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-0.11%
Today
-0.11%
This Month
+5.16%
Year To Date
+80.89%
2 Years
+66.21%
5 Years
+23.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.53%
- 💵 Cash13.84%
- 💻 Electronic Technology12.65%
- 🪙 Cryptocurrencies10.25%
- 📊 ETFs10%
- 💰 Finance9.86%
- 🛍️ Retail Trade9.31%
- 💼 Commercial Services6.81%
- 🚗 Consumer Durables5.26%
- 💇♀️ Consumer Services2.6%
- 🍞 Consumer Non Durables2.29%
- 🛠️ Producer Manufacturing1.43%
- 🪨 Non Energy Minerals0.83%
- ⛏️ Energy Minerals0.72%
- 🧬 Health Technology0.68%
- 🏭 Industrial Services0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.8%
- 🇺🇸 NYSE35.44%
- 🌍 Digital Currency10.25%
- 🇩🇪 FRA3.17%
- 🇸🇪 Stockholm Stock Exchange2.56%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇬🇧 LSE0.88%
- 🇮🇹 Borsa Italiana0.64%
- 🇫🇷 Euronext Paris0.41%
- 🇨🇭 SIX0.22%
- 🇸🇦 Tadawul0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.45%
- 🇨🇦 Canada3.78%
- 🇨🇳 China3.51%
- 🇩🇪 Germany3.17%
- 🇸🇪 Sweden2.56%
- 🇯🇵 Japan2.48%
- 🇭🇰 Hong Kong1.03%
- 🇬🇧 United Kingdom1.01%
- 🇨🇭 Switzerland0.78%
- 🇮🇹 Italy0.64%
- 🇫🇷 France0.45%
- 🇹🇼 Taiwan0.41%
- 🇸🇦 Saudi Arabia0.08%
Dividends
Dividend Yield
0.91%
56 out of 85 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWED-A.ST | 0.23% | 8.98% | $15.15 |
 MBG.DE | 0.1% | 9% | $5.3 |
 C | 0.05% | 2.71% | $2.12 |
 ENI.MI | 0.05% | 7.09% | $0.94 |
 MTH | 0.03% | 1.93% | $2.04 |
 META | 0.03% | 0.29% | $1 |
 00257.HK | 0.03% | 6.46% | $0.22 |
 UMC | 0.02% | 6.06% | $0.36 |
 VWO | 0.02% | 9.6% | - |
 HDV | 0.02% | 3.91% | - |
 00388.HK | 0.02% | 2.74% | $8.41 |
 VEA | 0.02% | 5.71% | - |
 V | 0.01% | 0.65% | $2.01 |
 USB | 0.01% | 4.14% | $1.94 |
 DELL | 0.01% | 1.72% | $1.63 |
 VOO | 0.01% | 1.26% | - |
 GSK.L | 0.01% | 4.35% | $0.59 |
 MA | 0.01% | 0.49% | $2.46 |
 O | 0.01% | 5.73% | $3.09 |
 BABA | 0.01% | 0.99% | $0.98 |
 ABBV | 0.01% | 3.42% | $6.06 |
 AMAT | 0.01% | 0.89% | $1.44 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 MSFT | 0.01% | 0.76% | $3 |
 ALLY | 0.01% | 3.08% | $1.2 |
 RIO | 0.01% | 7.18% | $4.34 |
 SPHD | 0.01% | 1.13% | - |
 SONY | 0.01% | 0.41% | $0.49 |
 TSCO.L | 0.01% | 3.36% | $0.12 |
 EWZ | 0.01% | 8.62% | - |
 QQQ | 0.01% | 0.64% | - |
 NKE | 0.01% | 1.96% | $1.45 |
 GRMN | 0.01% | 1.38% | $3.71 |
 AXP | 0.01% | 0.88% | $2.6 |
 GOOG | 0.01% | 0.29% | $0.2 |
 VTI | 0.01% | 1.26% | - |
 SAOC | 0.01% | 6.74% | $1.87 |
 DIS | 0.01% | 0.88% | $0.75 |
 NTDOY | 0.01% | 1.08% | $0.24 |
 TLT | 0.01% | 1.42% | - |
 NDA.DE | 0% | 1.86% | $1.4 |
 ADS.DE | 0% | 0.28% | $0.7 |
 AIR.PA | 0% | 1.08% | $1.8 |
 VTV | 0% | 2.22% | - |
 CRM | 0% | 0.47% | $0.4 |
 MU | 0% | 0.5% | $0.46 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 EFX | 0% | 0.57% | $1.56 |
 AAPL | 0% | 0.53% | $0.97 |
 LSEG.L | 0% | 1% | $1.15 |
 FEVR.L | 0% | 2.1% | $0.17 |
 LAD | 0% | 0.56% | $2.03 |
 NVDA | 0% | 0.03% | $0.02 |
 TIP | 0% | 0.59% | - |
 MRVL | 0% | 0.21% | $0.24 |
 ACLN.ZU | 0% | 1.85% | $0.85 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
ABBV | Pay Day | Feb 14 | $1.64 |
ALLY | Pay Day | Feb 14 | $0.30 |
O | Pay Day | Feb 14 | $0.26 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
C | Pay Day | Feb 28 | $0.56 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
GRMN | Pay Day | Mar 28 | $0.75 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.1/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.87% | Apr 2022 | Jun 2023 | 14 |
-9.71% | Aug 2023 | Nov 2023 | 3 |
-5.48% | Apr 2024 | May 2024 | 1 |
-2.62% | Dec 2024 | Jan 2025 | 1 |
-0.08% | Oct 2024 | Nov 2024 | 1 |