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-0.1%
Today
-0.1%
This Month
+2.07%
Year To Date
+82.49%
2 Years
+138.82%
5 Years
+12.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.97%
- 💻 Electronic Technology7.75%
- 🖥️ Technology Services6.38%
- 🪙 Cryptocurrencies5.95%
- 💼 Commercial Services4.04%
- 💵 Cash3.63%
- 💰 Finance1.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.72%
- 🇺🇸 Nasdaq38.83%
- 🌍 Digital Currency5.95%
- 🇩🇪 Xetra ETFs5.58%
- 🇬🇧 LSE0.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.12%
Dividends
Dividend Yield
0.87%
22 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $QDVY.DE (5.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IVV | 0.21% | 1.41% | - |
 IDEV | 0.2% | 2.95% | - |
 QQQ | 0.1% | 0.64% | - |
 IEF | 0.07% | 1.32% | - |
 QDVY.DE | 0.06% | 5.95% | - |
 AGG | 0.05% | 1.32% | - |
 TLT | 0.04% | 1.42% | - |
 AXP | 0.02% | 0.88% | $2.6 |
 IS3F.DE | 0.02% | 5.3% | - |
 MSFT | 0.01% | 0.76% | $3 |
 SHV | 0.01% | 1.46% | - |
 V | 0.01% | 0.65% | $2.01 |
 IS0Q.DE | 0.01% | 5.48% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 MA | 0.01% | 0.49% | $2.46 |
 SNA2.DE | 0.01% | 4.04% | - |
 IUS7.DE | 0.01% | 2.16% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 META | 0.01% | 0.29% | $1 |
 TIP | 0% | 0.59% | - |
 IUSM.DE | 0% | 4.09% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.92
0.92
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.92
0.92
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.79% | Nov 2021 | Feb 2024 | 27 |
-34.06% | Feb 2018 | Nov 2020 | 33 |
-7.15% | May 2021 | Aug 2021 | 3 |
-6.05% | Sep 2021 | Oct 2021 | 1 |
-4.81% | Apr 2024 | May 2024 | 1 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-0.27% | Jul 2024 | Aug 2024 | 1 |