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-1.68%
Today
-1.68%
This Month
+3.25%
Year To Date
+406.84%
2 Years
+819.98%
5 Years
+26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.51%
- 🪙 Cryptocurrencies24.59%
- 💰 Finance3.92%
- 🖥️ Technology Services3.03%
- 💻 Electronic Technology2.73%
- 🛍️ Retail Trade1.46%
- 🚗 Consumer Durables1.31%
- 🚚 Transportation1.14%
- 📊 ETFs1.09%
- 💼 Commercial Services0.67%
- 📡 Communications0.45%
- 🪨 Non Energy Minerals0.36%
- 🛠️ Producer Manufacturing0.24%
- 💇♀️ Consumer Services0.22%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency24.59%
- 🇺🇸 Nasdaq6.18%
- 🇬🇧 LSE5.35%
- 🇺🇸 NYSE4.72%
- 🇦🇺 Sydney0.39%
- 🇭🇰 Hong Kong Exchanges0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.04%
- 🇬🇧 United Kingdom5.7%
- 🇨🇳 China0.42%
- 🇦🇺 Australia0.39%
- 🇨🇦 Canada0.06%
Dividends
Dividend Yield
0.29%
29 out of 77 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PHNX.L (10.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.03% | 10.22% | $0.53 |
 RIO | 0.03% | 7.18% | $4.34 |
 MNG.L | 0.02% | 9.52% | $0.2 |
 LGEN.L | 0.02% | 8.52% | $0.2 |
 VOD.L | 0.02% | 8.27% | $0.08 |
 HSBA.L | 0.02% | 5.73% | $0.49 |
 ITV.L | 0.01% | 6.75% | $0.05 |
 NWG.L | 0.01% | 4.05% | $0.17 |
 TW.L | 0.01% | 8.01% | $0.1 |
 BT.L | 0.01% | 5.73% | $0.08 |
 QBE.ASX | 0.01% | 3.44% | $0.62 |
 LLOY.L | 0.01% | 4.67% | $0.03 |
 BARC.L | 0.01% | 2.77% | $0.08 |
 GEN.L | 0.01% | 3.16% | $0.12 |
 DLG.L | 0.01% | 2.24% | $0.04 |
 GS | 0.01% | 1.83% | $11 |
 IAG.L | 0.01% | 0.61% | - |
 JPM | 0.01% | 1.8% | $4.4 |
 WMT | 0.01% | 0.85% | $0.81 |
 AVGO | 0% | 0.98% | $19.7 |
 AXP | 0% | 0.88% | $2.6 |
 GOOG | 0% | 0.29% | $0.2 |
 META | 0% | 0.29% | $1 |
 MSFT | 0% | 0.76% | $3 |
 V | 0% | 0.65% | $2.01 |
 AAPL | 0% | 0.53% | $0.97 |
 COST | 0% | 0.47% | $19.22 |
 MA | 0% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 6.9/10
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
121.99
121.99
-2
0
2
122
122
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
121.99
121.99
-2
0
2
122
122
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.43% | Jan 2018 | Aug 2021 | 43 |
-81.89% | Sep 2021 | Nov 2024 | 38 |