Loading...
-1.07%
Today
-1.07%
This Month
+2.51%
Year To Date
+92.43%
2 Years
+213.48%
5 Years
+24.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.02%
- 💻 Electronic Technology11.93%
- 💰 Finance11.52%
- 🖥️ Technology Services10.69%
- 🚗 Consumer Durables5.17%
- 💼 Commercial Services3.52%
- 🛍️ Retail Trade3.24%
- 🪨 Non Energy Minerals2.43%
- ⛏️ Energy Minerals1.39%
- 🚚 Transportation1.15%
- 🍞 Consumer Non Durables1.07%
- 📡 Communications0.88%
- ⚡ Utilities0.87%
- 🧪 Process Industries0.62%
- 💇♀️ Consumer Services0.37%
- 🧬 Health Technology0.1%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.02%
- 🇺🇸 Nasdaq28.42%
- 🇺🇸 NYSE18.02%
- 🇩🇪 FRA6.7%
- 🇭🇰 Hong Kong Exchanges1.5%
- 🇪🇸 Bolsa De Madrid0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.84%
- 🇩🇪 Germany6.82%
- 🇨🇳 China3.24%
- 🇬🇧 United Kingdom1.54%
- 🇹🇼 Taiwan0.78%
- 🇨🇦 Canada0.73%
- 🇳🇱 Netherlands0.44%
- 🇪🇸 Spain0.32%
- 🇨🇱 Chile0.26%
Dividends
Dividend Yield
1.34%
46 out of 87 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SSSS (136.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SSSS | 0.26% | 136.53% | $7.25 |
 ALV.DE | 0.2% | 4.4% | $13.8 |
 AGNC | 0.11% | 14.44% | $1.44 |
 RIO | 0.1% | 7.18% | $4.34 |
 ARR | 0.06% | 15.3% | $3.84 |
 O | 0.05% | 5.73% | $3.09 |
 IIPR | 0.05% | 10.49% | $7.34 |
 XOM | 0.04% | 3.63% | $3.76 |
 MO | 0.04% | 7.66% | $3.92 |
 PSEC | 0.04% | 16.74% | $0.72 |
 VZ | 0.04% | 6.82% | $2.66 |
 MUV2.DE | 0.03% | 2.88% | $15 |
 PAH3.DE | 0.02% | 6.73% | $2.56 |
 IBM | 0.02% | 2.61% | $6.65 |
 BLK | 0.02% | 1.91% | $20.2 |
 MSFT | 0.02% | 0.76% | $3 |
 RWE.DE | 0.02% | 3.35% | $1 |
 T | 0.02% | 4.68% | $1.11 |
 MAIN | 0.02% | 4.84% | $2.85 |
 APLE | 0.02% | 6.22% | $0.96 |
 AEM | 0.01% | 1.74% | $1.6 |
 VOW3.DE | 0.01% | 9.21% | $9.06 |
 BP.US | 0.01% | 5.84% | $1.72 |
 IBE.MC | 0.01% | 3.46% | $0.45 |
 ORI | 0.01% | 2.9% | $1.02 |
 SQM | 0.01% | 3.45% | $1.36 |
 PEP | 0.01% | 3.54% | $5.15 |
 V | 0.01% | 0.65% | $2.01 |
 KO | 0.01% | 3.06% | $1.89 |
 CSCO | 0.01% | 2.64% | $1.58 |
 JPM | 0.01% | 1.8% | $4.4 |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 TSM | 0.01% | 0.93% | $1.74 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MA | 0.01% | 0.49% | $2.46 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BABA | 0% | 0.99% | $0.98 |
 META | 0% | 0.29% | $1 |
 QCOM | 0% | 1.97% | $3.25 |
 TKA.DE | 0% | 3.11% | $0.15 |
 ASML | 0% | 0.77% | $5.57 |
 DIS | 0% | 0.88% | $0.75 |
 0700.HK | 0% | 0.85% | $3.4 |
 NVDA | 0% | 0.03% | $0.02 |
 GPN | 0% | 0.89% | $1 |
 9988.HK | 0% | 1.11% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
MAIN | Pay Day | Feb 14 | $0.25 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
APLE | Pay Day | Feb 18 | $0.08 |
PSEC | Pay Day | Feb 19 | $0.04 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
ARR | Pay Day | Feb 27 | $0.24 |
V | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.4/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
8.34
8.34
-2
0
2
9
9
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
8.34
8.34
-2
0
2
9
9
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.68% | Sep 2021 | - | 41 |
-21.55% | Feb 2020 | Aug 2020 | 6 |
-20.65% | May 2021 | Aug 2021 | 3 |
-9.62% | Sep 2020 | Oct 2020 | 1 |