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-0.23%
Today
-0.23%
This Month
+4.12%
Year To Date
+51.93%
2 Years
+69.76%
5 Years
-31.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.26%
- 💻 Electronic Technology13.28%
- 🖥️ Technology Services10.26%
- 🪙 Cryptocurrencies6.49%
- 💵 Cash4.93%
- 💰 Finance3.34%
- 🛍️ Retail Trade3.32%
- 🚗 Consumer Durables3.26%
- 🍞 Consumer Non Durables3%
- 🧬 Health Technology2.97%
- 💼 Commercial Services2.15%
- ⛏️ Energy Minerals1.94%
- 🪨 Non Energy Minerals1.35%
- 🛠️ Producer Manufacturing1.18%
- 🚚 Transportation1.18%
- 💹 Forex1%
- ⚡ Utilities0.87%
- 💇♀️ Consumer Services0.7%
- 🏥 Health Services0.16%
- 📈 Indexes0.15%
- 🧪 Process Industries0.08%
- 🏭 Industrial Services0.07%
- 📦 Distribution Services0.07%
- 🌾 Commodities0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.61%
- 🇺🇸 Nasdaq28.45%
- 🌍 Digital Currency6.49%
- 🇩🇰 Copenhagen Stock Exchange4.75%
- 🇬🇧 LSE2.61%
- 🌍 FX1%
- 🇭🇰 Hong Kong Exchanges0.88%
- 🇺🇸 Chicago Board Options Exchange0.68%
- 🇨🇭 SIX0.67%
- 🇪🇸 Bolsa De Madrid0.48%
- 🇸🇪 Stockholm Stock Exchange0.34%
- 🇫🇷 Euronext Paris0.28%
- 🇩🇪 FRA0.23%
- 🌍 CFD0.15%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇩🇪 Xetra ETFs0.06%
- 🇮🇹 Borsa Italiana0.06%
- 🌍 Commodity0.05%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.07%
- 🇩🇰 Denmark4.76%
- 🇬🇧 United Kingdom2.18%
- 🇨🇳 China1.37%
- 🇹🇼 Taiwan1.24%
- 🇮🇱 Israel0.72%
- 🇨🇭 Switzerland0.7%
- 🇳🇱 Netherlands0.56%
- 🇨🇦 Canada0.54%
- 🇪🇸 Spain0.48%
- 🇨🇴 Colombia0.47%
- 🇧🇷 Brazil0.47%
- 🇮🇪 Ireland0.45%
- 🇯🇵 Japan0.45%
- 🇸🇪 Sweden0.34%
- 🇫🇷 France0.28%
- 🇩🇪 Germany0.23%
- 🇳🇴 Norway0.12%
- 🇱🇺 Luxembourg0.09%
- 🇺🇾 Uruguay0.05%
- 🇮🇹 Italy0.05%
- 🇫🇮 Finland0.05%
- 🇰🇾 Cayman Islands0.05%
- 🇰🇷 South Korea0.04%
- 🇦🇺 Australia0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.51%
139 out of 285 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.05% | 11.71% | $2.21 |
 PEP | 0.03% | 3.54% | $5.15 |
 GPRK | 0.03% | 6.3% | $0.55 |
 CARLB.CO | 0.03% | 3.57% | $27 |
 MAERSKB.CO | 0.03% | 4.86% | $515 |
 PLUS.L | 0.02% | 5.34% | $1.33 |
 XOM | 0.02% | 3.63% | $3.76 |
 IBE.MC | 0.02% | 3.46% | $0.45 |
 KO | 0.02% | 3.06% | $1.89 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 TSM | 0.01% | 0.93% | $1.74 |
 HST | 0.01% | 4.79% | $0.78 |
 INTC | 0.01% | 2.57% | $0.5 |
 MSFT | 0.01% | 0.76% | $3 |
 GS | 0.01% | 1.83% | $11 |
 ROCKB.CO | 0.01% | 1.67% | $43 |
