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-0.87%
Today
-0.87%
This Month
+4.07%
Year To Date
+25.35%
2 Years
+25.35%
5 Years
+17.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance27.89%
- 🪙 Cryptocurrencies16.32%
- 🚗 Consumer Durables7.96%
- 🚚 Transportation7.24%
- ⛏️ Energy Minerals5.74%
- ⚡ Utilities4.92%
- 🧪 Process Industries4.17%
- 🖥️ Technology Services4.14%
- 📊 ETFs3.74%
- 🛍️ Retail Trade3.44%
- 💻 Electronic Technology2.82%
- 💵 Cash2.78%
- 💼 Commercial Services1.16%
- 🏭 Industrial Services0.46%
- 📡 Communications0.38%
- 🧬 Health Technology0.37%
- 🛠️ Producer Manufacturing0.29%
- 💇♀️ Consumer Services0.29%
- 🍞 Consumer Non Durables0.21%
- 🪨 Non Energy Minerals0.21%
- 🏥 Health Services0.15%
- 📦 Distribution Services0.06%
- 🧩 Miscellaneous0.05%
- 💹 Forex0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇮🇹 Borsa Italiana40.95%
- 🇺🇸 NYSE20.99%
- 🌍 Digital Currency16.32%
- 🇺🇸 Nasdaq9.43%
- 🇬🇧 LSE2.43%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇫🇷 Euronext Paris0.37%
- 🇩🇪 FRA0.28%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇨🇭 SIX0.1%
- 🌍 FX0.04%
- 🇩🇪 Xetra ETFs0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇦🇺 Sydney0.03%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy38.15%
- 🇺🇸 United States19.34%
- 🇨🇾 Cyprus3.31%
- 🇳🇱 Netherlands2.91%
- 🇺🇾 Uruguay2.23%
- 🇬🇧 United Kingdom1.59%
- 🇨🇳 China0.82%
- 🇮🇱 Israel0.44%
- 🇫🇷 France0.37%
- 🇨🇴 Colombia0.32%
- 🇧🇷 Brazil0.3%
- 🇮🇪 Ireland0.29%
- 🇩🇪 Germany0.28%
- 🇬🇷 Greece0.24%
- 🇨🇭 Switzerland0.22%
- 🇹🇼 Taiwan0.18%
- 🇧🇲 Bermuda0.17%
- 🇸🇪 Sweden0.14%
- 🇨🇦 Canada0.11%
- 🇱🇺 Luxembourg0.11%
- 🇦🇷 Argentina0.09%
- 🇭🇰 Hong Kong0.09%
- 🇩🇰 Denmark0.08%
- 🇰🇷 South Korea0.04%
- 🇮🇳 India0.03%
- 🇦🇺 Australia0.03%
- 🇸🇬 Singapore0.02%
- 🇲🇨 Monaco0.01%
- 🇧🇪 Belgium0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
3.72%
162 out of 277 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BFF.MI | 0.43% | 11.82% | $0.98 |
 FRO | 0.37% | 11.26% | $2.17 |
 ENI.MI | 0.34% | 7.09% | $0.94 |
 PIA.MI | 0.34% | 9.03% | $0.21 |
 STLAM.MI | 0.32% | 12.01% | $1.55 |
 ZV.MI | 0.29% | 7.08% | $0.75 |
 ENEL.MI | 0.28% | 6.28% | $0.43 |
 ISP.MI | 0.27% | 7.68% | $0.3 |
 UCG.MI | 0.22% | 4.11% | $1.8 |
 ENAV.MI | 0.22% | 6.66% | $0.23 |
 MB.MI | 0.14% | 6.74% | $0.94 |
 BMED.MI | 0.13% | 6.07% | $0.7 |
 PBR.A | 0.03% | 11.71% | $2.21 |
 F | 0.03% | 7.74% | $0.78 |
 GPRK | 0.02% | 6.3% | $0.55 |
 VOW3.DE | 0.02% | 9.21% | $9.06 |
 PLUS.L | 0.01% | 5.34% | $1.33 |
 T | 0.01% | 4.68% | $1.11 |
 VOD.L | 0.01% | 8.27% | $0.08 |
 A2A.MI | 0.01% | 4.19% | $0.1 |
 AZM.MI | 0.01% | 3.89% | $0.99 |
 HSBC | 0.01% | 5.78% | $3.03 |
 DAC | 0.01% | 4.1% | $3.15 |
 IVV | 0.01% | 1.41% | - |
 TX | 0.01% | 10.33% | $3.3 |
 3323.HK | 0.01% | 6.84% | $0.25 |
 RNO.PA | 0.01% | 3.73% | $1.85 |
