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-2.01%
Today
-2.01%
This Month
+19.15%
Year To Date
+142.46%
2 Years
+738.31%
5 Years
+26.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.87%
- 💵 Cash20.45%
- 🖥️ Technology Services4.78%
- 🧬 Health Technology3.99%
- 📊 ETFs3.87%
- 💻 Electronic Technology3.17%
- 💰 Finance2.56%
- 🛍️ Retail Trade2.3%
- 🍞 Consumer Non Durables1.69%
- 💇♀️ Consumer Services1.48%
- 💼 Commercial Services1.27%
- 🚚 Transportation1%
- 🛠️ Producer Manufacturing0.82%
- 📡 Communications0.81%
- 🧪 Process Industries0.72%
- 🏥 Health Services0.63%
- 🚗 Consumer Durables0.58%
- 🪨 Non Energy Minerals0.44%
- 🧩 Miscellaneous0.43%
- 🏭 Industrial Services0.34%
- ⚡ Utilities0.15%
- ⛏️ Energy Minerals0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.87%
- 🇺🇸 Nasdaq11.74%
- 🇺🇸 NYSE10.75%
- 🇬🇧 LSE4.88%
- 🇩🇪 FRA0.96%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇫🇮 Helsinki Stock Exchange0.69%
- 🇸🇪 Stockholm Stock Exchange0.44%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇨🇭 SIX0.19%
- 🇫🇷 Euronext Paris0.15%
- 🇩🇰 Copenhagen Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.7%
- 🇬🇧 United Kingdom4.48%
- 🇨🇳 China1.91%
- 🇩🇪 Germany1.02%
- 🇫🇮 Finland0.69%
- 🇸🇬 Singapore0.54%
- 🇸🇪 Sweden0.47%
- 🇨🇭 Switzerland0.43%
- 🇳🇱 Netherlands0.42%
- 🇮🇱 Israel0.39%
- 🇨🇦 Canada0.39%
- 🇮🇪 Ireland0.38%
- 🇯🇵 Japan0.25%
- 🇰🇾 Cayman Islands0.21%
- 🇫🇷 France0.21%
- 🇱🇺 Luxembourg0.18%
- 🇭🇰 Hong Kong0.14%
- 🇲🇽 Mexico0.14%
- 🇿🇦 South Africa0.09%
- 🇰🇷 South Korea0.07%
- 🇩🇰 Denmark0.06%
- 🇦🇹 Austria0.06%
Dividends
Dividend Yield
0.5%
86 out of 197 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $CBG.L (30.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.02% | 9.21% | $9.06 |
 VZ | 0.02% | 6.82% | $2.66 |
 CBG.L | 0.02% | 30.29% | $0.68 |
 NLY | 0.02% | 12.74% | $2.6 |
 BAS.DE | 0.02% | 7.31% | $3.4 |
 NOKIA.HE | 0.02% | 2.88% | $0.13 |
 ERIC-A.ST | 0.01% | 3.31% | $2.7 |
 2318.HK | 0.01% | 6.11% | $2.63 |
 PHP.L | 0.01% | 7.41% | $0.06 |
 RKT.L | 0.01% | 3.7% | $1.93 |
 EWZ | 0.01% | 8.62% | - |
 KIE.L | 0.01% | 3.43% | $0.02 |
 SHY | 0.01% | 1.33% | - |
 TLT | 0.01% | 1.42% | - |
 PHIA.NV | 0.01% | 3.51% | - |
 TAK | 0.01% | 3.78% | $0.56 |
 IBM | 0.01% | 2.61% | $6.65 |
 MCHI | 0.01% | 3.68% | - |
 NRR.L | 0.01% | 8.16% | $0.07 |
 NESTE.HE | 0.01% | 9.73% | $1.2 |
 VOD.L | 0.01% | 8.27% | $0.08 |
 WBA | 0.01% | 9.73% | $1.46 |
 FORTUM.HE | 0.01% | 8.24% | $1.15 |
 OERL.ZU | 0.01% | 5.44% | $0.2 |
 MDT.US | 0.01% | 3.07% | $2.77 |
 SN.L | 0.01% | 2.87% | $0.3 |
 SBSW | 0.01% | 6.83% | $0.3 |
 BABA | 0.01% | 0.99% | $0.98 |
 VFC | 0.01% | 1.39% | $0.57 |
 JMAT.L | 0.01% | 5.42% | $0.77 |
 BBOX.L | 0.01% | 5.16% | $0.07 |
 NTRS | 0.01% | 2.67% | $3 |
 T | 0.01% | 4.68% | $1.11 |
 DEO | 0.01% | 3.43% | $3.99 |
