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-1.09%
Today
-1.09%
This Month
+1.84%
Year To Date
+106.49%
2 Years
+643.67%
5 Years
+31.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.1%
- 🪙 Cryptocurrencies57.54%
- 💻 Electronic Technology5.95%
- 🖥️ Technology Services5.11%
- 🛍️ Retail Trade1.48%
- 🚗 Consumer Durables0.8%
- 💇♀️ Consumer Services0.55%
- 💼 Commercial Services0.4%
- 💰 Finance0.36%
- 🧬 Health Technology0.14%
- 🍞 Consumer Non Durables0.13%
- 📡 Communications0.11%
- ⚡ Utilities0.11%
- 📊 ETFs0.11%
- 🛠️ Producer Manufacturing0.08%
- 🧪 Process Industries0.06%
- ⛏️ Energy Minerals0.05%
- 🚚 Transportation0.04%
- 📦 Distribution Services0.03%
- 🪨 Non Energy Minerals0.02%
- 🏥 Health Services0.01%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.54%
- 🇺🇸 Nasdaq12.51%
- 🇺🇸 NYSE2.93%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇬🇧 LSE0.02%
- 🇫🇷 Euronext Paris0.01%
- 🇩🇪 FRA0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.15%
- 🇨🇳 China0.27%
- 🇯🇵 Japan0.21%
- 🇹🇼 Taiwan0.21%
- 🇸🇬 Singapore0.17%
- 🇨🇦 Canada0.16%
- 🇺🇾 Uruguay0.06%
- 🇳🇱 Netherlands0.06%
- 🇨🇭 Switzerland0.06%
- 🇮🇪 Ireland0.04%
- 🇫🇷 France0.01%
- 🇩🇪 Germany0.01%
- 🇬🇧 United Kingdom0.01%
- 🇭🇰 Hong Kong0.01%
- 🇰🇷 South Korea0%
- 🇧🇷 Brazil0%
- 🇮🇱 Israel0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.08%
128 out of 207 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.01% | 0.29% | $1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MSFT | 0% | 0.76% | $3 |
 VZ | 0% | 6.82% | $2.66 |
 TSM | 0% | 0.93% | $1.74 |
 AVGO | 0% | 0.98% | $19.7 |
 TXN | 0% | 2.88% | $5.14 |
 QCOM | 0% | 1.97% | $3.25 |
 GOOG | 0% | 0.29% | $0.2 |
 NTES | 0% | 2.37% | $2.58 |
 CSCO | 0% | 2.64% | $1.58 |
 NTDOY | 0% | 1.08% | $0.24 |
 INTC | 0% | 2.57% | $0.5 |
 JPM | 0% | 1.8% | $4.4 |
 TU | 0% | 7.95% | $1.11 |
 CNQ | 0% | 5.21% | $1.48 |
 O | 0% | 5.73% | $3.09 |
 TGT | 0% | 3.23% | $4.42 |
 V | 0% | 0.65% | $2.01 |
 BABA | 0% | 0.99% | $0.98 |
 ORI | 0% | 2.9% | $1.02 |
 TM | 0% | 2.58% | $4.64 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 IBM | 0% | 2.61% | $6.65 |
 TROW | 0% | 4.24% | $4.92 |
 NVDA | 0% | 0.03% | $0.02 |
 TMUS | 0% | 1.31% | $1.95 |
 NNN | 0% | 5.85% | $2.26 |
 ESS | 0% | 3.44% | $9.52 |
 YY | 0% | 2.04% | $0.71 |
 DIS | 0% | 0.88% | $0.75 |
 EVRG | 0% | 4.04% | $2.54 |
 MA | 0% | 0.49% | $2.46 |
 GOOGL | 0% | 0.29% | $0.2 |
 KMB | 0% | 3.79% | $4.8 |
 RTX | 0% | 1.92% | $2.44 |
 ABT | 0% | 1.75% | $2.16 |
 HON | 0% | 1.95% | $4.27 |
 LOGI | 0% | 1.31% | $1.18 |
 ABR | 0% | 12.85% | $1.72 |
 PRGO | 0% | 4.43% | $1.1 |
 MCD | 0% | 2.35% | $6.53 |
 SO | 0% | 3.43% | $2.82 |
 LNT | 0% | 3.31% | $1.87 |
 WBA | 0% | 9.73% | $1.46 |
 PEP | 0% | 3.54% | $5.15 |
 PG | 0% | 2.43% | $3.83 |
 SCHD | 0% | 3.8% | - |
 LOW | 0% | 1.75% | $4.45 |
 ORCL | 0% | 0.94% | $1.6 |
 JNJ | 0% | 3.26% | $4.81 |
 KO | 0% | 3.06% | $1.89 |
 XEL | 0% | 3.26% | $2.13 |
 LMT | 0% | 2.79% | $12.45 |
 CFR | 0% | 2.7% | $3.68 |
 CVX | 0% | 4.42% | $6.28 |
 APD | 0% | 2.12% | $7.04 |
 DLB | 0% | 1.5% | $1.17 |
 SJM | 0% | 4.02% | $4.24 |
 CAT | 0% | 1.49% | $5.31 |
 XOM | 0% | 3.63% | $3.76 |
 NEE | 0% | 2.88% | $1.97 |
 CL | 0% | 2.31% | $1.96 |
 F | 0% | 7.74% | $0.78 |
 ATO | 0% | 2.31% | $3.16 |
 LHX | 0% | 2.19% | $4.6 |
 CAH | 0% | 1.63% | $2.01 |
 SBUX | 0% | 2.19% | $2.24 |
 VXUS | 0% | 6.6% | - |
 GD | 0% | 2.21% | $5.48 |
