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-0.79%
Today
-0.79%
This Month
+5.29%
Year To Date
+33.8%
2 Years
-44.98%
5 Years
-16.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.61%
- 🪙 Cryptocurrencies12.65%
- 🖥️ Technology Services10.26%
- 📈 Indexes10.24%
- 💵 Cash8.59%
- 💻 Electronic Technology7.57%
- 🛍️ Retail Trade2.38%
- 🌾 Commodities2.01%
- 🚗 Consumer Durables1.89%
- 🧬 Health Technology1.32%
- 💇♀️ Consumer Services1.12%
- 🍞 Consumer Non Durables0.94%
- 🛠️ Producer Manufacturing0.93%
- 🧩 Miscellaneous0.62%
- 💰 Finance0.54%
- 🚚 Transportation0.38%
- 💼 Commercial Services0.23%
- 🏭 Industrial Services0.16%
- ⛏️ Energy Minerals0.15%
- ⚡ Utilities0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.69%
- 🇺🇸 Nasdaq22.75%
- 🇩🇪 Xetra ETFs12.97%
- 🌍 Digital Currency12.65%
- 🌍 CFD10.24%
- 🇬🇧 LSE3.79%
- 🌍 Commodity2.01%
- 🇨🇭 SIX0.24%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇫🇷 Euronext Paris0.15%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇪🇸 Bolsa De Madrid0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.4%
- 🇨🇳 China0.66%
- 🇨🇭 Switzerland0.56%
- 🇹🇼 Taiwan0.32%
- 🇮🇪 Ireland0.24%
- 🇸🇪 Sweden0.23%
- 🇬🇧 United Kingdom0.23%
- 🇮🇱 Israel0.22%
- 🇸🇬 Singapore0.22%
- 🇳🇱 Netherlands0.19%
- 🇫🇷 France0.15%
- 🇯🇵 Japan0.14%
- 🇺🇾 Uruguay0.14%
- 🇰🇾 Cayman Islands0.06%
- 🇨🇦 Canada0.06%
- 🇰🇷 South Korea0.05%
- 🇱🇺 Luxembourg0.03%
- 🇪🇸 Spain0.02%
Dividends
Dividend Yield
0.47%
86 out of 177 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $ABN.NV (9.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 REET | 0.1% | 6.79% | - |
 IQQL.DE | 0.03% | 2.95% | - |
 VIG | 0.02% | 1.73% | - |
 VOO | 0.02% | 1.26% | - |
 VT.US | 0.02% | 2.9% | - |
 XLF | 0.02% | 1.48% | - |
 MCD | 0.01% | 2.35% | $6.53 |
 MSFT | 0.01% | 0.76% | $3 |
 IVV | 0.01% | 1.41% | - |
 SCHX | 0.01% | 1.33% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 SPY5.L | 0.01% | 1.04% | - |
 JNJ | 0.01% | 3.26% | $4.81 |
 HTGC | 0.01% | 7.57% | $1.6 |
 ROG.ZU | 0.01% | 3.39% | $9.6 |
 ABBV | 0.01% | 3.42% | $6.06 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 QCOM | 0.01% | 1.97% | $3.25 |
 VEA | 0.01% | 5.71% | - |
 PEP | 0.01% | 3.54% | $5.15 |
 TXN | 0% | 2.88% | $5.14 |
 ORCL | 0% | 0.94% | $1.6 |
 AMGN | 0% | 3.2% | $8.76 |
 GRMN | 0% | 1.38% | $3.71 |
 PAYX | 0% | 2.65% | $3.65 |
 BLK | 0% | 1.91% | $20.2 |
 IDEM.L | 0% | 1.28% | - |
 ADP | 0% | 1.94% | $5.45 |
 MDLZ | 0% | 3.09% | $1.7 |
 HON | 0% | 1.95% | $4.27 |
 MRK | 0% | 3.2% | $3.04 |
 ASSA-B.ST | 0% | 1.58% | $5.4 |
 INTC | 0% | 2.57% | $0.5 |
 IWO | 0% | 1.41% | - |
 GIS | 0% | 3.99% | $2.36 |
 YUM | 0% | 2.05% | $2.55 |
 OTIS | 0% | 1.63% | $1.41 |
 TJX | 0% | 1.2% | $1.42 |
 VNQ | 0% | 3.78% | - |
 TSM | 0% | 0.93% | $1.74 |
