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-1.01%
Today
-1.01%
This Month
+6.58%
Year To Date
+44.8%
2 Years
+171.01%
5 Years
+28.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.43%
- 🪨 Non Energy Minerals13.76%
- 💻 Electronic Technology11.3%
- 💰 Finance9.81%
- 📊 ETFs6.35%
- 🍞 Consumer Non Durables3.74%
- 🚗 Consumer Durables3.23%
- 🏭 Industrial Services2.67%
- 🛍️ Retail Trade1.88%
- 💵 Cash1.67%
- 🚚 Transportation1.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.43%
- 🇺🇸 NYSE33.44%
- 🇺🇸 Nasdaq15%
- 🇭🇰 Hong Kong Exchanges2.29%
- 🇬🇧 LSE2%
- 🇳🇴 Oslo Stock Exchange1.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.48%
- 🇬🇧 United Kingdom3.77%
- 🇨🇦 Canada2.64%
- 🇨🇳 China2.29%
- 🇳🇴 Norway1.26%
- 🇧🇪 Belgium0.97%
- 🇦🇺 Australia0.9%
- 🇧🇷 Brazil0.33%
Dividends
Dividend Yield
1.14%
19 out of 46 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWBI | 0.26% | 4.86% | $0.48 |
 NEM | 0.18% | 2.34% | $1.3 |
 AMT | 0.11% | 3.5% | $6.56 |
 F | 0.07% | 7.74% | $0.78 |
 GOLD.BARRICK | 0.07% | 2.47% | $0.4 |
 2333.HK | 0.06% | 2.63% | $0.33 |
 BHP.L | 0.05% | 5.84% | $1.26 |
 KO | 0.05% | 3.06% | $1.89 |
 C | 0.05% | 2.71% | $2.12 |
 QCOM | 0.04% | 1.97% | $3.25 |
 FL | 0.04% | 1.89% | $1.6 |
 ULVR.L | 0.03% | 3.17% | $1.47 |
 VALE | 0.03% | 9.88% | $1.33 |
 BAC | 0.03% | 2.2% | $0.96 |
 FCX | 0.02% | 1.67% | $0.6 |
 SCCO | 0.02% | 2.17% | $3.76 |
 BUD | 0.01% | 1.32% | $0.65 |
 MU | 0.01% | 0.5% | $0.46 |
 TIP | 0.01% | 0.59% | - |
Performance Metrics
Score 7.8/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
16.59
16.59
-2
0
2
17
17
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
16.59
16.59
-2
0
2
17
17
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.29% | May 2021 | Dec 2023 | 31 |
-24% | Feb 2020 | May 2020 | 3 |
-10.2% | Apr 2024 | Nov 2024 | 7 |
-9.78% | Dec 2024 | - | 2 |
-6.6% | Jan 2024 | Feb 2024 | 1 |
-3.79% | Feb 2021 | Apr 2021 | 2 |