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-0.14%
Today
-0.14%
This Month
+6.5%
Year To Date
+73.97%
2 Years
+49.97%
5 Years
+9.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology17.3%
- 📊 ETFs16.75%
- 🖥️ Technology Services15.67%
- 💰 Finance11.38%
- 🪙 Cryptocurrencies9.13%
- 🛍️ Retail Trade6.97%
- 🛠️ Producer Manufacturing4.8%
- 📈 Indexes3.27%
- 🚗 Consumer Durables3.12%
- 💼 Commercial Services2.84%
- 🏥 Health Services2.44%
- 🧬 Health Technology2.17%
- 💹 Forex1.92%
- 🚚 Transportation1.39%
- 💵 Cash1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.68%
- 🇺🇸 NYSE38.61%
- 🌍 Digital Currency9.13%
- 🇭🇰 Hong Kong Exchanges4.14%
- 🌍 CFD3.27%
- 🌍 FX1.92%
- 🇩🇪 FRA1.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.87%
- 🇨🇳 China5.55%
- 🇳🇱 Netherlands3%
- 🇩🇪 Germany1.39%
- 🇸🇬 Singapore0.27%
Dividends
Dividend Yield
0.46%
16 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $DHL.DE (5.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BLK | 0.1% | 1.91% | $20.2 |
 DHL.DE | 0.07% | 5.33% | $1.85 |
 VTI | 0.04% | 1.26% | - |
 UNH | 0.04% | 1.51% | $7.74 |
 MSFT | 0.03% | 0.76% | $3 |
 QQQ | 0.03% | 0.64% | - |
 AAPL | 0.03% | 0.53% | $0.97 |
 JPM | 0.02% | 1.8% | $4.4 |
 ASML | 0.02% | 0.77% | $5.57 |
 GE | 0.02% | 0.55% | $0.44 |
 GOOG | 0.02% | 0.29% | $0.2 |
 BABA | 0.01% | 0.99% | $0.98 |
 MA | 0.01% | 0.49% | $2.46 |
 GEV | 0% | 0.07% | - |
 GEHC | 0% | 0.14% | $0.12 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
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 |
|---|---|---|---|
-42.35% | Nov 2021 | Sep 2024 | 34 |
-8.11% | Sep 2020 | Nov 2020 | 2 |
-7.16% | Sep 2021 | Oct 2021 | 1 |
-1.91% | May 2021 | Jun 2021 | 1 |
-0.98% | Dec 2024 | Jan 2025 | 1 |
-0.47% | Jul 2021 | Aug 2021 | 1 |
-0.17% | Oct 2024 | Nov 2024 | 1 |