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-2.19%
Today
-2.19%
This Month
+14.03%
Year To Date
+181.26%
2 Years
+182.65%
5 Years
+56.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies89.8%
- 🖥️ Technology Services3.47%
- 💻 Electronic Technology2.82%
- 📊 ETFs1.52%
- 💰 Finance0.78%
- 🚗 Consumer Durables0.46%
- 🧬 Health Technology0.3%
- 🪨 Non Energy Minerals0.2%
- 🛠️ Producer Manufacturing0.16%
- 🛍️ Retail Trade0.1%
- 🚚 Transportation0.1%
- 💼 Commercial Services0.08%
- 🏭 Industrial Services0.06%
- ⛏️ Energy Minerals0.05%
- 💇♀️ Consumer Services0.03%
- 🧪 Process Industries0.02%
- ❓ Other0.02%
- 🧩 Miscellaneous0.01%
- 📦 Distribution Services0.01%
- 🍞 Consumer Non Durables0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency89.8%
- 🇺🇸 Nasdaq6.46%
- 🇺🇸 NYSE2.96%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇬🇧 LSE0.22%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇦🇺 Sydney0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.86%
- 🇬🇧 United Kingdom0.41%
- 🇨🇳 China0.36%
- 🇨🇦 Canada0.25%
- 🇳🇱 Netherlands0.1%
- 🇸🇬 Singapore0.09%
- 🇮🇳 India0.08%
- 🇮🇱 Israel0.07%
- 🇦🇺 Australia0.07%
- 🇹🇼 Taiwan0.07%
- 🇸🇪 Sweden0.07%
- 🇩🇰 Denmark0.06%
- 🇧🇲 Bermuda0.05%
- 🇨🇭 Switzerland0.04%
- 🇻🇳 Vietnam0.02%
- 🇩🇪 Germany0.02%
- 🇫🇷 France0.02%
- 🇮🇪 Ireland0.02%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.04%
77 out of 246 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0% | 8.62% | - |
 INTC | 0% | 2.57% | $0.5 |
 IAPD.L | 0% | 6.42% | - |
 META | 0% | 0.29% | $1 |
 02386.HK | 0% | 6.58% | $0.38 |
 IBM | 0% | 2.61% | $6.65 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 VWO | 0% | 9.6% | - |
 MU | 0% | 0.5% | $0.46 |
 01211.HK | 0% | 1.25% | $3.41 |
 QQQ | 0% | 0.64% | - |
 GLNG | 0% | 2.45% | $1 |
 2899.HK | 0% | 2.26% | $0.27 |
 0386.HK | 0% | 8.9% | $0.37 |
 MCHI | 0% | 3.68% | - |
 INFY | 0% | 1.89% | $0.39 |
 VALE | 0% | 9.88% | $1.33 |
 MSFT | 0% | 0.76% | $3 |
 FXI | 0% | 2.83% | - |
 IEMG | 0% | 4.39% | - |
 TSM | 0% | 0.93% | $1.74 |
 INDA | 0% | 0.78% | - |
 NXPI | 0% | 1.94% | $4.06 |
 SPGI | 0% | 0.71% | $3.62 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 GLE.PA | 0% | 2.88% | $0.9 |
 LLY | 0% | 0.67% | $4.86 |
 EEM | 0% | 3.41% | - |
 JPM | 0% | 1.8% | $4.4 |
 EQR | 0% | 3.82% | $2.66 |
 BX | 0% | 2.23% | $3.36 |
 CRM | 0% | 0.47% | $0.4 |
 CSCO | 0% | 2.64% | $1.58 |
 QCOM | 0% | 1.97% | $3.25 |
 KVUE | 0% | 3.83% | $0.8 |
 RSP | 0% | 1.37% | - |
 BLK | 0% | 1.91% | $20.2 |
 ORCL | 0% | 0.94% | $1.6 |
 ASML | 0% | 0.77% | $5.57 |
 XLK | 0% | 0.67% | - |
 AVGO | 0% | 0.98% | $19.7 |
 NVDA | 0% | 0.03% | $0.02 |
 NEM | 0% | 2.34% | $1.3 |
 BESI.NV | 0% | 1.72% | $2.15 |
 GLEN.L | 0% | 2.9% | $0.1 |
 VOF.L | 0% | 2.19% | $0.1 |
 LNG | 0% | 0.84% | $1.7 |
 EMB | 0% | 1.95% | - |
 0700.HK | 0% | 0.85% | $3.4 |
 YUM | 0% | 2.05% | $2.55 |
 ACN | 0% | 1.44% | $4.99 |
 VOO | 0% | 1.26% | - |
 WCLD | 0% | 1.58% | - |
 VTI | 0% | 1.26% | - |
 SCHW | 0% | 1.23% | $1 |
 00285.HK | 0% | 1.4% | $0.59 |
 BN.US | 0% | 0.53% | $0.3 |
 AAPL | 0% | 0.53% | $0.97 |
 ALB | 0% | 1.91% | $1.6 |
 LRCX | 0% | 1.06% | $8 |
 CBOE | 0% | 1.23% | - |
 KLAC | 0% | 0.79% | $5.65 |
 GDX | 0% | 1.03% | - |
 IWM | 0% | 1.23% | - |
 SOXX | 0% | 0.66% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVO | 0% | 1.21% | $0.98 |
 MRVL | 0% | 0.21% | $0.24 |
 RIGD.L | 0% | 0.34% | $0.18 |
 AMAT | 0% | 0.89% | $1.44 |
 AG | 0% | 0.32% | $0.02 |
 KKR | 0% | 0.41% | $0.67 |
 CCJ | 0% | 0.24% | $0.09 |
 SMH | 0% | 0.44% | - |
 FLIN | 0% | 0.07% | - |
 GEHC | 0% | 0.14% | $0.12 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LNG | Ex-Dividend | Feb 7 | $0.50 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
BX | Ex-Dividend | Feb 10 | $1.44 |
KVUE | Ex-Dividend | Feb 12 | $0.20 |
AAPL | Pay Day | Feb 13 | $0.25 |
ACN | Pay Day | Feb 14 | $1.48 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
SCHW | Ex-Dividend | Feb 14 | $0.27 |
GEHC | Pay Day | Feb 14 | $0.04 |
BX | Pay Day | Feb 18 | $1.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
LNG | Pay Day | Feb 21 | $0.50 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
KVUE | Pay Day | Feb 26 | $0.20 |
SCHW | Pay Day | Feb 28 | $0.27 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
IBM | Pay Day | Mar 10 | $1.67 |
LLY | Pay Day | Mar 10 | $1.50 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 7.3/10
Beta
2.87
2.87
0
0.8
1.2
0
3
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
2.37
2.37
0
1
2
3
3
Jensen's Alpha
18.39
18.39
-2
0
2
19
19
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Beta
2.87
2.87
0
0.8
1.2
0
3
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
2.37
2.37
0
1
2
3
3
Jensen's Alpha
18.39
18.39
-2
0
2
19
19
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.99% | Apr 2024 | Nov 2024 | 7 |
-18.28% | Aug 2023 | Nov 2023 | 3 |
-13.11% | Dec 2022 | Mar 2023 | 3 |
-10.37% | Jan 2024 | Feb 2024 | 1 |
-7.56% | Apr 2023 | Jul 2023 | 3 |
-7.48% | Dec 2024 | Jan 2025 | 1 |