Loading...
+0.55%
This Month
+13.72%
Year To Date
+46.08%
2 Years
+77.29%
5 Years
-12.87%
10 Years
-1.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs94.42%
- 🪙 Cryptocurrencies3.94%
- 💰 Finance1.38%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE35.71%
- 🇺🇸 NYSE35%
- 🇺🇸 Nasdaq17.5%
- 🇺🇸 Chicago Board Options Exchange6.57%
- 🌍 Digital Currency3.94%
- 🇩🇪 Xetra ETFs1.02%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
2.17%
23 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HYG (5.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EMB | 0.45% | 5.49% | - |
 IUSA.L | 0.2% | 1.94% | - |
 EWH | 0.2% | 3.83% | - |
 EFA | 0.16% | 2.88% | - |
 HYG | 0.12% | 5.77% | - |
 IEUR | 0.12% | 2.99% | - |
 ISTB | 0.11% | 3.96% | - |
 ISF.L | 0.1% | 3.5% | - |
 TLT | 0.1% | 4.3% | - |
 EEM | 0.08% | 2.45% | - |
 IEF | 0.07% | 3.7% | - |
 MCHI | 0.06% | 2.59% | - |
 EWJ | 0.06% | 2.2% | - |
 EWA | 0.05% | 3.09% | - |
 DJP | 0.05% | 3.69% | - |
 EWY | 0.04% | 1.81% | - |
 THD | 0.04% | 3.9% | - |
 TIP | 0.04% | 2.47% | - |
 EWG | 0.04% | 1.6% | - |
 ITWN.L | 0.03% | 2.59% | - |
 INDA | 0.03% | 0.72% | - |
 AOA | 0.02% | 2.13% | - |
 TAN | 0% | 0.48% | - |
Performance Metrics
Score 5.6/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
11.33
11.33
-2
0
2
12
12
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
11.33
11.33
-2
0
2
12
12
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-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 | - | 93 |