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-0.19%
Today
-0.19%
This Month
+5.06%
Year To Date
+111.52%
2 Years
+190.17%
5 Years
+18.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables19.93%
- 🪙 Cryptocurrencies19.53%
- 📊 ETFs18.75%
- 🖥️ Technology Services15.16%
- 💵 Cash11.6%
- 💻 Electronic Technology9.25%
- ⛏️ Energy Minerals1.96%
- 🧬 Health Technology1.55%
- ⚡ Utilities1.42%
- 💰 Finance1.14%
- 🛍️ Retail Trade1.13%
- 💇♀️ Consumer Services1.07%
- 🚚 Transportation0.55%
- 💼 Commercial Services0.48%
- 📡 Communications0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.45%
- 🇺🇸 NYSE21.74%
- 🌍 Digital Currency19.53%
- 🇮🇹 Borsa Italiana1.64%
- 🇳🇴 Oslo Stock Exchange0.55%
- 🇬🇧 LSE0.54%
- 🇨🇭 SIX0.48%
- 🇸🇦 Tadawul0.47%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.03%
- 🇸🇬 Singapore2%
- 🇮🇹 Italy1.14%
- 🇬🇧 United Kingdom0.54%
- 🇨🇳 China0.51%
- 🇳🇱 Netherlands0.49%
- 🇨🇭 Switzerland0.48%
- 🇸🇦 Saudi Arabia0.47%
- 🇲🇽 Mexico0.45%
Dividends
Dividend Yield
0.53%
18 out of 32 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (21.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.12% | 21.55% | $37.72 |
 ISP.MI | 0.09% | 7.68% | $0.3 |
 HDV | 0.06% | 3.91% | - |
 DGRO | 0.04% | 2.38% | - |
 SAOC | 0.03% | 6.74% | $1.87 |
 OVV | 0.03% | 2.84% | $1.2 |
 AAPL | 0.03% | 0.53% | $0.97 |
 MCD | 0.03% | 2.35% | $6.53 |
 TRGP | 0.02% | 1.52% | $2.25 |
 APA | 0.02% | 4.56% | $1 |
 SGSN.ZU | 0.02% | 3.61% | $3.2 |
 AMX | 0.02% | 3.61% | $0.53 |
 SPLV | 0.01% | 0.57% | - |
 AZN.L | 0.01% | 2.06% | $2.28 |
 STMMI.MI | 0.01% | 1.57% | $0.28 |
 SOXX | 0.01% | 0.66% | - |
 LIT | 0% | 0.05% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.6/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.99
5.99
-2
0
2
6
6
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.99
5.99
-2
0
2
6
6
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.14% | Nov 2021 | Jul 2024 | 32 |
-26.01% | Jan 2018 | May 2020 | 28 |
-4.23% | May 2021 | Aug 2021 | 3 |
-3.86% | Aug 2024 | Sep 2024 | 1 |
-3.71% | Sep 2017 | Nov 2017 | 2 |
-3.14% | Sep 2020 | Nov 2020 | 2 |
-2.51% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jul 2017 | Aug 2017 | 1 |
-1.24% | Sep 2021 | Oct 2021 | 1 |