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+2.84%
Today
+2.24%
This Month
+2.24%
Year To Date
+374.51%
2 Years
+284.69%
5 Years
+49.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.8%
- 🪙 Cryptocurrencies22.18%
- 🖥️ Technology Services14.85%
- 🛍️ Retail Trade9.65%
- 🚗 Consumer Durables5.06%
- 💼 Commercial Services3.26%
- 🍞 Consumer Non Durables3.26%
- 💇♀️ Consumer Services2.52%
- ⛏️ Energy Minerals2.42%
- 📡 Communications0.61%
- 🧬 Health Technology0.28%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.09%
- 🌍 Digital Currency22.18%
- 🇺🇸 NYSE12.14%
- 🇬🇧 LSE4.34%
- 🇩🇪 FRA1.53%
- 🇫🇷 Euronext Paris0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.29%
- 🇨🇳 China3.27%
- 🇬🇧 United Kingdom2.42%
- 🇹🇼 Taiwan1.67%
- 🇩🇪 Germany1.53%
- 🇰🇷 South Korea1.07%
- 🇨🇭 Switzerland0.86%
- 🇫🇷 France0.61%
Dividends
Dividend Yield
0.65%
17 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.15% | 9.69% | $9.06 |
 SHEL.L | 0.1% | 3.99% | $0.8 |
 MCD | 0.06% | 2.41% | $6.53 |
 KO | 0.05% | 3.13% | $1.89 |
 MSFT | 0.05% | 0.74% | $3 |
 ORA.PA | 0.04% | 7.15% | $0.72 |
 SMSN.L | 0.03% | 2.63% | $23.68 |
 BABA | 0.03% | 1.19% | $0.98 |
 CCH.L | 0.02% | 2.92% | $0.79 |
 AAPL | 0.02% | 0.42% | $0.97 |
 META | 0.02% | 0.32% | $1 |
 PFE | 0.02% | 6.43% | $1.66 |
 TSM | 0.02% | 0.95% | $1.74 |
 NKE | 0.02% | 2.13% | $1.45 |
 V | 0.01% | 0.68% | $2.01 |
 GOOG | 0.01% | 0.31% | $0.2 |
 NVDA | 0.01% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jan 24 | $0.43 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
PFE | Pay Day | Mar 7 | $0.43 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 8.2/10
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
24.07
24.07
-2
0
2
25
25
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
24.07
24.07
-2
0
2
25
25
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.57% | Dec 2021 | Jan 2024 | 25 |
-9.51% | Sep 2021 | Oct 2021 | 1 |
-4.88% | Apr 2024 | May 2024 | 1 |
-3.21% | May 2021 | Jun 2021 | 1 |
-2.56% | Aug 2024 | Sep 2024 | 1 |
-1.48% | Dec 2024 | - | 2 |
-1.39% | Jul 2021 | Aug 2021 | 1 |