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-1.68%
Today
-1.68%
This Month
+3.44%
Year To Date
+53.28%
2 Years
+252.03%
5 Years
-1.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.97%
- 📊 ETFs20.41%
- 💻 Electronic Technology10.19%
- 🖥️ Technology Services8.16%
- 🪨 Non Energy Minerals6.23%
- 💰 Finance3.98%
- 🚗 Consumer Durables3.71%
- 🍞 Consumer Non Durables1.29%
- ⛏️ Energy Minerals1.13%
- 🛍️ Retail Trade1.06%
- ⚡ Utilities1%
- 🛠️ Producer Manufacturing0.62%
- 🚚 Transportation0.55%
- 🧪 Process Industries0.37%
- 🧬 Health Technology0.31%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.97%
- 🇺🇸 NYSE34.8%
- 🇺🇸 Nasdaq19.43%
- 🇳🇱 Euronext Amsterdam1.95%
- 🇺🇸 Chicago Board Options Exchange1.54%
- 🇭🇰 Hong Kong Exchanges0.91%
- 🇫🇷 Euronext Paris0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.11%
- 🇨🇦 Canada2.81%
- 🇳🇱 Netherlands2.27%
- 🇦🇺 Australia1.07%
- 🇨🇳 China0.91%
- 🇰🇾 Cayman Islands0.89%
- 🇬🇧 United Kingdom0.69%
- 🇹🇼 Taiwan0.61%
- 🇸🇬 Singapore0.55%
- 🇫🇷 France0.41%
- 🇨🇭 Switzerland0.31%
Dividends
Dividend Yield
0.42%
21 out of 80 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BHP (5.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BHP | 0.06% | 5.88% | $3.01 |
 VBR | 0.05% | 2.13% | - |
 GDXJ | 0.05% | 2.3% | - |
 XOM | 0.04% | 3.63% | $3.76 |
 GDX | 0.03% | 1.03% | - |
 NKE | 0.03% | 1.96% | $1.45 |
 2899.HK | 0.02% | 2.26% | $0.27 |
 NEM | 0.02% | 2.34% | $1.3 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 NEE | 0.02% | 2.88% | $1.97 |
 GTT.PA | 0.02% | 4.18% | $4.36 |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 PAAS | 0.02% | 1.75% | $0.4 |
 FCX | 0.01% | 1.67% | $0.6 |
 MSFT | 0.01% | 0.76% | $3 |
 KGC | 0.01% | 1.08% | $0.12 |
 TSM | 0.01% | 0.93% | $1.74 |
 CRM | 0% | 0.47% | $0.4 |
 ASML | 0% | 0.77% | $5.57 |
 CCJ | 0% | 0.24% | $0.09 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 4.2/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.18% | Jan 2018 | - | 85 |