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0%
Today
0%
This Month
+4.24%
Year To Date
+86.1%
2 Years
+38.04%
5 Years
+7.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.28%
- 📊 ETFs27.71%
- 🖥️ Technology Services21.66%
- 🛍️ Retail Trade13.52%
- 💻 Electronic Technology5.16%
- 🍞 Consumer Non Durables3.5%
- 💼 Commercial Services1.2%
- 💇♀️ Consumer Services1.13%
- 🚗 Consumer Durables0.13%
- 🏥 Health Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.53%
- 🇺🇸 Nasdaq34.14%
- 🇫🇷 Euronext Paris3.32%
- 🇬🇧 LSE1.02%
- 🇺🇸 Chicago Board Options Exchange0.73%
- 🇩🇪 FRA0.18%
- 🇳🇱 Euronext Amsterdam0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.6%
- 🇺🇾 Uruguay5.52%
- 🇨🇦 Canada4.51%
- 🇫🇷 France3.32%
- 🇸🇬 Singapore1.64%
- 🇮🇱 Israel0.42%
- 🇩🇪 Germany0.18%
- 🇳🇱 Netherlands0.16%
Dividends
Dividend Yield
0.75%
23 out of 47 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VWO | 0.15% | 9.6% | - |
 VEU | 0.1% | 6.34% | - |
 REET | 0.09% | 6.79% | - |
 IEML.L | 0.07% | 6.56% | - |
 KER.PA | 0.06% | 4.54% | $14 |
 VOO | 0.04% | 1.26% | - |
 JNK | 0.04% | 1.35% | - |
 VGT | 0.04% | 0.5% | - |
 LQD | 0.03% | 1.45% | - |
 BLV | 0.03% | 1.57% | - |
 MC.PA | 0.03% | 1.85% | $13 |
 VNQ | 0.02% | 3.78% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 META | 0.01% | 0.29% | $1 |
 OR.PA | 0.01% | 1.85% | $6.6 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MSFT | 0.01% | 0.76% | $3 |
 VCSH | 0.01% | 1.43% | - |
 BNDX | 0% | 0.84% | - |
 PUM.DE | 0% | 2.68% | $0.82 |
 ASML.NV | 0% | 0.89% | $6.1 |
 VBK | 0% | 0.55% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.61
-6.61
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.61
-6.61
-7
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.23% | Jul 2021 | - | 43 |
-11.31% | Feb 2021 | Jun 2021 | 4 |
-5.54% | Sep 2020 | Nov 2020 | 2 |
-1.75% | May 2020 | Jun 2020 | 1 |