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-0.02%
Today
-0.02%
This Month
+2.99%
Year To Date
+18.58%
2 Years
+33.12%
5 Years
-8.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.71%
- 💵 Cash12.44%
- 💻 Electronic Technology3.85%
- 🍞 Consumer Non Durables3.61%
- 🚗 Consumer Durables2.02%
- 🪙 Cryptocurrencies2%
- 🧬 Health Technology1.35%
- 💰 Finance0.97%
- 🛍️ Retail Trade0.77%
- 🪨 Non Energy Minerals0.57%
- 🧪 Process Industries0.5%
- 💼 Commercial Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.24%
- 🇺🇸 Nasdaq18.11%
- 🇬🇧 LSE15.28%
- 🇩🇪 Xetra ETFs3.47%
- 🇭🇰 Hong Kong Exchanges2.04%
- 🌍 Digital Currency2%
- 🇩🇪 FRA1%
- 🇨🇭 SIX0.59%
- 🇮🇹 Borsa Italiana0.5%
- 🇫🇷 Euronext Paris0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.36%
- 🇳🇱 Netherlands2.59%
- 🇨🇳 China2.31%
- 🇩🇪 Germany1%
- 🇩🇰 Denmark0.99%
- 🇯🇵 Japan0.63%
- 🇨🇭 Switzerland0.59%
- 🇧🇷 Brazil0.57%
- 🇨🇱 Chile0.5%
- 🇫🇷 France0.42%
Dividends
Dividend Yield
1.54%
30 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VT.US | 0.4% | 2.9% | - |
 MCHI | 0.27% | 3.68% | - |
 EEM | 0.1% | 3.41% | - |
 TLT | 0.07% | 1.42% | - |
 KO | 0.06% | 3.06% | $1.89 |
 STLAM.MI | 0.06% | 12.01% | $1.55 |
 VOW3.DE | 0.06% | 9.21% | $9.06 |
 VALE | 0.06% | 9.88% | $1.33 |
 VNQ | 0.05% | 3.78% | - |
 3968.HK | 0.05% | 5.07% | $2.13 |
 GDXJ | 0.04% | 2.3% | - |
 KXI | 0.04% | 2.8% | - |
 XLB | 0.04% | 2% | - |
 NESN.ZU | 0.02% | 3.86% | $3 |
 EWY | 0.02% | 2.4% | - |
 EWL | 0.02% | 2.05% | - |
 KER.PA | 0.02% | 4.54% | $14 |
 OIH | 0.02% | 1.96% | - |
 IAEX.L | 0.02% | 1.17% | - |
 SQM | 0.02% | 3.45% | $1.36 |
 TM | 0.02% | 2.58% | $4.64 |
 ASML | 0.02% | 0.77% | $5.57 |
 IVV | 0.01% | 1.41% | - |
 NVO | 0.01% | 1.21% | $0.98 |
 INTC | 0.01% | 2.57% | $0.5 |
 NKE | 0.01% | 1.96% | $1.45 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 IBB | 0% | 0.09% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-17.1
-17.1
-18
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-17.1
-17.1
-18
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.76% | Apr 2017 | - | 94 |
-1.48% | Feb 2017 | Mar 2017 | 1 |