Loading...
-4.54%
Today
-6.19%
This Month
-6.28%
Year To Date
+72.05%
2 Years
+80.91%
5 Years
-2.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š„ļø Technology Services14.75%
- š ETFs14.18%
- š Consumer Non Durables12.97%
- š» Electronic Technology9.03%
- šļø Retail Trade8.26%
- šµ Cash8.22%
- šŖ Cryptocurrencies6.92%
- š° Finance6.27%
- š Consumer Durables4.93%
- š¼ Commercial Services4.53%
- šāāļø Consumer Services3.61%
- āļø Energy Minerals2.09%
- š§¬ Health Technology1.38%
- šŖØ Non Energy Minerals1.08%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq47.64%
- šŗšø NYSE29.1%
- š Digital Currency6.92%
- š«š· Euronext Paris5.49%
- š³š± Euronext Amsterdam0.86%
Countries Breakdown
- Country
- Total
- šŗšø United States46.06%
- šØš³ China6.6%
- š«š· France5.49%
- š°š¾ Cayman Islands4.72%
- šŗš¾ Uruguay1.56%
- š¬š§ United Kingdom1.4%
- š®š± Israel1.38%
- š³š± Netherlands0.86%
- šØš¦ Canada0.84%
Dividends
Dividend Yield
0.47%
17 out of 42 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.08% | 2% | $1.45 |
 MC.PA | 0.08% | 2.07% | $13 |
 TQQQ | 0.06% | 1.34% | - |
 OXY | 0.04% | 1.91% | $0.8 |
 JD.US | 0.03% | 1.83% | $0.74 |
 OR.PA | 0.03% | 1.92% | $6.6 |
 TNA | 0.03% | 1.05% | - |
 BABA | 0.03% | 0.74% | $0.98 |
 UDOW | 0.02% | 0.88% | - |
 MSFT | 0.02% | 0.84% | $3 |
 GOOG | 0.01% | 0.48% | $0.2 |
 SPXL | 0.01% | 0.73% | - |
 TECL | 0.01% | 0.33% | - |
 ASML.NV | 0.01% | 1.01% | $6.1 |
 DIS | 0.01% | 0.98% | $0.75 |
 AAPL | 0.01% | 0.44% | $0.97 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
GOOG | Pay Day | Mar 17 | $0.20 |
NKE | Pay Day | Apr 1 | $0.40 |
NVDA | Pay Day | Apr 2 | $0.01 |
JD.US | Ex-Dividend | Apr 8 | $1.00 |
OXY | Pay Day | Apr 15 | $0.24 |
JD.US | Pay Day | Apr 29 | $1.00 |
OR.PA | Ex-Dividend | May 5 | $7.25 |
OR.PA | Pay Day | May 7 | $7.25 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
SPXL | Pay Day | Jul 2 | $0.34 |
TNA | Pay Day | Jul 2 | $0.15 |
TECL | Pay Day | Jul 2 | $- |
UDOW | Pay Day | Jul 3 | $0.31 |
TQQQ | Pay Day | Jul 3 | $0.28 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.7/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
1.16
1.16
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
1.16
1.16
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.2% | Feb 2018 | - | 86 |
-5.48% | Sep 2017 | Nov 2017 | 2 |