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0%
Today
0%
This Month
+5.3%
Year To Date
+37.85%
2 Years
+14.2%
5 Years
+3.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes29.27%
- 🖥️ Technology Services12.18%
- 🛍️ Retail Trade9.26%
- 💰 Finance9.06%
- 📊 ETFs8.04%
- 💻 Electronic Technology7.67%
- 🧩 Miscellaneous6.81%
- 🍞 Consumer Non Durables3.76%
- 💇♀️ Consumer Services2.93%
- 🚚 Transportation2.85%
- 🚗 Consumer Durables2.63%
- 💼 Commercial Services2.45%
- 🧬 Health Technology1.16%
- 🏭 Industrial Services1.12%
- 📡 Communications0.69%
- 🧪 Process Industries0.09%
- 🏥 Health Services0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD29.27%
- 🇺🇸 NYSE29.1%
- 🇺🇸 Nasdaq18.27%
- 🇬🇧 LSE16.27%
- 🇫🇷 Euronext Paris3.36%
- 🇭🇰 Hong Kong Exchanges3.29%
- 🇩🇪 FRA0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.49%
- 🇬🇧 United Kingdom11.46%
- 🇨🇳 China5.97%
- 🇨🇦 Canada5.24%
- 🇫🇷 France3.36%
- 🇱🇺 Luxembourg2.28%
- 🇮🇱 Israel2.11%
- 🇰🇷 South Korea2.08%
- 🇺🇾 Uruguay1.96%
- 🇮🇪 Ireland1.29%
- 🇩🇪 Germany0.45%
Dividends
Dividend Yield
0.85%
26 out of 50 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWW | 0.13% | 6.47% | - |
 0998.HK | 0.09% | 6.79% | $0.38 |
 FXI | 0.07% | 2.83% | - |
 SMSN.L | 0.06% | 2.7% | $23.68 |
 IBM | 0.05% | 2.61% | $6.65 |
 TRIG.L | 0.05% | 8.61% | $0.07 |
 MC.PA | 0.05% | 1.85% | $13 |
 CVS | 0.05% | 4.71% | $2.54 |
 KIE.L | 0.04% | 3.43% | $0.02 |
 GS | 0.04% | 1.83% | $11 |
 T | 0.03% | 4.68% | $1.11 |
 RNO.PA | 0.03% | 3.73% | $1.85 |
 BN.US | 0.03% | 0.53% | $0.3 |
 BABA | 0.02% | 0.99% | $0.98 |
 SMT.L | 0.02% | 0.32% | $0.03 |
 WBA | 0.02% | 9.73% | $1.46 |
 0700.HK | 0.02% | 0.85% | $3.4 |
 MSFT | 0.01% | 0.76% | $3 |
 DAL | 0.01% | 0.74% | $0.3 |
 DIS | 0.01% | 0.88% | $0.75 |
 MA | 0.01% | 0.49% | $2.46 |
 ZTS | 0.01% | 1.05% | $1.67 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0% | 0.29% | $0.2 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 IBB | 0% | 0.09% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AAPL | Pay Day | Feb 13 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 DOYU | Pay Day | Feb 20 | $9.94 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
GS | Ex-Dividend | Feb 28 | $3.00 |
ZTS | Pay Day | Mar 4 | $0.50 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
GS | Pay Day | Mar 28 | $3.00 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-9.1
-9.1
-10
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.88% | Jul 2021 | Sep 2024 | 38 |
-11.64% | Sep 2020 | Nov 2020 | 2 |
-4.9% | Dec 2020 | Feb 2021 | 2 |
-3.37% | Mar 2021 | Jun 2021 | 3 |
-1.68% | Oct 2024 | Nov 2024 | 1 |
-1.28% | Dec 2024 | Jan 2025 | 1 |