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-0.27%
Today
-0.27%
This Month
+4.57%
Year To Date
+79.81%
2 Years
+116.23%
5 Years
+5.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.17%
- 🪙 Cryptocurrencies15.54%
- 💻 Electronic Technology15.02%
- 💰 Finance6.98%
- 📊 ETFs5.77%
- 🛠️ Producer Manufacturing5.66%
- 🛍️ Retail Trade4.97%
- 📡 Communications3.42%
- 🪨 Non Energy Minerals2.84%
- 🚗 Consumer Durables0.72%
- 🧬 Health Technology0.47%
- 🏥 Health Services0.47%
- 💵 Cash0.39%
- 🧪 Process Industries0.37%
- 🍞 Consumer Non Durables0.33%
- ⚡ Utilities0.32%
- 💼 Commercial Services0.31%
- 🏭 Industrial Services0.21%
- 💇♀️ Consumer Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.35%
- 🇺🇸 NYSE19.29%
- 🌍 Digital Currency15.54%
- 🇪🇸 Bolsa De Madrid9.27%
- 🇩🇪 FRA2.05%
- 🇫🇷 Euronext Paris2.03%
- 🇨🇭 SIX0.93%
- 🇮🇹 Borsa Italiana0.68%
- 🇩🇰 Copenhagen Stock Exchange0.43%
- 🇬🇧 LSE0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.24%
- 🇪🇸 Spain17.39%
- 🇩🇪 Germany2.05%
- 🇮🇪 Ireland2.04%
- 🇫🇷 France2.03%
- 🇨🇭 Switzerland1.42%
- 🇬🇧 United Kingdom0.78%
- 🇲🇽 Mexico0.72%
- 🇱🇺 Luxembourg0.7%
- 🇮🇹 Italy0.68%
- 🇦🇷 Argentina0.63%
- 🇦🇺 Australia0.5%
- 🇩🇰 Denmark0.43%
- 🇺🇾 Uruguay0.41%
- 🇮🇱 Israel0.29%
- 🇹🇼 Taiwan0.09%
Dividends
Dividend Yield
0.9%
41 out of 76 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (8.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SAN | 0.18% | 2.95% | $0.13 |
 TEF | 0.12% | 5.87% | $0.24 |
 ITX.MC | 0.07% | 2.36% | $1.11 |
 GOOG | 0.06% | 0.29% | $0.2 |
 IDR.MC | 0.06% | 1.09% | $0.2 |
 VOW.DE | 0.05% | 8.88% | $9 |
 HEI.DE | 0.03% | 2.2% | $3 |
 BBVA.MC | 0.03% | 5.13% | $0.45 |
 BHP | 0.03% | 5.88% | $3.01 |
 MSFT | 0.03% | 0.76% | $3 |
 TEO | 0.03% | 4.53% | - |
 AMX | 0.03% | 3.61% | $0.53 |
 AAPL | 0.03% | 0.53% | $0.97 |
 SU.PA | 0.02% | 1.42% | $3.5 |
 QQQ | 0.02% | 0.64% | - |
 ABBN.ZU | 0.02% | 1.74% | $0.87 |
 ETN | 0.01% | 1.15% | $3.6 |
 JNPR | 0.01% | 2.52% | $0.88 |
 KO | 0.01% | 3.06% | $1.89 |
 TT | 0.01% | 0.93% | $3.27 |
 ROCKB.CO | 0.01% | 1.67% | $43 |
 PRY.MI | 0.01% | 1.04% | $0.7 |
 GRMN | 0.01% | 1.38% | $3.71 |
 NEX.PA | 0.01% | 2.45% | $2.3 |
 GAW.L | 0.01% | 3.62% | $5.5 |
 IBE.MC | 0% | 3.46% | $0.45 |
 SW | 0% | 2.34% | $1.18 |
 UI | 0% | 0.59% | $2.4 |
 NEE | 0% | 2.88% | $1.97 |
 VIE.PA | 0% | 4.53% | $1.25 |
 BCC | 0% | 0.65% | $0.8 |
 NVDA | 0% | 0.03% | $0.02 |
 V | 0% | 0.65% | $2.01 |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 TTEK | 0% | 0.63% | $1.07 |
 CRM | 0% | 0.47% | $0.4 |
 WAB | 0% | 0.38% | $0.74 |
 TSM | 0% | 0.93% | $1.74 |
 VRSK | 0% | 0.54% | $1.46 |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
SW | Ex-Dividend | Feb 14 | $0.43 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
TTEK | Pay Day | Feb 26 | $0.06 |
SCCO | Pay Day | Feb 27 | $0.70 |
GAW.L | Pay Day | Feb 28 | $1.89 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GRMN | Pay Day | Mar 28 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 3.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-3.63
-3.63
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-3.63
-3.63
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.34% | Feb 2018 | Oct 2021 | 44 |
-37.19% | Nov 2021 | Mar 2024 | 28 |
-3.65% | Apr 2024 | May 2024 | 1 |
-2.75% | Jul 2024 | Sep 2024 | 2 |