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-0.14%
Today
-0.14%
This Month
+7.03%
Year To Date
+39.62%
2 Years
-55.36%
5 Years
-14.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.1%
- 🪙 Cryptocurrencies13.34%
- 💰 Finance10.34%
- 🖥️ Technology Services8.84%
- 💵 Cash6.92%
- 🚚 Transportation5.23%
- 💻 Electronic Technology4.4%
- 💇♀️ Consumer Services2.67%
- 🚗 Consumer Durables2.21%
- 🧬 Health Technology0.73%
- 🪨 Non Energy Minerals0.41%
- ⛏️ Energy Minerals0.37%
- 🧪 Process Industries0.3%
- 🧩 Miscellaneous0.3%
- 🛠️ Producer Manufacturing0.27%
- 💼 Commercial Services0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.59%
- 🇺🇸 Nasdaq19.83%
- 🌍 Digital Currency13.34%
- 🇺🇸 Chicago Board Options Exchange3.76%
- 🇩🇪 FRA3.54%
- 🇬🇧 LSE0.84%
- 🇩🇰 Copenhagen Stock Exchange0.54%
- 🇫🇷 Euronext Paris0.39%
- 🇭🇰 Hong Kong Exchanges0.37%
- 🇫🇮 Helsinki Stock Exchange0.3%
- 🇸🇦 Tadawul0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.45%
- 🇨🇦 Canada4.55%
- 🇩🇪 Germany3.54%
- 🇯🇵 Japan0.84%
- 🇧🇲 Bermuda0.83%
- 🇬🇧 United Kingdom0.73%
- 🇮🇪 Ireland0.67%
- 🇩🇰 Denmark0.54%
- 🇫🇷 France0.39%
- 🇨🇳 China0.37%
- 🇫🇮 Finland0.3%
- 🇮🇱 Israel0.27%
- 🇸🇦 Saudi Arabia0.26%
- 🇷🇺 Russia0.11%
- 🇿🇦 South Africa0.09%
Dividends
Dividend Yield
0.87%
37 out of 73 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.1% | 9.21% | $9.06 |
 RY | 0.1% | 3.35% | $4.03 |
 LHA.DE | 0.08% | 4.79% | $0.3 |
 OGZDL.L | 0.07% | 67.74% | - |
 DHT | 0.07% | 8.83% | $1.05 |
 BMW.DE | 0.06% | 7.62% | $6 |
 MCD | 0.05% | 2.35% | $6.53 |
 VNQ | 0.04% | 3.78% | - |
 CIBR | 0.03% | 0.76% | - |
 0968.HK | 0.03% | 7.89% | $0.23 |
 ICLN | 0.03% | 2.01% | - |
 GILD | 0.02% | 3.17% | $3.04 |
 SAOC | 0.02% | 6.74% | $1.87 |
 INDA | 0.02% | 0.78% | - |
 UPM.HE | 0.02% | 5.28% | $1.5 |
 GDXJ | 0.02% | 2.3% | - |
 DGRO | 0.01% | 2.38% | - |
 DBA | 0.01% | 3.93% | - |
 CNI | 0.01% | 2.25% | $2.42 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MSFT | 0.01% | 0.76% | $3 |
 VTI | 0.01% | 1.26% | - |
 GOOGL | 0.01% | 0.29% | $0.2 |
 SBSW | 0.01% | 6.83% | $0.3 |
 DAL | 0.01% | 0.74% | $0.3 |
 WMG | 0.01% | 2.2% | $0.68 |
 AON | 0% | 0.73% | $2.52 |
 TAN | 0% | 0.49% | - |
 ITA | 0% | 1.12% | - |
 SONY | 0% | 0.41% | $0.49 |
 CP | 0% | 0.66% | $0.56 |
 DSV.CO | 0% | 0.49% | $7 |
 CQQQ | 0% | 0.27% | - |
 META | 0% | 0.29% | $1 |
 AG | 0% | 0.32% | $0.02 |
 IBB | 0% | 0.09% | - |
 LIT | 0% | 0.05% | - |
Performance Metrics
Score 2.3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-22.44
-22.44
-23
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.74
-0.74
-1
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-22.44
-22.44
-23
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.74
-0.74
-1
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.36% | Feb 2021 | - | 48 |
-40.25% | Aug 2019 | Jan 2021 | 17 |