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-1.06%
Today
-1.06%
This Month
+8%
Year To Date
+70.17%
2 Years
+554.2%
5 Years
+8.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.51%
- 💻 Electronic Technology7.86%
- 🛠️ Producer Manufacturing5.6%
- 💰 Finance5.57%
- 🚚 Transportation3.44%
- 💵 Cash3.35%
- 🖥️ Technology Services2.91%
- ⛏️ Energy Minerals2.88%
- 🪨 Non Energy Minerals2.44%
- 🧪 Process Industries1.23%
- 🍞 Consumer Non Durables1.07%
- 🚗 Consumer Durables1.07%
- 🧬 Health Technology1.03%
- 📊 ETFs0.55%
- 💇♀️ Consumer Services0.45%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.51%
- 🇺🇸 Nasdaq10.98%
- 🇺🇸 NYSE8.02%
- 🇩🇪 FRA3.63%
- 🇨🇭 SIX3.48%
- 🇸🇪 Stockholm Stock Exchange2.82%
- 🇬🇧 LSE2.27%
- 🇩🇰 Copenhagen Stock Exchange1.41%
- 🇦🇺 Sydney1.03%
- 🇫🇮 Helsinki Stock Exchange0.95%
- 🇳🇴 Oslo Stock Exchange0.91%
- 🇺🇸 Chicago Board Options Exchange0.55%
- 🇮🇹 Borsa Italiana0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.47%
- 🇩🇪 Germany3.65%
- 🇨🇭 Switzerland3.48%
- 🇸🇪 Sweden2.82%
- 🇬🇧 United Kingdom2.27%
- 🇩🇰 Denmark1.41%
- 🇯🇵 Japan1.07%
- 🇦🇺 Australia1.03%
- 🇫🇮 Finland0.95%
- 🇸🇬 Singapore0.91%
- 🇨🇦 Canada0.43%
- 🇮🇹 Italy0.08%
Dividends
Dividend Yield
0.64%
30 out of 51 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (21.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.2% | 21.55% | $37.72 |
 CVX | 0.04% | 4.42% | $6.28 |
 RAA.DE | 0.04% | 1.56% | $13.5 |
 SCHP.ZU | 0.04% | 1.51% | $4 |
 HEXA-B.ST | 0.03% | 1.18% | $1.53 |
 PR | 0.03% | 2.18% | $0.21 |
 TM | 0.03% | 2.58% | $4.64 |
 NOKIA.HE | 0.03% | 2.88% | $0.13 |
 JBHT | 0.03% | 1.01% | $1.7 |
 ROCKB.CO | 0.02% | 1.67% | $43 |
 III | 0.02% | 1.03% | $0.4 |
 BLK | 0.02% | 1.91% | $20.2 |
 EFV | 0.02% | 3.32% | - |
 GXI.DE | 0.01% | 1.85% | $1.25 |
 DLB | 0.01% | 1.5% | $1.17 |
 LISP.ZU | 0.01% | 1.33% | $140 |
 COH.ASX | 0.01% | 1.28% | $3.75 |
 MCD | 0.01% | 2.35% | $6.53 |
 LPX | 0.01% | 0.89% | $1 |
 IEX | 0.01% | 1.23% | $2.61 |
 GOOG | 0% | 0.29% | $0.2 |
 LMT | 0% | 2.79% | $12.45 |
 AMR | 0% | 0.27% | $1.94 |
 RTX | 0% | 1.92% | $2.44 |
 GD | 0% | 2.21% | $5.48 |
 NOC | 0% | 1.65% | $7.67 |
 HAG.DE | 0% | 1.03% | $0.4 |
 RHM.DE | 0% | 0.76% | $5.7 |
 BC.MI | 0% | 0.73% | $0.91 |
 SOBO | 0% | 3.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
GD | Pay Day | Feb 7 | $1.42 |
JBHT | Ex-Dividend | Feb 7 | $0.44 |
DLB | Ex-Dividend | Feb 11 | $0.33 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
DLB | Pay Day | Feb 19 | $0.33 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
JBHT | Pay Day | Feb 21 | $0.44 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
RTX | Pay Day | Mar 20 | $0.63 |
BLK | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
HEXA-B.ST | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST | Pay Day | May 14 | $0.14 |
Performance Metrics
Score 5.6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
13.56
13.56
-2
0
2
14
14
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
13.56
13.56
-2
0
2
14
14
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.23% | Mar 2018 | Feb 2021 | 35 |
-45.09% | Sep 2021 | Jan 2025 | 40 |
-19.3% | May 2021 | Aug 2021 | 3 |