+3.33%
Today
-6.38%
This Month
-19.6%
Year To Date
+16.9%
2 Years
-25.08%
5 Years
-6.33%
Annualized
- Dvallcaneras
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies70.38%
- 👥 Copy Trading17.05%
- 🚚 Transportation6.74%
- 💵 Cash2.99%
- 🛍️ Retail Trade1.36%
- 💰 Finance1.31%
- 🍞 Consumer Non Durables0.75%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency70.38%
- 🇺🇸 NYSE15.92%
- 🇺🇸 Nasdaq11.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.76%
- 🇬🇧 United Kingdom0.49%
- 🇨🇦 Canada0.46%
- 🇮🇪 Ireland0.42%
Dividends
Dividend Yield
0.48%
3 out of 13 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: DividendGrowth (2.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
![]() DividendGrowth | 0.43% | 2.55% | - |
![]() LUV | 0.03% | 2.36% | $0.72 |
![]() IFF | 0.01% | 2% | $2.42 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() LUV | Ex-Dividend | Mar 12 | $0.18 |
![]() SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
![]() MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
![]() LIN (DividendGrowth) | Ex-Dividend | Mar 13 | $1.50 |
![]() KO (DividendGrowth) | Ex-Dividend | Mar 14 | $0.51 |
![]() ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
![]() XEL (DividendGrowth) | Ex-Dividend | Mar 14 | $0.57 |
![]() SHW (DividendGrowth) | Pay Day | Mar 14 | $0.79 |
![]() MCD (DividendGrowth) | Pay Day | Mar 17 | $1.77 |
![]() NEE (DividendGrowth) | Pay Day | Mar 17 | $0.57 |
![]() ADI (DividendGrowth) | Pay Day | Mar 17 | $0.99 |
![]() NOC (DividendGrowth) | Pay Day | Mar 19 | $2.06 |
![]() IFF | Ex-Dividend | Mar 21 | $0.40 |
![]() LHX (DividendGrowth) | Pay Day | Mar 21 | $1.20 |
![]() EVRG (DividendGrowth) | Pay Day | Mar 21 | $0.67 |
![]() BBY (DividendGrowth) | Ex-Dividend | Mar 25 | $0.95 |
![]() LIN (DividendGrowth) | Pay Day | Mar 27 | $1.50 |
![]() LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
![]() ELS (DividendGrowth) | Ex-Dividend | Mar 28 | $0.52 |
![]() PEP (DividendGrowth) | Pay Day | Mar 31 | $1.36 |
![]() BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
![]() ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
![]() KO (DividendGrowth) | Pay Day | Apr 1 | $0.51 |
![]() NKE (DividendGrowth) | Pay Day | Apr 1 | $0.40 |
![]() ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
![]() APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
![]() LUV | Pay Day | Apr 2 | $0.18 |
![]() KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
![]() RSG (DividendGrowth) | Ex-Dividend | Apr 2 | $0.58 |
![]() SYY (DividendGrowth) | Ex-Dividend | Apr 4 | $0.51 |
![]() EIX (DividendGrowth) | Ex-Dividend | Apr 7 | $0.83 |
![]() IFF | Pay Day | Apr 11 | $0.40 |
![]() GD (DividendGrowth) | Ex-Dividend | Apr 11 | $1.50 |
![]() ELS (DividendGrowth) | Pay Day | Apr 11 | $0.52 |
![]() BBY (DividendGrowth) | Pay Day | Apr 15 | $0.95 |
![]() RSG (DividendGrowth) | Pay Day | Apr 15 | $0.58 |
![]() XEL (DividendGrowth) | Pay Day | Apr 20 | $0.57 |
![]() SYY (DividendGrowth) | Pay Day | Apr 25 | $0.51 |
![]() EIX (DividendGrowth) | Pay Day | Apr 30 | $0.83 |
![]() GD (DividendGrowth) | Pay Day | May 9 | $1.50 |
![]() APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 2.7/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-9.59
-9.59
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Drawdowns
- Dvallcaneras
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-58.76% | Nov 2021 | Sep 2023 | 22 |
-55.78% | Oct 2023 | - | 18 |
-4.46% | Sep 2021 | Oct 2021 | 1 |
-2.32% | May 2021 | Jul 2021 | 2 |