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-2.22%
Today
-2.22%
This Month
+4.32%
Year To Date
-6.2%
2 Years
-55.85%
5 Years
-31.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance22.74%
- 🪙 Cryptocurrencies20.11%
- 📊 ETFs10.19%
- 💻 Electronic Technology9.51%
- 🚗 Consumer Durables6.35%
- 📡 Communications6%
- 🖥️ Technology Services4.52%
- 🏭 Industrial Services4.42%
- ⛏️ Energy Minerals3.51%
- 👥 Copy Trading3.26%
- 🍞 Consumer Non Durables2.63%
- 🪨 Non Energy Minerals1.75%
- ⚡ Utilities1.7%
- 🚚 Transportation1.28%
- 🛠️ Producer Manufacturing1.12%
- 🧬 Health Technology0.56%
- 🧪 Process Industries0.27%
- ❓ Other0.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.25%
- 🌍 Digital Currency23.31%
- 🇺🇸 Nasdaq21.36%
- 🇬🇧 LSE2.96%
- 🇭🇰 Hong Kong Exchanges2.53%
- 🇳🇱 Euronext Amsterdam2.5%
- 🇮🇹 Borsa Italiana2%
- 🇫🇷 Euronext Paris1.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.91%
- 🇳🇱 Netherlands4.48%
- 🇬🇧 United Kingdom3.42%
- 🇨🇳 China2.53%
- 🇹🇼 Taiwan2.17%
- 🇮🇹 Italy1.63%
- 🇬🇷 Greece1.28%
- 🇨🇦 Canada1.24%
- 🇫🇷 France1.02%
- 🇧🇷 Brazil0.83%
- 🇮🇪 Ireland0.54%
- 🇳🇴 Norway0.31%
Dividends
Dividend Yield
3.25%
63 out of 84 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $SBLK (16.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SBLK | 0.21% | 16.27% | $1.82 |
 STLA.US | 0.2% | 12.65% | $1.71 |
 RITM | 0.19% | 8.69% | $1 |
 T | 0.15% | 4.68% | $1.11 |
 ET | 0.15% | 6.27% | $1.25 |
 ABR | 0.13% | 12.85% | $1.72 |
 F | 0.12% | 7.74% | $0.78 |
 O | 0.12% | 5.73% | $3.09 |
 NLY | 0.12% | 12.74% | $2.6 |
 AGNC | 0.1% | 14.44% | $1.44 |
 ENEL.MI | 0.1% | 6.28% | $0.43 |
 LLOY.L | 0.1% | 4.67% | $0.03 |
 PBR.A | 0.1% | 11.71% | $2.21 |
 HTGC | 0.08% | 7.57% | $1.6 |
 0728.HK | 0.08% | 5.78% | $0.26 |
 ARR | 0.07% | 15.3% | $3.84 |
 AYV.PA | 0.07% | 6.62% | $0.47 |
 RIO | 0.06% | 7.18% | $4.34 |
 UVV | 0.06% | 6.08% | $3.21 |
 HESM | 0.06% | 6.68% | $2.5 |
 EPD | 0.06% | 6.43% | $2.03 |
 INGA.NV | 0.06% | 6.89% | $1.11 |
 ARCC | 0.05% | 8.11% | $1.62 |
 IAPD.L | 0.05% | 6.42% | - |
 HDV | 0.05% | 3.91% | - |
 CCI | 0.05% | 7.01% | $6.26 |
 KMI | 0.05% | 4.18% | $1.14 |
 SCHD | 0.04% | 3.8% | - |
 VZ | 0.04% | 6.82% | $2.66 |
 DGRO | 0.04% | 2.38% | - |
 CSCO | 0.04% | 2.64% | $1.58 |
 IBM | 0.03% | 2.61% | $6.65 |
 STAG | 0.03% | 4.34% | $1.47 |
 STWD | 0.03% | 9.92% | $1.92 |
 VOD | 0.03% | 8.15% | $0.94 |
 SWK | 0.02% | 3.7% | $3.24 |
 TSM | 0.02% | 0.93% | $1.74 |
 NEM | 0.02% | 2.34% | $1.3 |
 KPN.NV | 0.02% | 4.86% | $0.15 |
 DOW | 0.02% | 7.17% | $2.8 |
 VOO | 0.02% | 1.26% | - |
 JNJ | 0.02% | 3.26% | $4.81 |
 DVN | 0.02% | 4.25% | $2.05 |
 INTC | 0.02% | 2.57% | $0.5 |
 PG | 0.02% | 2.43% | $3.83 |
 EQNR | 0.02% | 5.05% | $1.02 |
 EOG | 0.01% | 2.95% | $5.06 |
 0386.HK | 0.01% | 8.9% | $0.37 |
 AVGO | 0.01% | 0.98% | $19.7 |
 SYF | 0.01% | 1.45% | $1 |
 JCI | 0.01% | 1.9% | $1.48 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 OXY | 0.01% | 1.89% | $0.8 |
 SPHD | 0.01% | 1.13% | - |
 BBDC | 0.01% | 10.28% | - |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 BN.US | 0.01% | 0.53% | $0.3 |
 STMMI.MI | 0.01% | 1.57% | $0.28 |
 CWEN | 0% | 6.38% | $1.6 |
 LMT | 0% | 2.79% | $12.45 |
 GOOG | 0% | 0.29% | $0.2 |
 PRX.NV | 0% | 0.27% | $0.07 |
 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 |
KMI | Ex-Dividend | Feb 3 | $0.29 |
SYF | Ex-Dividend | Feb 3 | $0.25 |
O | Ex-Dividend | Feb 3 | $0.26 |
UVV | Pay Day | Feb 3 | $0.81 |
HESM | Ex-Dividend | Feb 6 | $0.70 |
VOD | Pay Day | Feb 7 | $0.24 |
ET | Ex-Dividend | Feb 7 | $0.32 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AGNC | Pay Day | Feb 11 | $0.12 |
EPD | Pay Day | Feb 14 | $0.54 |
HESM | Pay Day | Feb 14 | $0.70 |
O | Pay Day | Feb 14 | $0.26 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
EQNR | Ex-Dividend | Feb 14 | $0.35 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
KMI | Pay Day | Feb 18 | $0.29 |
SYF | Pay Day | Feb 18 | $0.25 |
ET | Pay Day | Feb 19 | $0.32 |
ARR | Pay Day | Feb 27 | $0.24 |
STAG | Ex-Dividend | Feb 28 | $0.12 |
EQNR | Pay Day | Feb 28 | $0.35 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
IBM | Pay Day | Mar 10 | $1.67 |
STAG | Pay Day | Mar 17 | $0.12 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
LMT | Pay Day | Mar 28 | $3.30 |
TSM | Pay Day | Apr 10 | $0.69 |
KPN.NV | Ex-Dividend | Apr 22 | $0.11 |
KPN.NV | Pay Day | Apr 28 | $0.11 |
Performance Metrics
Score 2.6/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-12.06
-12.06
-13
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-12.06
-12.06
-13
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.1
0.1
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.39% | Jan 2018 | - | 85 |