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-1.2%
Today
-1.2%
This Month
+1.29%
Year To Date
+96.66%
2 Years
+270.83%
5 Years
+29.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.5%
- 💻 Electronic Technology13.34%
- 🖥️ Technology Services9.73%
- 🚗 Consumer Durables5.92%
- 🛍️ Retail Trade4.2%
- 🧬 Health Technology3.18%
- 💰 Finance2.68%
- 💼 Commercial Services2.1%
- 💇♀️ Consumer Services1.14%
- 🛠️ Producer Manufacturing0.42%
- 🍞 Consumer Non Durables0.41%
- 🚚 Transportation0.29%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.5%
- 🇺🇸 Nasdaq28.15%
- 🇺🇸 NYSE12.3%
- 🇭🇰 Hong Kong Exchanges1.55%
- 🇫🇷 Euronext Paris0.95%
- 🇬🇧 LSE0.48%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.39%
- 🇯🇵 Japan2.89%
- 🇨🇳 China2.41%
- 🇱🇺 Luxembourg2.31%
- 🇫🇷 France0.95%
- 🇰🇷 South Korea0.48%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.43%
23 out of 50 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.07% | 6.37% | $1.66 |
 WDI.DE | 0.05% | 1129.94% | $0.2 |
 CSCO | 0.03% | 2.64% | $1.58 |
 MRK | 0.03% | 3.2% | $3.04 |
 JNJ | 0.03% | 3.26% | $4.81 |
 AXP | 0.02% | 0.88% | $2.6 |
 KHC | 0.02% | 5.36% | $1.6 |
 RNO.PA | 0.02% | 3.73% | $1.85 |
 NTDOY | 0.02% | 1.08% | $0.24 |
 INTC | 0.02% | 2.57% | $0.5 |
 EBAY | 0.02% | 1.6% | $1.04 |
 AAPL | 0.02% | 0.53% | $0.97 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 GOOG | 0.01% | 0.29% | $0.2 |
 V | 0.01% | 0.65% | $2.01 |
 META | 0.01% | 0.29% | $1 |
 LUV | 0.01% | 2.34% | $0.72 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 BABA | 0.01% | 0.99% | $0.98 |
 SONY | 0% | 0.41% | $0.49 |
 DIS | 0% | 0.88% | $0.75 |
 GM | 0% | 0.97% | $0.42 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
GM | Pay Day | Mar 20 | $0.12 |
MRK | Pay Day | Apr 7 | $0.81 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.2/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
15.86
15.86
-2
0
2
16
16
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
15.86
15.86
-2
0
2
16
16
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.27% | Sep 2021 | - | 41 |
-13.77% | May 2021 | Aug 2021 | 3 |
-6.71% | Feb 2020 | Apr 2020 | 2 |
-5.85% | Sep 2020 | Nov 2020 | 2 |