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-0.09%
Today
-0.09%
This Month
+3.55%
Year To Date
+78.76%
2 Years
+311.28%
5 Years
+17.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.02%
- 📊 ETFs19.32%
- 💻 Electronic Technology18.99%
- 💰 Finance7.8%
- 🪙 Cryptocurrencies7.44%
- 🚗 Consumer Durables6.54%
- 🚚 Transportation4.47%
- 💇♀️ Consumer Services3.98%
- 🛠️ Producer Manufacturing3.88%
- 🛍️ Retail Trade2.43%
- 🧩 Miscellaneous0.67%
- ⚡ Utilities0.41%
- 💵 Cash0.03%
- 🍞 Consumer Non Durables0.02%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.47%
- 🇺🇸 NYSE34.02%
- 🇬🇧 LSE12.98%
- 🌍 Digital Currency7.44%
- 🇺🇸 Chicago Board Options Exchange0.98%
- 🇭🇰 Hong Kong Exchanges0.7%
- 🇩🇰 Copenhagen Stock Exchange0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.47%
- 🇬🇧 United Kingdom12.98%
- 🇨🇳 China2.07%
- 🇮🇪 Ireland1.73%
- 🇩🇪 Germany0.44%
- 🇩🇰 Denmark0.39%
- 🇮🇱 Israel0.13%
Dividends
Dividend Yield
0.94%
23 out of 53 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $RITM (8.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.15% | 1.26% | - |
 O | 0.13% | 5.73% | $3.09 |
 F | 0.09% | 7.74% | $0.78 |
 RITM | 0.08% | 8.69% | $1 |
 GS | 0.07% | 1.83% | $11 |
 USRT | 0.07% | 3.51% | - |
 CAT | 0.05% | 1.49% | $5.31 |
 LSEG.L | 0.04% | 1% | $1.15 |
 BBOX.L | 0.03% | 5.16% | $0.07 |
 JDW.L | 0.03% | 1.91% | - |
 RYAAY | 0.03% | 1.8% | $0.93 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 MSFT | 0.02% | 0.76% | $3 |
 0916.HK | 0.02% | 4.28% | $0.24 |
 META | 0.02% | 0.29% | $1 |
 DAL | 0.01% | 0.74% | $0.3 |
 INTC | 0.01% | 2.57% | $0.5 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BABA | 0.01% | 0.99% | $0.98 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 TAN | 0% | 0.49% | - |
 NVDA | 0% | 0.03% | $0.02 |
 QQQ | 0% | 0.64% | - |
Performance Metrics
Score 6.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
13.75
13.75
-2
0
2
14
14
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
13.75
13.75
-2
0
2
14
14
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.11% | Jan 2018 | - | 85 |
-6.11% | Jul 2017 | Aug 2017 | 1 |
-4.98% | Sep 2017 | Nov 2017 | 2 |