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-0.89%
Today
-0.89%
This Month
+5.06%
Year To Date
+68.54%
2 Years
+170.37%
5 Years
-1.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.71%
- 📊 ETFs8.55%
- 🖥️ Technology Services7.96%
- 🛍️ Retail Trade5.03%
- 💻 Electronic Technology4.77%
- 💰 Finance4.45%
- 🪨 Non Energy Minerals2.87%
- 💇♀️ Consumer Services2.83%
- 💼 Commercial Services2.65%
- ⛏️ Energy Minerals2.59%
- 🍞 Consumer Non Durables2.55%
- 🧪 Process Industries1.58%
- 🚚 Transportation1.41%
- 🛠️ Producer Manufacturing1.38%
- 🧩 Miscellaneous1.06%
- 🚗 Consumer Durables0.74%
- 🧬 Health Technology0.61%
- 📡 Communications0.54%
- ⚡ Utilities0.52%
- 🏥 Health Services0.49%
- 📦 Distribution Services0.46%
- 🏭 Industrial Services0.19%
- 💵 Cash0%
- 🌾 Commodities0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.71%
- 🇺🇸 NYSE28.23%
- 🇺🇸 Nasdaq16.11%
- 🇭🇰 Hong Kong Exchanges3.27%
- 🇬🇧 LSE1.7%
- 🇫🇷 Euronext Paris0.87%
- 🇳🇴 Oslo Stock Exchange0.76%
- 🇨🇭 SIX0.65%
- 🇩🇪 FRA0.54%
- 🇺🇸 OTC Markets Stock Exchange0.25%
- 🇦🇺 Sydney0.24%
- 🇳🇱 Euronext Amsterdam0.24%
- 🇩🇪 Xetra ETFs0.14%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇮🇹 Borsa Italiana0.04%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.83%
- 🇨🇦 Canada2.82%
- 🇨🇳 China2.58%
- 🇭🇰 Hong Kong1.39%
- 🇬🇧 United Kingdom1.32%
- 🇳🇱 Netherlands0.93%
- 🇫🇷 France0.87%
- 🇨🇭 Switzerland0.86%
- 🇳🇴 Norway0.76%
- 🇦🇺 Australia0.63%
- 🇩🇪 Germany0.54%
- 🇯🇵 Japan0.44%
- 🇮🇪 Ireland0.43%
- 🇧🇷 Brazil0.3%
- 🇹🇼 Taiwan0.28%
- 🇱🇺 Luxembourg0.22%
- 🇰🇾 Cayman Islands0.21%
- 🇿🇦 South Africa0.2%
- 🇰🇷 South Korea0.16%
- 🇺🇾 Uruguay0.14%
- 🇸🇪 Sweden0.11%
- 🇮🇱 Israel0.09%
- 🇮🇹 Italy0.08%
- 🇧🇲 Bermuda0.08%
- 🇪🇸 Spain0.04%
- 🇨🇴 Colombia0.04%
- 🇨🇱 Chile0.04%
- 🇩🇰 Denmark0.02%
- 🇷🇺 Russia0.02%
- 🇳🇿 New Zealand0.01%
Dividends
Dividend Yield
1.02%
207 out of 352 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.05% | 5.69% | $1.66 |
 0883.HK | 0.05% | 7.58% | $1.25 |
 1088.HK | 0.03% | 7.97% | $2.44 |
 0941.HK | 0.03% | 6.62% | $4.83 |
 SCHD | 0.03% | 3.8% | - |
 VALE | 0.02% | 9.88% | $1.33 |
 MNODL.L | 0.02% | 473.72% | - |
 RIO.L | 0.02% | 6.91% | $3.41 |
 ADM | 0.02% | 3.9% | $1.9 |
 BHP.L | 0.02% | 5.84% | $1.26 |
 ALV.DE | 0.01% | 4.4% | $13.8 |
 GDXJ | 0.01% | 2.3% | - |
 SBSW | 0.01% | 6.83% | $0.3 |
 ZURN.ZU | 0.01% | 4.7% | $26 |
 ZIM | 0.01% | 22.3% | $0.23 |
 OGZDL.L | 0.01% | 67.74% | - |
 DNO.OL | 0.01% | 8.59% | $1 |
 MSFT | 0.01% | 0.76% | $3 |
 RIO | 0.01% | 7.18% | $4.34 |
 TXRH | 0.01% | 1.35% | $2.32 |
