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-1.09%
Today
-1.09%
This Month
+4.82%
Year To Date
+55.24%
2 Years
+36.91%
5 Years
-20.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies63.75%
- 📊 ETFs4.97%
- 💰 Finance4.74%
- 🖥️ Technology Services4.64%
- 🍞 Consumer Non Durables2.93%
- ⛏️ Energy Minerals2.53%
- 💇♀️ Consumer Services2.39%
- 💼 Commercial Services2.26%
- 🚚 Transportation1.94%
- 🚗 Consumer Durables1.71%
- ⚡ Utilities1.71%
- 📦 Distribution Services1.36%
- 🪨 Non Energy Minerals1.3%
- 🛍️ Retail Trade1.12%
- 📡 Communications0.98%
- 🛠️ Producer Manufacturing0.71%
- 🧬 Health Technology0.68%
- 💵 Cash0.36%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency63.75%
- 🇺🇸 NYSE12.48%
- 🇺🇸 Nasdaq6.94%
- 🇩🇪 FRA5.92%
- 🇬🇧 LSE4.63%
- 🇨🇭 SIX1.84%
- 🇮🇹 Borsa Italiana1.56%
- 🇫🇷 Euronext Paris1.36%
- 🇫🇮 Helsinki Stock Exchange0.71%
- 🇸🇪 Stockholm Stock Exchange0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.99%
- 🇩🇪 Germany5.92%
- 🇬🇧 United Kingdom3.33%
- 🇨🇭 Switzerland3.01%
- 🇮🇹 Italy1.56%
- 🇫🇷 France1.36%
- 🇫🇮 Finland0.71%
- 🇨🇦 Canada0.59%
- 🇸🇪 Sweden0.52%
Dividends
Dividend Yield
1.11%
20 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HLAG.DE | 0.13% | 6.65% | $9.25 |
 MBG.DE | 0.11% | 9% | $5.3 |
 RUI.PA | 0.11% | 7.84% | $1.98 |
 ALV.DE | 0.09% | 4.4% | $13.8 |
 CVX | 0.09% | 4.42% | $6.28 |
 BAER.ZU | 0.07% | 4.03% | $2.6 |
 MO | 0.05% | 7.66% | $3.92 |
 CCOI | 0.05% | 5.2% | $3.84 |
 BBY | 0.05% | 4.38% | $3.72 |
 PST.MI | 0.05% | 6.1% | $0.8 |
 EDL.DE | 0.05% | 6.83% | - |
 EWL | 0.05% | 2.05% | - |
 VALMT.HE | 0.04% | 5.09% | $1.34 |
 NJR | 0.03% | 3.69% | $1.68 |
 A2A.MI | 0.03% | 4.19% | $0.1 |
 CNQ | 0.03% | 5.21% | $1.48 |
 HUSQB.ST | 0.03% | 5.05% | $3 |
 PG | 0.03% | 2.43% | $3.83 |
 CRH.L | 0.02% | 1.3% | $1.61 |
 VUG | 0.01% | 0.51% | - |
Performance Metrics
Score 2.6/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-17.2
-17.2
-18
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-2.03
-2.03
-3
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-17.2
-17.2
-18
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-2.03
-2.03
-3
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.89% | May 2011 | - | 165 |