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-0.8%
Today
-0.8%
This Month
+6.31%
Year To Date
+68.15%
2 Years
+140.2%
5 Years
+21.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.84%
- 💻 Electronic Technology14.32%
- 💰 Finance12.6%
- 🖥️ Technology Services7.85%
- 💇♀️ Consumer Services7.18%
- 📊 ETFs7%
- 🍞 Consumer Non Durables4.11%
- 🧬 Health Technology3.17%
- 🛠️ Producer Manufacturing1.92%
- 📡 Communications1.8%
- 🛍️ Retail Trade0.87%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.84%
- 🇺🇸 NYSE33.23%
- 🇺🇸 Nasdaq23.45%
- 🇩🇰 Copenhagen Stock Exchange4.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.02%
- 🇩🇰 Denmark4.14%
- 🇨🇳 China0.86%
- 🇹🇼 Taiwan0.4%
- 🇱🇺 Luxembourg0.21%
- 🇮🇪 Ireland0.19%
Dividends
Dividend Yield
1.31%
23 out of 52 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.32% | 2.64% | $1.58 |
 TRYG.CO | 0.22% | 5.34% | $7.5 |
 O | 0.16% | 5.73% | $3.09 |
 KO | 0.13% | 3.06% | $1.89 |
 BAC | 0.09% | 2.2% | $0.96 |
 VOO | 0.09% | 1.26% | - |
 T | 0.08% | 4.68% | $1.11 |
 JNJ | 0.06% | 3.26% | $4.81 |
 MMM | 0.05% | 2.37% | $5.21 |
 MRK | 0.04% | 3.2% | $3.04 |
 DIS | 0.03% | 0.88% | $0.75 |
 BFH | 0.02% | 1.33% | $0.84 |
 BABA | 0% | 0.99% | $0.98 |
 TSM | 0% | 0.93% | $1.74 |
 AVGO | 0% | 0.98% | $19.7 |
 MSFT | 0% | 0.76% | $3 |
 ACN | 0% | 1.44% | $4.99 |
 MU | 0% | 0.5% | $0.46 |
 META | 0% | 0.29% | $1 |
 GOOGL | 0% | 0.29% | $0.2 |
 GE | 0% | 0.55% | $0.44 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
O | Ex-Dividend | Feb 3 | $0.26 |
ACN | Pay Day | Feb 14 | $1.48 |
O | Pay Day | Feb 14 | $0.26 |
BFH | Ex-Dividend | Feb 14 | $0.21 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BFH | Pay Day | Mar 21 | $0.21 |
BAC | Pay Day | Mar 28 | $0.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.19% | May 2021 | Nov 2024 | 42 |
-6.5% | Dec 2024 | Jan 2025 | 1 |
-4.11% | Sep 2020 | Nov 2020 | 2 |
-3.03% | Dec 2020 | Jan 2021 | 1 |
-1.13% | Jun 2020 | Jul 2020 | 1 |