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-0.77%
Today
-0.77%
This Month
+8.12%
Year To Date
+114.01%
2 Years
-58.77%
5 Years
-20.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies18.55%
- 🏥 Health Services16.68%
- 📊 ETFs13.45%
- 🖥️ Technology Services9.81%
- 🚗 Consumer Durables9.65%
- 🛍️ Retail Trade9.3%
- 💇♀️ Consumer Services4.36%
- 🛠️ Producer Manufacturing4.26%
- 🍞 Consumer Non Durables3.55%
- 🚚 Transportation3.43%
- 💻 Electronic Technology2.3%
- 💼 Commercial Services1.32%
- 🧬 Health Technology1.17%
- ⛏️ Energy Minerals1.13%
- 🧪 Process Industries0.54%
- 🏭 Industrial Services0.48%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.1%
- 🇺🇸 Nasdaq25.08%
- 🌍 Digital Currency18.55%
- 🇩🇪 Xetra ETFs1.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.07%
- 🇨🇳 China15.72%
- 🇨🇦 Canada3.13%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.5%
23 out of 61 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIRI | 0.07% | 4.46% | $0.1 |
 PFE | 0.07% | 6.37% | $1.66 |
 WBA | 0.07% | 9.73% | $1.46 |
 BABA | 0.05% | 0.99% | $0.98 |
 NKE | 0.04% | 1.96% | $1.45 |
 TGT | 0.03% | 3.23% | $4.42 |
 CVS | 0.03% | 4.71% | $2.54 |
 OXY | 0.02% | 1.89% | $0.8 |
 YINN | 0.02% | 0.36% | - |
 MMM | 0.01% | 2.37% | $5.21 |
 HAL | 0.01% | 2.61% | $0.66 |
 DELL | 0.01% | 1.72% | $1.63 |
 LEG | 0.01% | 5.78% | $1.43 |
 DIS | 0.01% | 0.88% | $0.75 |
 TME | 0.01% | 1.11% | $0.12 |
 V | 0.01% | 0.65% | $2.01 |
 RLX | 0.01% | 0.36% | $0.01 |
 MOS | 0% | 3.05% | $0.82 |
 ICLN | 0% | 2.01% | - |
 CP | 0% | 0.66% | $0.56 |
 TILE | 0% | 0.16% | $0.04 |
 NVDA | 0% | 0.03% | $0.02 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
V | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
SIRI | Pay Day | Feb 25 | $0.27 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
PFE | Pay Day | Mar 7 | $0.43 |
MOS | Pay Day | Mar 20 | $0.22 |
CP | Ex-Dividend | Mar 28 | $0.13 |
CP | Pay Day | Apr 28 | $0.13 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-20.71
-20.71
-21
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.78
-0.78
-1
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-20.71
-20.71
-21
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.78
-0.78
-1
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.01% | Feb 2018 | - | 84 |
-7.42% | Sep 2017 | Nov 2017 | 2 |
-1.09% | Jun 2017 | Aug 2017 | 2 |