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-0.15%
Today
-0.15%
This Month
+4.22%
Year To Date
+104.61%
2 Years
+145.23%
5 Years
-1.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables31.98%
- 💻 Electronic Technology17.51%
- 🛍️ Retail Trade12.58%
- 🖥️ Technology Services7.46%
- 🪙 Cryptocurrencies7.44%
- 💼 Commercial Services5.12%
- 💇♀️ Consumer Services3.68%
- 💰 Finance3.46%
- 📊 ETFs2.82%
- 🛠️ Producer Manufacturing2.68%
- 🍞 Consumer Non Durables2.07%
- 🧬 Health Technology1.16%
- 🚚 Transportation0.74%
- ⛏️ Energy Minerals0.69%
- 🪨 Non Energy Minerals0.5%
- 📦 Distribution Services0.08%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.54%
- 🇺🇸 NYSE32.75%
- 🌍 Digital Currency7.44%
- 🇬🇧 LSE6.58%
- 🇫🇷 Euronext Paris0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.44%
- 🇬🇧 United Kingdom6.58%
- 🇨🇳 China1.28%
- 🇫🇷 France0.66%
- 🇨🇦 Canada0.64%
- 🇩🇪 Germany0.11%
Dividends
Dividend Yield
0.37%
23 out of 52 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.05% | 3.06% | $1.89 |
 GPI | 0.04% | 0.41% | $1.84 |
 QFIN | 0.03% | 2.91% | $1.06 |
 PFE | 0.03% | 6.37% | $1.66 |
 CVX | 0.03% | 4.42% | $6.28 |
 HD | 0.03% | 2.18% | $8.52 |
 DIS | 0.03% | 0.88% | $0.75 |
 AAPL | 0.02% | 0.53% | $0.97 |
 RMV.L | 0.01% | 1.41% | $0.09 |
 MCD | 0.01% | 2.35% | $6.53 |
 V | 0.01% | 0.65% | $2.01 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 GE | 0.01% | 0.55% | $0.44 |
 NKE | 0.01% | 1.96% | $1.45 |
 MA | 0.01% | 0.49% | $2.46 |
 GM | 0.01% | 0.97% | $0.42 |
 META | 0.01% | 0.29% | $1 |
 ORCL | 0.01% | 0.94% | $1.6 |
 GOOG | 0.01% | 0.29% | $0.2 |
 EA | 0% | 0.62% | $0.76 |
 DSY.PA | 0% | 0.61% | $0.23 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 4.1/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.39% | Jan 2018 | - | 85 |