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-0.03%
Today
-0.03%
This Month
+3.31%
Year To Date
+47.09%
2 Years
+35.31%
5 Years
+7.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.14%
- 💇♀️ Consumer Services11.36%
- 💵 Cash10.05%
- 💰 Finance8.03%
- 🖥️ Technology Services4.48%
- 🛍️ Retail Trade2.29%
- 🚗 Consumer Durables2.04%
- 💻 Electronic Technology1.62%
- 🪙 Cryptocurrencies1.6%
- ⛏️ Energy Minerals1.57%
- 🍞 Consumer Non Durables1.4%
- 🪨 Non Energy Minerals1.27%
- 🚚 Transportation0.2%
- 🏥 Health Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE77.47%
- 🇺🇸 Nasdaq10.58%
- 🌍 Digital Currency1.6%
- 🇬🇧 LSE1.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.12%
- 🇧🇷 Brazil3.31%
- 🇬🇧 United Kingdom1.49%
- 🇨🇦 Canada1.09%
- 🇯🇵 Japan0.52%
- 🇨🇳 China0.24%
- 🇮🇱 Israel0.2%
Dividends
Dividend Yield
1.64%
27 out of 32 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.25% | 1.26% | - |
 VOOV | 0.19% | 2.19% | - |
 PBR.A | 0.18% | 11.71% | $2.21 |
 O | 0.14% | 5.73% | $3.09 |
 VALE | 0.13% | 9.88% | $1.33 |
 VOOG | 0.12% | 0.57% | - |
 WPC | 0.09% | 6.24% | $3.67 |
 DIS | 0.09% | 0.88% | $0.75 |
 SCHD | 0.07% | 3.8% | - |
 GS | 0.06% | 1.83% | $11 |
 WBA | 0.06% | 9.73% | $1.46 |
 ZIM | 0.04% | 22.3% | $0.23 |
 UNIT | 0.04% | 11.01% | $0.6 |
 SBUX | 0.04% | 2.19% | $2.24 |
 PSN.L | 0.03% | 4.76% | $0.6 |
 ABEV | 0.03% | 5.54% | $0.13 |
 DJP | 0.02% | 4.18% | - |
 TGT | 0.02% | 3.23% | $4.42 |
 EWG | 0.01% | 2.19% | - |
 EBAY | 0.01% | 1.6% | $1.04 |
 GRG.L | 0.01% | 0.88% | $0.6 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 CQQQ | 0% | 0.27% | - |
 CI | 0% | 1.94% | $5.26 |
 BABA | 0% | 0.99% | $0.98 |
 SONY | 0% | 0.41% | $0.49 |
Next Dividends
Performance Metrics
Score 3.3/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-3.8
-3.8
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-3.8
-3.8
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.57% | Nov 2021 | Dec 2023 | 25 |
-5.85% | Aug 2021 | Oct 2021 | 2 |
-3.71% | Apr 2024 | Jun 2024 | 2 |
-2.35% | Dec 2024 | Jan 2025 | 1 |
-1.92% | Feb 2021 | Jun 2021 | 4 |
-1.36% | Oct 2024 | Nov 2024 | 1 |