-0.54%
Today
-2.42%
This Month
-8.03%
Year To Date
+32.29%
2 Years
+14.13%
5 Years
+3.04%
Annualized
- daledondale1986
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ต Cash37.95%
- ๐ช Cryptocurrencies32.74%
- ๐ ETFs14.23%
- ๐ฅ๏ธ Technology Services3.68%
- ๐๏ธ Retail Trade2.49%
- ๐ Consumer Durables2.17%
- ๐ญ Industrial Services1%
- ๐งฌ Health Technology0.8%
- ๐ Consumer Non Durables0.57%
- ๐ชจ Non Energy Minerals0.5%
- ๐ฅ Health Services0.38%
- ๐ฐ Finance0.35%
- ๐ป Electronic Technology0.3%
- โ๏ธ Energy Minerals0.23%
- ๐ ๏ธ Producer Manufacturing0.12%
Exchanges Breakdown
- Exchange
- Total
- ๐ Digital Currency32.74%
- ๐บ๐ธ NYSE10.14%
- ๐บ๐ธ Nasdaq10.04%
- ๐ญ๐ฐ Hong Kong Exchanges2.05%
- ๐บ๐ธ Chicago Board Options Exchange2.02%
- ๐ฉ๐ช FRA1.22%
- ๐ฉ๐ฐ Copenhagen Stock Exchange0.8%
- ๐ธ๐ช Stockholm Stock Exchange0.43%
- ๐ณ๐ด Oslo Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States4.99%
- ๐จ๐ณ China2.33%
- ๐ธ๐ฌ Singapore1.4%
- ๐ฉ๐ช Germany1.22%
- ๐ญ๐ฐ Hong Kong0.81%
- ๐ฉ๐ฐ Denmark0.8%
- ๐ธ๐ช Sweden0.43%
- ๐จ๐ฆ Canada0.32%
- ๐ง๐ท Brazil0.18%
- ๐ณ๐ด Norway0.12%
Dividends
Dividend Yield
0.41%
29 out of 46 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (8.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
![]() VOW3.DE | 0.1% | 8.28% | $9.06 |
![]() 0390.HK | 0.05% | 6% | $0.21 |
![]() SPY | 0.02% | 1.19% | - |
![]() O | 0.02% | 5.36% | $3.09 |
![]() HUSQB.ST | 0.02% | 4.33% | $3 |
![]() NOVO-B.CO | 0.02% | 2.04% | $9.4 |
![]() 02319.HK | 0.02% | 2.85% | $0.54 |
![]() 00257.HK | 0.02% | 6.66% | $0.22 |
![]() IWM | 0.01% | 1.18% | - |
![]() VALE | 0.01% | 7.58% | $1.33 |
![]() INDA | 0.01% | 0.83% | - |
![]() ASHR | 0.01% | 1.13% | - |
![]() QQQ | 0.01% | 0.56% | - |
![]() MCHI | 0.01% | 2.02% | - |
![]() FINX | 0.01% | 0.73% | - |
![]() DVN | 0.01% | 3.6% | $2.05 |
![]() BABA | 0.01% | 0.7% | $0.98 |
![]() LIT | 0.01% | 0.93% | - |
![]() ICLN | 0.01% | 1.89% | - |
![]() GOLD.BARRICK | 0.01% | 2.08% | $0.4 |
![]() DIA.US | 0.01% | 1.56% | - |
![]() ELV | 0.01% | 1.61% | $6.22 |
![]() FIW.US | 0.01% | 0.68% | - |
![]() SOXX | 0.01% | 0.69% | - |
![]() ITA | 0% | 0.79% | - |
![]() 0700.HK | 0% | 0.66% | $3.4 |
![]() CIBR | 0% | 0.28% | - |
![]() META | 0% | 0.32% | $1 |
![]() GOOG | 0% | 0.46% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() META | Ex-Dividend | Mar 14 | $0.52 |
![]() DVN | Ex-Dividend | Mar 14 | $0.24 |
![]() O | Pay Day | Mar 14 | $0.27 |
![]() GOOG | Pay Day | Mar 17 | $0.20 |
![]() GOLD.BARRICK | Pay Day | Mar 17 | $0.10 |
![]() ELV | Pay Day | Mar 25 | $1.71 |
![]() META | Pay Day | Mar 26 | $0.52 |
![]() NOVO-B.CO | Ex-Dividend | Mar 28 | $1.10 |
![]() DVN | Pay Day | Mar 31 | $0.24 |
![]() NOVO-B.CO | Pay Day | Apr 1 | $1.10 |
![]() QQQ | Pay Day | Apr 30 | $- |
![]() IWM | Pay Day | Jun 17 | $- |
![]() MCHI | Pay Day | Jun 17 | $- |
![]() SOXX | Pay Day | Jun 17 | $- |
![]() ITA | Pay Day | Jun 17 | $- |
![]() ICLN | Pay Day | Jun 17 | $- |
![]() CIBR | Pay Day | Jun 28 | $- |
![]() FIW.US | Pay Day | Jun 28 | $- |
![]() INDA | Pay Day | Dec 20 | $- |
![]() ASHR | Pay Day | Dec 30 | $- |
Performance Metrics
Score 2.8/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.43
-8.43
-9
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.43
-8.43
-9
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
- daledondale1986
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-43% | Nov 2021 | - | 41 |
-3.47% | Sep 2021 | Oct 2021 | 1 |
-2.31% | May 2021 | Jun 2021 | 1 |
-0.67% | Mar 2021 | Apr 2021 | 1 |