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+1.05%
Today
+18.96%
This Month
+53.82%
Year To Date
+102.21%
2 Years
+136.44%
5 Years
+2.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.48%
- 🖥️ Technology Services11.45%
- 🛍️ Retail Trade6.66%
- 💻 Electronic Technology6.66%
- 🧬 Health Technology4.35%
- 💼 Commercial Services1.5%
- 🚗 Consumer Durables1.07%
- 💰 Finance0.55%
- 📊 ETFs0.33%
- 💇♀️ Consumer Services0.21%
- 🛠️ Producer Manufacturing0.19%
- 🏥 Health Services0.16%
- 💵 Cash0.02%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.48%
- 🇺🇸 Nasdaq20.32%
- 🇺🇸 NYSE11.84%
- 🇭🇰 Hong Kong Exchanges0.49%
- 🇬🇧 LSE0.33%
- 🇦🇺 Sydney0.08%
- 🇫🇷 Euronext Paris0.04%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.66%
- 🇨🇳 China1.25%
- 🇮🇱 Israel0.44%
- 🇹🇼 Taiwan0.42%
- 🇸🇬 Singapore0.35%
- 🇮🇪 Ireland0.27%
- 🇫🇷 France0.2%
- 🇩🇪 Germany0.17%
- 🇬🇧 United Kingdom0.16%
- 🇨🇭 Switzerland0.14%
- 🇯🇵 Japan0.14%
- 🇳🇱 Netherlands0.13%
- 🇰🇾 Cayman Islands0.13%
- 🇮🇳 India0.1%
- 🇨🇦 Canada0.08%
- 🇦🇺 Australia0.08%
- 🇺🇾 Uruguay0.07%
- 🇧🇷 Brazil0.02%
Dividends
Dividend Yield
0.13%
50 out of 156 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $WU (8.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.01% | 6.74% | $1.66 |
 INTC | 0.01% | 2.08% | $0.5 |
 QCOM | 0.01% | 2.17% | $3.25 |
 AVGO | 0.01% | 1.29% | $19.7 |
 JNJ | 0.01% | 3.21% | $4.81 |
 MSFT | 0.01% | 0.74% | $3 |
 BABA | 0.01% | 1.13% | $0.98 |
 SNY | 0% | 3.09% | $1.48 |
 TSM | 0% | 1.04% | $1.74 |
 BMY | 0% | 4.15% | $2.34 |
 META | 0% | 0.27% | $1 |
 AZN | 0% | 2.3% | $1.42 |
 MRK | 0% | 3.2% | $3.04 |
 AAPL | 0% | 0.43% | $0.97 |
 GILD | 0% | 3.48% | $3.04 |
 NTES | 0% | 2.78% | $2.58 |
 V | 0% | 0.7% | $2.01 |
 CSCO | 0% | 2.78% | $1.58 |
 WU | 0% | 8.77% | $0.94 |
 ABT | 0% | 1.9% | $2.16 |
 AMGN | 0% | 3.13% | $8.76 |
 MA | 0% | 0.52% | $2.46 |
 INFY | 0% | 1.89% | $0.39 |
 GOOGL | 0% | 0.34% | $0.2 |
 0700.HK | 0% | 0.83% | $3.4 |
 CRM | 0% | 0.37% | $0.4 |
 GEN | 0% | 1.7% | $0.5 |
 AMAT | 0% | 0.89% | $1.44 |
 DLB | 0% | 1.5% | $1.17 |
 ATEN | 0% | 1.46% | $0.24 |
 ACN | 0% | 1.5% | $4.99 |
 LOGI | 0% | 1.76% | $1.18 |
 CSL.ASX | 0% | 1.46% | $3.81 |
 BAH | 0% | 1.41% | $1.96 |
 DFS | 0% | 1.62% | $2.8 |
 FIS | 0% | 1.68% | $1.76 |
 MU | 0% | 0.47% | $0.46 |
 GOOG | 0% | 0.34% | $0.2 |
 EA | 0% | 0.46% | $0.76 |
 SONY | 0% | 0.55% | $0.49 |
 TMO | 0% | 0.3% | $1.48 |
 3888.HK | 0% | 0.43% | $0.14 |
 A | 0% | 0.73% | $0.93 |
 GPN | 0% | 0.87% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 JKHY | 0% | 1.29% | $2.14 |
 AXP | 0% | 0.94% | $2.6 |
 TECH | 0% | 0.47% | $0.32 |
 GGB | 0% | 4.13% | $0.22 |
 NLOP | 0% | 1.09% | $0.34 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
TECH | Pay Day | Nov 22 | $0.08 |
JNJ | Ex-Dividend | Nov 26 | $1.24 |
EA | Ex-Dividend | Nov 27 | $0.19 |
NTES | Ex-Dividend | Nov 29 | $0.44 |
PFE | Pay Day | Dec 2 | $0.42 |
V | Pay Day | Dec 2 | $0.59 |
JKHY | Ex-Dividend | Dec 2 | $0.55 |
ATEN | Pay Day | Dec 2 | $0.06 |
DLB | Ex-Dividend | Dec 3 | $0.33 |
BAH | Pay Day | Dec 4 | $0.51 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
DFS | Pay Day | Dec 5 | $0.70 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
AMGN | Pay Day | Dec 9 | $2.25 |
FIS | Ex-Dividend | Dec 9 | $0.36 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
JNJ | Pay Day | Dec 10 | $1.24 |
DLB | Pay Day | Dec 10 | $0.33 |
GEN | Pay Day | Dec 11 | $0.12 |
MSFT | Pay Day | Dec 12 | $0.83 |
AMAT | Pay Day | Dec 12 | $0.40 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
NTES | Pay Day | Dec 13 | $0.44 |
GILD | Ex-Dividend | Dec 13 | $0.77 |
TMO | Ex-Dividend | Dec 13 | $0.39 |
GPN | Ex-Dividend | Dec 13 | $0.25 |
GOOG | Pay Day | Dec 16 | $0.20 |
MRK | Ex-Dividend | Dec 16 | $0.81 |
GOOGL | Pay Day | Dec 16 | $0.20 |
EA | Pay Day | Dec 18 | $0.19 |
QCOM | Pay Day | Dec 19 | $0.85 |
FIS | Pay Day | Dec 23 | $0.36 |
JKHY | Pay Day | Dec 23 | $0.55 |
GGB | Pay Day | Dec 23 | $0.05 |
NVDA | Pay Day | Dec 27 | $0.01 |
GPN | Pay Day | Dec 27 | $0.25 |
GILD | Pay Day | Dec 30 | $0.77 |
A | Ex-Dividend | Dec 31 | $0.25 |
CSCO | Ex-Dividend | Jan 3 | $0.40 |
MRK | Pay Day | Jan 8 | $0.81 |
TSM | Pay Day | Jan 9 | $0.62 |
TMO | Pay Day | Jan 15 | $0.39 |
CSCO | Pay Day | Jan 22 | $0.40 |
A | Pay Day | Jan 22 | $0.25 |
Performance Metrics
Score 5.4/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
12.88
12.88
-2
0
2
13
13
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
12.88
12.88
-2
0
2
13
13
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.66% | Dec 2017 | - | 83 |
-26.43% | May 2017 | Jul 2017 | 2 |
-12.87% | Aug 2017 | Nov 2017 | 3 |