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-0.17%
Today
-0.17%
This Month
+5.44%
Year To Date
+21.3%
2 Years
+21.3%
5 Years
+14.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.34%
- 🖥️ Technology Services21%
- 🪙 Cryptocurrencies10.27%
- 📊 ETFs7.86%
- 💰 Finance6.74%
- 🛍️ Retail Trade6.17%
- 🧩 Miscellaneous4.6%
- 🧬 Health Technology2.72%
- 🚚 Transportation2.26%
- ⚡ Utilities2.22%
- 💼 Commercial Services2.15%
- 🪨 Non Energy Minerals1.29%
- 🍞 Consumer Non Durables1.24%
- 🛠️ Producer Manufacturing1.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.84%
- 🇺🇸 Nasdaq36.64%
- 🌍 Digital Currency10.27%
- 🇬🇧 LSE9.6%
- 🇺🇸 Chicago Board Options Exchange1.9%
- 🇭🇰 Hong Kong Exchanges1.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.17%
- 🇰🇾 Cayman Islands8.38%
- 🇬🇧 United Kingdom7.38%
- 🇨🇳 China3.97%
- 🇹🇼 Taiwan2.37%
- 🇮🇳 India2.22%
- 🇳🇱 Netherlands1.37%
- 🇮🇱 Israel1.15%
- 🇬🇷 Greece0.87%
Dividends
Dividend Yield
0.82%
25 out of 40 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARKI.L | 0.09% | 4.25% | - |
 REET | 0.08% | 6.79% | - |
 3988.HK | 0.07% | 6.47% | $0.26 |
 O | 0.07% | 5.73% | $3.09 |
 FINV | 0.07% | 3.1% | $0.24 |
 0968.HK | 0.05% | 7.89% | $0.23 |
 SCHD | 0.04% | 3.8% | - |
 VNQ | 0.04% | 3.78% | - |
 USRT | 0.04% | 3.51% | - |
 KO | 0.04% | 3.06% | $1.89 |
 DAC | 0.04% | 4.1% | $3.15 |
 FITB | 0.03% | 3.25% | $1.4 |
 TSM | 0.02% | 0.93% | $1.74 |
 AAPL | 0.02% | 0.53% | $0.97 |
 TPL | 0.02% | 0.39% | $4.5 |
 MKS.L | 0.01% | 0.9% | $0.03 |
 XLF | 0.01% | 1.48% | - |
 LPX | 0.01% | 0.89% | $1 |
 AVGO | 0.01% | 0.98% | $19.7 |
 MA | 0.01% | 0.49% | $2.46 |
 ASML | 0.01% | 0.77% | $5.57 |
 ITA | 0.01% | 1.12% | - |
 INDA | 0.01% | 0.78% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.2/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-12.96
-12.96
-13
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-12.96
-12.96
-13
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.44% | Apr 2024 | Oct 2024 | 6 |
-11.09% | Oct 2023 | Dec 2023 | 2 |
-7.94% | Dec 2024 | - | 2 |
-5.2% | Jan 2024 | Feb 2024 | 1 |