 VTV | 0% | 2.22% | - |
 HST | 0% | 4.79% | $0.78 |
 NOC | 0% | 1.65% | $7.67 |
 00257.HK | 0% | 6.46% | $0.22 |
 ASML | 0% | 0.77% | $5.57 |
 BKNG | 0% | 0.74% | $17.5 |
 EA | 0% | 0.62% | $0.76 |
 LUV | 0% | 2.34% | $0.72 |
 CSL | 0% | 0.99% | $3.4 |
 NKE | 0% | 1.96% | $1.45 |
 RYAAY | 0% | 1.8% | $0.93 |
 BX | 0% | 2.23% | $3.36 |
 SHW | 0% | 0.77% | $2.64 |
 SONY | 0% | 0.41% | $0.49 |
 XLF | 0% | 1.48% | - |
 HD | 0% | 2.18% | $8.52 |
 SPGI | 0% | 0.71% | $3.62 |
 ABBV | 0% | 3.42% | $6.06 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 MU | 0% | 0.5% | $0.46 |
 VNQ | 0% | 3.78% | - |
 BLK | 0% | 1.91% | $20.2 |
 VALE | 0% | 9.88% | $1.33 |
 LDOS | 0% | 1.08% | $1.5 |
 AMT | 0% | 3.5% | $6.56 |
 WY | 0% | 2.61% | $0.78 |
 QFIN | 0% | 2.91% | $1.06 |
 9988.HK | 0% | 1.11% | $0.98 |
 GS | 0% | 1.83% | $11 |
 CRM | 0% | 0.47% | $0.4 |
 TMO | 0% | 0.26% | $1.48 |
 UPS | 0% | 5.71% | $6.5 |
 0700.HK | 0% | 0.85% | $3.4 |
 AIR.PA | 0% | 1.08% | $1.8 |
 SMSN.L | 0% | 2.7% | $23.68 |
 TROX | 0% | 4.87% | $0.5 |
 INDA | 0% | 0.78% | - |
 JD.US | 0% | 1.82% | $0.74 |
 GRMN | 0% | 1.38% | $3.71 |
 JKS | 0% | 14.25% | $1.48 |
 MBG.DE | 0% | 9% | $5.3 |
 EZJ.L | 0% | 0.88% | $0.05 |
 HAS | 0% | 3.63% | $2.8 |
 COST | 0% | 0.47% | $19.22 |
 BCC | 0% | 0.65% | $0.8 |
 UI | 0% | 0.59% | $2.4 |
 ULVR.L | 0% | 3.17% | $1.47 |
 TT | 0% | 0.93% | $3.27 |
 ETN | 0% | 1.15% | $3.6 |
 MC.PA | 0% | 1.85% | $13 |
 NUE | 0% | 1.69% | $2.13 |
 NVTKL.L | 0% | 109.46% | - |
 CSX | 0% | 1.46% | $0.46 |
 INTU | 0% | 0.65% | $3.6 |
 MTCH | 0% | 0.53% | - |
 WAB | 0% | 0.38% | $0.74 |
 TER | 0% | 0.41% | $0.46 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
BX | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
NUE | Pay Day | Feb 11 | $0.55 |
TXN | Pay Day | Feb 11 | $1.36 |
DLB | Ex-Dividend | Feb 11 | $0.33 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
ABBV | Pay Day | Feb 14 | $1.64 |
ABT | Pay Day | Feb 14 | $0.59 |
SJM | Ex-Dividend | Feb 14 | $1.08 |
O | Pay Day | Feb 14 | $0.26 |
TER | Ex-Dividend | Feb 14 | $0.12 |
NNN | Pay Day | Feb 14 | $0.58 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
SO | Ex-Dividend | Feb 18 | $0.72 |
BX | Pay Day | Feb 18 | $1.44 |
LNT | Pay Day | Feb 18 | $0.51 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
DLB | Pay Day | Feb 19 | $0.33 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
CFR | Ex-Dividend | Feb 28 | $0.95 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
SJM | Pay Day | Mar 3 | $1.08 |
CSL | Pay Day | Mar 3 | $1.00 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
SO | Pay Day | Mar 6 | $0.72 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
TER | Pay Day | Mar 14 | $0.12 |
CFR | Pay Day | Mar 14 | $0.95 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
APD | Ex-Dividend | Apr 1 | $1.79 |
KMB | Pay Day | Apr 2 | $1.26 |
TSM | Pay Day | Apr 10 | $0.69 |
APD | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.8/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
19.61
19.61
-2
0
2
20
20
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
19.61
19.61
-2
0
2
20
20
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.05% | Dec 2021 | - | 38 |
-62.82% | Feb 2018 | Nov 2020 | 33 |
-16.56% | May 2021 | Aug 2021 | 3 |
-9.47% | Sep 2021 | Oct 2021 | 1 |
-8.55% | Sep 2017 | Nov 2017 | 2 |
-4.57% | Jul 2017 | Aug 2017 | 1 |