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+3.04%
Today
+1.69%
This Month
+1.69%
Year To Date
+65.43%
2 Years
-44.22%
5 Years
-22.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.78%
- 💵 Cash21.46%
- 💰 Finance11.53%
- 🚗 Consumer Durables11.43%
- 💇♀️ Consumer Services9.48%
- 💼 Commercial Services6.9%
- 💻 Electronic Technology5.19%
- 🛠️ Producer Manufacturing4.4%
- 🚚 Transportation2.65%
- 🪙 Cryptocurrencies1.4%
- 🛍️ Retail Trade1.34%
- 🧪 Process Industries0.6%
- 📊 ETFs0.37%
- 🧬 Health Technology0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.5%
- 🇺🇸 NYSE10.89%
- 🇫🇷 Euronext Paris3.18%
- 🇭🇰 Hong Kong Exchanges1.52%
- 🌍 Digital Currency1.4%
- 🇬🇧 LSE1.16%
- 🇨🇭 SIX1.06%
- 🇩🇪 FRA0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.53%
- 🇫🇷 France3.18%
- 🇨🇳 China1.99%
- 🇬🇧 United Kingdom1.16%
- 🇨🇭 Switzerland1.06%
- 🇨🇦 Canada1.03%
- 🇩🇪 Germany0.66%
Dividends
Dividend Yield
0.35%
14 out of 41 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0968.HK | 0.09% | 7.58% | $0.23 |
 VOW3.DE | 0.06% | 9.69% | $9.06 |
 F | 0.05% | 7.83% | $0.78 |
 ALO.PA | 0.05% | 1.56% | $0.24 |
 EBAY | 0.02% | 1.66% | $1.04 |
 ABBN.ZU | 0.02% | 1.75% | $0.87 |
 META | 0.02% | 0.32% | $1 |
 GOOG | 0.01% | 0.31% | $0.2 |
 EZJ.L | 0.01% | 0.89% | $0.05 |
 BKNG | 0.01% | 0.73% | $17.5 |
 V | 0.01% | 0.68% | $2.01 |
 AAPL | 0% | 0.42% | $0.97 |
 MA | 0% | 0.53% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
Performance Metrics
Score 2.9/10
Beta
0.1
0.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-10.66
-10.66
-11
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-8.32
-8.32
-9
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
0.1
0.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-10.66
-10.66
-11
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-8.32
-8.32
-9
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.78% | May 2019 | - | 69 |