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-0.13%
Today
-0.13%
This Month
+4.04%
Year To Date
+40.23%
2 Years
+43.63%
5 Years
+16.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs16.68%
- 💻 Electronic Technology15.22%
- 🖥️ Technology Services14.39%
- 🛠️ Producer Manufacturing14.23%
- 🚗 Consumer Durables10.55%
- 🧬 Health Technology8.94%
- 🪙 Cryptocurrencies7.12%
- 💰 Finance6.62%
- 🧪 Process Industries3.13%
- 🪨 Non Energy Minerals3.09%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.51%
- 🇺🇸 NYSE39.9%
- 🌍 Digital Currency7.12%
- 🇬🇧 LSE1.47%
- 🇩🇪 FRA0.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.9%
- 🇿🇦 South Africa3.09%
- 🇨🇱 Chile1.73%
- 🇬🇧 United Kingdom1.47%
- 🇩🇪 Germany0.99%
Dividends
Dividend Yield
0.85%
15 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VNQ | 0.19% | 3.78% | - |
 VOW3.DE | 0.09% | 9.21% | $9.06 |
 GDXJ | 0.08% | 2.3% | - |
 SWKS | 0.07% | 3.11% | $2.72 |
 KRO | 0.07% | 5.01% | $0.76 |
 SQM | 0.06% | 3.45% | $1.36 |
 PRG | 0.06% | 1.12% | $0.24 |
 GFI | 0.06% | 1.85% | $0.31 |
 META | 0.04% | 0.29% | $1 |
 WGO | 0.03% | 2.72% | $1.24 |
 MU | 0.03% | 0.5% | $0.46 |
 BKG.L | 0.03% | 1.77% | $0.92 |
 SMH | 0.02% | 0.44% | - |
 WMS | 0.01% | 0.51% | $0.58 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
1.34
1.34
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
1.34
1.34
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.89% | Aug 2023 | Mar 2024 | 7 |
-13.85% | Aug 2022 | Jan 2023 | 5 |
-7.78% | Apr 2022 | Jul 2022 | 3 |
-6.66% | Dec 2024 | - | 2 |
-3.22% | Apr 2024 | May 2024 | 1 |
-1.61% | Oct 2024 | Nov 2024 | 1 |
-1.25% | Feb 2023 | May 2023 | 3 |
-0.82% | Aug 2024 | Sep 2024 | 1 |
-0.41% | Jun 2024 | Jul 2024 | 1 |