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-0.44%
Today
-0.44%
This Month
+1.99%
Year To Date
+64.25%
2 Years
+46.09%
5 Years
+11.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.03%
- 🪙 Cryptocurrencies18.82%
- 💵 Cash14.75%
- 🛍️ Retail Trade6.75%
- 💰 Finance6.56%
- 🪨 Non Energy Minerals5.56%
- 🖥️ Technology Services5.19%
- 💻 Electronic Technology4.3%
- 🧬 Health Technology2.12%
- 🍞 Consumer Non Durables1.94%
- 🚚 Transportation1.52%
- 📦 Distribution Services0.66%
- ⚡ Utilities0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.9%
- 🇺🇸 Nasdaq20.03%
- 🌍 Digital Currency18.82%
- 🇪🇸 Bolsa De Madrid0.76%
- 🇦🇺 Sydney0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.82%
- 🇨🇦 Canada3.01%
- 🇨🇳 China2%
- 🇸🇬 Singapore1.98%
- 🇬🇧 United Kingdom1.04%
- 🇧🇷 Brazil0.79%
- 🇪🇸 Spain0.76%
- 🇦🇺 Australia0.46%
- 🇳🇱 Netherlands0.24%
Dividends
Dividend Yield
1.41%
33 out of 64 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.3% | 3.8% | - |
 VXUS | 0.24% | 6.6% | - |
 VTI | 0.14% | 1.26% | - |
 IEMG | 0.11% | 4.39% | - |
 VALE | 0.08% | 9.88% | $1.33 |
 GOLD.BARRICK | 0.07% | 2.47% | $0.4 |
 VNQ | 0.06% | 3.78% | - |
 KO | 0.05% | 3.06% | $1.89 |
 BLK | 0.04% | 1.91% | $20.2 |
 BBVA.MC | 0.04% | 5.13% | $0.45 |
 ACI | 0.02% | 2.54% | $0.48 |
 LPG | 0.02% | 3.38% | - |
 PGR | 0.02% | 1.99% | $1.15 |
 BND | 0.02% | 1.3% | - |
 TFC | 0.02% | 4.37% | $2.08 |
 SYY | 0.02% | 2.78% | $2.01 |
 AMGN | 0.02% | 3.2% | $8.76 |
 INTC | 0.02% | 2.57% | $0.5 |
 NEE | 0.01% | 2.88% | $1.97 |
 BABA | 0.01% | 0.99% | $0.98 |
 VGT | 0.01% | 0.5% | - |
 MSFT | 0.01% | 0.76% | $3 |
 JD.US | 0.01% | 1.82% | $0.74 |
 AMRK | 0.01% | 2.84% | $0.8 |
 TLT | 0.01% | 1.42% | - |
 NKE | 0.01% | 1.96% | $1.45 |
 PRU.ASX | 0.01% | 1.76% | $0.04 |
 AJG | 0.01% | 0.81% | $2.3 |
 GOOG | 0% | 0.29% | $0.2 |
 STM.US | 0% | 1.25% | $0.23 |
 LLY | 0% | 0.67% | $4.86 |
 CQQQ | 0% | 0.27% | - |
 IHI | 0% | 0.67% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LPG | Ex-Dividend | Feb 5 | $0.70 |
ACI | Pay Day | Feb 7 | $0.15 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
TFC | Ex-Dividend | Feb 14 | $0.52 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
LPG | Pay Day | Feb 27 | $0.70 |
TFC | Pay Day | Mar 3 | $0.52 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
AJG | Ex-Dividend | Mar 7 | $0.65 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
AJG | Pay Day | Mar 21 | $0.65 |
BLK | Pay Day | Mar 24 | $5.21 |
Performance Metrics
Score 3.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-3.36
-3.36
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-3.36
-3.36
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.88% | Nov 2021 | Mar 2024 | 28 |
-8.73% | May 2021 | Aug 2021 | 3 |
-6.67% | Apr 2024 | Jun 2024 | 2 |
-6.41% | Sep 2021 | Oct 2021 | 1 |
-4.15% | Dec 2024 | - | 2 |
-0.21% | Oct 2024 | Nov 2024 | 1 |