 INTC | 0.01% | 2.57% | $0.5 |
 MMM | 0.01% | 2.37% | $5.21 |
 JUP.L | 0.01% | 8.24% | $0.1 |
 BMY | 0.01% | 4.11% | $2.34 |
 BLND.L | 0.01% | 6.09% | $0.23 |
 SWKS | 0.01% | 3.11% | $2.72 |
 DIS | 0.01% | 0.88% | $0.75 |
 PFE | 0% | 6.37% | $1.66 |
 HAS | 0% | 3.63% | $2.8 |
 ADM.L | 0% | 4.59% | $1.03 |
 SWK | 0% | 3.7% | $3.24 |
 TRIG.L | 0% | 8.61% | $0.07 |
 EEM | 0% | 3.41% | - |
 JDW.L | 0% | 1.91% | - |
 TSN | 0% | 3.51% | $1.96 |
 CVS | 0% | 4.71% | $2.54 |
 PGX | 0% | 2.04% | - |
 XBI | 0% | 1.41% | - |
 FIS | 0% | 1.82% | $1.76 |
 IAG.L | 0% | 0.61% | - |
 VIPS | 0% | 2.85% | $0.41 |
 BAX | 0% | 3.19% | $1.16 |
 CE | 0% | 3.94% | $2.8 |
 01177.HK | 0% | 2.13% | $0.05 |
 JD.US | 0% | 1.82% | $0.74 |
 NKE | 0% | 1.96% | $1.45 |
 TPK.L | 0% | 1.54% | $0.18 |
 EL | 0% | 2.79% | $2.64 |
 PGRE | 0% | 2.86% | $0.14 |
 MCD | 0% | 2.35% | $6.53 |
 IPO.L | 0% | 1.07% | $0.01 |
 META | 0% | 0.29% | $1 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 SMSN.L | 0% | 2.7% | $23.68 |
 EZJ.L | 0% | 0.88% | $0.05 |
 PARA | 0% | 1.84% | $0.2 |
 FRES.L | 0% | 1.21% | $0.05 |
 BAB.L | 0% | 0.99% | $0.02 |
 GNC.L | 0% | 1.04% | - |
 MSFT | 0% | 0.76% | $3 |
 PLTK | 0% | 5.58% | $0.2 |
 AAPL | 0% | 0.53% | $0.97 |
 0700.HK | 0% | 0.85% | $3.4 |
 VBK | 0% | 0.55% | - |
 CGNX | 0% | 0.76% | $0.3 |
 SMT.L | 0% | 0.32% | $0.03 |
 GOOG | 0% | 0.29% | $0.2 |
 AIR.PA | 0% | 1.08% | $1.8 |
 ADS.DE | 0% | 0.28% | $0.7 |
 ZBH | 0% | 0.88% | $0.96 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
CVS | Pay Day | Feb 3 | $0.66 |
BMY | Pay Day | Feb 3 | $0.62 |
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
JMAT.L | Pay Day | Feb 4 | $0.28 |
GNC.L | Pay Day | Feb 6 | $0.02 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AAPL | Pay Day | Feb 13 | $0.25 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
PHP.L | Pay Day | Feb 21 | $0.02 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
PFE | Pay Day | Mar 7 | $0.43 |
IBM | Pay Day | Mar 10 | $1.67 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
FIS | Ex-Dividend | Mar 11 | $0.40 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
NTRS | Ex-Dividend | Mar 14 | $0.75 |
VFC | Pay Day | Mar 20 | $0.09 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
FIS | Pay Day | Mar 25 | $0.40 |
NTRS | Pay Day | Apr 1 | $0.75 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.8/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
33.44
33.44
-2
0
2
34
34
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
33.44
33.44
-2
0
2
34
34
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.8% | Jan 2018 | Mar 2021 | 38 |
-44.98% | May 2021 | Nov 2024 | 42 |
-29% | Apr 2015 | May 2017 | 25 |
-14.81% | Sep 2017 | Nov 2017 | 2 |
-14.8% | Jul 2017 | Aug 2017 | 1 |
-0.11% | Feb 2015 | Mar 2015 | 1 |