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-0.28%
Today
-0.28%
This Month
+2.41%
Year To Date
+55.49%
2 Years
+45.66%
5 Years
+16.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.95%
- 🪙 Cryptocurrencies16.29%
- 🚗 Consumer Durables12.02%
- 💻 Electronic Technology2.97%
- 💰 Finance2.64%
- 💵 Cash2.31%
- 🖥️ Technology Services1.52%
- 💼 Commercial Services1.5%
- ⚡ Utilities0.86%
- 🧬 Health Technology0.35%
- 🪨 Non Energy Minerals0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.72%
- 🇺🇸 Nasdaq37.21%
- 🌍 Digital Currency16.29%
- 🇬🇧 LSE3.73%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇺🇸 Chicago Board Options Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.14%
- 🇳🇱 Netherlands0.36%
- 🇩🇰 Denmark0.35%
- 🇳🇴 Norway0.18%
Dividends
Dividend Yield
1.48%
21 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VXUS | 0.72% | 6.6% | - |
 VTI | 0.14% | 1.26% | - |
 ITOT | 0.14% | 1.41% | - |
 VWO | 0.09% | 9.6% | - |
 VNQ | 0.08% | 3.78% | - |
 BND | 0.07% | 1.3% | - |
 VOO | 0.07% | 1.26% | - |
 IEMG | 0.05% | 4.39% | - |
 MCHI | 0.05% | 3.68% | - |
 SCHD | 0.04% | 3.8% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 VST | 0% | 0.52% | $0.85 |
 IJR | 0% | 3.84% | - |
 IEFA | 0% | 3.07% | - |
 NVO | 0% | 1.21% | $0.98 |
 ASML | 0% | 0.77% | $5.57 |
 STLD | 0% | 1.44% | $1.77 |
 KOG.OL | 0% | 1.04% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 VUG | 0% | 0.51% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-0.64
-0.64
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-0.64
-0.64
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.27% | Sep 2022 | Jan 2023 | 4 |
-7.7% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Apr 2024 | Jul 2024 | 3 |
-3.16% | Aug 2024 | Sep 2024 | 1 |
-2.87% | Jan 2024 | Feb 2024 | 1 |
-2.72% | Feb 2023 | Apr 2023 | 2 |
-2.1% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Oct 2024 | Nov 2024 | 1 |
-0.7% | May 2023 | Jun 2023 | 1 |