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-0.02%
Today
-0.02%
This Month
+2.68%
Year To Date
+148.87%
2 Years
-14.91%
5 Years
-20.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.78%
- 💇♀️ Consumer Services8.39%
- 🚚 Transportation5.04%
- 💰 Finance4.42%
- 🖥️ Technology Services2.84%
- ⛏️ Energy Minerals1.27%
- 💵 Cash0.89%
- 💻 Electronic Technology0.87%
- 🛍️ Retail Trade0.73%
- 🪙 Cryptocurrencies0.71%
- 🚗 Consumer Durables0.41%
- ⚡ Utilities0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.52%
- 🇺🇸 Nasdaq14.65%
- 🇺🇸 Chicago Board Options Exchange10.46%
- 🇬🇧 LSE4.23%
- 🇩🇪 FRA0.9%
- 🌍 Digital Currency0.71%
- 🇭🇰 Hong Kong Exchanges0.59%
- 🇫🇷 Euronext Paris0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.84%
- 🇬🇧 United Kingdom4.33%
- 🇨🇳 China0.97%
- 🇩🇪 Germany0.9%
- 🇫🇷 France0.5%
- 🇯🇵 Japan0.41%
- 🇷🇺 Russia0.11%
Dividends
Dividend Yield
0.66%
35 out of 60 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ROSNL.L (21.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.28% | 8.62% | - |
 TLT | 0.06% | 1.42% | - |
 SQQQ | 0.06% | 11.25% | - |
 SOXS | 0.05% | 0.55% | - |
 ROSNL.L | 0.02% | 21.42% | - |
 JPM | 0.01% | 1.8% | $4.4 |
 WYNN | 0.01% | 1.15% | $1 |
 DIS | 0.01% | 0.88% | $0.75 |
 USRT | 0.01% | 3.51% | - |
 IAG.L | 0.01% | 0.61% | - |
 APA | 0.01% | 4.56% | $1 |
 DAL | 0.01% | 0.74% | $0.3 |
 VFH | 0.01% | 2.09% | - |
 SHEL | 0.01% | 4.22% | $2.7 |
 XOM | 0.01% | 3.63% | $3.76 |
 CME | 0.01% | 4.4% | $9.75 |
 LMT | 0.01% | 2.79% | $12.45 |
 BP.L | 0.01% | 5.62% | $0.23 |
 OXY | 0.01% | 1.89% | $0.8 |
 MS | 0.01% | 2.62% | $3.4 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 META | 0% | 0.29% | $1 |
 AIR.PA | 0% | 1.08% | $1.8 |
 RCL | 0% | 0.36% | - |
 NTDOY | 0% | 1.08% | $0.24 |
 9988.HK | 0% | 1.11% | $0.98 |
 BABA | 0% | 0.99% | $0.98 |
 QQQ | 0% | 0.64% | - |
 VTI | 0% | 1.26% | - |
 AWK | 0% | 2.46% | $2.89 |
 IBKR | 0% | 0.46% | $0.55 |
 0700.HK | 0% | 0.85% | $3.4 |
 LUV | 0% | 2.34% | $0.72 |
 BND | 0% | 1.3% | - |
 GOOG | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AWK | Ex-Dividend | Feb 7 | $0.76 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
MS | Pay Day | Feb 14 | $0.92 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
APA | Pay Day | Feb 21 | $0.25 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
AWK | Pay Day | Mar 4 | $0.76 |
XOM | Pay Day | Mar 10 | $0.99 |
IBKR | Pay Day | Mar 14 | $0.25 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
SHEL | Pay Day | Mar 24 | $0.72 |
LMT | Pay Day | Mar 28 | $3.30 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.1/10
Beta
2.82
2.82
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-28.92
-28.92
-29
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
2.82
2.82
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-28.92
-28.92
-29
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
-0.07
-0.07
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.15% | Jan 2018 | - | 85 |