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+2.68%
Today
-8.52%
This Month
-21.19%
Year To Date
+42.73%
2 Years
-22.1%
5 Years
-6.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies51.55%
- 💻 Electronic Technology11.81%
- 🖥️ Technology Services9.62%
- ⚡ Utilities6.29%
- 📈 Indexes4.87%
- 💰 Finance4.27%
- 📊 ETFs3.59%
- 💇♀️ Consumer Services2.7%
- 🛍️ Retail Trade2.27%
- 🍞 Consumer Non Durables1.54%
- 🚗 Consumer Durables1.05%
- 🧪 Process Industries0.44%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.55%
- 🇺🇸 Nasdaq20.24%
- 🇺🇸 NYSE13.59%
- 🇬🇧 LSE6.29%
- 🌍 CFD4.87%
- 🇫🇷 Euronext Paris1.54%
- 🇩🇪 Xetra ETFs1.52%
- 🇭🇰 Hong Kong Exchanges0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.32%
- 🇮🇳 India6.29%
- 🇫🇷 France1.54%
- 🇨🇳 China0.79%
- 🇨🇦 Canada0.06%
Dividends
Dividend Yield
0.56%
17 out of 62 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ARKI.L (5.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARKI.L | 0.34% | 5.35% | - |
 SYF | 0.06% | 1.92% | $1 |
 MC.PA | 0.03% | 2.1% | $13 |
 BLK | 0.03% | 2.25% | $20.2 |
 MSFT | 0.02% | 0.83% | $3 |
 INTC | 0.02% | 2.53% | $0.5 |
 VGT | 0.01% | 0.62% | - |
 WMT | 0.01% | 1.04% | $0.81 |
 META | 0.01% | 0.33% | $1 |
 ALB | 0.01% | 2.23% | $1.6 |
 KLAC | 0.01% | 0.95% | $5.65 |
 GOOG | 0% | 0.48% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
 9988.HK | 0% | 0.73% | $0.98 |
 AAPL | 0% | 0.45% | $0.97 |
 DIS | 0% | 1.02% | $0.75 |
 BABA | 0% | 0.71% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
META | Ex-Dividend | Mar 14 | $0.52 |
ALB | Ex-Dividend | Mar 14 | $0.40 |
GOOG | Pay Day | Mar 17 | $0.20 |
WMT | Ex-Dividend | Mar 21 | $0.24 |
BLK | Pay Day | Mar 24 | $5.21 |
META | Pay Day | Mar 26 | $0.52 |
ALB | Pay Day | Apr 1 | $0.40 |
NVDA | Pay Day | Apr 2 | $0.01 |
WMT | Pay Day | Apr 7 | $0.24 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
VGT | Pay Day | Jul 2 | $0.76 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.4/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-13.79
-13.79
-14
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-13.79
-13.79
-14
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.56% | Nov 2021 | - | 41 |
-25.12% | May 2021 | Oct 2021 | 5 |