-0.02%
Today
-5.92%
This Month
-7.47%
Year To Date
-9.87%
2 Years
-57.58%
5 Years
-32.45%
Annualized
- Furzory
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.3%
- 🪙 Cryptocurrencies19.52%
- 📊 ETFs10.88%
- 💻 Electronic Technology9.54%
- 📡 Communications6.89%
- 🚗 Consumer Durables5.57%
- 🖥️ Technology Services5.17%
- 🏭 Industrial Services4.48%
- ⛏️ Energy Minerals3.76%
- 🍞 Consumer Non Durables2.97%
- ⚡ Utilities2.38%
- 🪨 Non Energy Minerals1.96%
- 🚚 Transportation1.44%
- 🛠️ Producer Manufacturing1.02%
- 🧬 Health Technology0.67%
- 🧪 Process Industries0.28%
- ❓ Other0.07%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.36%
- 🌍 Digital Currency19.52%
- 🇺🇸 Nasdaq19.5%
- 🇬🇧 LSE3.48%
- 🇭🇰 Hong Kong Exchanges3.39%
- 🇳🇱 Euronext Amsterdam2.7%
- 🇮🇹 Borsa Italiana2.67%
- 🇫🇷 Euronext Paris1.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.34%
- 🇳🇱 Netherlands4.84%
- 🇬🇧 United Kingdom4.04%
- 🇨🇳 China3.39%
- 🇮🇹 Italy2.22%
- 🇹🇼 Taiwan2.03%
- 🇬🇷 Greece1.44%
- 🇫🇷 France1.29%
- 🇨🇦 Canada1.1%
- 🇧🇷 Brazil0.82%
- 🇮🇪 Ireland0.58%
- 🇳🇴 Norway0.34%
Dividends
Dividend Yield
3.83%
64 out of 95 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $ARR (15.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.21% | 10.96% | - |
 RITM | 0.2% | 8.67% | $1 |
 SBLK | 0.2% | 13.55% | $1.82 |
 QYLD | 0.18% | 12.68% | - |
 T | 0.17% | 4.27% | $1.11 |
 ET | 0.17% | 7.21% | $1.25 |
 ABR | 0.15% | 14.27% | $1.72 |
 ENEL.MI | 0.14% | 6.18% | $0.43 |
 O | 0.13% | 5.52% | $3.09 |
 NLY | 0.13% | 12.4% | $2.6 |
 F | 0.13% | 7.74% | $0.78 |
 LLOY.L | 0.12% | 4.71% | $0.03 |
 AGNC | 0.11% | 14.37% | $1.44 |
 STLA.US | 0.1% | 5.64% | $1.71 |
 PBR.A | 0.09% | 11.07% | $2.21 |
 HTGC | 0.09% | 8.87% | $1.6 |
 0728.HK | 0.09% | 4.81% | $0.26 |
 IAPD.L | 0.08% | 9.65% | - |
 AYV.PA | 0.08% | 5.91% | $0.47 |
 ARR | 0.08% | 15.58% | $3.84 |
 UVV | 0.07% | 5.97% | $3.21 |
 HESM | 0.07% | 6.66% | $2.5 |
 RIO | 0.07% | 6.46% | $4.34 |
 EPD | 0.06% | 6.33% | $2.03 |
 INGA.NV | 0.06% | 5.8% | $1.11 |
 ARCC | 0.06% | 8.78% | $1.62 |
 CCI | 0.05% | 6.41% | $6.26 |
 KMI | 0.05% | 4.35% | $1.14 |
 HDV | 0.05% | 3.41% | - |
 VZ | 0.05% | 6.21% | $2.66 |
 SCHD | 0.04% | 3.49% | - |
 CSCO | 0.04% | 2.65% | $1.58 |
 DGRO | 0.04% | 2.16% | - |
 IBM | 0.03% | 2.68% | $6.65 |
 STAG | 0.03% | 4.08% | $1.47 |
 STWD | 0.03% | 9.67% | $1.92 |
 VOD | 0.03% | 7.54% | $0.94 |
 SWK | 0.03% | 3.95% | $3.24 |
 TSM | 0.02% | 1.2% | $1.74 |
 SPHD | 0.02% | 3.21% | - |
 NEM | 0.02% | 2.3% | $1.3 |
 DOW | 0.02% | 7.64% | $2.8 |
 JNJ | 0.02% | 2.99% | $4.81 |
 VOO | 0.02% | 1.23% | - |
 INTC | 0.02% | 2.53% | $0.5 |
 PG | 0.02% | 2.33% | $3.83 |
 DVN | 0.02% | 3.63% | $2.05 |
 EQNR | 0.02% | 4.8% | $1.02 |
