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-0.55%
Today
-0.55%
This Month
+2.72%
Year To Date
+25.39%
2 Years
-25.88%
5 Years
-6.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies26.37%
- 🖥️ Technology Services16.5%
- 💻 Electronic Technology9.73%
- 🚗 Consumer Durables9.35%
- 🚚 Transportation8.83%
- ⛏️ Energy Minerals6.56%
- 🛍️ Retail Trade2.9%
- 🧬 Health Technology2.84%
- 💰 Finance2.69%
- ⚡ Utilities2.66%
- 🍞 Consumer Non Durables2.55%
- 💵 Cash2.35%
- 📡 Communications2.13%
- 🛠️ Producer Manufacturing2.09%
- 🪨 Non Energy Minerals1.37%
- 🧪 Process Industries0.47%
- 📊 ETFs0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.08%
- 🌍 Digital Currency26.37%
- 🇺🇸 NYSE14.65%
- 🇩🇪 FRA7.89%
- 🇨🇭 SIX6.7%
- 🇭🇰 Hong Kong Exchanges3.79%
- 🇫🇷 Euronext Paris2.79%
- 🇬🇧 LSE2.76%
- 🇧🇪 Euronext Brussels1.17%
- 🇩🇰 Copenhagen Stock Exchange0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.18%
- 🇦🇷 Argentina10.09%
- 🇩🇪 Germany7.89%
- 🇨🇭 Switzerland6.64%
- 🇺🇾 Uruguay2.9%
- 🇫🇷 France2.79%
- 🇨🇳 China2.7%
- 🇬🇧 United Kingdom1.87%
- 🇱🇺 Luxembourg1.53%
- 🇲🇽 Mexico1.25%
- 🇭🇰 Hong Kong1.25%
- 🇳🇱 Netherlands1.17%
- 🇯🇵 Japan1.11%
- 🇰🇷 South Korea0.89%
- 🇩🇰 Denmark0.86%
- 🇧🇷 Brazil0.49%
- 🇦🇹 Austria0.06%
Dividends
Dividend Yield
7.85%
25 out of 59 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 6.75% | 1129.94% | $0.2 |
 VOW3.DE | 0.23% | 9.21% | $9.06 |
 LHA.DE | 0.14% | 4.79% | $0.3 |
 INTC | 0.11% | 2.57% | $0.5 |
 NESN.ZU | 0.1% | 3.86% | $3 |
 TEO | 0.1% | 4.53% | - |
 RNO.PA | 0.06% | 3.73% | $1.85 |
 0992.HK | 0.05% | 4.16% | $0.38 |
 TKA.DE | 0.04% | 3.11% | $0.15 |
 SLHN.ZU | 0.04% | 4.42% | $33 |
 MSFT | 0.03% | 0.76% | $3 |
 TM | 0.03% | 2.58% | $4.64 |
 ABBN.ZU | 0.03% | 1.74% | $0.87 |
 ROG.ZU | 0.03% | 3.39% | $9.6 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 GOOGL | 0.02% | 0.29% | $0.2 |
 S92.DE | 0.02% | 3.69% | $0.5 |
 BAER.ZU | 0.01% | 4.03% | $2.6 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 GOOG | 0.01% | 0.29% | $0.2 |
 SIKA.ZU | 0.01% | 1.41% | $3.3 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
 SOXS | 0% | 0.55% | - |
Performance Metrics
Score 2.6/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.8
-10.8
-11
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.17
-0.17
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.8
-10.8
-11
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.17
-0.17
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.97% | Mar 2021 | - | 47 |
-7.12% | Jul 2020 | Nov 2020 | 4 |