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-3.74%
Today
-3.74%
This Month
+4.21%
Year To Date
+87.82%
2 Years
+227.94%
5 Years
+30.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies68.73%
- 📊 ETFs5.08%
- 💻 Electronic Technology4.23%
- 🛍️ Retail Trade3.77%
- 🖥️ Technology Services3.68%
- 🧬 Health Technology3.36%
- 🛠️ Producer Manufacturing1.79%
- ⚡ Utilities1.62%
- 💰 Finance1.29%
- 💵 Cash1.02%
- 🍞 Consumer Non Durables0.83%
- 🧪 Process Industries0.65%
- 💇♀️ Consumer Services0.61%
- 🚗 Consumer Durables0.55%
- 🚚 Transportation0.5%
- 🪨 Non Energy Minerals0.24%
- ⛏️ Energy Minerals0.23%
- 💼 Commercial Services0.21%
- 🏭 Industrial Services0.2%
- 🧩 Miscellaneous0.17%
- 📦 Distribution Services0.1%
- 🏥 Health Services0.02%
- 💹 Forex0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency68.73%
- 🇺🇸 NYSE11.56%
- 🇺🇸 Nasdaq8.16%
- 🇭🇰 Hong Kong Exchanges4.81%
- 🇳🇱 Euronext Amsterdam1.3%
- 🇨🇭 SIX0.94%
- 🇩🇪 FRA0.86%
- 🇩🇪 Xetra ETFs0.62%
- 🇬🇧 LSE0.35%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇫🇷 Euronext Paris0.04%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.32%
- 🇨🇳 China6.96%
- 🇳🇱 Netherlands1.35%
- 🇨🇭 Switzerland0.99%
- 🇩🇪 Germany0.92%
- 🇬🇧 United Kingdom0.49%
- 🇸🇬 Singapore0.47%
- 🇨🇦 Canada0.46%
- 🇮🇪 Ireland0.37%
- 🇭🇰 Hong Kong0.36%
- 🇩🇰 Denmark0.3%
- 🇰🇷 South Korea0.14%
- 🇫🇷 France0.13%
- 🇳🇴 Norway0.13%
- 🇪🇸 Spain0.1%
- 🇫🇮 Finland0.08%
- 🇰🇾 Cayman Islands0.08%
- 🇺🇾 Uruguay0.07%
- 🇮🇱 Israel0.07%
- 🇦🇷 Argentina0.07%
- 🇮🇳 India0.06%
- 🇹🇼 Taiwan0.04%
- 🇯🇵 Japan0.03%
- 🇦🇹 Austria0.02%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.41%
126 out of 315 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $JKS (14.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0968.HK | 0.04% | 7.89% | $0.23 |
 LIGHT.NV | 0.03% | 7.46% | $1.55 |
 EEM | 0.01% | 3.41% | - |
 01211.HK | 0.01% | 1.25% | $3.41 |
 FLOW.NV | 0.01% | 1.86% | $0.45 |
 ROG.ZU | 0.01% | 3.39% | $9.6 |
 0916.HK | 0.01% | 4.28% | $0.24 |
 XBI | 0.01% | 1.41% | - |
 P911.DE | 0.01% | 3.74% | $2.31 |
 GUNR | 0.01% | 3.37% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 ZURN.ZU | 0.01% | 4.7% | $26 |
 JNJ | 0.01% | 3.26% | $4.81 |
 AVOL.ZU | 0.01% | 1.69% | $0.7 |
 CNQ | 0.01% | 5.21% | $1.48 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 NEE | 0.01% | 2.88% | $1.97 |
 PFE | 0.01% | 6.37% | $1.66 |
 EWJ | 0.01% | 3.12% | - |
 BBY | 0.01% | 4.38% | $3.72 |
 VOO | 0% | 1.26% | - |
 RPRX | 0% | 2.69% | $0.82 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 TGT | 0% | 3.23% | $4.42 |
 CVX | 0% | 4.42% | $6.28 |
 ES | 0% | 5.02% | $2.78 |
 2338.HK | 0% | 5.43% | $0.57 |
 EVRG | 0% | 4.04% | $2.54 |
 PEP | 0% | 3.54% | $5.15 |
 00285.HK | 0% | 1.4% | $0.59 |
 VOF.L | 0% | 2.19% | $0.1 |
 SMSN.L | 0% | 2.7% | $23.68 |
 PRG | 0% | 1.12% | $0.24 |
 XEL | 0% | 3.26% | $2.13 |
 EIX | 0% | 5.87% | $3.04 |
 JKS | 0% | 14.25% | $1.48 |
 KO | 0% | 3.06% | $1.89 |
 KMB | 0% | 3.79% | $4.8 |
 VIPS | 0% | 2.85% | $0.41 |
 MDT.US | 0% | 3.07% | $2.77 |
 LMT | 0% | 2.79% | $12.45 |
 MCD | 0% | 2.35% | $6.53 |
 NKE | 0% | 1.96% | $1.45 |
 GSK | 0% | 4.33% | $1.45 |
 9988.HK | 0% | 1.11% | $0.98 |
 0700.HK | 0% | 0.85% | $3.4 |
 ICLN | 0% | 2.01% | - |
 SYY | 0% | 2.78% | $2.01 |
 BMY | 0% | 4.11% | $2.34 |
 APD | 0% | 2.12% | $7.04 |
 3800.HK | 0% | 0.9% | - |
 JD.US | 0% | 1.82% | $0.74 |
 SNY | 0% | 2.72% | $1.48 |
 PG | 0% | 2.43% | $3.83 |
 ELS | 0% | 2.92% | $1.85 |
 TXN | 0% | 2.88% | $5.14 |
 MKC | 0% | 2.21% | $1.62 |
 AMGN | 0% | 3.2% | $8.76 |
