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-0.72%
Today
-0.72%
This Month
+1.96%
Year To Date
+60.79%
2 Years
+64.24%
5 Years
+11.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.49%
- 🪙 Cryptocurrencies18.23%
- 💻 Electronic Technology18.11%
- 🍞 Consumer Non Durables7.47%
- 🖥️ Technology Services6.77%
- 🧬 Health Technology4.37%
- 💵 Cash2.96%
- 🛍️ Retail Trade2.65%
- 💇♀️ Consumer Services2.54%
- 💰 Finance1.94%
- 🚚 Transportation1.81%
- ⚡ Utilities1.63%
- 🚗 Consumer Durables1.39%
- 🧩 Miscellaneous0.73%
- 🏭 Industrial Services0.65%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.8%
- 🇺🇸 Nasdaq26.79%
- 🌍 Digital Currency18.23%
- 🇫🇷 Euronext Paris4.98%
- 🇬🇧 LSE4.43%
- 🇩🇪 FRA1.28%
- 🇩🇰 Copenhagen Stock Exchange0.84%
- 🇮🇹 Borsa Italiana0.35%
- 🇨🇭 SIX0.29%
- 🇸🇪 Stockholm Stock Exchange0.28%
- 🇺🇸 Chicago Board Options Exchange0.25%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇳🇱 Euronext Amsterdam0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.13%
- 🇫🇷 France4.98%
- 🇬🇧 United Kingdom4.5%
- 🇩🇪 Germany1.28%
- 🇩🇰 Denmark0.84%
- 🇯🇵 Japan0.66%
- 🇨🇳 China0.58%
- 🇮🇹 Italy0.35%
- 🇨🇭 Switzerland0.29%
- 🇸🇪 Sweden0.28%
- 🇰🇷 South Korea0.14%
- 🇳🇱 Netherlands0.03%
Dividends
Dividend Yield
0.82%
58 out of 85 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.12% | 1.26% | - |
 VNQ | 0.07% | 3.78% | - |
 VWO | 0.05% | 9.6% | - |
 MC.PA | 0.04% | 1.85% | $13 |
 AMUN.PA | 0.04% | 6% | $4.1 |
 NG.L | 0.02% | 5.61% | $0.57 |
 AAPL | 0.02% | 0.53% | $0.97 |
 PEP | 0.02% | 3.54% | $5.15 |
 KO | 0.02% | 3.06% | $1.89 |
 JNJ | 0.02% | 3.26% | $4.81 |
 KER.PA | 0.02% | 4.54% | $14 |
 IBM | 0.02% | 2.61% | $6.65 |
 VTV | 0.02% | 2.22% | - |
 IWM | 0.02% | 1.23% | - |
 LMT | 0.02% | 2.79% | $12.45 |
 DIS | 0.02% | 0.88% | $0.75 |
 BMW.DE | 0.02% | 7.62% | $6 |
 AZN.L | 0.01% | 2.06% | $2.28 |
 BAC | 0.01% | 2.2% | $0.96 |
 HM-B.ST | 0.01% | 4.49% | $6.5 |
 RL | 0.01% | 1.29% | $3.08 |
 GS | 0.01% | 1.83% | $11 |
 VEA | 0.01% | 5.71% | - |
 JPM | 0.01% | 1.8% | $4.4 |
 MCD | 0.01% | 2.35% | $6.53 |
 CSCO | 0.01% | 2.64% | $1.58 |
 NESN.ZU | 0.01% | 3.86% | $3 |
 NEE | 0.01% | 2.88% | $1.97 |
 IAG.L | 0.01% | 0.61% | - |
 DOM.L | 0.01% | 3.56% | $0.11 |
 RMS.PA | 0.01% | 0.92% | $25 |
 WM | 0.01% | 1.36% | $2.9 |
 MSFT | 0.01% | 0.76% | $3 |
 EWJ | 0.01% | 3.12% | - |
 MONC.MI | 0.01% | 1.87% | $1.15 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 CDI.PA | 0.01% | 2.01% | $13 |
 NKE | 0.01% | 1.96% | $1.45 |
 MKS.L | 0.01% | 0.9% | $0.03 |
 WMT | 0.01% | 0.85% | $0.81 |
 VUG | 0.01% | 0.51% | - |
 0968.HK | 0% | 7.89% | $0.23 |
 ORSTED.CO | 0% | 0.46% | - |
 SMSN.L | 0% | 2.7% | $23.68 |
 BND | 0% | 1.3% | - |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
 BABA | 0% | 0.99% | $0.98 |
 TM | 0% | 2.58% | $4.64 |
 SONY | 0% | 0.41% | $0.49 |
 GOOG | 0% | 0.29% | $0.2 |
 GM | 0% | 0.97% | $0.42 |
 INDA | 0% | 0.78% | - |
 BNDX | 0% | 0.84% | - |
 0700.HK | 0% | 0.85% | $3.4 |
 EA | 0% | 0.62% | $0.76 |
 ADS.DE | 0% | 0.28% | $0.7 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AAPL | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
GS | Ex-Dividend | Feb 28 | $3.00 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
GM | Ex-Dividend | Mar 7 | $0.12 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
GM | Pay Day | Mar 20 | $0.12 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
HM-B.ST | Ex-Dividend | May 8 | $0.31 |
HM-B.ST | Pay Day | May 14 | $0.31 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.79
-1.79
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.79
-1.79
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.97% | Sep 2021 | Jul 2024 | 34 |
-3.43% | Jun 2021 | Aug 2021 | 2 |
-2.27% | Jan 2021 | Feb 2021 | 1 |
-1.75% | Dec 2024 | Jan 2025 | 1 |
-0.1% | Oct 2024 | Nov 2024 | 1 |