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-1.54%
Today
-1.54%
This Month
-17.9%
Year To Date
-21.28%
2 Years
-75.09%
5 Years
-33.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.92%
- 💻 Electronic Technology10.89%
- 🖥️ Technology Services9.21%
- 💵 Cash7.78%
- 🛍️ Retail Trade5.9%
- 🧬 Health Technology2.68%
- 💰 Finance2.41%
- 💇♀️ Consumer Services1.95%
- 🚗 Consumer Durables1.17%
- 🛠️ Producer Manufacturing0.79%
- 🚚 Transportation0.47%
- ⚡ Utilities0.22%
- 💼 Commercial Services0.21%
- 🍞 Consumer Non Durables0.21%
- ⛏️ Energy Minerals0.18%
- 📡 Communications0.18%
- 🏥 Health Services0.12%
- 🪨 Non Energy Minerals0.12%
- 🧪 Process Industries0.09%
- 📊 ETFs0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.92%
- 🇺🇸 Nasdaq25.19%
- 🇺🇸 NYSE8.17%
- 🇮🇹 Borsa Italiana1.9%
- 🇭🇰 Hong Kong Exchanges1.23%
- 🇨🇭 SIX0.1%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇫🇷 Euronext Paris0.04%
- 🇩🇪 FRA0.03%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇬🇧 LSE0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.24%
- 🇨🇳 China6.73%
- 🇮🇹 Italy1.71%
- 🇳🇱 Netherlands0.23%
- 🇬🇧 United Kingdom0.18%
- 🇨🇦 Canada0.11%
- 🇨🇭 Switzerland0.1%
- 🇭🇰 Hong Kong0.1%
- 🇹🇼 Taiwan0.1%
- 🇪🇸 Spain0.07%
- 🇯🇵 Japan0.04%
- 🇫🇷 France0.04%
- 🇩🇪 Germany0.03%
- 🇸🇬 Singapore0.03%
- 🇩🇰 Denmark0.03%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.02%
- 🇱🇺 Luxembourg0.01%
- 🇫🇮 Finland0.01%
- 🇧🇷 Brazil0.01%
- 🇰🇷 South Korea0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.43%
59 out of 128 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.12% | 6.37% | $1.66 |
 MFEB.MI | 0.07% | 5.84% | $0.25 |
 BABA | 0.04% | 0.99% | $0.98 |
 JD.US | 0.03% | 1.82% | $0.74 |
 WU | 0.02% | 9.11% | $0.94 |
 STLAM.MI | 0.02% | 12.01% | $1.55 |
 06862.HK | 0.02% | 8.42% | $0.82 |
 VOD | 0.01% | 8.15% | $0.94 |
 MMM | 0.01% | 2.37% | $5.21 |
 ISP.MI | 0.01% | 7.68% | $0.3 |
 ENEL.MI | 0.01% | 6.28% | $0.43 |
 101.HK | 0.01% | 8.48% | $0.78 |
 UNI.MI | 0.01% | 2.89% | $0.38 |
 DVN | 0.01% | 4.25% | $2.05 |
 INTC | 0% | 2.57% | $0.5 |
 NVDA | 0% | 0.03% | $0.02 |
 META | 0% | 0.29% | $1 |
 IBE.MC | 0% | 3.46% | $0.45 |
 DELL | 0% | 1.72% | $1.63 |
 HST | 0% | 4.79% | $0.78 |
 PG | 0% | 2.43% | $3.83 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 TSM | 0% | 0.93% | $1.74 |
 EQT | 0% | 1.23% | $0.62 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 TKO | 0% | 0.38% | $0.48 |
 MSFT | 0% | 0.76% | $3 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 GS | 0% | 1.83% | $11 |
 FCX | 0% | 1.67% | $0.6 |
 GOOG | 0% | 0.29% | $0.2 |
 FORTUM.HE | 0% | 8.24% | $1.15 |
 VALE | 0% | 9.88% | $1.33 |
 CDI.PA | 0% | 2.01% | $13 |
 BOL.ST | 0% | 2.25% | $7.5 |
 LMT | 0% | 2.79% | $12.45 |
 NTDOY | 0% | 1.08% | $0.24 |
 JPM | 0% | 1.8% | $4.4 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 AGRO | 0% | 3.52% | $0.33 |
 NHY.OL | 0% | 3.72% | $2.5 |
 WY | 0% | 2.61% | $0.78 |
 INDA | 0% | 0.78% | - |
 LDOS | 0% | 1.08% | $1.5 |
 ORK.OL | 0% | 2.86% | $3 |
 RHM.DE | 0% | 0.76% | $5.7 |
 HAS | 0% | 3.63% | $2.8 |
 AAPL | 0% | 0.53% | $0.97 |
 NOC | 0% | 1.65% | $7.67 |
 BLK | 0% | 1.91% | $20.2 |
 SMSN.L | 0% | 2.7% | $23.68 |
 MC.PA | 0% | 1.85% | $13 |
 ASML | 0% | 0.77% | $5.57 |
 NDA.DE | 0% | 1.86% | $1.4 |
 KER.PA | 0% | 4.54% | $14 |
 NVTKL.L | 0% | 109.46% | - |
 0700.HK | 0% | 0.85% | $3.4 |
 GOOGL | 0% | 0.29% | $0.2 |
 MU | 0% | 0.5% | $0.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Feb 3 | $0.15 |
VOD | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
GS | Ex-Dividend | Feb 28 | $3.00 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
101.HK | Ex-Dividend | May 8 | $0.05 |
101.HK | Pay Day | Jun 16 | $0.05 |
Performance Metrics
Score 1.9/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-34.83
-34.83
-35
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-1.23
-1.23
-2
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.73
-0.73
-1
1
2
3
3
Jensen's Alpha
-34.83
-34.83
-35
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-1.23
-1.23
-2
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.34% | Jun 2021 | - | 45 |