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-3.27%
Today
-3.27%
This Month
+10.04%
Year To Date
+113.79%
2 Years
+259.65%
5 Years
+33.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.38%
- 📊 ETFs7.58%
- 💻 Electronic Technology5.1%
- 🛍️ Retail Trade2.04%
- 🖥️ Technology Services2.01%
- 🚗 Consumer Durables1.89%
- 🧬 Health Technology1.49%
- 💵 Cash0.95%
- 🍞 Consumer Non Durables0.73%
- ⛏️ Energy Minerals0.37%
- 💼 Commercial Services0.35%
- 💰 Finance0.22%
- 🪨 Non Energy Minerals0.05%
- 💇♀️ Consumer Services0.04%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.38%
- 🇺🇸 NYSE12.31%
- 🇺🇸 Nasdaq4.17%
- 🇬🇧 LSE2.99%
- 🇭🇰 Hong Kong Exchanges1.49%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇸🇦 Tadawul0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.03%
- 🇨🇳 China5.39%
- 🇬🇧 United Kingdom2.03%
- 🇯🇵 Japan0.38%
- 🇸🇦 Saudi Arabia0.37%
- 🇸🇬 Singapore0.06%
- 🇧🇷 Brazil0.05%
- 🇨🇦 Canada0%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0.27%
21 out of 93 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FXI | 0.08% | 2.83% | - |
 PFE | 0.05% | 6.37% | $1.66 |
 SAOC | 0.02% | 6.74% | $1.87 |
 JNJ | 0.02% | 3.26% | $4.81 |
 PG | 0.02% | 2.43% | $3.83 |
 BABA | 0.01% | 0.99% | $0.98 |
 LMT | 0.01% | 2.79% | $12.45 |
 JD.US | 0.01% | 1.82% | $0.74 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 ASHR | 0.01% | 7.26% | - |
 CQQQ | 0% | 0.27% | - |
 VALE | 0% | 9.88% | $1.33 |
 AAPL | 0% | 0.53% | $0.97 |
 INDA | 0% | 0.78% | - |
 MCHI | 0% | 3.68% | - |
 ICLN | 0% | 2.01% | - |
 SONY | 0% | 0.41% | $0.49 |
 0968.HK | 0% | 7.89% | $0.23 |
 TAN | 0% | 0.49% | - |
 9988.HK | 0% | 1.11% | $0.98 |
 SMG | 0% | 3.72% | $2.64 |
Performance Metrics
Score 6.8/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
16.06
16.06
-2
0
2
17
17
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
16.06
16.06
-2
0
2
17
17
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.22% | May 2021 | - | 46 |
-13.02% | Sep 2020 | Nov 2020 | 2 |
-9.6% | Dec 2020 | Jan 2021 | 1 |