Loading...
+3.07%
Today
+3.74%
This Month
+3.74%
Year To Date
+114.06%
2 Years
+16.75%
5 Years
+4.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.74%
- 🖥️ Technology Services18%
- 💻 Electronic Technology14.77%
- 📦 Distribution Services13.99%
- 🚗 Consumer Durables13.32%
- 🛠️ Producer Manufacturing3.74%
- 📊 ETFs2.23%
- 🧬 Health Technology1.95%
- 💇♀️ Consumer Services1.43%
- 📡 Communications1.27%
- ⚡ Utilities1.01%
- 🛍️ Retail Trade0.53%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.74%
- 🇺🇸 Nasdaq23.81%
- 🇺🇸 NYSE23.78%
- 🇮🇹 Borsa Italiana16.27%
- 🇩🇪 FRA8.22%
- 🇺🇸 OTC Markets Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy27.84%
- 🇺🇸 United States25.33%
- 🇩🇪 Germany8.22%
- 🇱🇺 Luxembourg5.85%
- 🇨🇭 Switzerland1.95%
- 🇨🇳 China0.53%
- 🇨🇦 Canada0.28%
Dividends
Dividend Yield
0.5%
12 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ENEL.MI (6.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AMP.MI | 0.15% | 1.11% | $0.29 |
 SIE.DE | 0.09% | 2.67% | $4.7 |
 RACE | 0.07% | 0.65% | $2.64 |
 ENEL.MI | 0.06% | 6.17% | $0.43 |
 NVS | 0.06% | 3.22% | $3.2 |
 INTC | 0.03% | 2.6% | $0.5 |
 MSFT | 0.01% | 0.76% | $3 |
 BABA | 0.01% | 1.2% | $0.98 |
 META | 0.01% | 0.34% | $1 |
 CRM | 0% | 0.37% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
 SDZNY | 0% | 0.71% | $0.3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
ENEL.MI | Ex-Dividend | Jan 20 | $0.23 |
ENEL.MI | Pay Day | Jan 22 | $0.23 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 2.7/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-8.94
-8.94
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-8.94
-8.94
-9
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.23% | May 2021 | - | 45 |