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-0.92%
Today
-0.92%
This Month
+2.45%
Year To Date
+104.64%
2 Years
+59.51%
5 Years
+5.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.56%
- 💻 Electronic Technology15%
- 💰 Finance12.2%
- 🛍️ Retail Trade7.89%
- 🌾 Commodities4.73%
- 🍞 Consumer Non Durables4.69%
- 📊 ETFs4.04%
- 🛠️ Producer Manufacturing3.64%
- 💵 Cash3.27%
- ⚡ Utilities2.37%
- 🧬 Health Technology2.29%
- ⛏️ Energy Minerals1.72%
- 🚗 Consumer Durables1.2%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.56%
- 🇺🇸 NYSE22.26%
- 🇺🇸 Nasdaq16.43%
- 🇬🇧 LSE9.09%
- 🌍 Commodity4.73%
- 🇪🇸 Bolsa De Madrid3.4%
- 🇦🇺 Sydney2.26%
- 🇫🇷 Euronext Paris1.32%
- 🇭🇰 Hong Kong Exchanges0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.84%
- 🇬🇧 United Kingdom9.09%
- 🇪🇸 Spain3.4%
- 🇦🇺 Australia2.26%
- 🇫🇷 France1.32%
- 🇹🇼 Taiwan0.8%
- 🇨🇳 China0.28%
Dividends
Dividend Yield
1.72%
20 out of 25 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $IEP (35.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.48% | 6.04% | $0.05 |
 IEP | 0.24% | 35.93% | $4 |
 ENG.MC | 0.23% | 9.59% | $1.41 |
 MFG.ASX | 0.14% | 6.21% | $0.69 |
 MMM | 0.09% | 2.37% | $5.21 |
 C | 0.08% | 2.71% | $2.12 |
 REP.MC | 0.07% | 7.01% | $0.73 |
 VIG | 0.06% | 1.73% | - |
 EL | 0.06% | 2.79% | $2.64 |
 ABBV | 0.04% | 3.42% | $6.06 |
 GAW.L | 0.04% | 3.62% | $5.5 |
 PG | 0.03% | 2.43% | $3.83 |
 MCHI | 0.03% | 3.68% | - |
 JPM | 0.03% | 1.8% | $4.4 |
 MC.PA | 0.02% | 1.85% | $13 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 CSCO | 0.02% | 2.64% | $1.58 |
 AXP | 0.02% | 0.88% | $2.6 |
 TSM | 0.01% | 0.93% | $1.74 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-9.16
-9.16
-10
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-9.16
-9.16
-10
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.25% | Nov 2021 | - | 39 |
-34.02% | Mar 2019 | Nov 2020 | 20 |
-14.15% | May 2021 | Aug 2021 | 3 |
-10.85% | Sep 2021 | Oct 2021 | 1 |