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-0.23%
Today
-0.23%
This Month
+0.79%
Year To Date
+24.52%
2 Years
-95.96%
5 Years
-60.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.95%
- 📊 ETFs18.73%
- 🖥️ Technology Services13.27%
- 🍞 Consumer Non Durables11.29%
- 🚗 Consumer Durables8.82%
- 🪨 Non Energy Minerals6.82%
- 💰 Finance6.44%
- 🪙 Cryptocurrencies3.12%
- 🛠️ Producer Manufacturing1.83%
- 🧪 Process Industries1.73%
- 🚚 Transportation1.7%
- 🧬 Health Technology1.16%
- 🛍️ Retail Trade1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.07%
- 🇩🇪 Xetra ETFs18.73%
- 🇺🇸 NYSE16.84%
- 🇦🇺 Sydney8.73%
- 🇩🇪 FRA8.55%
- 🇬🇧 LSE6.16%
- 🌍 Digital Currency3.12%
- 🇮🇹 Borsa Italiana2.1%
- 🇩🇰 Copenhagen Stock Exchange1.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.18%
- 🇦🇺 Australia8.73%
- 🇩🇪 Germany8.55%
- 🇰🇷 South Korea6.16%
- 🇩🇰 Denmark1.7%
- 🇮🇹 Italy1.46%
- 🇨🇱 Chile0.73%
- 🇳🇱 Netherlands0.65%
Dividends
Dividend Yield
2.23%
21 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FMG.ASX | 0.5% | 10.3% | $2.08 |
 VOW3.DE | 0.39% | 9.21% | $9.06 |
 MBG.DE | 0.36% | 9% | $5.3 |
 SMSN.L | 0.17% | 2.7% | $23.68 |
 CQE.ASX | 0.12% | 6.03% | $0.16 |
 NKE | 0.09% | 1.96% | $1.45 |
 MAERSKB.CO | 0.08% | 4.86% | $515 |
 STLAM.MI | 0.08% | 12.01% | $1.55 |
 PFE | 0.07% | 6.37% | $1.66 |
 ARIS.MI | 0.07% | 4.9% | $0.17 |
 PLS.ASX | 0.05% | 8.69% | $0.25 |
 INTC | 0.04% | 2.57% | $0.5 |
 BHP.ASX | 0.04% | 5.54% | $2.35 |
 GOOG | 0.03% | 0.29% | $0.2 |
 SSTK | 0.03% | 4.17% | $1.14 |
 DELL | 0.03% | 1.72% | $1.63 |
 BAS.DE | 0.03% | 7.31% | $3.4 |
 SQM | 0.03% | 3.45% | $1.36 |
 ALB | 0.02% | 1.91% | $1.6 |
 PVH | 0.01% | 0.17% | $0.15 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Pay Day | Mar 7 | $0.43 |
Performance Metrics
Score 1.7/10
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.76
-0.76
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-44.6
-44.6
-45
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-1.91
-1.91
-2
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.76
-0.76
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-44.6
-44.6
-45
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-1.91
-1.91
-2
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.19% | Sep 2021 | - | 41 |