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-0.12%
Today
-0.12%
This Month
+3.32%
Year To Date
+83.16%
2 Years
+163.66%
5 Years
-6.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.43%
- 💻 Electronic Technology19.51%
- 📊 ETFs13.57%
- 🪙 Cryptocurrencies10.89%
- 🛍️ Retail Trade3.7%
- 🍞 Consumer Non Durables3.24%
- 💇♀️ Consumer Services2.9%
- 🧬 Health Technology2.21%
- 🚗 Consumer Durables1.28%
- 🚚 Transportation1.27%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.65%
- 🇺🇸 NYSE20.53%
- 🌍 Digital Currency10.89%
- 🇬🇧 LSE3.78%
- 🇭🇰 Hong Kong Exchanges2.19%
- 🇩🇪 FRA1.28%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇺🇸 OTC Markets Stock Exchange0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.85%
- 🇬🇧 United Kingdom3.78%
- 🇨🇳 China3.32%
- 🇹🇼 Taiwan2.09%
- 🇨🇭 Switzerland1.86%
- 🇩🇪 Germany1.28%
- 🇩🇰 Denmark0.35%
Dividends
Dividend Yield
0.64%
20 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PAH3.DE (6.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PAH3.DE | 0.09% | 6.73% | $2.56 |
 MSFT | 0.07% | 0.76% | $3 |
 MCD | 0.07% | 2.35% | $6.53 |
 VOO | 0.06% | 1.26% | - |
 KO | 0.06% | 3.06% | $1.89 |
 PEP | 0.05% | 3.54% | $5.15 |
 NVS | 0.05% | 3.05% | $3.2 |
 GOOG | 0.03% | 0.29% | $0.2 |
 LSEG.L | 0.03% | 1% | $1.15 |
 SOXX | 0.02% | 0.66% | - |
 META | 0.02% | 0.29% | $1 |
 00285.HK | 0.02% | 1.4% | $0.59 |
 AAPL | 0.02% | 0.53% | $0.97 |
 TSM | 0.02% | 0.93% | $1.74 |
 BABA | 0.01% | 0.99% | $0.98 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 0700.HK | 0% | 0.85% | $3.4 |
 NVDA | 0% | 0.03% | $0.02 |
 SDZNY | 0% | 0.62% | $0.3 |
Performance Metrics
Score 5.2/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
6.03
6.03
-2
0
2
7
7
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
6.03
6.03
-2
0
2
7
7
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.97% | Jan 2018 | - | 85 |