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-1.65%
Today
-1.65%
This Month
+5.59%
Year To Date
+186.88%
2 Years
+25.24%
5 Years
+6.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies72.3%
- 💻 Electronic Technology9.88%
- 🖥️ Technology Services6.69%
- 🧬 Health Technology2.18%
- 💰 Finance1.9%
- 🚗 Consumer Durables1.78%
- 📊 ETFs1.45%
- ⛏️ Energy Minerals1.03%
- 🍞 Consumer Non Durables1.03%
- 🛍️ Retail Trade0.87%
- 🚚 Transportation0.25%
- 🧪 Process Industries0.15%
- ⚡ Utilities0.14%
- 🏭 Industrial Services0.11%
- 💇♀️ Consumer Services0.09%
- 🛠️ Producer Manufacturing0.07%
- 📦 Distribution Services0.06%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency72.3%
- 🇺🇸 Nasdaq14.5%
- 🇺🇸 NYSE7.26%
- 🇬🇧 LSE2.82%
- 🇩🇪 FRA1.67%
- 🇫🇷 Euronext Paris0.93%
- 🇩🇰 Copenhagen Stock Exchange0.38%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇳🇱 Euronext Amsterdam0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.14%
- 🇬🇧 United Kingdom2.33%
- 🇩🇪 Germany1.67%
- 🇫🇷 France0.93%
- 🇧🇷 Brazil0.49%
- 🇩🇰 Denmark0.38%
- 🇨🇭 Switzerland0.11%
- 🇪🇸 Spain0.07%
- 🇮🇪 Ireland0.05%
- 🇳🇱 Netherlands0.05%
Dividends
Dividend Yield
0.31%
63 out of 105 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.04% | 18.77% | $1.73 |
 PBR.A | 0.03% | 11.71% | $2.21 |
 MUV2.DE | 0.02% | 2.88% | $15 |
 MRK | 0.01% | 3.2% | $3.04 |
 PFE | 0.01% | 6.37% | $1.66 |
 AGNC | 0.01% | 14.44% | $1.44 |
 MSFT | 0.01% | 0.76% | $3 |
 IBM | 0.01% | 2.61% | $6.65 |
 FSK | 0.01% | 10.56% | $2.47 |
 AAPL | 0.01% | 0.53% | $0.97 |
 LMT | 0.01% | 2.79% | $12.45 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 HPQ | 0.01% | 3.48% | $1.1 |
 HLAG.DE | 0.01% | 6.65% | $9.25 |
 CRM | 0.01% | 0.47% | $0.4 |
 CVX | 0.01% | 4.37% | $6.28 |
 XOM | 0.01% | 3.59% | $3.76 |
 AEP | 0.01% | 3.68% | $3.47 |
 BAS.DE | 0% | 7.31% | $3.4 |
 GD | 0% | 2.21% | $5.48 |
 RMS.PA | 0% | 0.92% | $25 |
 AXP | 0% | 0.88% | $2.6 |
 BATS.L | 0% | 7.39% | $2.36 |
 RHM.DE | 0% | 0.76% | $5.7 |
 SHEL.L | 0% | 4.08% | $0.8 |
 BP.L | 0% | 5.62% | $0.23 |
 PEP | 0% | 3.54% | $5.15 |
 HDV | 0% | 3.91% | - |
 AIR.PA | 0% | 1.08% | $1.8 |
 FDX | 0% | 2.04% | $5.16 |
 AVGO | 0% | 0.98% | $19.7 |
 GOOGL | 0% | 0.29% | $0.2 |
 NOC | 0% | 1.65% | $7.67 |
 AMGN | 0% | 3.2% | $8.76 |
 AMT | 0% | 3.5% | $6.56 |
 BA.L | 0% | 2.53% | $0.3 |
 MCD | 0% | 2.35% | $6.53 |
 KO | 0% | 3.06% | $1.89 |
 XLK | 0% | 0.67% | - |
 BLK | 0% | 1.91% | $20.2 |
 BNR.DE | 0% | 3.45% | $2.1 |
 JNJ | 0% | 3.26% | $4.81 |
 COP | 0% | 3.16% | $3.25 |
 PG | 0% | 2.43% | $3.83 |
 APD | 0% | 2.12% | $7.04 |
 LHX | 0% | 2.19% | $4.6 |
 HYG | 0% | 2.05% | - |
 LOW | 0% | 1.75% | $4.45 |
 GOOG | 0% | 0.29% | $0.2 |
 DGE.L | 0% | 3.31% | $0.81 |
 LLY | 0% | 0.67% | $4.86 |
 CF | 0% | 2.17% | $1.8 |
 NVDA | 0% | 0.03% | $0.02 |
 WMT | 0% | 0.85% | $0.81 |
 MC.PA | 0% | 1.85% | $13 |
 ALM.MC | 0% | 1.57% | $0.15 |
 IUSA.L | 0% | 1.01% | - |
 SPY5.L | 0% | 1.04% | - |
 INTU | 0% | 0.65% | $3.6 |
 META | 0% | 0.29% | $1 |
 COST | 0% | 0.47% | $19.22 |
 ASML.NV | 0% | 0.89% | $6.1 |
 COKE | 0% | 0.44% | $2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AMT | Pay Day | Feb 3 | $1.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
LOW | Pay Day | Feb 5 | $1.15 |
COST | Ex-Dividend | Feb 7 | $1.16 |
GD | Pay Day | Feb 7 | $1.42 |
COKE | Pay Day | Feb 7 | $2.50 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
AGNC | Pay Day | Feb 11 | $0.12 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
CF | Ex-Dividend | Feb 14 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
CF | Pay Day | Feb 28 | $0.50 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
AEP | Pay Day | Mar 10 | $0.93 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
LMT | Pay Day | Mar 28 | $3.30 |
APD | Ex-Dividend | Apr 1 | $1.79 |
HPQ | Pay Day | Apr 2 | $0.29 |
MRK | Pay Day | Apr 7 | $0.81 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 3/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.89% | Sep 2021 | Nov 2024 | 38 |
-10.51% | Jun 2021 | Aug 2021 | 2 |
-4.08% | Dec 2024 | Jan 2025 | 1 |