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-0.48%
Today
-0.48%
This Month
+3.14%
Year To Date
+52.9%
2 Years
-71.29%
5 Years
-25.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.9%
- 💰 Finance18.23%
- 🪙 Cryptocurrencies14.77%
- 💇♀️ Consumer Services7.57%
- 💻 Electronic Technology6.71%
- 🖥️ Technology Services6.16%
- 🛍️ Retail Trade3.92%
- 🏥 Health Services3.74%
- 🚗 Consumer Durables1.65%
- 🍞 Consumer Non Durables1.27%
- 💼 Commercial Services1.08%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.84%
- 🇺🇸 Nasdaq28.97%
- 🌍 Digital Currency14.77%
- 🇸🇪 Stockholm Stock Exchange2.15%
- 🇫🇷 Euronext Paris1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.57%
- 🇳🇱 Netherlands2.55%
- 🇸🇪 Sweden2.15%
- 🇨🇭 Switzerland1.79%
- 🇫🇷 France1.27%
Dividends
Dividend Yield
2.13%
21 out of 30 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VXUS (6.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.54% | 3.8% | - |
 VICI | 0.38% | 5.69% | $1.66 |
 MAIN | 0.38% | 4.84% | $2.85 |
 VXUS | 0.16% | 6.6% | - |
 O | 0.11% | 5.73% | $3.09 |
 VIG | 0.11% | 1.73% | - |
 EVO.ST | 0.08% | 3.61% | $31.03 |
 MCD | 0.08% | 2.35% | $6.53 |
 UNH | 0.06% | 1.51% | $7.74 |
 SNA | 0.04% | 2.17% | $7.2 |
 BKNG | 0.03% | 0.74% | $17.5 |
 QQQ | 0.03% | 0.64% | - |
 ICLN | 0.03% | 2.01% | - |
 CB | 0.02% | 1.32% | $3.49 |
 MC.PA | 0.02% | 1.85% | $13 |
 ASML | 0.02% | 0.77% | $5.57 |
 SCHG | 0.02% | 0.44% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 MU | 0.01% | 0.5% | $0.46 |
 SPGI | 0.01% | 0.71% | $3.62 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.1/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.83
-0.83
-1
1
2
3
3
Jensen's Alpha
-32.13
-32.13
-33
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-1.81
-1.81
-2
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.83
-0.83
-1
1
2
3
3
Jensen's Alpha
-32.13
-32.13
-33
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-1.81
-1.81
-2
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.4% | Feb 2021 | - | 48 |