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+0.41%
Today
-5.15%
This Month
+318.86%
Year To Date
+665.7%
2 Years
+23.84%
5 Years
+5.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💹 Forex54.37%
- 🪙 Cryptocurrencies13.1%
- 🏭 Industrial Services5.49%
- 💻 Electronic Technology5.28%
- 🖥️ Technology Services5.13%
- 💰 Finance4.11%
- 📊 ETFs4.04%
- 🛍️ Retail Trade1.46%
- 💼 Commercial Services0.44%
- 🧬 Health Technology0.31%
- ⛏️ Energy Minerals0.22%
- 🍞 Consumer Non Durables0.22%
- ⚡ Utilities0.21%
- 💵 Cash0.17%
- 🚗 Consumer Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX54.37%
- 🌍 Digital Currency13.1%
- 🇺🇸 Nasdaq11.38%
- 🇺🇸 NYSE9.14%
- 🇬🇧 LSE6.32%
- 🇺🇸 Chicago Board Options Exchange0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.73%
- 🇬🇧 United Kingdom6.32%
- 🇳🇱 Netherlands0.26%
- 🇩🇰 Denmark0.24%
- 🇨🇭 Switzerland0.18%
- 🇮🇹 Italy0.16%
Dividends
Dividend Yield
0.38%
25 out of 46 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $GFRD.L (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GFRD.L | 0.23% | 4.24% | $0.12 |
 VOO | 0.02% | 1.41% | - |
 C | 0.02% | 3.19% | $2.12 |
 GS | 0.01% | 1.98% | $11 |
 JPM | 0.01% | 1.91% | $4.4 |
 WMT | 0.01% | 0.95% | $0.81 |
 CVX | 0.01% | 4.04% | $6.28 |
 AXP | 0.01% | 0.94% | $2.6 |
 MSFT | 0.01% | 0.74% | $3 |
 KO | 0.01% | 3.08% | $1.89 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOG | 0% | 0.34% | $0.2 |
 META | 0% | 0.27% | $1 |
 QQQ | 0% | 0.66% | - |
 NVO | 0% | 0.97% | $0.98 |
 ASML | 0% | 0.87% | $5.57 |
 CB | 0% | 1.25% | $3.49 |
 MU | 0% | 0.47% | $0.46 |
 V | 0% | 0.7% | $2.01 |
 VST | 0% | 0.56% | $0.85 |
 RACE | 0% | 0.64% | $2.64 |
 COST | 0% | 0.48% | $19.22 |
 MA | 0% | 0.52% | $2.46 |
 NVDA | 0% | 0.02% | $0.02 |
 INDA | 0% | 0.14% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Pay Day | Nov 22 | $0.56 |
KO | Ex-Dividend | Nov 29 | $0.48 |
V | Pay Day | Dec 2 | $0.59 |
GS | Ex-Dividend | Dec 2 | $3.00 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GFRD.L | Pay Day | Dec 5 | $0.15 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
CVX | Pay Day | Dec 10 | $1.63 |
MSFT | Pay Day | Dec 12 | $0.83 |
WMT | Ex-Dividend | Dec 13 | $0.21 |
GOOG | Pay Day | Dec 16 | $0.20 |
KO | Pay Day | Dec 16 | $0.48 |
VST | Ex-Dividend | Dec 20 | $0.22 |
NVDA | Pay Day | Dec 27 | $0.01 |
GS | Pay Day | Dec 30 | $3.00 |
VST | Pay Day | Dec 31 | $0.22 |
WMT | Pay Day | Jan 6 | $0.21 |
Performance Metrics
Score 5.3/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
19.3
19.3
-2
0
2
20
20
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
19.3
19.3
-2
0
2
20
20
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.07% | Jan 2021 | Jul 2024 | 42 |
-5.53% | Oct 2024 | - | 1 |