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-1.09%
Today
-1.09%
This Month
+2.77%
Year To Date
+74.01%
2 Years
+65.53%
5 Years
+12.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.7%
- 🪙 Cryptocurrencies14.29%
- 💻 Electronic Technology11.5%
- 🖥️ Technology Services6.81%
- 🚗 Consumer Durables4.64%
- ⛏️ Energy Minerals1.75%
- 💇♀️ Consumer Services0.9%
- 💰 Finance0.86%
- 🧬 Health Technology0.37%
- 📡 Communications0.17%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.62%
- 🇺🇸 Nasdaq33.12%
- 🇬🇧 LSE17.02%
- 🌍 Digital Currency14.29%
- 🇩🇪 Xetra ETFs0.52%
- 🇨🇭 SIX0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.79%
- 🇧🇷 Brazil1.75%
- 🇱🇺 Luxembourg1.12%
- 🇨🇭 Switzerland0.43%
- 🇨🇳 China0.38%
- 🇳🇱 Netherlands0.11%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.65%
27 out of 62 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.33% | 18.77% | $1.73 |
 SPY5.L | 0.08% | 1.04% | - |
 XLF | 0.03% | 1.48% | - |
 AAPL | 0.02% | 0.53% | $0.97 |
 PFE | 0.02% | 6.37% | $1.66 |
 ZURN.ZU | 0.02% | 4.7% | $26 |
 IUSA.L | 0.02% | 1.01% | - |
 UDVD.L | 0.02% | 1.89% | - |
 XLK | 0.01% | 0.67% | - |
 QQQ | 0.01% | 0.64% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 VFH | 0.01% | 2.09% | - |
 IVV | 0.01% | 1.41% | - |
 META | 0.01% | 0.29% | $1 |
 T | 0.01% | 4.68% | $1.11 |
 DIS | 0.01% | 0.88% | $0.75 |
 MCD | 0.01% | 2.35% | $6.53 |
 EWG | 0% | 2.19% | - |
 ISF.L | 0% | 2.37% | - |
 VO | 0% | 1.59% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 VOOG | 0% | 0.57% | - |
 MSFT | 0% | 0.76% | $3 |
 ASML | 0% | 0.77% | $5.57 |
 IBB | 0% | 0.09% | - |
 IBZL.L | 0% | 0.7% | - |
Performance Metrics
Score 3.5/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-8.68
-8.68
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-8.68
-8.68
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.2% | Feb 2021 | - | 48 |
-3.43% | Jun 2020 | Aug 2020 | 2 |
-1.94% | Sep 2020 | Nov 2020 | 2 |