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-0.07%
Today
-0.07%
This Month
+2.53%
Year To Date
+53.68%
2 Years
+128.91%
5 Years
+21.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.34%
- 🚗 Consumer Durables18.23%
- 💰 Finance13.17%
- 📊 ETFs8.86%
- 🛍️ Retail Trade8.31%
- 🚚 Transportation5.08%
- 🖥️ Technology Services4.94%
- 💵 Cash4.75%
- 💇♀️ Consumer Services3.79%
- 🪙 Cryptocurrencies2.66%
- 🧬 Health Technology1.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.67%
- 🇬🇧 LSE26.88%
- 🇺🇸 Nasdaq22.24%
- 🇭🇰 Hong Kong Exchanges3.16%
- 🌍 Digital Currency2.66%
- 🇩🇪 FRA2.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.58%
- 🇬🇧 United Kingdom25.46%
- 🇨🇳 China9.88%
- 🇩🇪 Germany2.15%
- 🇨🇦 Canada1.17%
Dividends
Dividend Yield
1.49%
15 out of 32 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TW.L (8.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.69% | 5.73% | $3.09 |
 TW.L | 0.29% | 8.01% | $0.1 |
 BMW.DE | 0.1% | 7.62% | $6 |
 IUKP.L | 0.09% | 3.91% | - |
 TSCO.L | 0.06% | 3.36% | $0.12 |
 LLOY.L | 0.06% | 4.67% | $0.03 |
 BTRW.L | 0.04% | 3.55% | $0.28 |
 BABA | 0.03% | 0.99% | $0.98 |
 P911.DE | 0.03% | 3.74% | $2.31 |
 PFE | 0.03% | 6.37% | $1.66 |
 DAL | 0.03% | 0.74% | $0.3 |
 AZN | 0.02% | 2.06% | $1.42 |
 AAPL | 0.02% | 0.53% | $0.97 |
 RCL | 0.01% | 0.36% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 7.3/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
9.31
9.31
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
9.31
9.31
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.84% | Nov 2021 | Dec 2023 | 25 |
-6.23% | Jul 2019 | Jan 2020 | 6 |
-5.09% | Jan 2024 | Mar 2024 | 2 |
-4.93% | Apr 2019 | Jun 2019 | 2 |
-2.8% | Apr 2024 | May 2024 | 1 |
-2.71% | Jun 2021 | Oct 2021 | 4 |
-2.47% | Mar 2020 | Apr 2020 | 1 |
-1.73% | Jul 2020 | Aug 2020 | 1 |
-1.55% | Oct 2024 | Nov 2024 | 1 |
-1.47% | Jan 2021 | Feb 2021 | 1 |
-0.68% | Dec 2024 | Jan 2025 | 1 |
-0.63% | Sep 2020 | Oct 2020 | 1 |
-0.26% | Jun 2024 | Jul 2024 | 1 |
-0.17% | Apr 2021 | May 2021 | 1 |