 CVX | 0% | 4.42% | $6.28 |
 OR.PA | 0% | 1.85% | $6.6 |
 TSCO | 0% | 1.62% | $4.26 |
 NTES | 0% | 2.37% | $2.58 |
 F | 0% | 7.74% | $0.78 |
 WMT | 0% | 0.85% | $0.81 |
 AVGO | 0% | 0.98% | $19.7 |
 TLT | 0% | 1.42% | - |
 NKE | 0% | 1.96% | $1.45 |
 WM | 0% | 1.36% | $2.9 |
 XBI | 0% | 1.41% | - |
 BABA | 0% | 0.99% | $0.98 |
 MU | 0% | 0.5% | $0.46 |
 ABN.NV | 0% | 9.19% | $1.51 |
 IEX | 0% | 1.23% | $2.61 |
 YY | 0% | 2.04% | $0.71 |
 OXY | 0% | 1.89% | $0.8 |
 CRM | 0% | 0.47% | $0.4 |
 EXPD | 0% | 1.29% | $1.42 |
 META | 0% | 0.29% | $1 |
 SMSN.L | 0% | 2.7% | $23.68 |
 HSBC | 0% | 5.78% | $3.03 |
 LLY | 0% | 0.67% | $4.86 |
 GOOG | 0% | 0.29% | $0.2 |
 NESN.ZU | 0% | 3.86% | $3 |
 AMAT | 0% | 0.89% | $1.44 |
 PG | 0% | 2.43% | $3.83 |
 AME | 0% | 0.61% | $1.06 |
 0700.HK | 0% | 0.85% | $3.4 |
 CHD | 0% | 1.09% | $1.11 |
 NRG | 0% | 1.62% | $1.57 |
 ASML | 0% | 0.77% | $5.57 |
 MMM | 0% | 2.37% | $5.21 |
 V | 0% | 0.65% | $2.01 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 SAN.MC | 0% | 3.19% | $0.14 |
 AXP | 0% | 0.88% | $2.6 |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 SBUX | 0% | 2.19% | $2.24 |
 SONY | 0% | 0.41% | $0.49 |
 EA | 0% | 0.62% | $0.76 |
 ASML.NV | 0% | 0.89% | $6.1 |
 MA | 0% | 0.49% | $2.46 |
 3888.HK | 0% | 0.36% | $0.14 |
 DE | 0% | 1.27% | $5.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NRG | Ex-Dividend | Feb 3 | $0.44 |
MA | Pay Day | Feb 7 | $0.76 |
PAYX | Ex-Dividend | Feb 7 | $0.98 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
AAPL | Pay Day | Feb 13 | $0.25 |
TJX | Ex-Dividend | Feb 13 | $0.38 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
ABBV | Pay Day | Feb 14 | $1.64 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
OTIS | Ex-Dividend | Feb 14 | $0.39 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
NRG | Pay Day | Feb 18 | $0.44 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
PAYX | Pay Day | Feb 27 | $0.98 |
SBUX | Pay Day | Feb 28 | $0.61 |
V | Pay Day | Mar 3 | $0.59 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
TJX | Pay Day | Mar 6 | $0.38 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
OTIS | Pay Day | Mar 7 | $0.39 |
CVX | Pay Day | Mar 10 | $1.71 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
GRMN | Pay Day | Mar 28 | $0.75 |
ADP | Pay Day | Apr 1 | $1.54 |
MRK | Pay Day | Apr 7 | $0.81 |
GIS | Ex-Dividend | Apr 10 | $0.60 |
TSM | Pay Day | Apr 10 | $0.69 |
GIS | Pay Day | May 1 | $0.60 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 1.8/10
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-22.96
-22.96
-23
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-22.96
-22.96
-23
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.92% | Jan 2022 | - | 38 |