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-0.45%
Today
-0.45%
This Month
+7.88%
Year To Date
+54.66%
2 Years
+82.2%
5 Years
+14.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs21.34%
- 🪙 Cryptocurrencies20.03%
- 💻 Electronic Technology12.67%
- 🖥️ Technology Services12.59%
- 🛍️ Retail Trade8.78%
- 🚗 Consumer Durables6.51%
- 🛠️ Producer Manufacturing6.46%
- 💰 Finance6.07%
- 💼 Commercial Services3.03%
- 💇♀️ Consumer Services2.25%
- 🧩 Miscellaneous0.27%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.69%
- 🇺🇸 NYSE28.04%
- 🌍 Digital Currency20.03%
- 🇫🇮 Helsinki Stock Exchange5.44%
- 🇩🇪 FRA2.39%
- 🇺🇸 Chicago Board Options Exchange2.08%
- 🇭🇰 Hong Kong Exchanges2.04%
- 🇸🇪 Stockholm Stock Exchange1.02%
- 🇬🇧 LSE0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.68%
- 🇨🇳 China8.61%
- 🇸🇪 Sweden6.46%
- 🇯🇵 Japan3.1%
- 🇩🇪 Germany2.39%
- 🇮🇪 Ireland2.13%
- 🇬🇧 United Kingdom0.27%
Dividends
Dividend Yield
0.93%
17 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSABAH.HE | 0.27% | 4.95% | $0.43 |
 QCOM | 0.13% | 1.97% | $3.25 |
 MBG.DE | 0.11% | 9% | $5.3 |
 TM | 0.08% | 2.58% | $4.64 |
 HDV | 0.06% | 3.91% | - |
 P911.DE | 0.04% | 3.74% | $2.31 |
 DGRO | 0.04% | 2.38% | - |
 JD.US | 0.04% | 1.82% | $0.74 |
 BABA | 0.03% | 0.99% | $0.98 |
 INTC | 0.03% | 2.57% | $0.5 |
 VOLV-A.ST | 0.03% | 2.59% | $7.5 |
 DIS | 0.02% | 0.88% | $0.75 |
 GOOG | 0.02% | 0.29% | $0.2 |
 META | 0.01% | 0.29% | $1 |
 SOXX | 0.01% | 0.66% | - |
 QQQ | 0.01% | 0.64% | - |
 VOF.L | 0.01% | 2.19% | $0.1 |
Performance Metrics
Score 4.1/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-2.44
-2.44
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-2.44
-2.44
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.64% | Nov 2021 | Nov 2024 | 36 |
-8.28% | Aug 2020 | Nov 2020 | 3 |
-6.96% | Jun 2020 | Jul 2020 | 1 |
-5.58% | Sep 2021 | Oct 2021 | 1 |
-2.87% | Dec 2024 | Jan 2025 | 1 |
-1.24% | May 2021 | Jul 2021 | 2 |