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-0.66%
Today
-0.66%
This Month
+4.1%
Year To Date
+54.74%
2 Years
+141.7%
5 Years
-4.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.55%
- 🖥️ Technology Services15.53%
- 🚚 Transportation8.32%
- 💻 Electronic Technology8.05%
- 💵 Cash6.48%
- 🚗 Consumer Durables6.17%
- 💰 Finance5.43%
- 🛍️ Retail Trade4.6%
- ⚡ Utilities3.95%
- ⛏️ Energy Minerals3.75%
- 🍞 Consumer Non Durables3.67%
- 💇♀️ Consumer Services3.46%
- 💼 Commercial Services1.53%
- 🧬 Health Technology1.19%
- 📊 ETFs1%
- 📡 Communications0.88%
- 🌾 Commodities0.73%
- 🏥 Health Services0.35%
- 🛠️ Producer Manufacturing0.32%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.4%
- 🇺🇸 Nasdaq24.66%
- 🌍 Digital Currency22.55%
- 🇩🇪 FRA4.99%
- 🇬🇧 LSE4.75%
- 🇪🇸 Bolsa De Madrid1.97%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🌍 Commodity0.73%
- 🇵🇹 Euronext Lisbon0.7%
- 🇩🇰 Copenhagen Stock Exchange0.29%
- 🇳🇴 Oslo Stock Exchange0.27%
- 🇳🇱 Euronext Amsterdam0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.38%
- 🇬🇧 United Kingdom6.53%
- 🇩🇪 Germany4.99%
- 🇨🇳 China4.02%
- 🇪🇸 Spain2.85%
- 🇯🇵 Japan2.13%
- 🇮🇱 Israel2%
- 🇱🇺 Luxembourg1.67%
- 🇦🇷 Argentina1.26%
- 🇧🇲 Bermuda0.73%
- 🇵🇹 Portugal0.7%
- 🇲🇽 Mexico0.69%
- 🇧🇷 Brazil0.58%
- 🇮🇪 Ireland0.53%
- 🇭🇰 Hong Kong0.53%
- 🇨🇴 Colombia0.52%
- 🇨🇭 Switzerland0.34%
- 🇩🇰 Denmark0.29%
- 🇳🇴 Norway0.27%
- 🇳🇱 Netherlands0.15%
- 🇨🇦 Canada0.05%
- 🇸🇪 Sweden0.04%
Dividends
Dividend Yield
1.75%
39 out of 103 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.34% | 9.21% | $9.06 |
 ZIM | 0.25% | 22.3% | $0.23 |
 O | 0.17% | 5.73% | $3.09 |
 EC | 0.09% | 16.93% | $1.62 |
 ARR | 0.08% | 15.3% | $3.84 |
 BATS.L | 0.07% | 7.39% | $2.36 |
 SHEL | 0.05% | 4.22% | $2.7 |
 TEF | 0.05% | 5.87% | $0.24 |
 EDP.LSB | 0.04% | 6.41% | $0.2 |
 NKE | 0.04% | 1.96% | $1.45 |
 NG.L | 0.04% | 5.61% | $0.57 |
 F | 0.04% | 7.74% | $0.78 |
 AENA.MC | 0.03% | 2.96% | $6.2 |
 BABA | 0.03% | 0.99% | $0.98 |
 DHL.DE | 0.03% | 5.33% | $1.85 |
 AEP | 0.03% | 3.68% | $3.47 |
 PFE | 0.03% | 6.37% | $1.66 |
 C | 0.03% | 2.71% | $2.12 |
 INTC | 0.03% | 2.57% | $0.5 |
 EVRG | 0.03% | 4.04% | $2.54 |
 ENG.MC | 0.03% | 9.59% | $1.41 |
 QCOM | 0.02% | 1.97% | $3.25 |
 USRT | 0.02% | 3.51% | - |
 RWE.DE | 0.02% | 3.35% | $1 |
 PEP | 0.02% | 3.54% | $5.15 |
 DELL | 0.02% | 1.72% | $1.63 |
 EZJ.L | 0.02% | 0.88% | $0.05 |
 GLNG | 0.02% | 2.45% | $1 |
 DIS | 0.01% | 0.88% | $0.75 |
 MSFT | 0.01% | 0.76% | $3 |
 NTDOY | 0.01% | 1.08% | $0.24 |
 RYAAY | 0.01% | 1.8% | $0.93 |
 APO | 0% | 1.06% | $1.75 |
 IDS.L | 0% | 0.55% | $0.02 |
 SONY | 0% | 0.41% | $0.49 |
 META | 0% | 0.29% | $1 |
 IWG.L | 0% | 0.77% | $0.01 |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
BATS.L | Pay Day | Feb 3 | $0.74 |
O | Ex-Dividend | Feb 3 | $0.26 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
O | Pay Day | Feb 14 | $0.26 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
ARR | Pay Day | Feb 27 | $0.24 |
C | Pay Day | Feb 28 | $0.56 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
AEP | Pay Day | Mar 10 | $0.93 |
MSFT | Pay Day | Mar 13 | $0.83 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
SHEL | Pay Day | Mar 24 | $0.72 |
QCOM | Pay Day | Mar 27 | $0.85 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.1/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.29
0.29
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.29
0.29
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.33% | Feb 2018 | - | 84 |
-11.42% | Jul 2017 | Aug 2017 | 1 |
-11.3% | Sep 2017 | Nov 2017 | 2 |