 KO | 0.01% | 3.06% | $1.89 |
 GOGL.US | 0.01% | 12.97% | $0.8 |
 0992.HK | 0.01% | 4.16% | $0.38 |
 DJP | 0.01% | 4.18% | - |
 PEP | 0.01% | 3.54% | $5.15 |
 BG | 0.01% | 3.57% | $2.7 |
 EXR | 0.01% | 4.21% | $6.48 |
 MMM | 0.01% | 2.37% | $5.21 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 UNP | 0.01% | 2.13% | $5.2 |
 TSN | 0.01% | 3.51% | $1.96 |
 PLD | 0.01% | 3.22% | $3.66 |
 00857.HK | 0.01% | 8.26% | $0.48 |
 BHP | 0.01% | 5.88% | $3.01 |
 1171.HK | 0.01% | 11.74% | $1.6 |
 CVX | 0.01% | 4.42% | $6.28 |
 TXN | 0.01% | 2.88% | $5.14 |
 PBR.A | 0.01% | 11.71% | $2.21 |
 GAW.L | 0.01% | 3.62% | $5.5 |
 MCD | 0.01% | 2.35% | $6.53 |
 EC | 0.01% | 16.93% | $1.62 |
 ROG.ZU | 0.01% | 3.39% | $9.6 |
 1898.HK | 0.01% | 5.43% | $0.44 |
 AGRO | 0.01% | 3.52% | $0.33 |
 EEM | 0.01% | 3.41% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 GDX | 0.01% | 1.03% | - |
 3988.HK | 0.01% | 6.47% | $0.26 |
 1288.HK | 0.01% | 5.91% | $0.25 |
 F | 0.01% | 7.74% | $0.78 |
 IJR | 0.01% | 3.84% | - |
 MOS | 0.01% | 3.05% | $0.82 |
 JNJ | 0.01% | 3.26% | $4.81 |
 LI.PA | 0.01% | 6.27% | $1.8 |
 QCOM | 0.01% | 1.97% | $3.25 |
 SPGI | 0.01% | 0.71% | $3.62 |
 IBM | 0.01% | 2.61% | $6.65 |
 BP.L | 0.01% | 5.62% | $0.23 |
 STLA.US | 0.01% | 12.65% | $1.71 |
 HD | 0.01% | 2.18% | $8.52 |
 SCHG | 0.01% | 0.44% | - |
 SALM.OL | 0.01% | 5.84% | $35 |
 0939.HK | 0% | 6.84% | $0.43 |
 SBUX | 0% | 2.19% | $2.24 |
 GOOGL | 0% | 0.29% | $0.2 |
 WHC.ASX | 0% | 3.27% | $0.49 |
 NRR.L | 0% | 8.16% | $0.07 |
 YAR.OL | 0% | 1.47% | $5 |
 UNH | 0% | 1.51% | $7.74 |
 1398.HK | 0% | 6.12% | $0.33 |
 HSY | 0% | 3.67% | $5.12 |
 NRG | 0% | 1.62% | $1.57 |
 BKNG | 0% | 0.74% | $17.5 |
 LLOY.L | 0% | 4.67% | $0.03 |
 SMSN.L | 0% | 2.7% | $23.68 |
 COST | 0% | 0.47% | $19.22 |
 RI.PA | 0% | 4.26% | $4.7 |
 LOW | 0% | 1.75% | $4.45 |
 EVO.ST | 0% | 3.61% | $31.03 |
 DGE.L | 0% | 3.31% | $0.81 |
 MC.PA | 0% | 1.85% | $13 |
 2318.HK | 0% | 6.11% | $2.63 |
 FRT | 0% | 4.03% | $4.36 |
 CL | 0% | 2.31% | $1.96 |
 POOL | 0% | 1.37% | $4.5 |
 ASML | 0% | 0.77% | $5.57 |
 HPQ | 0% | 3.48% | $1.1 |
 TGT | 0% | 3.23% | $4.42 |
 T | 0% | 4.68% | $1.11 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 SHEL | 0% | 4.22% | $2.7 |
 1816.HK | 0% | 4.12% | $0.1 |
 AEM | 0% | 1.74% | $1.6 |
 MA | 0% | 0.49% | $2.46 |
 0386.HK | 0% | 8.9% | $0.37 |
 RTX | 0% | 1.92% | $2.44 |
 00257.HK | 0% | 6.46% | $0.22 |
 OR.PA | 0% | 1.85% | $6.6 |
 JPM | 0% | 1.8% | $4.4 |
 ISF.L | 0% | 2.37% | - |
 CTRA | 0% | 3.03% | $0.82 |
