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-0.1%
Today
-0.1%
This Month
+0.56%
Year To Date
+107.26%
2 Years
+153.59%
5 Years
+19.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.2%
- 📊 ETFs25.25%
- 🖥️ Technology Services16.54%
- 💰 Finance8.56%
- 🪙 Cryptocurrencies8.15%
- 🚗 Consumer Durables4.24%
- 🧬 Health Technology2.55%
- 🧪 Process Industries1.41%
- 🛍️ Retail Trade0.91%
- 💵 Cash0.2%
- 🚚 Transportation0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.14%
- 🇺🇸 NYSE22.94%
- 🌍 Digital Currency8.15%
- 🇨🇭 SIX2.55%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇩🇪 FRA0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.62%
- 🇨🇭 Switzerland2.55%
- 🇱🇺 Luxembourg0.84%
- 🇩🇪 Germany0.36%
- 🇨🇳 China0.21%
Dividends
Dividend Yield
0.64%
15 out of 32 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $AOA (3.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AOA | 0.27% | 3.78% | - |
 VOO | 0.11% | 1.26% | - |
 UBSG.ZU | 0.05% | 1.97% | $0.64 |
 QQQ | 0.04% | 0.64% | - |
 ACWI | 0.04% | 1.76% | - |
 AAPL | 0.03% | 0.53% | $0.97 |
 MSFT | 0.03% | 0.76% | $3 |
 PATK | 0.02% | 1.54% | $2.1 |
 META | 0.02% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NVDA | 0.01% | 0.03% | $0.02 |
 DB | 0.01% | 2.39% | $0.49 |
 URI | 0.01% | 0.88% | $6.22 |
 0700.HK | 0% | 0.85% | $3.4 |
 BABA | 0% | 0.99% | $0.98 |
Performance Metrics
Score 6.3/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
8.89
8.89
-2
0
2
9
9
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
8.89
8.89
-2
0
2
9
9
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Jan 2018 | Dec 2020 | 35 |
-38.41% | Jan 2022 | Feb 2024 | 25 |
-6.67% | Sep 2021 | Oct 2021 | 1 |
-5.53% | Apr 2024 | May 2024 | 1 |
-3.43% | May 2021 | Jun 2021 | 1 |
-1.71% | Dec 2024 | - | 3 |
-0.85% | Jul 2024 | Aug 2024 | 1 |
-0.75% | Feb 2021 | Apr 2021 | 2 |