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-3.45%
Today
-3.45%
This Month
+2.39%
Year To Date
+49.2%
2 Years
+56.98%
5 Years
+2.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.27%
- 📊 ETFs23.58%
- 🖥️ Technology Services6.75%
- 💰 Finance2.96%
- 🏭 Industrial Services2.11%
- 💻 Electronic Technology1.71%
- 🍞 Consumer Non Durables1.32%
- 🚗 Consumer Durables1.31%
- 💇♀️ Consumer Services0.95%
- 🛍️ Retail Trade0.8%
- 🚚 Transportation0.62%
- 🧬 Health Technology0.38%
- 🧪 Process Industries0.11%
- 📡 Communications0.1%
- ⚡ Utilities0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.27%
- 🇺🇸 NYSE30.61%
- 🇺🇸 Nasdaq11.05%
- 🇩🇪 FRA0.57%
- 🇺🇸 Chicago Board Options Exchange0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.11%
- 🇩🇪 Germany0.57%
- 🇬🇷 Greece0.55%
- 🇮🇹 Italy0.54%
- 🇨🇳 China0.2%
- 🇬🇧 United Kingdom0.07%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.68%
28 out of 53 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FSK | 0.16% | 10.56% | $2.47 |
 ET | 0.13% | 6.27% | $1.25 |
 SBLK | 0.09% | 16.27% | $1.82 |
 NLY | 0.05% | 12.74% | $2.6 |
 MSFT | 0.04% | 0.76% | $3 |
 P911.DE | 0.02% | 3.74% | $2.31 |
 MO | 0.02% | 7.66% | $3.92 |
 PEP | 0.02% | 3.54% | $5.15 |
 O | 0.02% | 5.73% | $3.09 |
 ZIM | 0.02% | 22.3% | $0.23 |
 IYR | 0.01% | 3.37% | - |
 IRM | 0.01% | 2.69% | $2.6 |
 JNJ | 0.01% | 3.26% | $4.81 |
 MCD | 0.01% | 2.35% | $6.53 |
 PG | 0.01% | 2.43% | $3.83 |
 ADC | 0.01% | 4.13% | $2.96 |
 VZ | 0.01% | 6.82% | $2.66 |
 AAPL | 0.01% | 0.53% | $0.97 |
 KO | 0.01% | 3.06% | $1.89 |
 LYB | 0.01% | 6.96% | $5.09 |
 XLRE | 0% | 1.84% | - |
 MPW | 0% | 9.81% | $0.6 |
 DIS | 0% | 0.88% | $0.75 |
 RACE | 0% | 0.64% | $2.64 |
 META | 0% | 0.29% | $1 |
 LIT | 0% | 0.05% | - |
 NVDA | 0% | 0.03% | $0.02 |
 NRG | 0% | 1.62% | $1.57 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
NRG | Ex-Dividend | Feb 3 | $0.44 |
O | Ex-Dividend | Feb 3 | $0.26 |
ET | Ex-Dividend | Feb 7 | $0.32 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
ADC | Pay Day | Feb 14 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
NRG | Pay Day | Feb 18 | $0.44 |
ET | Pay Day | Feb 19 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.4/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.08
-3.08
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.08
-3.08
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.65% | Jan 2020 | Feb 2021 | 13 |
-58.7% | Sep 2021 | - | 41 |
-21.5% | May 2021 | Aug 2021 | 3 |