 EL | 0% | 2.79% | $2.64 |
 V | 0% | 0.65% | $2.01 |
 AXP | 0% | 0.88% | $2.6 |
 MSCI | 0% | 1.11% | $5.96 |
 MOWI.OL | 0% | 2.9% | $6.9 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 BAC | 0% | 2.2% | $0.96 |
 03993.HK | 0% | 2.97% | $0.17 |
 NXPI | 0% | 1.94% | $4.06 |
 CP | 0% | 0.66% | $0.56 |
 NXST | 0% | 4.52% | $6.08 |
 2899.HK | 0% | 2.26% | $0.27 |
 TSM | 0% | 0.93% | $1.74 |
 OXY | 0% | 1.89% | $0.8 |
 PSA | 0% | 4.02% | $12 |
 META | 0% | 0.29% | $1 |
 NKE | 0% | 1.96% | $1.45 |
 SIE.DE | 0% | 2.52% | $4.7 |
 TLT | 0% | 1.42% | - |
 TM | 0% | 2.58% | $4.64 |
 GLEN.L | 0% | 2.9% | $0.1 |
 SHEL.L | 0% | 4.08% | $0.8 |
 BBOX.L | 0% | 5.16% | $0.07 |
 MAR | 0% | 0.83% | $2.19 |
 LMT | 0% | 2.79% | $12.45 |
 MCO | 0% | 0.68% | $3.24 |
 EWJ | 0% | 3.12% | - |
 CNI | 0% | 2.25% | $2.42 |
 WSM | 0% | 1.08% | $3.83 |
 1359.HK | 0% | 4.29% | $0.05 |
 ACN | 0% | 1.44% | $4.99 |
 UMG.NV | 0% | 1.89% | $0.51 |
 RMS.PA | 0% | 0.92% | $25 |
 CRM | 0% | 0.47% | $0.4 |
 WMT | 0% | 0.85% | $0.81 |
 VIPS | 0% | 2.85% | $0.41 |
 CI | 0% | 1.94% | $5.26 |
 NTES | 0% | 2.37% | $2.58 |
 BLK | 0% | 1.91% | $20.2 |
 IWM | 0% | 1.23% | - |
 INTU | 0% | 0.65% | $3.6 |
 IEX | 0% | 1.23% | $2.61 |
 0700.HK | 0% | 0.85% | $3.4 |
 WM | 0% | 1.36% | $2.9 |
 ETN | 0% | 1.15% | $3.6 |
 OTIS | 0% | 1.63% | $1.41 |
 NEM | 0% | 2.34% | $1.3 |
 DG.US | 0% | 3.32% | $2.36 |
 IBE.MC | 0% | 3.46% | $0.45 |
 AVGO | 0% | 0.98% | $19.7 |
 0968.HK | 0% | 7.89% | $0.23 |
 CCJ | 0% | 0.24% | $0.09 |
 CHD | 0% | 1.09% | $1.11 |
 SQM | 0% | 3.45% | $1.36 |
 RWE.DE | 0% | 3.35% | $1 |
 NTDOY | 0% | 1.08% | $0.24 |
 DLR | 0% | 2.98% | $4.88 |
 DIS | 0% | 0.88% | $0.75 |
 WFC | 0% | 1.97% | $1.4 |
 SONY | 0% | 0.41% | $0.49 |
 CB | 0% | 1.32% | $3.49 |
 ALB | 0% | 1.91% | $1.6 |
 ZTS | 0% | 1.05% | $1.67 |
 GGG | 0% | 1.24% | $1 |
 9988.HK | 0% | 1.11% | $0.98 |
 BABA | 0% | 0.99% | $0.98 |
 MU | 0% | 0.5% | $0.46 |
 IAG.L | 0% | 0.61% | - |
 AMAT | 0% | 0.89% | $1.44 |
 LKOD.L | 0% | 76.06% | - |
 JNPR | 0% | 2.52% | $0.88 |
 EQT | 0% | 1.23% | $0.62 |
 TT | 0% | 0.93% | $3.27 |
 PARA | 0% | 1.84% | $0.2 |
 RS | 0% | 1.52% | $4.2 |
 ROCKB.CO | 0% | 1.67% | $43 |
 PRY.MI | 0% | 1.04% | $0.7 |
 GRMN | 0% | 1.38% | $3.71 |
 GOOG | 0% | 0.29% | $0.2 |
 CNR | 0% | 0.55% | $1.1 |
 SQQQ | 0% | 11.25% | - |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 VST | 0% | 0.52% | $0.85 |
 RACE | 0% | 0.64% | $2.64 |
 IAPD.L | 0% | 6.42% | - |
 SW | 0% | 2.34% | $1.18 |
 LIT | 0% | 0.05% | - |
 UI | 0% | 0.59% | $2.4 |