 0390.HK | 0.01% | 6.15% | $0.21 |
 EVO.ST | 0.01% | 3.61% | $31.03 |
 BATS.L | 0% | 7.39% | $2.36 |
 MSFT | 0% | 0.76% | $3 |
 0386.HK | 0% | 8.9% | $0.37 |
 GS | 0% | 1.83% | $11 |
 00001.HK | 0% | 6.28% | $2.53 |
 INSW | 0% | 14.81% | $5.74 |
 PAH3.DE | 0% | 6.73% | $2.56 |
 VOO | 0% | 1.26% | - |
 BTRW.L | 0% | 3.55% | $0.28 |
 BRE.MI | 0% | 3.19% | $0.3 |
 PGRE | 0% | 2.86% | $0.14 |
 LDO.MI | 0% | 0.93% | $0.28 |
 ES.PA | 0% | 2.68% | $3 |
 1186.HK | 0% | 7.19% | $0.35 |
 SCHD | 0% | 3.8% | - |
 JKS | 0% | 14.25% | $1.48 |
 BIP | 0% | 5.01% | $0.41 |
 SBLK | 0% | 16.27% | $1.82 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 UNH | 0% | 1.51% | $7.74 |
 QCOM | 0% | 1.97% | $3.25 |
 AAPL | 0% | 0.53% | $0.97 |
 IEMG | 0% | 4.39% | - |
 1800.HK | 0% | 6.23% | $0.32 |
 DGRO | 0% | 2.38% | - |
 JPM | 0% | 1.8% | $4.4 |
 WM | 0% | 1.36% | $2.9 |
 AXP | 0% | 0.88% | $2.6 |
 CIVI | 0% | 3.94% | $2 |
 META | 0% | 0.29% | $1 |
 WMT | 0% | 0.85% | $0.81 |
 TSM | 0% | 0.93% | $1.74 |
 BIL | 0% | 1.42% | - |
 MC.PA | 0% | 1.85% | $13 |
 LMT | 0% | 2.79% | $12.45 |
 NEE | 0% | 2.88% | $1.97 |
 VCTR | 0% | 2.35% | $1.35 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 CB | 0% | 1.32% | $3.49 |
 IEUR | 0% | 2.5% | - |
 PAGP | 0% | 6.3% | $1.17 |
 BABA | 0% | 0.99% | $0.98 |
 LEN | 0% | 1.52% | $1.75 |
 GOOG | 0% | 0.29% | $0.2 |
 DHT | 0% | 8.83% | $1.05 |
 9988.HK | 0% | 1.11% | $0.98 |
 BMA | 0% | 7.66% | $2.82 |
 TLT | 0% | 1.42% | - |
 INTC | 0% | 2.57% | $0.5 |
 IAG.L | 0% | 0.61% | - |
 TEN.US | 0% | 8.39% | $0.6 |
 CRESY | 0% | 7.43% | $0.55 |
 INDA | 0% | 0.78% | - |
 V | 0% | 0.65% | $2.01 |
 MA | 0% | 0.49% | $2.46 |
 SMSN.L | 0% | 2.7% | $23.68 |
 COF | 0% | 1.18% | $2.4 |
 QQQ | 0% | 0.64% | - |
 MU | 0% | 0.5% | $0.46 |
 AVGO | 0% | 0.98% | $19.7 |
 VSH | 0% | 2.36% | $0.4 |
 IAPD.L | 0% | 6.42% | - |
 ASML.NV | 0% | 0.89% | $6.1 |
 SPY5.L | 0% | 1.04% | - |
 EFA | 0% | 2.67% | - |
 BLK | 0% | 1.91% | $20.2 |
 ISF.L | 0% | 2.37% | - |
 CP | 0% | 0.66% | $0.56 |
 JOE | 0% | 1.08% | $0.48 |
 SPGI | 0% | 0.71% | $3.62 |
 SOXX | 0% | 0.66% | - |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 ACN | 0% | 1.44% | $4.99 |
 CSCO | 0% | 2.64% | $1.58 |
 CMI | 0% | 1.96% | $6.72 |
 FUTR.L | 0% | 0.37% | $0.03 |
 NVO | 0% | 1.21% | $0.98 |
 CEPU | 0% | 2.47% | $0.91 |
 ORCL | 0% | 0.94% | $1.6 |
 2333.HK | 0% | 2.63% | $0.33 |
 IUKP.L | 0% | 3.91% | - |
 STNG | 0% | 3.36% | $1.4 |
 SLHN.ZU | 0% | 4.42% | $33 |
 SUBC.OL | 0% | 3.2% | $3.5 |
 YY | 0% | 2.04% | $0.71 |
 HPQ | 0% | 3.48% | $1.1 |
 01211.HK | 0% | 1.25% | $3.41 |
 BAER.ZU | 0% | 4.03% | $2.6 |
 VOD | 0% | 8.15% | $0.94 |
 TNK | 0% | 2.39% | $1 |
 BKNG | 0% | 0.74% | $17.5 |
 ULVR.L | 0% | 3.17% | $1.47 |
 00175.HK | 0% | 1.54% | $0.22 |
 KMI | 0% | 4.18% | $1.14 |
