Loading...
-0.19%
Today
-0.19%
This Month
+8.09%
Year To Date
+262%
2 Years
+59.84%
5 Years
+11.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.41%
- 💰 Finance14.14%
- 💻 Electronic Technology13.26%
- 🛠️ Producer Manufacturing7.58%
- 🪙 Cryptocurrencies6.82%
- ⚡ Utilities6.6%
- 🛍️ Retail Trade5.78%
- 🧬 Health Technology5.5%
- 💇♀️ Consumer Services4.33%
- 🪨 Non Energy Minerals2.39%
- 📊 ETFs2.29%
- 🚗 Consumer Durables2.06%
- 💼 Commercial Services1.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.28%
- 🇺🇸 Nasdaq39.02%
- 🌍 Digital Currency6.82%
- 🇩🇪 FRA5.06%
- 🇬🇧 LSE2.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.46%
- 🇩🇪 Germany5.06%
- 🇱🇺 Luxembourg4.43%
- 🇬🇧 United Kingdom2.81%
- 🇮🇳 India1.93%
- 🇨🇦 Canada1.23%
- 🇮🇪 Ireland1.21%
- 🇳🇱 Netherlands0.76%
Dividends
Dividend Yield
0.29%
22 out of 53 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.04% | 1.8% | $4.4 |
 VST | 0.03% | 0.52% | $0.85 |
 AVGO | 0.03% | 0.98% | $19.7 |
 WMT | 0.02% | 0.85% | $0.81 |
 AXP | 0.02% | 0.88% | $2.6 |
 IBKR | 0.01% | 0.46% | $0.55 |
 BKNG | 0.01% | 0.74% | $17.5 |
 KGC | 0.01% | 1.08% | $0.12 |
 III | 0.01% | 1.03% | $0.4 |
 TT | 0.01% | 0.93% | $3.27 |
 ORCL | 0.01% | 0.94% | $1.6 |
 KKR | 0.01% | 0.41% | $0.67 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 MA | 0.01% | 0.49% | $2.46 |
 TOL | 0.01% | 0.68% | $0.86 |
 COST | 0.01% | 0.47% | $19.22 |
 AAPL | 0.01% | 0.53% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 PHM | 0.01% | 0.72% | $0.76 |
 GOOGL | 0% | 0.29% | $0.2 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.63% | Feb 2021 | Jan 2024 | 35 |
-5.07% | Mar 2024 | May 2024 | 2 |
-5.05% | Dec 2024 | Jan 2025 | 1 |
-2.38% | Jul 2024 | Sep 2024 | 2 |