Loading...
-1.09%
Today
-1.09%
This Month
+6.42%
Year To Date
+73.49%
2 Years
-1.89%
5 Years
-2.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.44%
- 💻 Electronic Technology11%
- 🖥️ Technology Services9.29%
- 🧪 Process Industries6.46%
- ⚡ Utilities4.61%
- 💰 Finance4.53%
- 🛍️ Retail Trade4.32%
- 🍞 Consumer Non Durables3.86%
- 💇♀️ Consumer Services3.32%
- 🚚 Transportation2.21%
- 🧬 Health Technology0.77%
- 💼 Commercial Services0.71%
- 💵 Cash0.66%
- 🏥 Health Services0.52%
- 🛠️ Producer Manufacturing0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.44%
- 🇺🇸 NYSE28.4%
- 🇺🇸 Nasdaq14.21%
- 🇩🇪 FRA3.36%
- 🇬🇧 LSE2.78%
- 🇨🇭 SIX1.75%
- 🇮🇹 Borsa Italiana1.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.95%
- 🇩🇪 Germany3.36%
- 🇬🇧 United Kingdom2.78%
- 🇹🇼 Taiwan2.64%
- 🇨🇳 China2.49%
- 🇨🇦 Canada2.45%
- 🇨🇭 Switzerland2.34%
- 🇸🇬 Singapore1.28%
- 🇳🇱 Netherlands1.16%
- 🇮🇱 Israel0.22%
Dividends
Dividend Yield
0.95%
19 out of 62 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FMC | 0.17% | 4.16% | $2.32 |
 TNL | 0.12% | 3.68% | $1.9 |
 O | 0.09% | 5.73% | $3.09 |
 AWK | 0.07% | 2.46% | $2.89 |
 BOSS.DE | 0.07% | 2.98% | $1.35 |
 SSE.L | 0.06% | 3.75% | $0.6 |
 AMT | 0.05% | 3.5% | $6.56 |
 LHA.DE | 0.05% | 4.79% | $0.3 |
 FIS | 0.05% | 1.82% | $1.76 |
 KO | 0.05% | 3.06% | $1.89 |
 QCOM | 0.03% | 1.97% | $3.25 |
 BABA | 0.02% | 0.99% | $0.98 |
 TSM | 0.02% | 0.93% | $1.74 |
 LOGN.ZU | 0.02% | 1.27% | $1.06 |
 MSI | 0.02% | 0.86% | $3.82 |
 STMMI.MI | 0.02% | 1.57% | $0.28 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 META | 0.01% | 0.29% | $1 |
 MTCH | 0% | 0.53% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
O | Pay Day | Feb 14 | $0.26 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
SSE.L | Pay Day | Feb 27 | $0.27 |
AWK | Pay Day | Mar 4 | $0.76 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
FIS | Ex-Dividend | Mar 11 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
FIS | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.7/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.22
-11.22
-12
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.22
-11.22
-12
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.96% | Jul 2019 | - | 67 |
-2.36% | Apr 2019 | May 2019 | 1 |