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-0.5%
Today
-0.5%
This Month
+2.94%
Year To Date
+49.17%
2 Years
+3.92%
5 Years
-8.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.29%
- 💻 Electronic Technology17.08%
- 📊 ETFs14.36%
- 🪙 Cryptocurrencies10.31%
- 🛍️ Retail Trade8.53%
- 💰 Finance7%
- 💇♀️ Consumer Services4.4%
- 🧬 Health Technology3.54%
- 💼 Commercial Services2.55%
- 🏭 Industrial Services1.57%
- 📦 Distribution Services1.49%
- 🚗 Consumer Durables1.49%
- 🛠️ Producer Manufacturing1.11%
- 🚚 Transportation0.98%
- ⚡ Utilities0.55%
- 🪨 Non Energy Minerals0.5%
- 🧪 Process Industries0.19%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.76%
- 🇺🇸 NYSE34.46%
- 🌍 Digital Currency10.31%
- 🇺🇸 Chicago Board Options Exchange1.81%
- 🇩🇰 Copenhagen Stock Exchange1.76%
- 🇮🇹 Borsa Italiana1.07%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇩🇪 FRA0.18%
- 🇬🇧 LSE0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.71%
- 🇹🇼 Taiwan3.96%
- 🇨🇳 China1.85%
- 🇩🇰 Denmark1.76%
- 🇮🇪 Ireland1.43%
- 🇰🇾 Cayman Islands1.24%
- 🇯🇵 Japan1.15%
- 🇮🇹 Italy1.07%
- 🇨🇦 Canada0.96%
- 🇸🇬 Singapore0.92%
- 🇬🇧 United Kingdom0.86%
- 🇱🇺 Luxembourg0.5%
- 🇮🇱 Israel0.5%
- 🇩🇪 Germany0.18%
- 🇨🇭 Switzerland0.1%
- 🇮🇳 India0.05%
Dividends
Dividend Yield
0.65%
37 out of 108 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $JKS (14.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UUP | 0.17% | 4.46% | - |
 JKS | 0.05% | 14.25% | $1.48 |
 XLF | 0.04% | 1.48% | - |
 TSM | 0.04% | 0.93% | $1.74 |
 MSFT | 0.03% | 0.76% | $3 |
 WFC | 0.03% | 1.97% | $1.4 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 NOVO-B.CO | 0.02% | 1.62% | $9.4 |
 GOOG | 0.02% | 0.29% | $0.2 |
 TS | 0.02% | 3.56% | $1.2 |
 FINV | 0.02% | 3.1% | $0.24 |
 MFG | 0.02% | 2.12% | $0.12 |
 RTX | 0.02% | 1.92% | $2.44 |
 META | 0.02% | 0.29% | $1 |
 AAPL | 0.02% | 0.53% | $0.97 |
 AVGO | 0.01% | 0.98% | $19.7 |
 INDA | 0.01% | 0.78% | - |
 RNGR | 0.01% | 1.22% | $0.2 |
 SYF | 0.01% | 1.45% | $1 |
 AER | 0.01% | 0.78% | $0.25 |
 LDO.MI | 0.01% | 0.93% | $0.28 |
 CRM | 0.01% | 0.47% | $0.4 |
 AGX | 0.01% | 1% | $1.15 |
 MA | 0.01% | 0.49% | $2.46 |
 0916.HK | 0% | 4.28% | $0.24 |
 NEE | 0% | 2.88% | $1.97 |
 NTDOY | 0% | 1.08% | $0.24 |
 KLAC | 0% | 0.79% | $5.65 |
 AMAT | 0% | 0.89% | $1.44 |
 V | 0% | 0.65% | $2.01 |
 MCK | 0% | 0.46% | $2.48 |
 TME | 0% | 1.11% | $0.12 |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 MU | 0% | 0.5% | $0.46 |
 ORSTED.CO | 0% | 0.46% | - |
 GIB | 0% | 0.09% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
SYF | Ex-Dividend | Feb 3 | $0.25 |
MA | Pay Day | Feb 7 | $0.76 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
GIB | Ex-Dividend | Feb 14 | $0.10 |
SYF | Pay Day | Feb 18 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
GIB | Pay Day | Mar 21 | $0.10 |
MCK | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-13.18
-13.18
-14
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.48
-0.48
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-13.18
-13.18
-14
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.16% | Jan 2018 | - | 86 |