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-0.43%
Today
-0.43%
This Month
+2.5%
Year To Date
-39.56%
2 Years
-35.99%
5 Years
-9.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.35%
- 💵 Cash18.98%
- 💻 Electronic Technology11.63%
- 🪙 Cryptocurrencies10.31%
- 🛍️ Retail Trade7.08%
- 📊 ETFs6.78%
- 🚗 Consumer Durables6.22%
- 🍞 Consumer Non Durables3.82%
- 🧬 Health Technology3.66%
- 🏥 Health Services3.62%
- 💼 Commercial Services2.89%
- 🛠️ Producer Manufacturing1.45%
- 💰 Finance0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.56%
- 🇺🇸 NYSE21.86%
- 🌍 Digital Currency10.31%
- 🇬🇧 LSE3.38%
- 🇮🇹 Borsa Italiana2.91%
- 🇳🇱 Euronext Amsterdam2.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.21%
- 🇳🇱 Netherlands3.64%
- 🇬🇧 United Kingdom3.38%
- 🇮🇹 Italy1.46%
- 🇨🇳 China1.43%
Dividends
Dividend Yield
0.52%
17 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PIRC.MI (3.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.1% | 2.64% | $1.58 |
 UNH | 0.05% | 1.51% | $7.74 |
 TPK.L | 0.05% | 1.54% | $0.18 |
 PIRC.MI | 0.05% | 3.4% | $0.2 |
 BRE.MI | 0.05% | 3.19% | $0.3 |
 KO | 0.05% | 3.06% | $1.89 |
 NKE | 0.03% | 1.96% | $1.45 |
 LLY | 0.02% | 0.67% | $4.86 |
 CIBR | 0.02% | 0.76% | - |
 AVGO | 0.02% | 0.98% | $19.7 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 ARGT | 0.02% | 2.2% | - |
 HD | 0.02% | 2.18% | $8.52 |
 BABA | 0.01% | 0.99% | $0.98 |
 JPM | 0.01% | 1.8% | $4.4 |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.4/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-18.64
-18.64
-19
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-18.64
-18.64
-19
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.56% | Feb 2021 | - | 49 |
-4.88% | Sep 2020 | Nov 2020 | 2 |