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-0.01%
Today
-0.01%
This Month
+3.96%
Year To Date
+3.1%
2 Years
+3.1%
5 Years
+7.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.08%
- 🚗 Consumer Durables9.52%
- 💵 Cash6.93%
- 🧬 Health Technology6.91%
- 🖥️ Technology Services4.59%
- 💻 Electronic Technology4.29%
- 🚚 Transportation3.46%
- 🛍️ Retail Trade2.49%
- 💇♀️ Consumer Services2.39%
- 💰 Finance2.39%
- 🍞 Consumer Non Durables2.31%
- 🪙 Cryptocurrencies0.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.7%
- 🇺🇸 Nasdaq35.27%
- 🇬🇧 LSE6.86%
- 🇩🇪 FRA4.9%
- 🇺🇸 Chicago Board Options Exchange2.31%
- 🇨🇭 SIX2.31%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🌍 Digital Currency0.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.28%
- 🇩🇪 Germany4.9%
- 🇨🇳 China3.46%
- 🇬🇧 United Kingdom2.39%
- 🇨🇭 Switzerland2.31%
Dividends
Dividend Yield
1.86%
18 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.45% | 9.21% | $9.06 |
 VWO | 0.41% | 9.6% | - |
 F | 0.18% | 7.74% | $0.78 |
 PFE | 0.14% | 6.37% | $1.66 |
 VOO | 0.12% | 1.26% | - |
 DGRO | 0.11% | 2.38% | - |
 GSK | 0.1% | 4.33% | $1.45 |
 NESN.ZU | 0.09% | 3.86% | $3 |
 QQQ | 0.06% | 0.64% | - |
 BX | 0.05% | 2.23% | $3.36 |
 YUMC | 0.03% | 1.38% | $0.58 |
 SMH | 0.03% | 0.44% | - |
 CIBR | 0.03% | 0.76% | - |
 ITA | 0.03% | 1.12% | - |
 MSFT | 0.02% | 0.76% | $3 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.1/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
-0.13
-0.13
-2
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
7.02
7.02
0
0.3
0.6
8
8
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
-0.13
-0.13
-2
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
7.02
7.02
0
0.3
0.6
8
8
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-1.37% | Dec 2024 | Jan 2025 | 1 |