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-0.57%
Today
-0.57%
This Month
+2.82%
Year To Date
+21.78%
2 Years
+109.45%
5 Years
-5.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash53.38%
- 📊 ETFs29.89%
- 🪙 Cryptocurrencies17.03%
- 💰 Finance1.9%
- 🍞 Consumer Non Durables1.46%
- 🧬 Health Technology0.76%
- 🛍️ Retail Trade0.7%
- 🏭 Industrial Services0.65%
- 🖥️ Technology Services0.42%
- 🚗 Consumer Durables0.31%
- 💻 Electronic Technology0.17%
- 🛠️ Producer Manufacturing0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq18.64%
- 🇺🇸 NYSE17.75%
- 🌍 Digital Currency17.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.62%
- 🇨🇳 China0.25%
- 🇩🇪 Germany0.24%
- 🇨🇭 Switzerland0.13%
Dividends
Dividend Yield
0.96%
20 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VWO | 0.38% | 9.6% | - |
 VNQ | 0.12% | 3.78% | - |
 TLT | 0.09% | 1.42% | - |
 IEF | 0.09% | 1.32% | - |
 DJP | 0.05% | 4.18% | - |
 O | 0.04% | 5.73% | $3.09 |
 OGN.US | 0.04% | 7.2% | $1.12 |
 VOO | 0.03% | 1.26% | - |
 USRT | 0.03% | 3.51% | - |
 IEUR | 0.02% | 2.5% | - |
 CVS | 0.02% | 4.71% | $2.54 |
 SLB | 0.02% | 2.76% | $1.05 |
 BIL | 0.01% | 1.42% | - |
 KO | 0.01% | 3.06% | $1.89 |
 SHV | 0.01% | 1.46% | - |
 CSCO | 0% | 2.64% | $1.58 |
 IDCC | 0% | 0.93% | $1.6 |
 BABA | 0% | 0.99% | $0.98 |
 PVH | 0% | 0.17% | $0.15 |
 GTX.US | 0% | 0.63% | - |
Performance Metrics
Score 2.6/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-11.82
-11.82
-12
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-11.82
-11.82
-12
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.19% | Feb 2018 | - | 84 |
-10.31% | Nov 2017 | Dec 2017 | 1 |
-2.45% | Sep 2017 | Oct 2017 | 1 |