 AAPL | 0.01% | 0.53% | $0.97 |
 JPM | 0.01% | 1.8% | $4.4 |
 EVO.ST | 0.01% | 3.61% | $31.03 |
 UBSG.ZU | 0.01% | 1.97% | $0.64 |
 WMT | 0.01% | 0.85% | $0.81 |
 UUP | 0.01% | 4.46% | - |
 META | 0.01% | 0.29% | $1 |
 ABBN.ZU | 0.01% | 1.74% | $0.87 |
 EQT | 0.01% | 1.23% | $0.62 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 FCX | 0% | 1.67% | $0.6 |
 GOOG | 0% | 0.29% | $0.2 |
 NTDOY | 0% | 1.08% | $0.24 |
 FORTUM.HE | 0% | 8.24% | $1.15 |
 SHEL | 0% | 4.22% | $2.7 |
 BABA | 0% | 0.99% | $0.98 |
 INDA | 0% | 0.78% | - |
 VALE | 0% | 9.88% | $1.33 |
 CDI.PA | 0% | 2.01% | $13 |
 BOL.ST | 0% | 2.25% | $7.5 |
 SBRY.L | 0% | 5.15% | $0.13 |
 DAN | 0% | 2.51% | $0.4 |
 LMT | 0% | 2.79% | $12.45 |
 MA | 0% | 0.49% | $2.46 |
 MCD | 0% | 2.35% | $6.53 |
 IAG.L | 0% | 0.61% | - |
 PFE | 0% | 6.37% | $1.66 |
 JNJ | 0% | 3.26% | $4.81 |
 IVV | 0% | 1.41% | - |
 ACWI | 0% | 1.76% | - |
 XLF | 0% | 1.48% | - |
 AGRO | 0% | 3.52% | $0.33 |
 WY | 0% | 2.61% | $0.78 |
 NHY.OL | 0% | 3.72% | $2.5 |
 0916.HK | 0% | 4.28% | $0.24 |
 AXP | 0% | 0.88% | $2.6 |
 ITA | 0% | 1.12% | - |
 ASML | 0% | 0.77% | $5.57 |
 EBAY | 0% | 1.6% | $1.04 |
 NVTKL.L | 0% | 109.46% | - |
 AVGO | 0% | 0.98% | $19.7 |
 V | 0% | 0.65% | $2.01 |
 RBREW.CO | 0% | 0.42% | - |
 PM | 0% | 4.07% | $5.2 |
 LDOS | 0% | 1.08% | $1.5 |
 CRM | 0% | 0.47% | $0.4 |
 ORK.OL | 0% | 2.86% | $3 |
 GOOGL | 0% | 0.29% | $0.2 |
 TEP.PA | 0% | 4.25% | $3.85 |
 RHM.DE | 0% | 0.76% | $5.7 |
 CNXC | 0% | 2.43% | $1.18 |
 NVDA | 0% | 0.03% | $0.02 |
 EWJ | 0% | 3.12% | - |
 HAS | 0% | 3.63% | $2.8 |
 NOC | 0% | 1.65% | $7.67 |
 BND | 0% | 1.3% | - |
 MGA | 0% | 4.87% | $1.88 |
 MU | 0% | 0.5% | $0.46 |
 ORSTED.CO | 0% | 0.46% | - |
 WFC | 0% | 1.97% | $1.4 |
 ORCL | 0% | 0.94% | $1.6 |
 BLK | 0% | 1.91% | $20.2 |
 SMSN.L | 0% | 2.7% | $23.68 |
 UMG.NV | 0% | 1.89% | $0.51 |
 LLY | 0% | 0.67% | $4.86 |
 MC.PA | 0% | 1.85% | $13 |
 DIS | 0% | 0.88% | $0.75 |
 NDA.DE | 0% | 1.86% | $1.4 |
 FUTR.L | 0% | 0.37% | $0.03 |
 JEPQ | 0% | 1.1% | - |
 QCOM | 0% | 1.97% | $3.25 |
 KER.PA | 0% | 4.54% | $14 |
 TS | 0% | 3.56% | $1.2 |
 FINV | 0% | 3.1% | $0.24 |
 ASML.NV | 0% | 0.89% | $6.1 |
 MFG | 0% | 2.12% | $0.12 |
 RTX | 0% | 1.92% | $2.44 |
 PII | 0% | 5.56% | $2.62 |
 OXY | 0% | 1.89% | $0.8 |
 0700.HK | 0% | 0.85% | $3.4 |
 LDO.MI | 0% | 0.93% | $0.28 |
 CHRD | 0% | 4.45% | $5 |
 RNGR | 0% | 1.22% | $0.2 |
 SYF | 0% | 1.45% | $1 |
