Loading...
-0.11%
Today
-0.11%
This Month
+4.52%
Year To Date
+69.21%
2 Years
-60.48%
5 Years
-19.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.64%
- 💻 Electronic Technology12.33%
- 🍞 Consumer Non Durables6.57%
- 🧩 Miscellaneous3.11%
- 🧬 Health Technology3.05%
- 🪙 Cryptocurrencies3%
- 🪨 Non Energy Minerals2.6%
- 💰 Finance1.61%
- 🖥️ Technology Services1.57%
- 💵 Cash1.38%
- 🌾 Commodities1.19%
- 🚗 Consumer Durables0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.99%
- 🇩🇪 Xetra ETFs17.67%
- 🇺🇸 Nasdaq10.51%
- 🇬🇧 LSE3.71%
- 🌍 Digital Currency3%
- 🇩🇰 Copenhagen Stock Exchange2.6%
- 🌍 Commodity1.19%
- 🇮🇹 Borsa Italiana0.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.74%
- 🇹🇼 Taiwan3.39%
- 🇩🇰 Denmark2.6%
- 🇳🇱 Netherlands0.81%
Dividends
Dividend Yield
0.91%
17 out of 35 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 |
|---|---|---|---|
 REET | 0.13% | 6.79% | - |
 STLAM.MI | 0.1% | 12.01% | $1.55 |
 MRK | 0.1% | 3.2% | $3.04 |
 KO | 0.09% | 3.06% | $1.89 |
 GDXJ | 0.07% | 2.3% | - |
 VNQ | 0.07% | 3.78% | - |
 NKE | 0.07% | 1.96% | $1.45 |
 IYR | 0.07% | 3.37% | - |
 ROCKB.CO | 0.04% | 1.67% | $43 |
 BAC | 0.04% | 2.2% | $0.96 |
 XLRE | 0.04% | 1.84% | - |
 TSM | 0.03% | 0.93% | $1.74 |
 XLF | 0.03% | 1.48% | - |
 MU | 0.01% | 0.5% | $0.46 |
 XLK | 0.01% | 0.67% | - |
 MSFT | 0.01% | 0.76% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2/10
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-26.25
-26.25
-27
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-26.25
-26.25
-27
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.21
-0.21
-1
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.24% | Nov 2021 | - | 39 |
-40.71% | Feb 2021 | Oct 2021 | 8 |