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-0.59%
Today
-0.59%
This Month
+3.65%
Year To Date
+88.41%
2 Years
+23.2%
5 Years
+6.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.75%
- 🪙 Cryptocurrencies25.77%
- 💻 Electronic Technology8.58%
- 🛍️ Retail Trade5.98%
- 🖥️ Technology Services5.95%
- 🍞 Consumer Non Durables2.11%
- 🚗 Consumer Durables1.59%
- 📡 Communications1.31%
- 💼 Commercial Services1.26%
- 💇♀️ Consumer Services1.11%
- 💰 Finance0.84%
- ⛏️ Energy Minerals0.68%
- 🧬 Health Technology0.63%
- 💵 Cash0.3%
- 🚚 Transportation0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.32%
- 🇺🇸 Nasdaq27.1%
- 🌍 Digital Currency25.77%
- 🇺🇸 Chicago Board Options Exchange1.64%
- 🇬🇧 LSE1.27%
- 🇫🇷 Euronext Paris0.48%
- 🇭🇰 Hong Kong Exchanges0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.92%
- 🇬🇧 United Kingdom0.82%
- 🇯🇵 Japan0.77%
- 🇧🇷 Brazil0.68%
- 🇺🇾 Uruguay0.63%
- 🇫🇷 France0.48%
- 🇨🇳 China0.47%
- 🇭🇰 Hong Kong0.22%
Dividends
Dividend Yield
0.98%
48 out of 113 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $SSSS (136.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSSS | 0.21% | 136.53% | $7.25 |
 PBR.A | 0.08% | 11.71% | $2.21 |
 VTV | 0.07% | 2.22% | - |
 VNQ | 0.07% | 3.78% | - |
 T | 0.05% | 4.68% | $1.11 |
 MO | 0.04% | 7.66% | $3.92 |
 NLY | 0.03% | 12.74% | $2.6 |
 VTI | 0.03% | 1.26% | - |
 DGRO | 0.03% | 2.38% | - |
 QQQ | 0.03% | 0.64% | - |
 VO | 0.02% | 1.59% | - |
 PSN.L | 0.02% | 4.76% | $0.6 |
 PEP | 0.02% | 3.54% | $5.15 |
 VOD.L | 0.02% | 8.27% | $0.08 |
 MCD | 0.02% | 2.35% | $6.53 |
 AVGO | 0.02% | 0.98% | $19.7 |
 JNJ | 0.02% | 3.26% | $4.81 |
 INTC | 0.01% | 2.57% | $0.5 |
 FXI | 0.01% | 2.83% | - |
 VUG | 0.01% | 0.51% | - |
 CVS | 0.01% | 4.71% | $2.54 |
 KER.PA | 0.01% | 4.54% | $14 |
 DJP | 0.01% | 4.18% | - |
 INDA | 0.01% | 0.78% | - |
 WMT | 0.01% | 0.85% | $0.81 |
 0992.HK | 0.01% | 4.16% | $0.38 |
 NKE | 0.01% | 1.96% | $1.45 |
 STX.US | 0.01% | 2.95% | $2.8 |
 NTDOY | 0.01% | 1.08% | $0.24 |
 COST | 0.01% | 0.47% | $19.22 |
 TGT | 0.01% | 3.23% | $4.42 |
 HD | 0.01% | 2.18% | $8.52 |
 MSFT | 0.01% | 0.76% | $3 |
 KO | 0.01% | 3.06% | $1.89 |
 ICLN | 0.01% | 2.01% | - |
 SMH | 0.01% | 0.44% | - |
 XLF | 0% | 1.48% | - |
 META | 0% | 0.29% | $1 |
 MC.PA | 0% | 1.85% | $13 |
 BARC.L | 0% | 2.77% | $0.08 |
 LOW | 0% | 1.75% | $4.45 |
 AAPL | 0% | 0.53% | $0.97 |
 MA | 0% | 0.49% | $2.46 |
 BABA | 0% | 0.99% | $0.98 |
 GOOG | 0% | 0.29% | $0.2 |
 V | 0% | 0.65% | $2.01 |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.8/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-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 |
|---|---|---|---|
-52.48% | Nov 2021 | Nov 2024 | 36 |
-7.95% | Sep 2021 | Oct 2021 | 1 |
-4.58% | Dec 2024 | - | 2 |