 GLNG | 0% | 2.45% | $1 |
 AMAT | 0% | 0.89% | $1.44 |
 GOOGL | 0% | 0.29% | $0.2 |
 PG | 0% | 2.43% | $3.83 |
 GE | 0% | 0.55% | $0.44 |
 AMT | 0% | 3.5% | $6.56 |
 SPG | 0% | 4.66% | $7.75 |
 SAP.DE | 0% | 0.82% | $2.2 |
 ALB | 0% | 1.91% | $1.6 |
 AGX | 0% | 1% | $1.15 |
 NVDA | 0% | 0.03% | $0.02 |
 JNJ | 0% | 3.26% | $4.81 |
 APD | 0% | 2.12% | $7.04 |
 SCMN.ZU | 0% | 4.28% | $22 |
 CRM | 0% | 0.47% | $0.4 |
 FE | 0% | 4.27% | $1.64 |
 EQT | 0% | 1.23% | $0.62 |
 MMM | 0% | 2.37% | $5.21 |
 ASO | 0% | 0.84% | $0.4 |
 OR.PA | 0% | 1.85% | $6.6 |
 LKOD.L | 0% | 76.06% | - |
 CON.DE | 0% | 3.2% | $2.2 |
 ELV | 0% | 1.67% | $6.22 |
 RKT.L | 0% | 3.7% | $1.93 |
 RIGD.L | 0% | 0.34% | $0.18 |
 STZ | 0% | 2.23% | $3.68 |
 HAS | 0% | 3.63% | $2.8 |
 PEB | 0% | 0.3% | $0.04 |
 DTG.DE | 0% | 4.45% | $1.9 |
 FTI | 0% | 0.67% | $0.2 |
 SPB | 0% | 2.05% | $1.68 |
 ZTS | 0% | 1.05% | $1.67 |
 EWH | 0% | 4.18% | - |
 EWG | 0% | 2.19% | - |
 PLD | 0% | 3.22% | $3.66 |
 HD | 0% | 2.18% | $8.52 |
 MCD | 0% | 2.35% | $6.53 |
 FCX | 0% | 1.67% | $0.6 |
 IFX.DE | 0% | 1.09% | $0.35 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
FCX | Pay Day | Feb 3 | $0.15 |
KMI | Ex-Dividend | Feb 3 | $0.29 |
AMT | Pay Day | Feb 3 | $1.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
FE | Ex-Dividend | Feb 7 | $0.42 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
FUTR.L | Pay Day | Feb 11 | $0.04 |
LEN | Pay Day | Feb 12 | $0.50 |
AAPL | Pay Day | Feb 13 | $0.25 |
ACN | Pay Day | Feb 14 | $1.48 |
PAGP | Pay Day | Feb 14 | $0.38 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
KMI | Pay Day | Feb 18 | $0.29 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
STZ | Pay Day | Feb 21 | $1.01 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
GS | Ex-Dividend | Feb 28 | $3.00 |
BIP | Ex-Dividend | Feb 28 | $0.43 |
FE | Pay Day | Mar 1 | $0.42 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ZTS | Pay Day | Mar 4 | $0.50 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
ELV | Ex-Dividend | Mar 10 | $1.71 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
ELV | Pay Day | Mar 25 | $1.71 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
CP | Ex-Dividend | Mar 28 | $0.13 |
BIP | Pay Day | Mar 31 | $0.43 |
APD | Ex-Dividend | Apr 1 | $1.79 |
HPQ | Pay Day | Apr 2 | $0.29 |
TSM | Pay Day | Apr 10 | $0.69 |
CP | Pay Day | Apr 28 | $0.13 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 4/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
-5.36
-5.36
-6
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
-5.36
-5.36
-6
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.91% | Aug 2023 | Dec 2023 | 4 |
-6.21% | Apr 2024 | May 2024 | 1 |
-4.27% | Jun 2024 | Nov 2024 | 5 |
-2.88% | Dec 2024 | Jan 2025 | 1 |
-2.46% | May 2023 | Jun 2023 | 1 |