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-0.57%
Today
-0.57%
This Month
+5.79%
Year To Date
+17.23%
2 Years
+14.84%
5 Years
+0.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.73%
- 🚚 Transportation13.96%
- 🖥️ Technology Services13.87%
- 🛍️ Retail Trade11.62%
- 💻 Electronic Technology7.67%
- 💰 Finance5.42%
- 💵 Cash4.63%
- 💇♀️ Consumer Services3.94%
- 💼 Commercial Services3.84%
- 🍞 Consumer Non Durables3.04%
- 🏭 Industrial Services2.53%
- 📊 ETFs1.95%
- 🪨 Non Energy Minerals1.76%
- ⚡ Utilities0.88%
- 📦 Distribution Services0.72%
- 🧬 Health Technology0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.85%
- 🌍 Digital Currency23.73%
- 🇺🇸 NYSE23.51%
- 🇬🇧 LSE7.27%
- 🇺🇸 OTC Markets Stock Exchange0.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.85%
- 🇬🇧 United Kingdom7.75%
- 🇺🇾 Uruguay6.13%
- 🇨🇳 China3.65%
- 🇨🇦 Canada3.03%
- 🇨🇭 Switzerland2.04%
- 🇦🇷 Argentina0.79%
- 🇧🇷 Brazil0.28%
Dividends
Dividend Yield
0.61%
22 out of 64 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AV.L | 0.16% | 6.67% | $0.33 |
 LGEN.L | 0.11% | 8.52% | $0.2 |
 RIO | 0.06% | 7.18% | $4.34 |
 MSFT | 0.03% | 0.76% | $3 |
 ULVR.L | 0.03% | 3.17% | $1.47 |
 STX.US | 0.03% | 2.95% | $2.8 |
 GGAL | 0.03% | 3.72% | $1.57 |
 BARC.L | 0.03% | 2.77% | $0.08 |
 NEE | 0.03% | 2.88% | $1.97 |
 BABA | 0.02% | 0.99% | $0.98 |
 V | 0.02% | 0.65% | $2.01 |
 BMY | 0.01% | 4.11% | $2.34 |
 JNPR | 0.01% | 2.52% | $0.88 |
 GLEN.L | 0.01% | 2.9% | $0.1 |
 HWM | 0.01% | 0.24% | $0.19 |
 MAR | 0.01% | 0.83% | $2.19 |
 EME | 0.01% | 0.22% | $0.79 |
 WING | 0.01% | 0.33% | $0.88 |
 NKE | 0% | 1.96% | $1.45 |
 MCK | 0% | 0.46% | $2.48 |
 CCJ | 0% | 0.24% | $0.09 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.5/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.49
-9.49
-10
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-9.49
-9.49
-10
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.77% | Nov 2021 | - | 39 |
-29.87% | Feb 2018 | Nov 2020 | 33 |
-14.51% | Sep 2017 | Jan 2018 | 4 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-1.74% | Mar 2021 | Apr 2021 | 1 |
-1.65% | May 2021 | Jun 2021 | 1 |
-0.68% | Jul 2021 | Aug 2021 | 1 |