Loading...
-0.34%
Today
-0.34%
This Month
+2.17%
Year To Date
+28.16%
2 Years
+99.81%
5 Years
-3.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.7%
- 🪙 Cryptocurrencies5.12%
- 💰 Finance1.63%
- 💵 Cash0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.84%
- 🇺🇸 NYSE33.76%
- 🇺🇸 Nasdaq19.58%
- 🌍 Digital Currency5.12%
- 🇺🇸 Chicago Board Options Exchange4.15%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.48%
21 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DJP (4.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWH | 0.2% | 4.18% | - |
 EMB | 0.18% | 1.95% | - |
 EFA | 0.15% | 2.67% | - |
 IUSA.L | 0.11% | 1.01% | - |
 EEM | 0.1% | 3.41% | - |
 IEUR | 0.09% | 2.5% | - |
 MCHI | 0.07% | 3.68% | - |
 EWJ | 0.07% | 3.12% | - |
 DJP | 0.07% | 4.18% | - |
 ISF.L | 0.07% | 2.37% | - |
 EWG | 0.05% | 2.19% | - |
 ISTB | 0.04% | 1.36% | - |
 AOA | 0.04% | 3.78% | - |
 EWY | 0.04% | 2.4% | - |
 TLT | 0.04% | 1.42% | - |
 HYG | 0.04% | 1.81% | - |
 EWA | 0.04% | 3.38% | - |
 INDA | 0.03% | 0.78% | - |
 IEF | 0.03% | 1.32% | - |
 TIP | 0.01% | 0.59% | - |
 TAN | 0% | 0.49% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
11.61
11.61
-2
0
2
12
12
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
3.53
3.53
0
0.75
1.25
4
4
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
11.61
11.61
-2
0
2
12
12
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
3.53
3.53
0
0.75
1.25
4
4
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.98% | Jan 2018 | - | 85 |