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-0.05%
Today
-0.05%
This Month
+2.51%
Year To Date
+46.01%
2 Years
+32.58%
5 Years
+6.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs80.93%
- 💰 Finance6.31%
- 💵 Cash3.43%
- 🖥️ Technology Services3.24%
- 💻 Electronic Technology2.4%
- 🪙 Cryptocurrencies2.35%
- 🚗 Consumer Durables0.85%
- 🚚 Transportation0.4%
- 🛍️ Retail Trade0.39%
- ⛏️ Energy Minerals0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.73%
- 🇬🇧 LSE17.6%
- 🇺🇸 Nasdaq12.14%
- 🇺🇸 Chicago Board Options Exchange7.19%
- 🇩🇪 Xetra ETFs5.39%
- 🇮🇹 Borsa Italiana2.35%
- 🌍 Digital Currency2.35%
- 🇩🇪 FRA0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.57%
- 🇮🇹 Italy2.63%
- 🇩🇪 Germany0.4%
Dividends
Dividend Yield
1.05%
30 out of 51 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (7.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VTV | 0.22% | 2.22% | - |
 ISP.MI | 0.13% | 7.68% | $0.3 |
 VTI | 0.07% | 1.26% | - |
 NOBL | 0.07% | 2.29% | - |
 VIG | 0.06% | 1.73% | - |
 SCHD | 0.04% | 3.8% | - |
 IJR | 0.04% | 3.84% | - |
 MTUM | 0.04% | 1.37% | - |
 HPQ | 0.03% | 3.48% | $1.1 |
 EWJ | 0.03% | 3.12% | - |
 IXJ | 0.03% | 1.35% | - |
 VB | 0.03% | 1.45% | - |
 ACWI | 0.03% | 1.76% | - |
 VUG | 0.02% | 0.51% | - |
 DHL.DE | 0.02% | 5.33% | $1.85 |
 IWF | 0.02% | 0.42% | - |
 ITOT | 0.02% | 1.41% | - |
 QUAL | 0.02% | 1.19% | - |
 MSFT | 0.02% | 0.76% | $3 |
 BPE.MI | 0.02% | 4.57% | $0.3 |
 E | 0.01% | 5.15% | $1.46 |
 VHT | 0.01% | 1.36% | - |
 IWM | 0.01% | 1.23% | - |
 BLK | 0.01% | 1.91% | $20.2 |
 VGT | 0.01% | 0.5% | - |
 VONG | 0.01% | 0.52% | - |
 SOXX | 0.01% | 0.66% | - |
 GOOG | 0% | 0.29% | $0.2 |
 AAPL | 0% | 0.53% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.1/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-6.11
-6.11
-7
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-6.11
-6.11
-7
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.57% | Jan 2022 | Feb 2024 | 25 |
-6.09% | Apr 2024 | Jun 2024 | 2 |
-5.11% | Feb 2021 | Jun 2021 | 4 |
-4.02% | Sep 2021 | Oct 2021 | 1 |
-2.29% | Oct 2020 | Nov 2020 | 1 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-0.69% | Nov 2021 | Dec 2021 | 1 |
-0.26% | Oct 2024 | Nov 2024 | 1 |