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-1.22%
Today
-1.22%
This Month
+3.94%
Year To Date
+26.73%
2 Years
+57.96%
5 Years
-11.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies16.2%
- 🛍️ Retail Trade13.57%
- 🖥️ Technology Services12.85%
- 🚗 Consumer Durables11%
- 📊 ETFs9.52%
- 💻 Electronic Technology5.01%
- 💇♀️ Consumer Services3.69%
- 💰 Finance3.5%
- 🍞 Consumer Non Durables3.4%
- 💵 Cash2.88%
- 🪨 Non Energy Minerals2.77%
- 🛠️ Producer Manufacturing2.77%
- 💼 Commercial Services2.76%
- 🧬 Health Technology2.41%
- 🚚 Transportation2.24%
- ⚡ Utilities2.09%
- 📡 Communications1.71%
- 🏭 Industrial Services1.35%
- 🏥 Health Services0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.17%
- 🇺🇸 Nasdaq20.93%
- 🌍 Digital Currency16.2%
- 🇬🇧 LSE11.32%
- 🇭🇰 Hong Kong Exchanges9.54%
- 🇩🇪 FRA7.67%
- 🇪🇸 Bolsa De Madrid2.09%
- 🇩🇰 Copenhagen Stock Exchange0.45%
Countries Breakdown
- Country
- Total
- 🇨🇳 China26.67%
- 🇺🇸 United States26.12%
- 🇩🇪 Germany8.42%
- 🇨🇦 Canada4.12%
- 🇪🇸 Spain2.09%
- 🇰🇷 South Korea1.8%
- 🇮🇪 Ireland1.16%
- 🇭🇰 Hong Kong0.81%
- 🇩🇰 Denmark0.45%
Dividends
Dividend Yield
1.51%
24 out of 64 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PAH3.DE | 0.25% | 6.73% | $2.56 |
 VOW3.DE | 0.2% | 9.21% | $9.06 |
 PFE | 0.15% | 6.37% | $1.66 |
 IDEM.L | 0.12% | 1.28% | - |
 LHA.DE | 0.09% | 4.79% | $0.3 |
 ENB | 0.09% | 6.31% | $2.66 |
 JD.US | 0.08% | 1.82% | $0.74 |
 IBE.MC | 0.07% | 3.46% | $0.45 |
 NKE | 0.07% | 1.96% | $1.45 |
 BABA | 0.06% | 0.99% | $0.98 |
 0941.HK | 0.05% | 6.62% | $4.83 |
 SMSN.L | 0.05% | 2.7% | $23.68 |
 T | 0.04% | 4.68% | $1.11 |
 GOLD.BARRICK | 0.04% | 2.47% | $0.4 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 PARA | 0.03% | 1.84% | $0.2 |
 MAERSKB.CO | 0.02% | 4.86% | $515 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 DIS | 0.01% | 0.88% | $0.75 |
 00285.HK | 0.01% | 1.4% | $0.59 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 GOOG | 0.01% | 0.29% | $0.2 |
 AG | 0% | 0.32% | $0.02 |
 ENSG | 0% | 0.17% | $0.24 |
Performance Metrics
Score 2.6/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-11.97
-11.97
-12
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-11.97
-11.97
-12
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.28% | Jan 2018 | - | 86 |