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-0.81%
Today
-0.81%
This Month
+4.4%
Year To Date
+72.78%
2 Years
+107.32%
5 Years
+17.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.5%
- 🖥️ Technology Services19.33%
- 💻 Electronic Technology14.83%
- 🛍️ Retail Trade7.98%
- 🍞 Consumer Non Durables6.72%
- 🚚 Transportation6.41%
- 💇♀️ Consumer Services4.17%
- 🚗 Consumer Durables3.58%
- 🛠️ Producer Manufacturing3.46%
- 💼 Commercial Services3.09%
- 💵 Cash2.86%
- 💰 Finance2.26%
- 📡 Communications1.8%
- 🪨 Non Energy Minerals0.93%
- 🧬 Health Technology0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.54%
- 🌍 Digital Currency22.5%
- 🇺🇸 NYSE17.61%
- 🇩🇪 FRA10.11%
- 🇭🇰 Hong Kong Exchanges7.36%
- 🇫🇷 Euronext Paris6.87%
- 🇸🇪 Stockholm Stock Exchange0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.77%
- 🇩🇪 Germany10.48%
- 🇨🇳 China9.87%
- 🇫🇷 France6.87%
- 🇹🇼 Taiwan3.23%
- 🇯🇵 Japan2.55%
- 🇨🇦 Canada0.73%
- 🇸🇪 Sweden0.67%
Dividends
Dividend Yield
1.13%
31 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.15% | 9% | $5.3 |
 VOW3.DE | 0.09% | 9.21% | $9.06 |
 BN.PA | 0.09% | 3.12% | $2.1 |
 BNP.PA | 0.08% | 7.02% | $4.6 |
 SWBI | 0.05% | 4.86% | $0.48 |
 HD | 0.05% | 2.18% | $8.52 |
 LHA.DE | 0.05% | 4.79% | $0.3 |
 SBUX | 0.04% | 2.19% | $2.24 |
 KO | 0.04% | 3.06% | $1.89 |
 01211.HK | 0.04% | 1.25% | $3.41 |
 PFE | 0.04% | 6.37% | $1.66 |
 SAP.DE | 0.04% | 0.82% | $2.2 |
 EBAY | 0.03% | 1.6% | $1.04 |
 GLE.PA | 0.03% | 2.88% | $0.9 |
 MC.PA | 0.03% | 1.85% | $13 |
 TSM | 0.03% | 0.93% | $1.74 |
 TKA.DE | 0.03% | 3.11% | $0.15 |
 SWKS | 0.03% | 3.11% | $2.72 |
 TMUS | 0.02% | 1.31% | $1.95 |
 ERIC-A.ST | 0.02% | 3.31% | $2.7 |
 MSFT | 0.02% | 0.76% | $3 |
 AAPL | 0.02% | 0.53% | $0.97 |
 META | 0.02% | 0.29% | $1 |
 2333.HK | 0.02% | 2.63% | $0.33 |
 V | 0.02% | 0.65% | $2.01 |
 SONY | 0.01% | 0.41% | $0.49 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 BABA | 0.01% | 0.99% | $0.98 |
 GOOG | 0.01% | 0.29% | $0.2 |
 DIS | 0.01% | 0.88% | $0.75 |
 ADS.DE | 0% | 0.28% | $0.7 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SBUX | Pay Day | Feb 28 | $0.61 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
V | Pay Day | Mar 3 | $0.59 |
PFE | Pay Day | Mar 7 | $0.43 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.8/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.72% | Sep 2021 | Jan 2025 | 40 |
-15.5% | Jul 2020 | Oct 2020 | 3 |
-4.74% | Jul 2021 | Aug 2021 | 1 |