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0%
Today
0%
This Month
+5.41%
Year To Date
+37.85%
2 Years
+36.22%
5 Years
NaN%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance27.79%
- 🖥️ Technology Services20.36%
- 💻 Electronic Technology13.5%
- 📊 ETFs9.03%
- ⛏️ Energy Minerals6.88%
- 🪨 Non Energy Minerals6.63%
- 🍞 Consumer Non Durables4.32%
- 🚚 Transportation4.31%
- 🛠️ Producer Manufacturing4.12%
- 💵 Cash1.56%
- 🛍️ Retail Trade1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.03%
- 🇺🇸 Nasdaq20.42%
- 🇭🇰 Hong Kong Exchanges14.91%
- 🇩🇪 FRA4.4%
- 🇬🇧 LSE2.92%
- 🇫🇷 Euronext Paris0.72%
- 🇺🇸 Chicago Board Options Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.49%
- 🇨🇳 China14.91%
- 🇩🇪 Germany4.4%
- 🇰🇷 South Korea2.92%
- 🇫🇷 France0.72%
Dividends
Dividend Yield
10.81%
16 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 9.09% | 1129.94% | $0.2 |
 IRM | 0.34% | 2.69% | $2.6 |
 XOM | 0.25% | 3.63% | $3.76 |
 LTC.US | 0.2% | 6.63% | $2.28 |
 ASHR | 0.19% | 7.26% | - |
 LHA.DE | 0.17% | 4.79% | $0.3 |
 O | 0.16% | 5.73% | $3.09 |
 KO | 0.13% | 3.06% | $1.89 |
 SMSN.L | 0.08% | 2.7% | $23.68 |
 META | 0.06% | 0.29% | $1 |
 01211.HK | 0.05% | 1.25% | $3.41 |
 X | 0.04% | 0.54% | $0.2 |
 INTC | 0.03% | 2.57% | $0.5 |
 9988.HK | 0.02% | 1.11% | $0.98 |
 SQQQ | 0.01% | 11.25% | - |
 TZA | 0.01% | 2.78% | - |
Performance Metrics
Score 2.6/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.48
-0.48
-1
1
2
3
3
Jensen's Alpha
-39.67
-39.67
-40
0
2
4.5
4.5
Omega Ratio
0.3
0.3
0
1
1.5
2.5
2.5
Treynor Ratio
-10.49
-10.49
-11
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.48
-0.48
-1
1
2
3
3
Jensen's Alpha
-39.67
-39.67
-40
0
2
4.5
4.5
Omega Ratio
0.3
0.3
0
1
1.5
2.5
2.5
Treynor Ratio
-10.49
-10.49
-11
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.06% | Apr 2011 | - | 166 |