 NEE | 0% | 2.88% | $1.97 |
 ORCL | 0% | 0.94% | $1.6 |
 AMR | 0% | 0.27% | $1.94 |
 VIE.PA | 0% | 4.53% | $1.25 |
 ODFL | 0% | 0.56% | $0.92 |
 YINN | 0% | 0.36% | - |
 BCC | 0% | 0.65% | $0.8 |
 ECL | 0% | 0.94% | $2.24 |
 TTEK | 0% | 0.63% | $1.07 |
 IEML.L | 0% | 6.56% | - |
 WAB | 0% | 0.38% | $0.74 |
 VRSK | 0% | 0.54% | $1.46 |
 GEV | 0% | 0.07% | - |
 IPAC | 0% | 4.15% | - |
 NVDA | 0% | 0.03% | $0.02 |
 EMB | 0% | 1.95% | - |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
NRG | Ex-Dividend | Feb 3 | $0.44 |
LOW | Pay Day | Feb 5 | $1.15 |
GGG | Pay Day | Feb 5 | $0.28 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
NXST | Ex-Dividend | Feb 12 | $1.86 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ACN | Pay Day | Feb 14 | $1.48 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
MSCI | Ex-Dividend | Feb 14 | $1.80 |
SW | Ex-Dividend | Feb 14 | $0.43 |
OTIS | Ex-Dividend | Feb 14 | $0.39 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
NRG | Pay Day | Feb 18 | $0.44 |
BG | Ex-Dividend | Feb 18 | $0.68 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
 DOYU | Pay Day | Feb 20 | $9.94 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
WSM | Pay Day | Feb 21 | $0.57 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
TTEK | Pay Day | Feb 26 | $0.06 |
NXST | Pay Day | Feb 26 | $1.86 |
SCCO | Pay Day | Feb 27 | $0.70 |
SBUX | Pay Day | Feb 28 | $0.61 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
GAW.L | Pay Day | Feb 28 | $1.89 |
MSCI | Pay Day | Feb 28 | $1.80 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ZTS | Pay Day | Mar 4 | $0.50 |
BG | Pay Day | Mar 4 | $0.68 |
CI | Ex-Dividend | Mar 5 | $1.51 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
OTIS | Pay Day | Mar 7 | $0.39 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
CNI | Ex-Dividend | Mar 10 | $0.62 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSN | Pay Day | Mar 14 | $0.50 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
MOS | Pay Day | Mar 20 | $0.22 |
CI | Pay Day | Mar 20 | $1.51 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GRMN | Pay Day | Mar 28 | $0.75 |
CP | Ex-Dividend | Mar 28 | $0.13 |
CNI | Pay Day | Mar 31 | $0.62 |
HPQ | Pay Day | Apr 2 | $0.29 |
TSM | Pay Day | Apr 10 | $0.69 |
CP | Pay Day | Apr 28 | $0.13 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.27% | Jun 2017 | Feb 2021 | 44 |
-47.56% | Nov 2021 | Nov 2024 | 36 |
-17.42% | May 2021 | Oct 2021 | 5 |
-3.84% | Dec 2024 | Jan 2025 | 1 |