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-0.54%
Today
-0.54%
This Month
+8.36%
Year To Date
+44.79%
2 Years
+78.96%
5 Years
+4.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.71%
- 🪙 Cryptocurrencies26.6%
- 🖥️ Technology Services17.79%
- 💇♀️ Consumer Services7.5%
- 💰 Finance6.64%
- 💻 Electronic Technology2.96%
- 📈 Indexes2.02%
- 💵 Cash1.01%
- 🍞 Consumer Non Durables0.83%
- 🛍️ Retail Trade0.8%
- 💼 Commercial Services0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.72%
- 🌍 Digital Currency26.6%
- 🇺🇸 Nasdaq26%
- 🇺🇸 Chicago Board Options Exchange5.81%
- 🇩🇪 Xetra ETFs2.28%
- 🌍 CFD2.02%
- 🇭🇰 Hong Kong Exchanges0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.38%
- 🇰🇾 Cayman Islands3.73%
- 🇨🇳 China0.8%
Dividends
Dividend Yield
0.9%
18 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $REET (6.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.13% | 1.23% | - |
 VNQ | 0.11% | 3.78% | - |
 SIRI | 0.11% | 4.46% | $0.1 |
 ALLY | 0.1% | 3.08% | $1.2 |
 REET | 0.1% | 6.79% | - |
 EEM | 0.07% | 3.41% | - |
 XLRE | 0.05% | 1.84% | - |
 INDA | 0.05% | 0.78% | - |
 SBUX | 0.05% | 2.19% | $2.24 |
 PEP | 0.03% | 3.54% | $5.15 |
 DIS | 0.03% | 0.88% | $0.75 |
 XLF | 0.02% | 1.48% | - |
 IWD | 0.02% | 2.02% | - |
 META | 0.02% | 0.29% | $1 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 MTCH | 0.01% | 0.53% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.2/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
6.06
6.06
-2
0
2
7
7
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
6.06
6.06
-2
0
2
7
7
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.54% | Jan 2018 | - | 85 |
-12.65% | Oct 2017 | Dec 2017 | 2 |