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-0.65%
Today
-0.65%
This Month
+2.54%
Year To Date
+82.3%
2 Years
+135.06%
5 Years
+21.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.05%
- 💵 Cash19%
- 💻 Electronic Technology14.86%
- 📊 ETFs9.94%
- 🖥️ Technology Services7.13%
- 🚗 Consumer Durables6.63%
- 💰 Finance5.63%
- 💼 Commercial Services3.14%
- 💇♀️ Consumer Services2.14%
- 🍞 Consumer Non Durables2.11%
- 🛠️ Producer Manufacturing1.79%
- 🛍️ Retail Trade1.37%
- 🧬 Health Technology0.75%
- 📡 Communications0.52%
- 🏥 Health Services0.06%
- 🪨 Non Energy Minerals0.05%
- 🧪 Process Industries0.03%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.05%
- 🇺🇸 Nasdaq31.3%
- 🇺🇸 NYSE24.07%
- 🇬🇧 LSE0.48%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.44%
- 🇯🇵 Japan0.86%
- 🇬🇧 United Kingdom0.84%
- 🇨🇳 China0.72%
- 🇩🇪 Germany0.11%
- 🇮🇱 Israel0.06%
- 🇹🇼 Taiwan0.05%
- 🇮🇪 Ireland0.03%
- 🇩🇰 Denmark0.02%
- 🇳🇱 Netherlands0.02%
- 🇨🇦 Canada0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇨🇭 Switzerland0.01%
Dividends
Dividend Yield
0.31%
49 out of 111 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.03% | 6.37% | $1.66 |
 AXP | 0.03% | 0.88% | $2.6 |
 KO | 0.02% | 3.06% | $1.89 |
 MCD | 0.02% | 2.35% | $6.53 |
 JPM | 0.02% | 1.8% | $4.4 |
 QQQ | 0.02% | 0.64% | - |
 PEP | 0.01% | 3.54% | $5.15 |
 T | 0.01% | 4.68% | $1.11 |
 VZ | 0.01% | 6.82% | $2.66 |
 NKE | 0.01% | 1.96% | $1.45 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 IBM | 0.01% | 2.61% | $6.65 |
 MONY.L | 0.01% | 6.31% | $0.12 |
 V | 0.01% | 0.65% | $2.01 |
 MA | 0.01% | 0.49% | $2.46 |
 DIS | 0.01% | 0.88% | $0.75 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 AMAT | 0.01% | 0.89% | $1.44 |
 BWA | 0.01% | 1.38% | $0.44 |
 INTC | 0% | 2.57% | $0.5 |
 SONY | 0% | 0.41% | $0.49 |
 NVDA | 0% | 0.03% | $0.02 |
 0700.HK | 0% | 0.85% | $3.4 |
 HST | 0% | 4.79% | $0.78 |
 BABA | 0% | 0.99% | $0.98 |
 STX.US | 0% | 2.95% | $2.8 |
 FCX | 0% | 1.67% | $0.6 |
 MSFT | 0% | 0.76% | $3 |
 GS | 0% | 1.83% | $11 |
 HUM | 0% | 1.21% | $3.54 |
 JD.US | 0% | 1.82% | $0.74 |
 DELL | 0% | 1.72% | $1.63 |
 TSM | 0% | 0.93% | $1.74 |
 META | 0% | 0.29% | $1 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 HPE | 0% | 2.45% | $0.51 |
 WMT | 0% | 0.85% | $0.81 |
 SIE.DE | 0% | 2.52% | $4.7 |
 GM | 0% | 0.97% | $0.42 |
 MU | 0% | 0.5% | $0.46 |
 DBRG | 0% | 0.36% | $0.04 |
 KLAC | 0% | 0.79% | $5.65 |
 ASML | 0% | 0.77% | $5.57 |
 GE | 0% | 0.55% | $0.44 |
 CSL | 0% | 0.99% | $3.4 |
 MRVL | 0% | 0.21% | $0.24 |
 GEHC | 0% | 0.14% | $0.12 |
 VRT | 0% | 0.1% | $0.06 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
FCX | Pay Day | Feb 3 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
GEHC | Pay Day | Feb 14 | $0.04 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
 DOYU | Pay Day | Feb 20 | $9.94 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
CSL | Pay Day | Mar 3 | $1.00 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.5/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-2.97
-2.97
-3
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-2.97
-2.97
-3
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.19% | Nov 2021 | Nov 2024 | 36 |
-9.47% | Sep 2020 | Nov 2020 | 2 |
-7.68% | Sep 2021 | Oct 2021 | 1 |
-5.92% | May 2021 | Aug 2021 | 3 |
-2.92% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jun 2020 | Jul 2020 | 1 |