Loading...
-0.84%
Today
-0.84%
This Month
+5.47%
Year To Date
+73.21%
2 Years
+39.09%
5 Years
+7.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.07%
- 📊 ETFs14.93%
- 🖥️ Technology Services12.66%
- 💰 Finance6.05%
- 💇♀️ Consumer Services5.33%
- 🚗 Consumer Durables3.7%
- 💻 Electronic Technology2.84%
- 💵 Cash1.98%
- 🛍️ Retail Trade1.46%
- 🚚 Transportation1.18%
- 🍞 Consumer Non Durables0.46%
- 🛠️ Producer Manufacturing0.21%
- 🧪 Process Industries0.19%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.07%
- 🇬🇧 LSE16.35%
- 🇺🇸 Nasdaq15.87%
- 🇺🇸 NYSE7.17%
- 🇫🇷 Euronext Paris5.41%
- 🇳🇱 Euronext Amsterdam2%
- 🇩🇪 FRA1.26%
- 🇧🇪 Euronext Brussels0.52%
- 🇭🇰 Hong Kong Exchanges0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.21%
- 🇫🇷 France5.41%
- 🇩🇪 Germany3.26%
- 🇨🇳 China2.03%
- 🇳🇱 Netherlands2%
- 🇬🇧 United Kingdom1.42%
- 🇧🇪 Belgium0.52%
- 🇮🇱 Israel0.21%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
0.69%
16 out of 49 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ABN.NV (9.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BNP.PA | 0.12% | 7.02% | $4.6 |
 ABN.NV | 0.11% | 9.19% | $1.51 |
 CS.PA | 0.1% | 5.4% | $1.98 |
 PAH3.DE | 0.09% | 6.73% | $2.56 |
 SBUX | 0.08% | 2.19% | $2.24 |
 INGA.NV | 0.06% | 6.89% | $1.11 |
 MCD | 0.04% | 2.35% | $6.53 |
 KBC.BR | 0.02% | 3.91% | $2.91 |
 AIR.PA | 0.02% | 1.08% | $1.8 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 KO | 0.01% | 3.06% | $1.89 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 2333.HK | 0.01% | 2.63% | $0.33 |
 OSK | 0.01% | 1.62% | $1.74 |
 MSFT | 0% | 0.76% | $3 |
 META | 0% | 0.29% | $1 |
Performance Metrics
Score 3.2/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-7.77
-7.77
-8
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.9% | Feb 2021 | - | 49 |
-2.29% | Sep 2020 | Oct 2020 | 1 |