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-0.14%
Today
-0.14%
This Month
+1.14%
Year To Date
+41.98%
2 Years
-67.81%
5 Years
-26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.7%
- 🖥️ Technology Services27.88%
- 🍞 Consumer Non Durables12.5%
- 💇♀️ Consumer Services6.73%
- 🪙 Cryptocurrencies3.3%
- 🪨 Non Energy Minerals3.22%
- 🧬 Health Technology2.58%
- 💼 Commercial Services1.62%
- 💰 Finance1.42%
- 🛍️ Retail Trade1.2%
- 💵 Cash1%
- 🛠️ Producer Manufacturing0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.12%
- 🇺🇸 NYSE26.26%
- 🇬🇧 LSE14.72%
- 🇫🇷 Euronext Paris5.52%
- 🌍 Digital Currency3.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.61%
- 🇰🇷 South Korea13.52%
- 🇫🇷 France5.52%
- 🇳🇱 Netherlands3.64%
- 🇨🇦 Canada1.7%
- 🇱🇺 Luxembourg1.2%
- 🇮🇱 Israel0.42%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.51%
17 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMSN.L | 0.36% | 2.7% | $23.68 |
 KER.PA | 0.25% | 4.54% | $14 |
 MCD | 0.16% | 2.35% | $6.53 |
 LMT | 0.15% | 2.79% | $12.45 |
 NKE | 0.14% | 1.96% | $1.45 |
 INTC | 0.08% | 2.57% | $0.5 |
 MSFT | 0.06% | 0.76% | $3 |
 SVSTL.L | 0.06% | 2546.05% | - |
 BME.L | 0.06% | 4.61% | $0.15 |
 GOLD.BARRICK | 0.04% | 2.47% | $0.4 |
 AAPL | 0.04% | 0.53% | $0.97 |
 GOOG | 0.03% | 0.29% | $0.2 |
 ASML | 0.03% | 0.77% | $5.57 |
 FCX | 0.03% | 1.67% | $0.6 |
 DELL | 0.02% | 1.72% | $1.63 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.4/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-28.73
-28.73
-29
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-2.6
-2.6
-3
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-28.73
-28.73
-29
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-2.6
-2.6
-3
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.86% | Jun 2019 | - | 69 |