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-0.7%
Today
-0.7%
This Month
+1.04%
Year To Date
+57.32%
2 Years
+173.04%
5 Years
+22.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.55%
- 🪙 Cryptocurrencies20.2%
- 💻 Electronic Technology6.9%
- 💰 Finance4.29%
- 🚗 Consumer Durables3.65%
- 🖥️ Technology Services3.09%
- 🚚 Transportation2.2%
- 🪨 Non Energy Minerals2.07%
- 🍞 Consumer Non Durables1.99%
- 🧬 Health Technology1.94%
- 🧩 Miscellaneous1.11%
- 🛍️ Retail Trade1.07%
- ⛏️ Energy Minerals1.03%
- 🏭 Industrial Services1.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency20.2%
- 🇺🇸 Nasdaq8.83%
- 🇺🇸 NYSE7.86%
- 🇬🇧 LSE4.33%
- 🇭🇰 Hong Kong Exchanges4.14%
- 🇩🇪 FRA2.17%
- 🇫🇷 Euronext Paris1.09%
- 🇸🇪 Stockholm Stock Exchange1.01%
- 🇩🇰 Copenhagen Stock Exchange0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.88%
- 🇬🇧 United Kingdom6.42%
- 🇨🇳 China4.72%
- 🇩🇪 Germany2.17%
- 🇧🇷 Brazil2.11%
- 🇫🇷 France1.09%
- 🇧🇲 Bermuda1.03%
- 🇸🇪 Sweden1.01%
- 🇭🇰 Hong Kong1.01%
- 🇩🇰 Denmark0.94%
Dividends
Dividend Yield
0.8%
17 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (11.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.12% | 11.71% | $2.21 |
 VALE | 0.11% | 9.88% | $1.33 |
 RIO | 0.07% | 7.18% | $4.34 |
 PAH3.DE | 0.07% | 6.73% | $2.56 |
 BLND.L | 0.07% | 6.09% | $0.23 |
 BBOX.L | 0.06% | 5.16% | $0.07 |
 LHA.DE | 0.05% | 4.79% | $0.3 |
 UTG.L | 0.05% | 4.21% | $0.35 |
 EVO.ST | 0.04% | 3.61% | $31.03 |
 1299.HK | 0.03% | 3.01% | $1.61 |
 PUK | 0.03% | 2.53% | $0.41 |
 BA.L | 0.03% | 2.53% | $0.3 |
 INTC | 0.02% | 2.57% | $0.5 |
 NKE | 0.02% | 1.96% | $1.45 |
 NOVO-B.CO | 0.02% | 1.62% | $9.4 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 0700.HK | 0.01% | 0.85% | $3.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
20.01
20.01
-2
0
2
21
21
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
4.35
4.35
0
0.75
1.25
5
5
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
20.01
20.01
-2
0
2
21
21
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
4.35
4.35
0
0.75
1.25
5
5
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.27% | Oct 2018 | May 2019 | 7 |
-27.4% | Jun 2019 | Apr 2020 | 10 |
-25.71% | Mar 2021 | Mar 2023 | 24 |
-17.13% | Aug 2023 | Dec 2023 | 4 |
-15.63% | Dec 2016 | Aug 2017 | 8 |
-10.06% | Jan 2018 | Apr 2018 | 3 |
-10.06% | Aug 2018 | Sep 2018 | 1 |
-8.29% | Dec 2020 | Jan 2021 | 1 |
-8.21% | Jul 2016 | Oct 2016 | 3 |
-8.2% | Jun 2018 | Jul 2018 | 1 |
-8.13% | Apr 2023 | Jul 2023 | 3 |
-7.97% | Apr 2024 | Sep 2024 | 5 |
-4.37% | Sep 2017 | Nov 2017 | 2 |
-3.86% | Jan 2024 | Feb 2024 | 1 |
-1.74% | Dec 2024 | - | 2 |
-1.62% | Jun 2020 | Jul 2020 | 1 |