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-1.51%
Today
-1.51%
This Month
+2.53%
Year To Date
+65.33%
2 Years
-11.67%
5 Years
-2.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.61%
- 📊 ETFs15.95%
- 🛍️ Retail Trade12.87%
- 🍞 Consumer Non Durables11.82%
- 💇♀️ Consumer Services9.06%
- 💵 Cash8.31%
- 💰 Finance7.44%
- 🚗 Consumer Durables5.81%
- ⛏️ Energy Minerals3.68%
- 💼 Commercial Services2.35%
- 🪨 Non Energy Minerals1.68%
- 🛠️ Producer Manufacturing1.32%
- 🖥️ Technology Services0.74%
- 💻 Electronic Technology0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.26%
- 🇺🇸 Nasdaq21.44%
- 🌍 Digital Currency20.61%
- 🇬🇧 LSE0.96%
- 🇭🇰 Hong Kong Exchanges0.74%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇫🇷 Euronext Paris0.5%
- 🇩🇪 FRA0.37%
- 🇳🇱 Euronext Amsterdam0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.54%
- 🇨🇦 Canada1.68%
- 🇨🇳 China1.36%
- 🇬🇧 United Kingdom0.96%
- 🇪🇸 Spain0.62%
- 🇫🇷 France0.5%
- 🇦🇷 Argentina0.49%
- 🇯🇵 Japan0.42%
- 🇩🇪 Germany0.37%
- 🇳🇱 Netherlands0.26%
Dividends
Dividend Yield
0.72%
19 out of 39 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $BTG.US (6.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.16% | 3.06% | $1.89 |
 BTG.US | 0.11% | 6.73% | $0.16 |
 PG | 0.1% | 2.43% | $3.83 |
 OXY | 0.07% | 1.89% | $0.8 |
 BRBY.L | 0.05% | 5.12% | $0.61 |
 DIS | 0.05% | 0.88% | $0.75 |
 MCD | 0.04% | 2.35% | $6.53 |
 ARGT | 0.02% | 2.2% | - |
 GEST.MC | 0.02% | 3.83% | $0.12 |
 PEP | 0.02% | 3.54% | $5.15 |
 GGAL | 0.02% | 3.72% | $1.57 |
 BOSS.DE | 0.01% | 2.98% | $1.35 |
 C | 0.01% | 2.71% | $2.12 |
 CAT | 0.01% | 1.49% | $5.31 |
 MC.PA | 0.01% | 1.85% | $13 |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 BABA | 0.01% | 0.99% | $0.98 |
 SONY | 0% | 0.41% | $0.49 |
Performance Metrics
Score 2.6/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-15.38
-15.38
-16
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-15.38
-15.38
-16
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.31% | Sep 2020 | - | 53 |
-7.36% | Jun 2020 | Jul 2020 | 1 |