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-0.51%
Today
-0.51%
This Month
+0.86%
Year To Date
+67.86%
2 Years
+182.1%
5 Years
+11.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50%
- 🪙 Cryptocurrencies12.91%
- 🧬 Health Technology7.13%
- 💼 Commercial Services2.97%
- 🖥️ Technology Services2.8%
- 📡 Communications2.57%
- 🛍️ Retail Trade2.15%
- 🛠️ Producer Manufacturing1.55%
- 🍞 Consumer Non Durables1.25%
- 💇♀️ Consumer Services1.01%
- 💰 Finance0.78%
- 🚗 Consumer Durables0.51%
- 💻 Electronic Technology0.43%
- 🏥 Health Services0.24%
- 📊 ETFs0.21%
- ⚡ Utilities0.18%
- ⛏️ Energy Minerals0.15%
- 🪨 Non Energy Minerals0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency12.91%
- 🇺🇸 NYSE6.53%
- 🇩🇰 Copenhagen Stock Exchange5.09%
- 🇺🇸 Nasdaq4.04%
- 🇩🇪 FRA2.02%
- 🇪🇸 Bolsa De Madrid1.4%
- 🇬🇧 LSE1.08%
- 🇧🇪 Euronext Brussels1.07%
- 🇫🇷 Euronext Paris1.04%
- 🇳🇱 Euronext Amsterdam0.78%
- 🇨🇭 SIX0.57%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🇫🇮 Helsinki Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.56%
- 🇩🇰 Denmark5.09%
- 🇩🇪 Germany2.21%
- 🇧🇪 Belgium1.85%
- 🇪🇸 Spain1.4%
- 🇬🇧 United Kingdom1.08%
- 🇫🇷 France1.04%
- 🇨🇳 China0.82%
- 🇨🇭 Switzerland0.57%
- 🇫🇮 Finland0.15%
Dividends
Dividend Yield
0.47%
21 out of 59 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.07% | 4.68% | $1.11 |
 VZ | 0.07% | 6.82% | $2.66 |
 ADEN.ZU | 0.06% | 11.43% | $2.5 |
 VOW3.DE | 0.05% | 9.21% | $9.06 |
 HLUNB.CO | 0.04% | 1.59% | $0.7 |
 COLR.BR | 0.03% | 2.72% | $0.98 |
 RKT.L | 0.03% | 3.7% | $1.93 |
 VIV.PA | 0.02% | 9.15% | $0.25 |
 NESTE.HE | 0.01% | 9.73% | $1.2 |
 FRE.DE | 0.01% | 3.18% | - |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 MMM | 0.01% | 2.37% | $5.21 |
 HEN3.DE | 0.01% | 2.2% | $1.85 |
 BABA | 0.01% | 0.99% | $0.98 |
 EVR.L | 0.01% | 17.85% | - |
 MSFT | 0.01% | 0.76% | $3 |
 DIS | 0.01% | 0.88% | $0.75 |
 ALM.MC | 0.01% | 1.57% | $0.15 |
 AMBUB.CO | 0% | 0.28% | - |
 DWNI.DE | 0% | 0.17% | $0.04 |
 ORSTED.CO | 0% | 0.46% | - |
Performance Metrics
Score 4.6/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
0.11
0.11
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
0.11
0.11
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.47% | Aug 2018 | Aug 2020 | 24 |
-40.94% | Nov 2021 | Nov 2024 | 36 |
-5.85% | Sep 2020 | Oct 2020 | 1 |
-3.38% | Sep 2021 | Oct 2021 | 1 |
-1.13% | May 2021 | Jun 2021 | 1 |
-0.53% | Dec 2024 | Jan 2025 | 1 |