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-0.39%
Today
-0.39%
This Month
+9.75%
Year To Date
+57.4%
2 Years
+5.33%
5 Years
+2.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.66%
- 🪙 Cryptocurrencies18.11%
- 🍞 Consumer Non Durables17.85%
- 💻 Electronic Technology11.61%
- 📊 ETFs8.35%
- 🚗 Consumer Durables7.75%
- 🛍️ Retail Trade6.5%
- 💇♀️ Consumer Services1.5%
- 💼 Commercial Services1.09%
- 💰 Finance0.75%
- 🪨 Non Energy Minerals0.72%
- 🛠️ Producer Manufacturing0.1%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.66%
- 🇺🇸 Nasdaq28.8%
- 🌍 Digital Currency18.11%
- 🇭🇰 Hong Kong Exchanges11.12%
- 🇨🇭 SIX3.04%
- 🇳🇱 Euronext Amsterdam2.49%
- 🇩🇪 FRA1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.17%
- 🇨🇳 China16.83%
- 🇳🇱 Netherlands6.31%
- 🇮🇪 Ireland3.38%
- 🇨🇭 Switzerland3.04%
- 🇩🇪 Germany2.06%
- 🇨🇦 Canada1.38%
- 🇮🇱 Israel0.7%
- 🇯🇵 Japan0.66%
Dividends
Dividend Yield
1.13%
19 out of 52 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLA.US (12.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLA.US | 0.19% | 12.65% | $1.71 |
 VOW.DE | 0.16% | 8.88% | $9 |
 KHC | 0.11% | 5.36% | $1.6 |
 NESN.ZU | 0.09% | 3.86% | $3 |
 SWK | 0.09% | 3.7% | $3.24 |
 VFC | 0.09% | 1.39% | $0.57 |
 HEIA.NV | 0.06% | 2.57% | $1.73 |
 NKE | 0.06% | 1.96% | $1.45 |
 KO | 0.05% | 3.06% | $1.89 |
 0700.HK | 0.04% | 0.85% | $3.4 |
 VOO | 0.04% | 1.26% | - |
 INTC | 0.04% | 2.57% | $0.5 |
 BABA | 0.03% | 0.99% | $0.98 |
 VGT | 0.02% | 0.5% | - |
 DHI | 0.02% | 0.99% | $1.15 |
 ASML | 0.02% | 0.77% | $5.57 |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 LOGN.ZU | 0.01% | 1.27% | $1.06 |
 SONY | 0% | 0.41% | $0.49 |
Performance Metrics
Score 2.8/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.11
-8.11
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.11
-8.11
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.22% | Jul 2021 | - | 43 |
-19.78% | Feb 2020 | Jan 2021 | 11 |