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-1.35%
Today
-1.35%
This Month
+5.29%
Year To Date
+40.93%
2 Years
-19.62%
5 Years
-6.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.7%
- 💻 Electronic Technology14.06%
- 🚗 Consumer Durables10.25%
- 🖥️ Technology Services7.8%
- 💰 Finance4.63%
- 🧬 Health Technology4.52%
- 💇♀️ Consumer Services2.97%
- 🛍️ Retail Trade2.93%
- 🧪 Process Industries2.14%
- 💼 Commercial Services1.52%
- ⛏️ Energy Minerals1.43%
- 🚚 Transportation1.34%
- 📡 Communications1.31%
- 🛠️ Producer Manufacturing1.1%
- 🍞 Consumer Non Durables1%
- 🪨 Non Energy Minerals0.54%
- 📊 ETFs0.41%
- 🏥 Health Services0.41%
- ⚡ Utilities0.2%
- 💵 Cash0.05%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.7%
- 🇺🇸 Nasdaq22.74%
- 🇺🇸 NYSE21.41%
- 🇭🇰 Hong Kong Exchanges5.91%
- 🇩🇪 FRA3.47%
- 🇫🇷 Euronext Paris3.41%
- 🇨🇭 SIX0.67%
- 🇮🇹 Borsa Italiana0.33%
- 🇬🇧 LSE0.27%
- 🇺🇸 OTC Markets Stock Exchange0.14%
- 🇧🇪 Euronext Brussels0.14%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.67%
- 🇨🇳 China10.79%
- 🇩🇪 Germany3.47%
- 🇫🇷 France3.41%
- 🇨🇭 Switzerland2.35%
- 🇬🇧 United Kingdom1.6%
- 🇯🇵 Japan1.43%
- 🇨🇦 Canada0.75%
- 🇫🇮 Finland0.72%
- 🇮🇱 Israel0.5%
- 🇭🇰 Hong Kong0.5%
- 🇮🇹 Italy0.33%
- 🇧🇷 Brazil0.15%
- 🇧🇪 Belgium0.14%
- 🇰🇾 Cayman Islands0.14%
- 🇲🇽 Mexico0.08%
- 🇳🇴 Norway0.07%
- 🇷🇺 Russia0.06%
Dividends
Dividend Yield
1.58%
49 out of 166 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.54% | 1129.94% | $0.2 |
 VOW3.DE | 0.14% | 9.21% | $9.06 |
 MBG.DE | 0.08% | 9% | $5.3 |
 BMW.DE | 0.06% | 7.62% | $6 |
 NVS | 0.05% | 3.05% | $3.2 |
 SHEL | 0.04% | 4.22% | $2.7 |
 OGZDL.L | 0.04% | 67.74% | - |
 BNP.PA | 0.04% | 7.02% | $4.6 |
 ICAD.PA | 0.04% | 21.29% | $4.84 |
 0968.HK | 0.04% | 7.89% | $0.23 |
 RNO.PA | 0.03% | 3.73% | $1.85 |
 NXI.PA | 0.03% | 28.14% | - |
 CS.PA | 0.03% | 5.4% | $1.98 |
 MRK | 0.03% | 3.2% | $3.04 |
 RIO | 0.03% | 7.18% | $4.34 |
 NESN.ZU | 0.03% | 3.86% | $3 |
 PROX.BR | 0.02% | 15.64% | $0.84 |
 0992.HK | 0.02% | 4.16% | $0.38 |
 TM | 0.02% | 2.58% | $4.64 |
 WFC | 0.02% | 1.97% | $1.4 |
 RTX | 0.02% | 1.92% | $2.44 |
 VZ | 0.02% | 6.82% | $2.66 |
 ORA.PA | 0.02% | 6.95% | $0.72 |
 ENGI.PA | 0.02% | 9.01% | $1.43 |
 NOK | 0.02% | 2.19% | $0.1 |
 VALE | 0.02% | 9.88% | $1.33 |
 CSCO | 0.01% | 2.64% | $1.58 |
 AI.PA | 0.01% | 1.73% | $2.91 |
 BABA | 0.01% | 0.99% | $0.98 |
 BWMX | 0.01% | 13.54% | $1.39 |
 MSFT | 0.01% | 0.76% | $3 |
 DIS | 0.01% | 0.88% | $0.75 |
 BK | 0.01% | 2.13% | $1.68 |
 BAC | 0.01% | 2.2% | $0.96 |
 F | 0.01% | 7.74% | $0.78 |
 PRG | 0.01% | 1.12% | $0.24 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MTDR | 0.01% | 1.47% | $0.75 |
 1585.HK | 0.01% | 3.76% | $0.48 |
 TDS | 0.01% | 0.88% | $0.6 |
 VIPS | 0% | 2.85% | $0.41 |
 CPR.MI | 0% | 1.16% | $0.07 |
 9988.HK | 0% | 1.11% | $0.98 |
 SONY | 0% | 0.41% | $0.49 |
 TME | 0% | 1.11% | $0.12 |
 BYD | 0% | 0.89% | $0.66 |
 SDZNY | 0% | 0.62% | $0.3 |
 TAN | 0% | 0.49% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
BK | Pay Day | Feb 7 | $0.47 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 DOYU | Pay Day | Feb 20 | $9.94 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
WFC | Pay Day | Mar 1 | $0.40 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
RTX | Pay Day | Mar 20 | $0.63 |
SHEL | Pay Day | Mar 24 | $0.72 |
BAC | Pay Day | Mar 28 | $0.26 |
MRK | Pay Day | Apr 7 | $0.81 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.4/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-15.23
-15.23
-16
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-15.23
-15.23
-16
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.62% | Sep 2021 | - | 41 |
-50.22% | Jun 2018 | Apr 2021 | 34 |
-10.55% | May 2021 | Aug 2021 | 3 |