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-0.81%
Today
-0.81%
This Month
+5.12%
Year To Date
+81.08%
2 Years
+627.42%
5 Years
+56.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.22%
- 💻 Electronic Technology14.96%
- 💵 Cash14%
- 🖥️ Technology Services11.1%
- 🛍️ Retail Trade4.57%
- 🛠️ Producer Manufacturing2.65%
- 🚗 Consumer Durables2.43%
- 💰 Finance2.36%
- 🧪 Process Industries1.73%
- 💇♀️ Consumer Services0.93%
- 📦 Distribution Services0.83%
- ⚡ Utilities0.78%
- 🍞 Consumer Non Durables0.67%
- 🏥 Health Services0.65%
- 🧬 Health Technology0.25%
- 📊 ETFs0.12%
- 🚚 Transportation0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.22%
- 🇺🇸 Nasdaq24.12%
- 🇺🇸 NYSE10.02%
- 🇭🇰 Hong Kong Exchanges8.5%
- 🇩🇰 Copenhagen Stock Exchange0.53%
- 🇫🇮 Helsinki Stock Exchange0.52%
- 🇩🇪 FRA0.25%
- 🇺🇸 Chicago Board Options Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.42%
- 🇨🇳 China13.37%
- 🇫🇮 Finland1.14%
- 🇩🇰 Denmark0.53%
- 🇭🇰 Hong Kong0.5%
- 🇮🇱 Israel0.45%
- 🇨🇦 Canada0.25%
- 🇩🇪 Germany0.25%
- 🇸🇪 Sweden0.03%
Dividends
Dividend Yield
0.42%
25 out of 61 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IIPR (10.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QFIN | 0.05% | 2.91% | $1.06 |
 IIPR | 0.04% | 10.49% | $7.34 |
 CF | 0.03% | 2.17% | $1.8 |
 IBM | 0.03% | 2.61% | $6.65 |
 9988.HK | 0.02% | 1.11% | $0.98 |
 1958.HK | 0.02% | 6.55% | $0.14 |
 QCOM | 0.02% | 1.97% | $3.25 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 BABA | 0.02% | 0.99% | $0.98 |
 KNEBV.HE | 0.02% | 3.6% | $1.75 |
 META | 0.02% | 0.29% | $1 |
 0916.HK | 0.02% | 4.28% | $0.24 |
 1585.HK | 0.02% | 3.76% | $0.48 |
 KO | 0.02% | 3.06% | $1.89 |
 NOK | 0.01% | 2.19% | $0.1 |
 0968.HK | 0.01% | 7.89% | $0.23 |
 HASI | 0.01% | 5.93% | $1.62 |
 JD.US | 0.01% | 1.82% | $0.74 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 INTC | 0% | 2.57% | $0.5 |
 00175.HK | 0% | 1.54% | $0.22 |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 3800.HK | 0% | 0.9% | - |
 ORSTED.CO | 0% | 0.46% | - |
Performance Metrics
Score 8.8/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
33.16
33.16
-2
0
2
34
34
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
33.16
33.16
-2
0
2
34
34
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.74% | Nov 2021 | Nov 2024 | 36 |
-13.04% | Apr 2021 | Oct 2021 | 6 |
-3.13% | Dec 2024 | Jan 2025 | 1 |
-0.54% | Sep 2020 | Oct 2020 | 1 |