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-1.57%
Today
-1.57%
This Month
+7.06%
Year To Date
+1.27%
2 Years
-81.87%
5 Years
-26.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade31.46%
- 🚚 Transportation19.27%
- 🪙 Cryptocurrencies17.05%
- 👥 Copy Trading6.52%
- 📊 ETFs6.3%
- 💰 Finance4.74%
- 🚗 Consumer Durables3.7%
- 💻 Electronic Technology2.79%
- 🧬 Health Technology1.45%
- 🍞 Consumer Non Durables1.41%
- 🧪 Process Industries1.31%
- 💇♀️ Consumer Services1.27%
- 🖥️ Technology Services0.83%
- 📡 Communications0.54%
- ⛏️ Energy Minerals0.38%
- 💼 Commercial Services0.33%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.35%
- 🇬🇧 LSE18.35%
- 🌍 Digital Currency17.05%
- 🇺🇸 Nasdaq5.88%
- 🇳🇴 Oslo Stock Exchange1.2%
- 🇩🇪 FRA0.34%
- 🇺🇸 Chicago Board Options Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇨🇳 China33.48%
- 🇺🇸 United States20.66%
- 🇬🇧 United Kingdom18.54%
- 🇳🇴 Norway1.2%
- 🇫🇷 France0.68%
- 🇮🇪 Ireland0.62%
- 🇨🇦 Canada0.46%
- 🇩🇪 Germany0.34%
Dividends
Dividend Yield
1.02%
22 out of 36 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.31% | 0.99% | $0.98 |
 DividendGrowth | 0.17% | 2.53% | - |
 EZJ.L | 0.16% | 0.88% | $0.05 |
 SPHD | 0.06% | 1.13% | - |
 HDV | 0.04% | 3.91% | - |
 MAA | 0.04% | 3.88% | $5.81 |
 MBG.DE | 0.03% | 9% | $5.3 |
 KO | 0.03% | 3.06% | $1.89 |
 T | 0.03% | 4.68% | $1.11 |
 MCD | 0.02% | 2.35% | $6.53 |
 PFE | 0.02% | 6.37% | $1.66 |
 SNY | 0.02% | 2.72% | $1.48 |
 INTC | 0.02% | 2.57% | $0.5 |
 HPQ | 0.02% | 3.48% | $1.1 |
 BAC | 0.02% | 2.2% | $0.96 |
 MDT.US | 0.01% | 3.07% | $2.77 |
 PG | 0.01% | 2.43% | $3.83 |
 AAPL | 0.01% | 0.53% | $0.97 |
 SHW | 0.01% | 0.77% | $2.64 |
 OXY | 0.01% | 1.89% | $0.8 |
 JDW.L | 0.01% | 1.91% | - |
 INDA | 0% | 0.78% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
PG | Pay Day | Feb 18 | $1.01 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
HPQ | Pay Day | Apr 2 | $0.29 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 2.7/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-18.66
-18.66
-19
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-2.46
-2.46
-3
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-18.66
-18.66
-19
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-2.46
-2.46
-3
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.73% | Mar 2020 | - | 59 |
-10.15% | Nov 2019 | Feb 2020 | 3 |
-9.11% | Aug 2019 | Oct 2019 | 2 |