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-0.93%
Today
-0.93%
This Month
+2.9%
Year To Date
+16.53%
2 Years
-10.25%
5 Years
-3.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.72%
- 💻 Electronic Technology14.98%
- 🪙 Cryptocurrencies13.55%
- 🖥️ Technology Services9.25%
- 💇♀️ Consumer Services3.16%
- 🍞 Consumer Non Durables2.6%
- 🛍️ Retail Trade2.08%
- 🪨 Non Energy Minerals0.96%
- 🧬 Health Technology0.78%
- 💵 Cash0.76%
- 💰 Finance0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.56%
- 🇺🇸 Nasdaq32.08%
- 🇬🇧 LSE17.05%
- 🌍 Digital Currency13.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.13%
- 🇳🇱 Netherlands2.32%
- 🇨🇦 Canada2.08%
- 🇹🇼 Taiwan1.44%
Dividends
Dividend Yield
1.32%
23 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (6.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VT.US | 0.41% | 2.9% | - |
 IAPD.L | 0.23% | 6.42% | - |
 IAEX.L | 0.16% | 1.17% | - |
 VTI | 0.11% | 1.26% | - |
 AAXJ | 0.07% | 2.96% | - |
 XLB | 0.04% | 2% | - |
 SCHD | 0.04% | 3.8% | - |
 IXJ | 0.04% | 1.35% | - |
 MCD | 0.04% | 2.35% | $6.53 |
 NKE | 0.02% | 1.96% | $1.45 |
 KO | 0.02% | 3.06% | $1.89 |
 ASML | 0.02% | 0.77% | $5.57 |
 PG | 0.02% | 2.43% | $3.83 |
 GOOG | 0.02% | 0.29% | $0.2 |
 FCX | 0.02% | 1.67% | $0.6 |
 MSFT | 0.01% | 0.76% | $3 |
 DIS | 0.01% | 0.88% | $0.75 |
 TSM | 0.01% | 0.93% | $1.74 |
 ARE | 0.01% | 5.33% | $5.02 |
 QCOM | 0.01% | 1.97% | $3.25 |
 SCHG | 0% | 0.44% | - |
 AAPL | 0% | 0.53% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
FCX | Pay Day | Feb 3 | $0.15 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
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 2.3/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.53
-0.53
-1
1
2
3
3
Jensen's Alpha
-10.34
-10.34
-11
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.53
-0.53
-1
1
2
3
3
Jensen's Alpha
-10.34
-10.34
-11
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.44% | Nov 2021 | - | 40 |