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-0.58%
Today
-0.58%
This Month
+2.41%
Year To Date
+17.34%
2 Years
-56.84%
5 Years
-39.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance34.91%
- 👥 Copy Trading26.85%
- 🪙 Cryptocurrencies11.71%
- 💇♀️ Consumer Services9.05%
- 📊 ETFs6.21%
- 🖥️ Technology Services4.5%
- 🛠️ Producer Manufacturing0.8%
- 💵 Cash0.62%
- 🧬 Health Technology0.51%
- 💻 Electronic Technology0.44%
- 🚚 Transportation0.37%
- 💼 Commercial Services0.33%
- 🚗 Consumer Durables0.2%
- ⛏️ Energy Minerals0.2%
- 🍞 Consumer Non Durables0.08%
- 🛍️ Retail Trade0.03%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.38%
- 🇬🇧 LSE24.76%
- 🇨🇭 SIX15.56%
- 🌍 Digital Currency11.71%
- 🇺🇸 Nasdaq9.7%
- 🇩🇪 FRA2.16%
- 🇮🇹 Borsa Italiana1.07%
- 🇫🇷 Euronext Paris1.04%
- 🇺🇸 OTC Markets Stock Exchange0.45%
- 🇳🇴 Oslo Stock Exchange0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.16%
- 🇨🇭 Switzerland15.56%
- 🇨🇳 China2.45%
- 🇩🇪 Germany2.15%
- 🇮🇹 Italy1.07%
- 🇫🇷 France1.04%
- 🇧🇷 Brazil0.37%
- 🇱🇺 Luxembourg0.33%
- 🇳🇴 Norway0.29%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
2.05%
47 out of 80 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $IEP (35.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.34% | 4.42% | $33 |
 ZURN.ZU | 0.2% | 4.7% | $26 |
 AGNC | 0.19% | 14.44% | $1.44 |
 SPG | 0.11% | 4.66% | $7.75 |
 HTZWW | 0.1% | 22.88% | $0.53 |
 O | 0.09% | 5.73% | $3.09 |
 LTC.US | 0.08% | 6.63% | $2.28 |
 IEP | 0.07% | 35.93% | $4 |
 CS.PA | 0.06% | 5.4% | $1.98 |
 MAIN | 0.05% | 4.84% | $2.85 |
 G.MI | 0.04% | 4.18% | $1.28 |
 MPW | 0.04% | 9.81% | $0.6 |
 SREN.ZU | 0.04% | 4.47% | $6.22 |
 SBRA | 0.04% | 7.18% | $1.2 |
 OHI | 0.04% | 7.23% | $2.68 |
 FCPT | 0.04% | 5.07% | $1.38 |
 HELN.ZU | 0.04% | 3.95% | $6.3 |
 HDV | 0.04% | 3.91% | - |
 ALV.DE | 0.03% | 4.4% | $13.8 |
 REG | 0.03% | 3.78% | $2.66 |
 WPC | 0.03% | 6.24% | $3.67 |
 USRT | 0.03% | 3.51% | - |
 FRT | 0.03% | 4.03% | $4.36 |
 MUV2.DE | 0.03% | 2.88% | $15 |
 DGRO | 0.03% | 2.38% | - |
 CUBE | 0.02% | 4.92% | $2.02 |
 BALN.ZU | 0.02% | 4.62% | $7.7 |
 VICI | 0.02% | 5.69% | $1.66 |
 IIPR | 0.02% | 10.49% | $7.34 |
 VTR | 0.02% | 2.98% | $1.8 |
 SPSN.ZU | 0.02% | 3.26% | $3.4 |
 VNO | 0.02% | 1.71% | $0.68 |
 VNQ | 0.02% | 3.78% | - |
 IYR | 0.01% | 3.37% | - |
 GEBN.ZU | 0.01% | 2.49% | $12.7 |
 RWR | 0.01% | 1.31% | - |
 CMCSA | 0.01% | 3.74% | $1.2 |
 XLRE | 0.01% | 1.84% | - |
 MRK | 0.01% | 3.2% | $3.04 |
 PGX | 0.01% | 2.04% | - |
 DIS | 0% | 0.88% | $0.75 |
 TXN | 0% | 2.88% | $5.14 |
 TAN | 0% | 0.49% | - |
 STMN.ZU | 0% | 0.65% | $0.85 |
 DHR | 0% | 0.48% | $1.05 |
 LIT | 0% | 0.05% | - |
 NLOP | 0% | 1.07% | $0.34 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
OHI | Ex-Dividend | Feb 10 | $0.67 |
AGNC | Pay Day | Feb 11 | $0.12 |
TXN | Pay Day | Feb 11 | $1.36 |
O | Pay Day | Feb 14 | $0.26 |
MAIN | Pay Day | Feb 14 | $0.25 |
OHI | Pay Day | Feb 18 | $0.67 |
 DOYU | Pay Day | Feb 20 | $9.94 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
MRK | Pay Day | Apr 7 | $0.81 |
CMCSA | Pay Day | Apr 23 | $0.33 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-34.03
-34.03
-35
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-1.89
-1.89
-2
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-34.03
-34.03
-35
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-1.89
-1.89
-2
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 86 |
-12.31% | Nov 2017 | Dec 2017 | 1 |