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+0.09%
Today
-2.27%
This Month
-5.36%
Year To Date
+18.29%
2 Years
+88.35%
5 Years
-4.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs93.93%
- 🪙 Cryptocurrencies3.56%
- 💰 Finance1.64%
- 💵 Cash0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.1%
- 🇬🇧 LSE33.73%
- 🇺🇸 Nasdaq19.74%
- 🇺🇸 Chicago Board Options Exchange6.57%
- 🌍 Digital Currency3.56%
- 🇩🇪 Xetra ETFs0.43%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
2.31%
23 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HYG (5.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EMB | 0.5% | 5.46% | - |
 IUSA.L | 0.19% | 1.94% | - |
 EWH | 0.19% | 3.96% | - |
 EFA | 0.18% | 3% | - |
 HYG | 0.14% | 5.89% | - |
 IEUR | 0.13% | 3.18% | - |
 ISTB | 0.13% | 3.87% | - |
 TLT | 0.11% | 4.12% | - |
 ISF.L | 0.11% | 3.52% | - |
 IEF | 0.08% | 3.6% | - |
 EEM | 0.08% | 2.33% | - |
 DJP | 0.06% | 3.69% | - |
 EWJ | 0.06% | 2.29% | - |
 EWA | 0.06% | 3.78% | - |
 EWY | 0.05% | 2.39% | - |
 EWG | 0.05% | 2.05% | - |
 MCHI | 0.05% | 1.99% | - |
 TIP | 0.05% | 2.42% | - |
 INDA | 0.04% | 0.78% | - |
 AOA | 0.02% | 2.3% | - |
 ITWN.L | 0.02% | 2.59% | - |
 THD | 0.01% | 3.67% | - |
 TAN | 0% | 0.54% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HYG | Pay Day | Jun 7, 2025 | $- |
IEF | Pay Day | Jun 7, 2025 | $- |
ISTB | Pay Day | Jun 7, 2025 | $- |
TIP | Pay Day | Jun 7, 2025 | $- |
EMB | Pay Day | Jun 7, 2025 | $- |
EWA | Pay Day | Jun 17, 2025 | $- |
EEM | Pay Day | Jun 17, 2025 | $0.29 |
EWJ | Pay Day | Jun 17, 2025 | $- |
EFA | Pay Day | Jun 17, 2025 | $- |
IEUR | Pay Day | Jun 17, 2025 | $- |
THD | Pay Day | Jun 17, 2025 | $1.14 |
MCHI | Pay Day | Jun 17, 2025 | $- |
EWH | Pay Day | Jun 17, 2025 | $- |
EWG | Pay Day | Jun 17, 2025 | $- |
AOA | Pay Day | Jul 8, 2025 | $- |
EWY | Pay Day | Dec 20, 2025 | $1.30 |
INDA | Pay Day | Dec 20, 2025 | $- |
TAN | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 5.6/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.98% | Jan 2018 | - | 88 |