Loading...
-1.23%
Today
-1.23%
This Month
-3.76%
Year To Date
-20.83%
2 Years
-36.71%
5 Years
-12.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.15%
- 📊 ETFs25.57%
- 💻 Electronic Technology19.39%
- 🚚 Transportation8.16%
- ⛏️ Energy Minerals5.15%
- 🧬 Health Technology3.74%
- 🖥️ Technology Services2.51%
- 🚗 Consumer Durables2.27%
- 🛍️ Retail Trade1.24%
- 🛠️ Producer Manufacturing0.89%
- 🪨 Non Energy Minerals0.88%
- 💼 Commercial Services0.83%
- 💰 Finance0.81%
- 💇♀️ Consumer Services0.17%
- 🍞 Consumer Non Durables0.11%
- ⚡ Utilities0.08%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.51%
- 🌍 Digital Currency28.15%
- 🇺🇸 NYSE25.72%
- 🇬🇧 LSE8.2%
- 🇫🇷 Euronext Paris4.65%
- 🇩🇪 FRA2.74%
- 🇭🇰 Hong Kong Exchanges1.47%
- 🇨🇭 SIX0.25%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇩🇰 Copenhagen Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.33%
- 🇬🇧 United Kingdom8.2%
- 🇫🇷 France4.65%
- 🇨🇳 China2.87%
- 🇩🇪 Germany2.74%
- 🇯🇵 Japan0.95%
- 🇨🇭 Switzerland0.25%
- 🇮🇱 Israel0.17%
- 🇩🇰 Denmark0.08%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0.93%
23 out of 55 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TTE.PA | 0.24% | 5.61% | $3.06 |
 PFE | 0.2% | 6.37% | $1.66 |
 PAH3.DE | 0.12% | 6.73% | $2.56 |
 TLT | 0.09% | 1.42% | - |
 3323.HK | 0.06% | 6.84% | $0.25 |
 SQQQ | 0.04% | 11.25% | - |
 ADEN.ZU | 0.03% | 11.43% | $2.5 |
 VOW3.DE | 0.03% | 9.21% | $9.06 |
 COP | 0.03% | 3.16% | $3.25 |
 TROW | 0.02% | 4.24% | $4.92 |
 KBX.DE | 0.02% | 2.14% | $1.64 |
 VIV.PA | 0.01% | 9.15% | $0.25 |
 BABA | 0.01% | 0.99% | $0.98 |
 MCG.L | 0.01% | 2.42% | $0.07 |
 EVR.L | 0.01% | 17.85% | - |
 0700.HK | 0.01% | 0.85% | $3.4 |
 WBA | 0.01% | 9.73% | $1.46 |
 MSFT | 0% | 0.76% | $3 |
 SONY | 0% | 0.41% | $0.49 |
 IEF | 0% | 1.32% | - |
 NKE | 0% | 1.96% | $1.45 |
 SWKS | 0% | 3.11% | $2.72 |
 ORSTED.CO | 0% | 0.46% | - |
Performance Metrics
Score 2.1/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-20.75
-20.75
-21
0
2
4.5
4.5
Omega Ratio
0.25
0.25
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-1.83
-1.83
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-20.75
-20.75
-21
0
2
4.5
4.5
Omega Ratio
0.25
0.25
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-1.83
-1.83
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.69% | Jul 2021 | - | 43 |
-0.89% | May 2021 | Jun 2021 | 1 |