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-1.17%
Today
-1.17%
This Month
+5.97%
Year To Date
-0.82%
2 Years
-56.73%
5 Years
-17.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.08%
- 📈 Indexes19.66%
- 🚗 Consumer Durables11.67%
- 💻 Electronic Technology8.57%
- 🍞 Consumer Non Durables8.44%
- 🖥️ Technology Services4.92%
- 🧬 Health Technology3.88%
- 🌾 Commodities3.27%
- 🚚 Transportation2.79%
- 💰 Finance2.4%
- ⛏️ Energy Minerals1.9%
- ⚡ Utilities1.33%
- 📡 Communications1.12%
- 📊 ETFs0.85%
- 💇♀️ Consumer Services0.66%
- 🪨 Non Energy Minerals0.46%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.08%
- 🇺🇸 NYSE21.13%
- 🌍 CFD19.66%
- 🇩🇪 FRA11.59%
- 🇺🇸 Nasdaq11.5%
- 🌍 Commodity3.27%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇳🇴 Oslo Stock Exchange1.9%
- 🇺🇸 Chicago Board Options Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.44%
- 🇩🇪 Germany11.59%
- 🇨🇳 China2.78%
- 🇳🇴 Norway1.9%
- 🇩🇰 Denmark1.87%
- 🇹🇼 Taiwan0.92%
- 🇭🇰 Hong Kong0.65%
Dividends
Dividend Yield
3.05%
32 out of 57 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NEP (34.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.51% | 26.79% | $5.9 |
 VOW3.DE | 0.47% | 9.21% | $9.06 |
 MBG.DE | 0.45% | 9% | $5.3 |
 NEP | 0.45% | 34.11% | $3.49 |
 JKS | 0.14% | 14.25% | $1.48 |
 F | 0.12% | 7.74% | $0.78 |
 O | 0.1% | 5.73% | $3.09 |
 PEP | 0.08% | 3.54% | $5.15 |
 JNJ | 0.06% | 3.26% | $4.81 |
 0386.HK | 0.06% | 8.9% | $0.37 |
 INTC | 0.05% | 2.57% | $0.5 |
 0968.HK | 0.05% | 7.89% | $0.23 |
 UPS | 0.05% | 5.71% | $6.5 |
 83.HK | 0.05% | 7.79% | $0.58 |
 VZ | 0.04% | 6.82% | $2.66 |
 KO | 0.04% | 3.06% | $1.89 |
 NKE | 0.04% | 1.96% | $1.45 |
 PUM.DE | 0.04% | 2.68% | $0.82 |
 CL | 0.03% | 2.31% | $1.96 |
 3323.HK | 0.03% | 6.84% | $0.25 |
 CVX | 0.03% | 4.42% | $6.28 |
 NVO | 0.02% | 1.21% | $0.98 |
 DELL | 0.02% | 1.72% | $1.63 |
 T | 0.02% | 4.68% | $1.11 |
 MCD | 0.02% | 2.35% | $6.53 |
 SCHD | 0.01% | 3.8% | - |
 IBM | 0.01% | 2.61% | $6.65 |
 OXY | 0.01% | 1.89% | $0.8 |
 TSM | 0.01% | 0.93% | $1.74 |
 MSFT | 0.01% | 0.76% | $3 |
 MU | 0% | 0.5% | $0.46 |
 EA | 0% | 0.62% | $0.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-26.02
-26.02
-27
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-26.02
-26.02
-27
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.09% | Sep 2021 | - | 41 |
-11.99% | May 2021 | Aug 2021 | 3 |
-5.33% | Feb 2021 | Mar 2021 | 1 |