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-2.7%
Today
-2.7%
This Month
+6.73%
Year To Date
+61.33%
2 Years
+72.9%
5 Years
+27.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.82%
- 💻 Electronic Technology31.57%
- 🌾 Commodities10.67%
- 🚗 Consumer Durables8.81%
- 🖥️ Technology Services4.14%
- 🧬 Health Technology3.25%
- 💇♀️ Consumer Services2.16%
- 🛠️ Producer Manufacturing1.86%
- 🍞 Consumer Non Durables1.68%
- ⛏️ Energy Minerals1.47%
- ⚡ Utilities1.11%
- 💵 Cash0.53%
- 🪨 Non Energy Minerals0.41%
- 💰 Finance0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.86%
- 🌍 Digital Currency31.82%
- 🇺🇸 NYSE12.28%
- 🌍 Commodity10.67%
- 🇩🇪 FRA1.1%
- 🇭🇰 Hong Kong Exchanges0.7%
- 🇮🇹 Borsa Italiana0.45%
- 🇩🇰 Copenhagen Stock Exchange0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.9%
- 🇨🇦 Canada3.3%
- 🇩🇪 Germany1.1%
- 🇨🇳 China1%
- 🇳🇱 Netherlands0.45%
- 🇧🇷 Brazil0.41%
- 🇩🇰 Denmark0.31%
- 🇮🇳 India0.24%
Dividends
Dividend Yield
0.3%
15 out of 35 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 |
|---|---|---|---|
 D | 0.05% | 4.8% | $2.67 |
 SBUX | 0.05% | 2.19% | $2.24 |
 VALE | 0.04% | 9.88% | $1.33 |
 VOW3.DE | 0.04% | 9.21% | $9.06 |
 KO | 0.03% | 3.06% | $1.89 |
 LLY | 0.02% | 0.67% | $4.86 |
 INTC | 0.02% | 2.57% | $0.5 |
 PG | 0.02% | 2.43% | $3.83 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 STMMI.MI | 0.01% | 1.57% | $0.28 |
 IFX.DE | 0.01% | 1.09% | $0.35 |
 WAF.DE | 0.01% | 2.72% | $1.2 |
 AMR | 0% | 0.27% | $1.94 |
 NVDA | 0% | 0.03% | $0.02 |
 HDB | 0% | 0.98% | $0.6 |
Performance Metrics
Score 6.4/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
4.01
4.01
-2
0
2
5
5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
4.01
4.01
-2
0
2
5
5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.38% | Apr 2024 | - | 10 |
-14.96% | Sep 2023 | Dec 2023 | 3 |
-5.52% | Apr 2023 | May 2023 | 1 |