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-0.64%
Today
-0.64%
This Month
+4.87%
Year To Date
+42.55%
2 Years
-41.76%
5 Years
-14.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.74%
- 🖥️ Technology Services15.91%
- 💰 Finance15.48%
- 💵 Cash11.81%
- 💻 Electronic Technology10.48%
- 🏭 Industrial Services7.59%
- 💼 Commercial Services6.32%
- 🍞 Consumer Non Durables4.34%
- 🛠️ Producer Manufacturing3.67%
- 🧪 Process Industries2.5%
- 🚗 Consumer Durables2.4%
- 🧬 Health Technology1.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.52%
- 🇺🇸 NYSE22.79%
- 🌍 Digital Currency20.74%
- 🇫🇷 Euronext Paris11.93%
- 🇭🇰 Hong Kong Exchanges4.12%
- 🇩🇪 FRA1.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.24%
- 🇫🇷 France11.93%
- 🇨🇭 Switzerland9.02%
- 🇨🇳 China2.62%
- 🇩🇪 Germany1.64%
- 🇭🇰 Hong Kong1.5%
- 🇨🇦 Canada1.05%
Dividends
Dividend Yield
1.7%
17 out of 30 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ABR (12.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABR | 0.64% | 12.85% | $1.72 |
 DG.PA | 0.33% | 4.31% | $4.5 |
 UBS | 0.19% | 2.13% | $0.71 |
 VOW3.DE | 0.15% | 9.21% | $9.06 |
 00016.HK | 0.08% | 5.39% | $4.65 |
 MC.PA | 0.08% | 1.85% | $13 |
 APD | 0.05% | 2.12% | $7.04 |
 GILD | 0.04% | 3.17% | $3.04 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 MSFT | 0.03% | 0.76% | $3 |
 META | 0.02% | 0.29% | $1 |
 V | 0.02% | 0.65% | $2.01 |
 MA | 0.01% | 0.49% | $2.46 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MU | 0.01% | 0.5% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-22.79
-22.79
-23
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.53
-0.53
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-22.79
-22.79
-23
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.53
-0.53
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.32% | Apr 2021 | - | 46 |