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-0.36%
Today
-0.36%
This Month
+4.85%
Year To Date
+38.75%
2 Years
+66.9%
5 Years
-27.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.37%
- 🛍️ Retail Trade10.62%
- 🪙 Cryptocurrencies10.03%
- 💻 Electronic Technology9.96%
- 🚗 Consumer Durables6.03%
- 🛠️ Producer Manufacturing5.33%
- 🧪 Process Industries5.27%
- 🧬 Health Technology5.12%
- ⚡ Utilities3.94%
- 📊 ETFs2.97%
- 💼 Commercial Services2.65%
- 🏭 Industrial Services1.49%
- 📡 Communications1.11%
- 💵 Cash0.81%
- 🏥 Health Services0.03%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.16%
- 🇭🇰 Hong Kong Exchanges13.89%
- 🇺🇸 NYSE13.37%
- 🌍 Digital Currency10.03%
- 🇬🇧 LSE1.49%
- 🇩🇪 FRA0.45%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🇳🇴 Oslo Stock Exchange0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.07%
- 🇨🇳 China9.14%
- 🇭🇰 Hong Kong5.18%
- 🇬🇧 United Kingdom1.49%
- 🇨🇦 Canada0.57%
- 🇩🇪 Germany0.52%
- 🇮🇱 Israel0.41%
- 🇩🇰 Denmark0.31%
- 🇳🇴 Norway0.26%
Dividends
Dividend Yield
0.46%
19 out of 74 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $2238.HK (4.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0916.HK | 0.09% | 4.28% | $0.24 |
 GILD | 0.06% | 3.17% | $3.04 |
 1585.HK | 0.05% | 3.76% | $0.48 |
 NEE | 0.05% | 2.88% | $1.97 |
 3800.HK | 0.04% | 0.9% | - |
 01211.HK | 0.04% | 1.25% | $3.41 |
 CMI | 0.02% | 1.96% | $6.72 |
 AAPL | 0.02% | 0.53% | $0.97 |
 2238.HK | 0.02% | 4.67% | $0.15 |
 MSFT | 0.01% | 0.76% | $3 |
 LLY | 0.01% | 0.67% | $4.86 |
 RWI.L | 0.01% | 0.62% | $0.05 |
 V | 0.01% | 0.65% | $2.01 |
 01177.HK | 0.01% | 2.13% | $0.05 |
 MU | 0.01% | 0.5% | $0.46 |
 CRM | 0.01% | 0.47% | $0.4 |
 0700.HK | 0% | 0.85% | $3.4 |
 ORSTED.CO | 0% | 0.46% | - |
 YINN | 0% | 0.36% | - |
Performance Metrics
Score 2.3/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-21.85
-21.85
-22
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.57
-0.57
-1
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-21.85
-21.85
-22
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.57
-0.57
-1
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.65% | Jan 2018 | - | 85 |