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-0.48%
Today
-0.48%
This Month
+6.51%
Year To Date
+14.88%
2 Years
-5.19%
5 Years
-1.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.73%
- 🖥️ Technology Services18.69%
- 🪙 Cryptocurrencies17.23%
- 💵 Cash12.14%
- 🏭 Industrial Services6.3%
- 📊 ETFs4.69%
- 💰 Finance4.45%
- 💇♀️ Consumer Services4.41%
- ⚡ Utilities3.9%
- 🏥 Health Services1.59%
- 💼 Commercial Services1.58%
- 🚗 Consumer Durables1.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.74%
- 🇺🇸 NYSE24.32%
- 🌍 Digital Currency17.23%
- 🇩🇪 FRA5.42%
- 🇳🇱 Euronext Amsterdam2.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.95%
- 🇩🇪 Germany5.42%
- 🇳🇱 Netherlands3.62%
- 🇭🇰 Hong Kong2.19%
Dividends
Dividend Yield
200.55%
17 out of 32 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 199.8% | 9112.79% | $1.49 |
 HASI | 0.26% | 5.93% | $1.62 |
 RWE.DE | 0.13% | 3.35% | $1 |
 HDV | 0.06% | 3.91% | - |
 SCHD | 0.06% | 3.8% | - |
 MSFT | 0.05% | 0.76% | $3 |
 MSCI | 0.03% | 1.11% | $5.96 |
 ORCL | 0.03% | 0.94% | $1.6 |
 UNH | 0.02% | 1.51% | $7.74 |
 EVD.DE | 0.02% | 1.52% | $1.43 |
 BKNG | 0.02% | 0.74% | $17.5 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 MU | 0.02% | 0.5% | $0.46 |
 V | 0.01% | 0.65% | $2.01 |
 ASML | 0.01% | 0.77% | $5.57 |
 SMH | 0.01% | 0.44% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.2/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-12.89
-12.89
-13
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-12.89
-12.89
-13
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-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 |
|---|---|---|---|
-46.76% | Nov 2021 | - | 39 |
-6.88% | May 2021 | Aug 2021 | 3 |
-5.96% | Sep 2021 | Oct 2021 | 1 |