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-1.25%
Today
-1.25%
This Month
+6.13%
Year To Date
+96.47%
2 Years
+189.58%
5 Years
+23.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.66%
- 💵 Cash12.38%
- 🖥️ Technology Services8.86%
- 💰 Finance7.23%
- 🛍️ Retail Trade6.08%
- 📊 ETFs4.85%
- 💇♀️ Consumer Services4.55%
- 🍞 Consumer Non Durables3.97%
- 💻 Electronic Technology3.59%
- 🪨 Non Energy Minerals2.65%
- 🧬 Health Technology2.4%
- 💼 Commercial Services1.79%
- 🚚 Transportation1.58%
- 🛠️ Producer Manufacturing1.09%
- 📦 Distribution Services0.93%
- 📡 Communications0.67%
- ⛏️ Energy Minerals0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.66%
- 🇺🇸 NYSE27.64%
- 🇺🇸 Nasdaq18.13%
- 🇮🇹 Borsa Italiana1.99%
- 🇭🇰 Hong Kong Exchanges1.32%
- 🇺🇸 Chicago Board Options Exchange0.6%
- 🇨🇭 SIX0.56%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.46%
- 🇨🇳 China4.08%
- 🇨🇦 Canada3.2%
- 🇱🇺 Luxembourg2.56%
- 🇺🇾 Uruguay1.19%
- 🇮🇱 Israel0.83%
- 🇨🇭 Switzerland0.77%
- 🇬🇧 United Kingdom0.72%
- 🇰🇾 Cayman Islands0.67%
- 🇧🇷 Brazil0.55%
- 🇫🇮 Finland0.37%
- 🇳🇴 Norway0.05%
Dividends
Dividend Yield
0.73%
46 out of 97 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.1% | 8.62% | - |
 TEN.MI | 0.07% | 3.39% | $0.55 |
 MRK | 0.05% | 3.2% | $3.04 |
 PFE | 0.05% | 6.37% | $1.66 |
 UNIT | 0.04% | 11.01% | $0.6 |
 T | 0.03% | 4.68% | $1.11 |
 KO | 0.03% | 3.06% | $1.89 |
 DEO | 0.02% | 3.43% | $3.99 |
 INTC | 0.02% | 2.57% | $0.5 |
 NESN.ZU | 0.02% | 3.86% | $3 |
 NKE | 0.02% | 1.96% | $1.45 |
 BABA | 0.02% | 0.99% | $0.98 |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 QSR | 0.02% | 3.85% | $2.26 |
 CAH | 0.02% | 1.63% | $2.01 |
 CSCO | 0.02% | 2.64% | $1.58 |
 PBR | 0.01% | 18.77% | $1.73 |
 AOR | 0.01% | 4.16% | - |
 STZ | 0.01% | 2.23% | $3.68 |
 WMT | 0.01% | 0.85% | $0.81 |
 SBUX | 0.01% | 2.19% | $2.24 |
 JD.US | 0.01% | 1.82% | $0.74 |
 IBM | 0.01% | 2.61% | $6.65 |
 DIS | 0.01% | 0.88% | $0.75 |
 MTUM | 0.01% | 1.37% | - |
 NOK | 0.01% | 2.19% | $0.1 |
 MSFT | 0.01% | 0.76% | $3 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 BBD | 0.01% | 1.5% | $0.06 |
 LMT | 0.01% | 2.79% | $12.45 |
 GDX | 0.01% | 1.03% | - |
 MMM | 0.01% | 2.37% | $5.21 |
 WBA | 0.01% | 9.73% | $1.46 |
 QCOM | 0% | 1.97% | $3.25 |
 V | 0% | 0.65% | $2.01 |
 0700.HK | 0% | 0.85% | $3.4 |
 DAL | 0% | 0.74% | $0.3 |
 PG | 0% | 2.43% | $3.83 |
 WYNN | 0% | 1.15% | $1 |
 GRMN | 0% | 1.38% | $3.71 |
 IUSB | 0% | 1.36% | - |
 CAKE | 0% | 1.92% | $1.08 |
 AAPL | 0% | 0.53% | $0.97 |
 TIP | 0% | 0.59% | - |
 MCD | 0% | 2.35% | $6.53 |
 AXP | 0% | 0.88% | $2.6 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 DOYU | Pay Day | Feb 20 | $9.94 |
STZ | Pay Day | Feb 21 | $1.01 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
SBUX | Pay Day | Feb 28 | $0.61 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GRMN | Pay Day | Mar 28 | $0.75 |
MRK | Pay Day | Apr 7 | $0.81 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.4/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
6.45
6.45
-2
0
2
7
7
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
6.45
6.45
-2
0
2
7
7
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.44% | Nov 2021 | Nov 2024 | 36 |
-26.62% | Feb 2020 | Nov 2020 | 9 |
-20.14% | May 2021 | Oct 2021 | 5 |
-7.42% | Nov 2019 | Jan 2020 | 2 |
-4.57% | Dec 2024 | Jan 2025 | 1 |