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0%
Today
+0.74%
This Month
+17.23%
Year To Date
+40.05%
2 Years
-99.61%
5 Years
-67.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π΅ Cash71.09%
- π₯οΈ Technology Services6.47%
- π» Electronic Technology6.39%
- ποΈ Retail Trade3.61%
- 𧬠Health Technology3.16%
- π Consumer Durables3.1%
- π οΈ Producer Manufacturing3.07%
- βοΈ Energy Minerals3.07%
- πͺ Cryptocurrencies1.12%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq16.4%
- πΊπΈ NYSE6.24%
- π©π° Copenhagen Stock Exchange3.16%
- π¨π SIX3.07%
- π Digital Currency1.12%
Countries Breakdown
- Country
- Total
- πΊπΈ United States19.47%
- πΉπΌ Taiwan3.16%
- π©π° Denmark3.16%
- π¨π Switzerland3.07%
Dividends
Dividend Yield
0.29%
8 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.12% | 4.04% | $6.28 |
 ABBN.ZU | 0.05% | 1.79% | $0.87 |
 NOVO-B.CO | 0.04% | 1.36% | $9.4 |
 TSM | 0.03% | 1.04% | $1.74 |
 MSFT | 0.02% | 0.74% | $3 |
 META | 0.01% | 0.27% | $1 |
 GOOG | 0% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Dec 9 | $0.20 |
CVX | Pay Day | Dec 10 | $1.63 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
GOOG | Pay Day | Dec 16 | $0.20 |
TSM | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 2.5/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.63
-0.63
-1
1
2
3
3
Jensen's Alpha
-38.65
-38.65
-39
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-5.62
-5.62
-6
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.63
-0.63
-1
1
2
3
3
Jensen's Alpha
-38.65
-38.65
-39
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-5.62
-5.62
-6
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.99% | May 2016 | - | 102 |
-1.68% | Mar 2016 | Apr 2016 | 1 |
-0.86% | Jan 2016 | Feb 2016 | 1 |