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-0.29%
Today
-0.29%
This Month
+5.68%
Year To Date
+21.33%
2 Years
+61.6%
5 Years
-12.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.19%
- 🪙 Cryptocurrencies14.26%
- 🛍️ Retail Trade10.83%
- 🧬 Health Technology9.49%
- 💰 Finance8.99%
- 💻 Electronic Technology5.9%
- 🚗 Consumer Durables5.12%
- 💇♀️ Consumer Services4.9%
- 💼 Commercial Services3.3%
- 🚚 Transportation3.16%
- 📡 Communications2.27%
- 🛠️ Producer Manufacturing1.8%
- 💵 Cash1.48%
- 🧪 Process Industries1.09%
- 📊 ETFs0.95%
- 🍞 Consumer Non Durables0.9%
- 🪨 Non Energy Minerals0.9%
- 🏭 Industrial Services0.43%
- ❓ Other0.33%
- 🏥 Health Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.15%
- 🇺🇸 NYSE28.86%
- 🌍 Digital Currency14.26%
- 🇩🇪 FRA3.64%
- 🇬🇧 LSE3.5%
- 🇭🇰 Hong Kong Exchanges2.73%
- 🇫🇷 Euronext Paris2.3%
- 🇨🇭 SIX1.12%
- 🇸🇪 Stockholm Stock Exchange0.83%
- 🌍 Extended Hours Trading0.33%
- 🇺🇸 Chicago Board Options Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.2%
- 🇨🇳 China7.97%
- 🇩🇪 Germany4.78%
- 🇬🇧 United Kingdom3.5%
- 🇫🇷 France2.3%
- 🇬🇷 Greece1.71%
- 🇧🇷 Brazil1.71%
- 🇨🇦 Canada1.34%
- 🇨🇭 Switzerland1.12%
- 🇸🇪 Sweden0.88%
- 🇸🇬 Singapore0.72%
- 🇮🇱 Israel0.57%
- 🇭🇰 Hong Kong0.28%
- 🇰🇾 Cayman Islands0.22%
Dividends
Dividend Yield
5.28%
30 out of 171 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 4.29% | 1129.94% | $0.2 |
 AGNC | 0.17% | 14.44% | $1.44 |
 SHIP | 0.1% | 8.08% | $0.1 |
 VALE | 0.09% | 9.88% | $1.33 |
 XRX | 0.08% | 11.71% | $1 |
 T | 0.07% | 4.68% | $1.11 |
 CMCSA | 0.05% | 3.74% | $1.2 |
 VIV.PA | 0.04% | 9.15% | $0.25 |
 TGT | 0.04% | 3.23% | $4.42 |
 F | 0.03% | 7.74% | $0.78 |
 GLJ.DE | 0.03% | 2.77% | $0.47 |
 SWKS | 0.03% | 3.11% | $2.72 |
 SWBI | 0.03% | 4.86% | $0.48 |
 QFIN | 0.03% | 2.91% | $1.06 |
 ERIC-A.ST | 0.03% | 3.31% | $2.7 |
 VIPS | 0.03% | 2.85% | $0.41 |
 LEG | 0.02% | 5.78% | $1.43 |
 BBWI | 0.02% | 2.13% | $0.8 |
 TEMN.ZU | 0.02% | 1.54% | $1.2 |
 MCG.L | 0.02% | 2.42% | $0.07 |
 INTC | 0.02% | 2.57% | $0.5 |
 AFX.DE | 0.02% | 1.88% | $1.1 |
 DIS | 0.01% | 0.88% | $0.75 |
 PAYC | 0.01% | 0.72% | $1.5 |
 3888.HK | 0% | 0.36% | $0.14 |
 SRT.DE | 0% | 0.32% | $0.73 |
 MTCH | 0% | 0.53% | - |
 AAPL | 0% | 0.53% | $0.97 |
 NVDA.EXT | 0% | 0.03% | - |
 XP | 0% | 0% | $0 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AGNC | Pay Day | Feb 11 | $0.12 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
 DOYU | Pay Day | Feb 20 | $9.94 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
TGT | Pay Day | Mar 1 | $1.12 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
CMCSA | Pay Day | Apr 23 | $0.33 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-14.44
-14.44
-15
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-14.44
-14.44
-15
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.53% | Nov 2013 | - | 135 |
-23.64% | Aug 2013 | Oct 2013 | 2 |