 EOG | 0.02% | 3.03% | $5.06 |
 AVGO | 0.01% | 1.18% | $19.7 |
 0386.HK | 0.01% | 9.1% | $0.37 |
 SYF | 0.01% | 1.93% | $1 |
 JCI | 0.01% | 1.92% | $1.48 |
 0700.HK | 0.01% | 0.67% | $3.4 |
 CWEN | 0.01% | 5.84% | $1.6 |
 OXY | 0.01% | 1.94% | $0.8 |
 HEIA.NV | 0.01% | 2.34% | $1.73 |
 BN.US | 0.01% | 0.64% | $0.3 |
 STMMI.MI | 0.01% | 1.46% | $0.28 |
 GOOG | 0.01% | 0.48% | $0.2 |
 LMT | 0% | 2.75% | $12.45 |
 PRX.NV | 0% | 0.23% | $0.07 |
 BBDC | 0% | 1.96% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DVN | Ex-Dividend | Mar 14 | $0.24 |
CCI | Ex-Dividend | Mar 14 | $1.56 |
O | Pay Day | Mar 14 | $0.27 |
ARCC | Ex-Dividend | Mar 14 | $0.48 |
DOW | Pay Day | Mar 14 | $0.70 |
GOOG | Pay Day | Mar 17 | $0.20 |
ARR | Ex-Dividend | Mar 17 | $0.24 |
CWEN | Pay Day | Mar 17 | $0.43 |
SWK | Pay Day | Mar 18 | $0.82 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
SBLK | Pay Day | Mar 18 | $0.09 |
AVGO | Ex-Dividend | Mar 20 | $0.59 |
ABR | Pay Day | Mar 21 | $0.43 |
IAPD.L | Pay Day | Mar 26 | $- |
NEM | Pay Day | Mar 27 | $0.25 |
ARR | Pay Day | Mar 27 | $0.24 |
LMT | Pay Day | Mar 28 | $3.30 |
DVN | Pay Day | Mar 31 | $0.24 |
AVGO | Pay Day | Mar 31 | $0.59 |
CCI | Pay Day | Mar 31 | $1.56 |
STAG | Ex-Dividend | Mar 31 | $0.12 |
ARCC | Pay Day | Mar 31 | $0.48 |
NVDA | Pay Day | Apr 2 | $0.01 |
CSCO | Ex-Dividend | Apr 3 | $0.41 |
VZ | Ex-Dividend | Apr 10 | $0.68 |
LLOY.L | Ex-Dividend | Apr 10 | $0.03 |
TSM | Pay Day | Apr 10 | $0.69 |
UVV | Ex-Dividend | Apr 14 | $0.81 |
OXY | Pay Day | Apr 15 | $0.24 |
STAG | Pay Day | Apr 15 | $0.12 |
EOG | Ex-Dividend | Apr 16 | $0.98 |
RIO | Pay Day | Apr 17 | $2.25 |
CSCO | Pay Day | Apr 23 | $0.41 |
INGA.NV | Ex-Dividend | Apr 24 | $0.74 |
LLOY.L | Pay Day | Apr 29 | $0.03 |
EOG | Pay Day | Apr 30 | $0.98 |
VZ | Pay Day | May 1 | $0.68 |
INGA.NV | Pay Day | May 2 | $0.74 |
UVV | Pay Day | May 5 | $0.81 |
EQNR | Ex-Dividend | May 16 | $0.37 |
AYV.PA | Ex-Dividend | May 26 | $0.38 |
AYV.PA | Pay Day | May 28 | $0.38 |
EQNR | Pay Day | May 28 | $0.37 |
BBDC | Ex-Dividend | Jun 4 | $0.05 |
BBDC | Pay Day | Jun 11 | $0.05 |
HDV | Pay Day | Jun 17 | $- |
DGRO | Pay Day | Jun 17 | $0.29 |
SCHD | Pay Day | Jul 1 | $0.27 |
VOO | Pay Day | Jul 2 | $1.78 |
Performance Metrics
Score 2.5/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-12.51
-12.51
-13
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
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
0
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-12.51
-12.51
-13
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
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
- Furzory
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.39% | Jan 2018 | - | 87 |