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0%
Today
0%
This Month
+2.98%
Year To Date
+18.84%
2 Years
+19.78%
5 Years
+7.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs90.05%
- 💵 Cash8.4%
- 🖥️ Technology Services2.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.49%
- 🇺🇸 Nasdaq18.12%
- 🇬🇧 LSE9.95%
- 🇺🇸 Chicago Board Options Exchange3.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.83%
Dividends
Dividend Yield
1.9%
44 out of 54 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VGK | 0.29% | 4.26% | - |
 VWO | 0.26% | 9.6% | - |
 IAGG | 0.14% | 4.26% | - |
 VT.US | 0.14% | 2.9% | - |
 VOO | 0.1% | 1.26% | - |
 EWJ | 0.09% | 3.12% | - |
 IEUR | 0.07% | 2.5% | - |
 ACWI | 0.06% | 1.76% | - |
 VOOV | 0.05% | 2.19% | - |
 AGG | 0.04% | 1.32% | - |
 BND | 0.04% | 1.3% | - |
 MCHI | 0.04% | 3.68% | - |
 VNQ | 0.04% | 3.78% | - |
 EWG | 0.03% | 2.19% | - |
 IEML.L | 0.03% | 6.56% | - |
 BOND | 0.03% | 1.72% | - |
 DVY | 0.03% | 3.91% | - |
 SCHD | 0.03% | 3.8% | - |
 BNDX | 0.03% | 0.84% | - |
 ISF.L | 0.03% | 2.37% | - |
 REET | 0.03% | 6.79% | - |
 EWL | 0.02% | 2.05% | - |
 EWY | 0.02% | 2.4% | - |
 XLB | 0.02% | 2% | - |
 XLF | 0.02% | 1.48% | - |
 LQD | 0.02% | 1.45% | - |
 VTI | 0.02% | 1.26% | - |
 IDEM.L | 0.01% | 1.28% | - |
 VTV | 0.01% | 2.22% | - |
 CIBR | 0.01% | 0.76% | - |
 ICLN | 0.01% | 2.01% | - |
 XLK | 0.01% | 0.67% | - |
 VO | 0.01% | 1.59% | - |
 EMB | 0.01% | 1.95% | - |
 HYG | 0.01% | 1.81% | - |
 VB | 0.01% | 1.45% | - |
 DBA | 0.01% | 3.93% | - |
 IXJ | 0.01% | 1.35% | - |
 VCSH | 0.01% | 1.43% | - |
 MSFT | 0.01% | 0.76% | $3 |
 JNK | 0.01% | 1.35% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 VOE | 0.01% | 2.41% | - |
 VBR | 0% | 2.13% | - |
Performance Metrics
Score 3.2/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.5% | Jun 2022 | Jun 2023 | 12 |
-6.4% | Aug 2023 | Dec 2023 | 4 |
-2.79% | Dec 2024 | Jan 2025 | 1 |
-2.03% | Apr 2024 | May 2024 | 1 |
-2.02% | Oct 2024 | Nov 2024 | 1 |
-0.42% | Jan 2024 | Feb 2024 | 1 |