 AER | 0% | 0.78% | $0.25 |
 CB | 0% | 1.32% | $3.49 |
 CE | 0% | 3.94% | $2.8 |
 APO | 0% | 1.06% | $1.75 |
 EA | 0% | 0.62% | $0.76 |
 COST | 0% | 0.47% | $19.22 |
 VST | 0% | 0.52% | $0.85 |
 FERG.L | 0% | 1.71% | $2.49 |
 AMAT | 0% | 0.89% | $1.44 |
 IEF | 0% | 1.32% | - |
 COP | 0% | 3.16% | $3.25 |
 KKR | 0% | 0.41% | $0.67 |
 NKE | 0% | 1.96% | $1.45 |
 TM | 0% | 2.58% | $4.64 |
 AGX | 0% | 1% | $1.15 |
 DSV.CO | 0% | 0.49% | $7 |
 MUFG | 0% | 1.87% | $0.23 |
 EQH | 0% | 1.73% | $0.9 |
 BCC | 0% | 0.65% | $0.8 |
 RSG | 0% | 1.03% | $2.14 |
 NVO | 0% | 1.21% | $0.98 |
 CR | 0% | 0.5% | $0.77 |
 LUV | 0% | 2.34% | $0.72 |
 CRH.L | 0% | 1.3% | $1.61 |
 SIE.DE | 0% | 2.52% | $4.7 |
 KLAC | 0% | 0.79% | $5.65 |
 MCK | 0% | 0.46% | $2.48 |
 HWM | 0% | 0.24% | $0.19 |
 RYAAY | 0% | 1.8% | $0.93 |
 APH | 0% | 0.85% | $0.44 |
 BKNG | 0% | 0.74% | $17.5 |
 STMMI.MI | 0% | 1.57% | $0.28 |
 ASM.NV | 0% | 0.48% | $2.75 |
 CTAS | 0% | 0.75% | $5.4 |
 AIR.PA | 0% | 1.08% | $1.8 |
 PRX.NV | 0% | 0.27% | $0.07 |
 GEHC | 0% | 0.14% | $0.12 |
 VOO | 0% | 1.26% | - |
 GE | 0% | 0.55% | $0.44 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Feb 3 | $0.15 |
SYF | Ex-Dividend | Feb 3 | $0.25 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
HWM | Ex-Dividend | Feb 7 | $0.10 |
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 |
CNXC | Pay Day | Feb 11 | $0.33 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
CTAS | Ex-Dividend | Feb 14 | $0.39 |
GEHC | Pay Day | Feb 14 | $0.04 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
SYF | Pay Day | Feb 18 | $0.25 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
HWM | Pay Day | Feb 25 | $0.10 |
CR | Ex-Dividend | Feb 28 | $0.23 |
GS | Ex-Dividend | Feb 28 | $3.00 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
PII | Ex-Dividend | Mar 3 | $0.67 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
CR | Pay Day | Mar 12 | $0.23 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
CTAS | Pay Day | Mar 14 | $0.39 |
PII | Pay Day | Mar 17 | $0.67 |
APH | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
MCK | Pay Day | Apr 1 | $0.71 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.2/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-31.4
-31.4
-32
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-31.4
-31.4
-32
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | May 2015 | - | 117 |