43 |
 SHIP | 0.02% | 8.08% | $0.1 |
 BABA | 0.01% | 0.99% | $0.98 |
 INTC | 0.01% | 2.57% | $0.5 |
 NVO | 0.01% | 1.21% | $0.98 |
 0968.HK | 0.01% | 7.89% | $0.23 |
 SQQQ | 0% | 11.25% | - |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
ATHM.CH | Pay Day | Mar 19 | $1.15 |
Performance Metrics
Score 5.5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.49
4.49
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
4.49
4.49
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.37% | May 2021 | - | 45 |
-45.59% | Jan 2018 | Apr 2021 | 39 |
-11.12% | Sep 2017 | Nov 2017 | 2 |
-3.57% | Oct 2016 | Nov 2016 | 1 |
-0.91% | Jul 2017 | Aug 2017 | 1 |