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-0.73%
Today
-0.73%
This Month
+5.43%
Year To Date
+108.78%
2 Years
+314.43%
5 Years
+9.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.54%
- 📊 ETFs11.35%
- 💻 Electronic Technology11.22%
- 💵 Cash10.95%
- 🖥️ Technology Services10.34%
- 💰 Finance6.09%
- 🛍️ Retail Trade5.71%
- 🚚 Transportation3.78%
- ⛏️ Energy Minerals1.95%
- 💼 Commercial Services1.94%
- 🧬 Health Technology1.85%
- 🚗 Consumer Durables1.4%
- 📡 Communications0.89%
- 💇♀️ Consumer Services0.72%
- 🏭 Industrial Services0.66%
- 🍞 Consumer Non Durables0.37%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.54%
- 🇺🇸 Nasdaq28.94%
- 🇺🇸 NYSE20.73%
- 🇬🇧 LSE7.63%
- 🇮🇹 Borsa Italiana0.39%
- 🇩🇪 FRA0.35%
- 🇺🇸 Chicago Board Options Exchange0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.46%
- 🇬🇧 United Kingdom7.56%
- 🇨🇳 China1.93%
- 🇮🇹 Italy0.39%
- 🇹🇼 Taiwan0.35%
- 🇩🇪 Germany0.35%
- 🇱🇺 Luxembourg0.27%
- 🇰🇷 South Korea0.25%
- 🇳🇱 Netherlands0.22%
- 🇨🇦 Canada0.15%
Dividends
Dividend Yield
0.97%
54 out of 92 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $INSW (14.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.09% | 12.74% | $2.6 |
 VOO | 0.07% | 1.26% | - |
 INSW | 0.07% | 14.81% | $5.74 |
 LGEN.L | 0.07% | 8.52% | $0.2 |
 AV.L | 0.06% | 6.67% | $0.33 |
 BP.L | 0.05% | 5.62% | $0.23 |
 FNF | 0.04% | 3.34% | $1.89 |
 NWG.L | 0.04% | 4.05% | $0.17 |
 ET | 0.04% | 6.27% | $1.25 |
 SHEL.L | 0.03% | 4.08% | $0.8 |
 VOW3.DE | 0.03% | 9.21% | $9.06 |
 HDV | 0.03% | 3.91% | - |
 STLA.US | 0.03% | 12.65% | $1.71 |
 HSBA.L | 0.02% | 5.73% | $0.49 |
 ABDN.L | 0.02% | 9.46% | $0.15 |
 VOD | 0.02% | 8.15% | $0.94 |
 DVY | 0.02% | 3.91% | - |
 ENI.MI | 0.01% | 7.09% | $0.94 |
 BARC.L | 0.01% | 2.77% | $0.08 |
 BME.L | 0.01% | 4.61% | $0.15 |
 MSFT | 0.01% | 0.76% | $3 |
 KO | 0.01% | 3.06% | $1.89 |
 BABA | 0.01% | 0.99% | $0.98 |
 PSN.L | 0.01% | 4.76% | $0.6 |
 AZN | 0.01% | 2.06% | $1.42 |
 ADI | 0.01% | 1.74% | $3.56 |
 TMUS | 0.01% | 1.31% | $1.95 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MCD | 0.01% | 2.35% | $6.53 |
 MCHI | 0.01% | 3.68% | - |
 META | 0.01% | 0.29% | $1 |
 HAS | 0.01% | 3.63% | $2.8 |
 JNJ | 0.01% | 3.26% | $4.81 |
 JNK | 0.01% | 1.35% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 NTES | 0.01% | 2.37% | $2.58 |
 LOW | 0.01% | 1.75% | $4.45 |
 QCOM | 0.01% | 1.97% | $3.25 |
 ACWI | 0% | 1.76% | - |
 SWKS | 0% | 3.11% | $2.72 |
 EZJ.L | 0% | 0.88% | $0.05 |
 SOXX | 0% | 0.66% | - |
 ABT | 0% | 1.75% | $2.16 |
 SBAC | 0% | 1.98% | $3.66 |
 MA | 0% | 0.49% | $2.46 |
 MU | 0% | 0.5% | $0.46 |
 TSM | 0% | 0.93% | $1.74 |
 DIS | 0% | 0.88% | $0.75 |
 GPN | 0% | 0.89% | $1 |
 V | 0% | 0.65% | $2.01 |
 INDA | 0% | 0.78% | - |
 NVDA | 0% | 0.03% | $0.02 |
 FG | 0% | 1.85% | $0.83 |
 GOOGL | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
ET | Ex-Dividend | Feb 7 | $0.32 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
ABT | Pay Day | Feb 14 | $0.59 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
ET | Pay Day | Feb 19 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.4/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
6.91
6.91
-2
0
2
7
7
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
6.91
6.91
-2
0
2
7
7
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.49% | Jan 2018 | Feb 2021 | 37 |
-57.51% | Nov 2021 | Nov 2024 | 36 |
-11.24% | May 2021 | Aug 2021 | 3 |
-10.08% | Sep 2021 | Oct 2021 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |