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-2.72%
Today
-2.72%
This Month
+4%
Year To Date
+94.68%
2 Years
+4.96%
5 Years
+1.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.2%
- 💵 Cash14.43%
- 💰 Finance5.65%
- 🛍️ Retail Trade4.99%
- 🏥 Health Services3.92%
- 💻 Electronic Technology3.45%
- 🖥️ Technology Services3.31%
- 🏭 Industrial Services3.14%
- 🍞 Consumer Non Durables2.58%
- 🧬 Health Technology2.22%
- 💇♀️ Consumer Services2.02%
- 💼 Commercial Services1.32%
- ⚡ Utilities0.9%
- 🚗 Consumer Durables0.82%
- ⛏️ Energy Minerals0.73%
- 🚚 Transportation0.51%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.2%
- 🇺🇸 NYSE16.88%
- 🇺🇸 Nasdaq12.56%
- 🇩🇪 FRA5.43%
- 🇸🇪 Stockholm Stock Exchange0.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.93%
- 🇩🇪 Germany5.43%
- 🇨🇳 China1.52%
- 🇸🇪 Sweden0.68%
Dividends
Dividend Yield
0.67%
17 out of 34 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.73% | $3.09 |
 SIX2.DE | 0.14% | 4.95% | $3.9 |
 UNH | 0.06% | 1.51% | $7.74 |
 SBUX | 0.04% | 2.19% | $2.24 |
 WM | 0.04% | 1.36% | $2.9 |
 JNJ | 0.04% | 3.26% | $4.81 |
 PG | 0.03% | 2.43% | $3.83 |
 DHL.DE | 0.03% | 5.33% | $1.85 |
 BOSS.DE | 0.02% | 2.98% | $1.35 |
 COP | 0.02% | 3.16% | $3.25 |
 AWK | 0.02% | 2.46% | $2.89 |
 SECU-B.ST | 0.02% | 2.69% | $3.8 |
 AAPL | 0.01% | 0.53% | $0.97 |
 WMT | 0.01% | 0.85% | $0.81 |
 NKE | 0.01% | 1.96% | $1.45 |
 MSFT | 0.01% | 0.76% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SBUX | Pay Day | Feb 28 | $0.61 |
JNJ | Pay Day | Mar 4 | $1.24 |
AWK | Pay Day | Mar 4 | $0.76 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 2.6/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.48% | Nov 2021 | - | 39 |
-11.49% | Sep 2021 | Oct 2021 | 1 |
-8.45% | May 2021 | Aug 2021 | 3 |