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+1.05%
Today
+17.44%
This Month
+37.12%
Year To Date
+95.4%
2 Years
+148.2%
5 Years
+9.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ช Cryptocurrencies23.33%
- ๐ป Electronic Technology18.3%
- ๐ฅ๏ธ Technology Services15.45%
- ๐น Forex12.28%
- ๐ ETFs5.81%
- โ๏ธ Energy Minerals5.31%
- ๐ฐ Finance5.07%
- ๐ผ Commercial Services4.41%
- ๐๏ธ Retail Trade4.1%
- ๐ Consumer Durables1.47%
- ๐ก Communications1.37%
- ๐ Transportation1.35%
- ๐งฌ Health Technology0.99%
- ๐โโ๏ธ Consumer Services0.37%
- ๐ Consumer Non Durables0.22%
- ๐ต Cash0%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq39.89%
- ๐ Digital Currency23.33%
- ๐บ๐ธ NYSE21.54%
- ๐ FX12.28%
- ๐ฉ๐ช FRA1.42%
- ๐ฌ๐ง LSE1.35%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States45.32%
- ๐ณ๐ฑ Netherlands4.38%
- ๐จ๐ฆ Canada2.98%
- ๐ฌ๐ง United Kingdom2.69%
- ๐จ๐ณ China1.62%
- ๐ฉ๐ช Germany1.42%
Dividends
Dividend Yield
0.5%
13 out of 41 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (11.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.16% | 11.21% | $9.06 |
 OXY | 0.09% | 1.73% | $0.8 |
 T | 0.06% | 4.86% | $1.11 |
 ASML | 0.04% | 0.87% | $5.57 |
 MCHI | 0.03% | 0.92% | - |
 INTC | 0.03% | 2.08% | $0.5 |
 RTO.US | 0.03% | 1.99% | $0.48 |
 GOOG | 0.02% | 0.34% | $0.2 |
 BABA | 0.02% | 1.13% | $0.98 |
 MU | 0.01% | 0.47% | $0.46 |
 AAPL | 0.01% | 0.43% | $0.97 |
 VOD | 0% | 7.78% | $0.94 |
 LIT | 0% | 0.23% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VOD | Ex-Dividend | Nov 22 | $0.24 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
OXY | Ex-Dividend | Dec 10 | $0.22 |
GOOG | Pay Day | Dec 16 | $0.20 |
OXY | Pay Day | Jan 15 | $0.22 |
VOD | Pay Day | Feb 7 | $0.24 |
Performance Metrics
Score 3.5/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.78
-1.78
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.78
-1.78
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.42% | Apr 2021 | - | 43 |
-56.34% | Dec 2017 | Dec 2020 | 36 |
-26.58% | Jun 2015 | Jul 2017 | 25 |
-13.24% | Aug 2014 | Apr 2015 | 8 |
-10.83% | Dec 2013 | Mar 2014 | 3 |
-2.97% | Aug 2017 | Oct 2017 | 2 |