 ATHM.CH | 0% | 6% | $1.68 |
 GILD | 0% | 3.17% | $3.04 |
 ATO | 0% | 2.31% | $3.16 |
 NOC | 0% | 1.65% | $7.67 |
 LHX | 0% | 2.19% | $4.6 |
 CL | 0% | 2.31% | $1.96 |
 AZN | 0% | 2.06% | $1.42 |
 DUK | 0% | 3.71% | $4.1 |
 GD | 0% | 2.21% | $5.48 |
 SSE.L | 0% | 3.75% | $0.6 |
 NOK | 0% | 2.19% | $0.1 |
 IBE.MC | 0% | 3.46% | $0.45 |
 ADI | 0% | 1.74% | $3.56 |
 EXC | 0% | 3.8% | $1.48 |
 ED | 0% | 3.56% | $3.28 |
 ADP | 0% | 1.94% | $5.45 |
 LOW | 0% | 1.75% | $4.45 |
 AEP | 0% | 3.68% | $3.47 |
 LNT | 0% | 3.31% | $1.87 |
 RWE.DE | 0% | 3.35% | $1 |
 BDX | 0% | 1.61% | $3.76 |
 HD | 0% | 2.18% | $8.52 |
 NTES | 0% | 2.37% | $2.58 |
 LAND.ZU | 0% | 3.61% | $2.25 |
 LIN | 0% | 1.25% | $5.33 |
 0992.HK | 0% | 4.16% | $0.38 |
 YY | 0% | 2.04% | $0.71 |
 MSFT | 0% | 0.76% | $3 |
 00763.HK | 0% | 2.78% | $0.74 |
 PEG | 0% | 2.87% | $2.34 |
 EBAY | 0% | 1.6% | $1.04 |
 ANE.MC | 0% | 2.19% | $0.39 |
 SRAIL.ZU | 0% | 4.44% | $0.9 |
 MRK | 0% | 3.2% | $3.04 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.09% | $1.11 |
 SHW | 0% | 0.77% | $2.64 |
 SWKS | 0% | 3.11% | $2.72 |
 669.HK | 0% | 1.97% | $1.93 |
 INTC | 0% | 2.57% | $0.5 |
 SPGI | 0% | 0.71% | $3.62 |
 ORSTED.CO | 0% | 0.46% | - |
 WMT | 0% | 0.85% | $0.81 |
 YMM | 0% | 1.12% | $0.13 |
 ABT | 0% | 1.75% | $2.16 |
 BKNG | 0% | 0.74% | $17.5 |
 BRO | 0% | 0.54% | $0.51 |
 TME | 0% | 1.11% | $0.12 |
 CASY | 0% | 0.46% | $1.79 |
 HIMX | 0% | 2.77% | $0.28 |
 ORA.US | 0% | 0.75% | $0.48 |
 TSM | 0% | 0.93% | $1.74 |
 INDA | 0% | 0.78% | - |
 VST | 0% | 0.52% | $0.85 |
 3888.HK | 0% | 0.36% | $0.14 |
 QCOM | 0% | 1.97% | $3.25 |
 02382.HK | 0% | 0.32% | $0.22 |
 IBB | 0% | 0.09% | - |
 AAPL | 0% | 0.53% | $0.97 |
 SONY | 0% | 0.41% | $0.49 |
 AVGO | 0% | 0.98% | $19.7 |
 02018.HK | 0% | 0.25% | $0.1 |
 META | 0% | 0.29% | $1 |
 GOOGL | 0% | 0.29% | $0.2 |
 LIT | 0% | 0.05% | - |
 EA | 0% | 0.62% | $0.76 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BMY | Pay Day | Feb 3 | $0.62 |
CASY | Ex-Dividend | Feb 3 | $0.50 |
LOW | Pay Day | Feb 5 | $1.15 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
TXN | Pay Day | Feb 11 | $1.36 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
BRO | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
DUK | Ex-Dividend | Feb 14 | $1.04 |
ABT | Pay Day | Feb 14 | $0.59 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
LNT | Pay Day | Feb 18 | $0.51 |
ED | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
RPRX | Ex-Dividend | Feb 21 | $0.22 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
SSE.L | Pay Day | Feb 27 | $0.27 |
TGT | Pay Day | Mar 1 | $1.12 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
CVX | Pay Day | Mar 10 | $1.71 |
AEP | Pay Day | Mar 10 | $0.93 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
RPRX | Pay Day | Mar 10 | $0.22 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
ED | Pay Day | Mar 14 | $0.85 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
DUK | Pay Day | Mar 17 | $1.04 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
KMB | Pay Day | Apr 2 | $1.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 6.5/10
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
11.04
11.04
-2
0
2
12
12
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
11.04
11.04
-2
0
2
12
12
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.49% | Sep 2021 | - | 42 |
-12.97% | Jun 2021 | Aug 2021 | 2 |
-7.63% | Sep 2020 | Nov 2020 | 2 |
-1.06% | Jun 2020 | Jul 2020 | 1 |
-0.83% | Mar 2021 | Apr 2021 | 1 |