Loading...
-0.38%
Today
-0.38%
This Month
+0.97%
Year To Date
-27.92%
2 Years
+4.63%
5 Years
+1.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade22.69%
- 📊 ETFs13.49%
- 🪙 Cryptocurrencies12.96%
- 💇♀️ Consumer Services12.81%
- 🖥️ Technology Services8.7%
- 💻 Electronic Technology8.07%
- 🍞 Consumer Non Durables7.49%
- 🏥 Health Services5.14%
- 🛠️ Producer Manufacturing2.19%
- 🚗 Consumer Durables2.14%
- 🧩 Miscellaneous2.01%
- ⚡ Utilities1%
- 🧪 Process Industries0.75%
- 🚚 Transportation0.53%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.75%
- 🇺🇸 NYSE27%
- 🌍 Digital Currency12.96%
- 🇬🇧 LSE5.33%
- 🇺🇸 Chicago Board Options Exchange2.75%
- 🇭🇰 Hong Kong Exchanges1.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.92%
- 🇬🇧 United Kingdom1.34%
- 🇯🇵 Japan1.27%
- 🇰🇷 South Korea1.25%
- 🇨🇳 China1.19%
- 🇺🇾 Uruguay0.55%
Dividends
Dividend Yield
0.88%
23 out of 44 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DG.US | 0.12% | 3.32% | $2.36 |
 PEP | 0.11% | 3.54% | $5.15 |
 CVS | 0.11% | 4.71% | $2.54 |
 MCD | 0.09% | 2.35% | $6.53 |
 CMCSA | 0.08% | 3.74% | $1.2 |
 HUM | 0.06% | 1.21% | $3.54 |
 NKE | 0.05% | 1.96% | $1.45 |
 SMSN.L | 0.03% | 2.7% | $23.68 |
 UPS | 0.03% | 5.71% | $6.5 |
 DIS | 0.03% | 0.88% | $0.75 |
 NEE | 0.03% | 2.88% | $1.97 |
 SBUX | 0.03% | 2.19% | $2.24 |
 AMAT | 0.02% | 0.89% | $1.44 |
 XLF | 0.02% | 1.48% | - |
 QQQ | 0.01% | 0.64% | - |
 0700.HK | 0.01% | 0.85% | $3.4 |
 SMH | 0.01% | 0.44% | - |
 CIBR | 0.01% | 0.76% | - |
 MSFT | 0.01% | 0.76% | $3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 SONY | 0.01% | 0.41% | $0.49 |
 MTCH | 0% | 0.53% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 3.2/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-1.92
-1.92
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-1.92
-1.92
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.72% | Feb 2021 | - | 48 |