-4.63%
Today
-6.02%
This Month
-21.58%
Year To Date
+85.1%
2 Years
+246.01%
5 Years
+31.76%
Annualized
- marlon_hager88
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies67.45%
- 💻 Electronic Technology25.45%
- 🖥️ Technology Services1.92%
- 💰 Finance1.53%
- 💇♀️ Consumer Services0.9%
- 🧬 Health Technology0.89%
- 🚗 Consumer Durables0.6%
- 🛍️ Retail Trade0.56%
- 🛠️ Producer Manufacturing0.28%
- 🚚 Transportation0.17%
- 💼 Commercial Services0.16%
- 🍞 Consumer Non Durables0.06%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency67.45%
- 🇺🇸 Nasdaq25.91%
- 🇺🇸 NYSE5.73%
- 🇨🇭 SIX0.78%
- 🇩🇪 FRA0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.37%
- 🇨🇭 Switzerland0.78%
- 🇯🇵 Japan0.45%
- 🇮🇱 Israel0.39%
- 🇨🇳 China0.22%
- 🇬🇧 United Kingdom0.21%
- 🇩🇪 Germany0.09%
Dividends
Dividend Yield
0.08%
14 out of 55 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.28%)
Dividend Yield Breakdown
Performance Metrics
Score 6.8/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
14.99
14.99
-2
0
2
15
15
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
14.99
14.99
-2
0
2
15
15
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Drawdowns
- marlon_hager88
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.36% | Sep 2021 | Nov 2024 | 38 |
-24.42% | Dec 2024 | - | 4 |
-6.37% | Jun 2021 | Aug 2021 | 2 |
-4.96% | Sep 2020 | Nov 2020 | 2 |