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+0.01%
Today
+0.01%
This Month
+0.31%
Year To Date
+60.55%
2 Years
-43.64%
5 Years
-12.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.7%
- 🖥️ Technology Services24.2%
- 📊 ETFs18.67%
- 🍞 Consumer Non Durables3.97%
- 💰 Finance3.24%
- ⚡ Utilities3.15%
- 💇♀️ Consumer Services2.04%
- 🧬 Health Technology1.78%
- ⛏️ Energy Minerals1.29%
- 🪙 Cryptocurrencies1.2%
- 🛍️ Retail Trade0.73%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.07%
- 🇺🇸 Nasdaq40.29%
- 🇫🇷 Euronext Paris15.22%
- 🇬🇧 LSE1.29%
- 🌍 Digital Currency1.2%
- 🇪🇸 Bolsa De Madrid0.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.82%
- 🇫🇷 France15.22%
- 🇹🇼 Taiwan7.49%
- 🇩🇪 Germany3%
- 🇨🇳 China1.38%
- 🇬🇧 United Kingdom1.29%
- 🇪🇸 Spain0.91%
Dividends
Dividend Yield
0.98%
19 out of 27 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CAP.PA | 0.25% | 1.92% | $3.4 |
 INTC | 0.09% | 2.57% | $0.5 |
 BP.L | 0.07% | 5.62% | $0.23 |
 TSM | 0.07% | 0.93% | $1.74 |
 NEE | 0.06% | 2.88% | $1.97 |
 JPM | 0.06% | 1.8% | $4.4 |
 MSFT | 0.05% | 0.76% | $3 |
 KO | 0.05% | 3.06% | $1.89 |
 SCHD | 0.05% | 3.8% | - |
 AVGO | 0.04% | 0.98% | $19.7 |
 IBE.MC | 0.03% | 3.46% | $0.45 |
 JNJ | 0.03% | 3.26% | $4.81 |
 PG | 0.03% | 2.43% | $3.83 |
 MC.PA | 0.02% | 1.85% | $13 |
 SAP | 0.02% | 0.63% | $1.73 |
 DIS | 0.02% | 0.88% | $0.75 |
 VNQ | 0.02% | 3.78% | - |
 NVDA | 0.01% | 0.03% | $0.02 |
 WMT | 0.01% | 0.85% | $0.81 |
Performance Metrics
Score 2.3/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-21.33
-21.33
-22
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-21.33
-21.33
-22
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.6% | Sep 2020 | - | 53 |
-11.62% | Jun 2020 | Aug 2020 | 2 |