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-0.66%
Today
-0.66%
This Month
+2.33%
Year To Date
+52.8%
2 Years
+24.48%
5 Years
+5.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.64%
- 📊 ETFs12.91%
- 💻 Electronic Technology10.4%
- 💰 Finance10.04%
- 🚚 Transportation6.42%
- 🖥️ Technology Services5.87%
- 🛍️ Retail Trade5.57%
- 🚗 Consumer Durables4.74%
- 🪨 Non Energy Minerals1.89%
- ⛏️ Energy Minerals1.18%
- 💵 Cash0.82%
- 🍞 Consumer Non Durables0.75%
- 🏭 Industrial Services0.68%
- 💼 Commercial Services0.47%
- 🛠️ Producer Manufacturing0.39%
- 🧬 Health Technology0.32%
- 🧩 Miscellaneous0.3%
- 📦 Distribution Services0.15%
- 💇♀️ Consumer Services0.08%
- 💹 Forex0.06%
- 🌾 Commodities0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.64%
- 🇺🇸 NYSE27.31%
- 🇺🇸 Nasdaq22.41%
- 🇬🇧 LSE5.92%
- 🇭🇰 Hong Kong Exchanges1.37%
- 🇫🇷 Euronext Paris1.12%
- 🇩🇪 FRA1.01%
- 🇺🇸 Chicago Board Options Exchange0.88%
- 🇮🇹 Borsa Italiana0.78%
- 🇩🇪 Xetra ETFs0.74%
- 🇨🇭 SIX0.21%
- 🇦🇺 Sydney0.18%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇸🇦 Tadawul0.1%
- 🌍 FX0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.63%
- 🇬🇧 United Kingdom5.9%
- 🇨🇦 Canada1.85%
- 🇨🇳 China1.83%
- 🇬🇷 Greece1.66%
- 🇩🇪 Germany1.17%
- 🇫🇷 France1.12%
- 🇮🇪 Ireland0.97%
- 🇮🇹 Italy0.78%
- 🇧🇲 Bermuda0.71%
- 🇺🇾 Uruguay0.4%
- 🇨🇭 Switzerland0.21%
- 🇯🇵 Japan0.16%
- 🇦🇺 Australia0.13%
- 🇱🇺 Luxembourg0.11%
- 🇩🇰 Denmark0.1%
- 🇸🇦 Saudi Arabia0.1%
- 🇳🇿 New Zealand0.05%
- 🇳🇴 Norway0.04%
- 🇹🇼 Taiwan0.03%
- 🇸🇬 Singapore0.03%
- 🇭🇰 Hong Kong0.03%
Dividends
Dividend Yield
1.24%
92 out of 189 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $SBLK (16.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VWO | 0.28% | 9.6% | - |
 RIO | 0.11% | 7.18% | $4.34 |
 F | 0.11% | 7.74% | $0.78 |
 DAC | 0.07% | 4.1% | $3.15 |
 EWW | 0.07% | 6.47% | - |
 PAH3.DE | 0.07% | 6.73% | $2.56 |
 ENI.MI | 0.05% | 7.09% | $0.94 |
 CM | 0.04% | 4.18% | $2.6 |
 PAG | 0.04% | 2.47% | $3.34 |
 ASC | 0.04% | 9.1% | $0.87 |
 ACT | 0.04% | 2.12% | $0.67 |
 ACI | 0.04% | 2.54% | $0.48 |
 IAG.L | 0.02% | 0.61% | - |
 BAC | 0.02% | 2.2% | $0.96 |
 0390.HK | 0.02% | 6.15% | $0.21 |
 LQDE.L | 0.01% | 5% | - |
 3323.HK | 0.01% | 6.84% | $0.25 |
 PGRE | 0.01% | 2.86% | $0.14 |
 PLS.ASX | 0.01% | 8.69% | $0.25 |
 SBLK | 0.01% | 16.27% | $1.82 |
 PFE | 0.01% | 6.37% | $1.66 |
 MSFT | 0.01% | 0.76% | $3 |
 AER | 0.01% | 0.78% | $0.25 |
 0386.HK | 0.01% | 8.9% | $0.37 |
 INDA | 0.01% | 0.78% | - |
 MC.PA | 0.01% | 1.85% | $13 |
 SAOC | 0.01% | 6.74% | $1.87 |
 IUSM.DE | 0.01% | 4.09% | - |
 PHIN | 0.01% | 1.97% | $1 |
 AAPL | 0% | 0.53% | $0.97 |
 ES.PA | 0% | 2.68% | $3 |
 VOO | 0% | 1.26% | - |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 1186.HK | 0% | 7.19% | $0.35 |
 INSW | 0% | 14.81% | $5.74 |
 QQQ | 0% | 0.64% | - |
 DB | 0% | 2.39% | $0.49 |
 JKS | 0% | 14.25% | $1.48 |
 IAPD.L | 0% | 6.42% | - |
 9988.HK | 0% | 1.11% | $0.98 |
 RMS.PA | 0% | 0.92% | $25 |
 1800.HK | 0% | 6.23% | $0.32 |
 AIR.PA | 0% | 1.08% | $1.8 |
 CSCO | 0% | 2.64% | $1.58 |
 JPM | 0% | 1.8% | $4.4 |
 VTV | 0% | 2.22% | - |
 META | 0% | 0.29% | $1 |
 MAERSKB.CO | 0% | 4.86% | $515 |
 NVDA | 0% | 0.03% | $0.02 |
 VSH | 0% | 2.36% | $0.4 |
 GDXJ | 0% | 2.3% | - |
 GOOG | 0% | 0.29% | $0.2 |
 2333.HK | 0% | 2.63% | $0.33 |
 JOE | 0% | 1.08% | $0.48 |
 VTI | 0% | 1.26% | - |
 GDX | 0% | 1.03% | - |
 NTDOY | 0% | 1.08% | $0.24 |
 GILD | 0% | 3.17% | $3.04 |
 0700.HK | 0% | 0.85% | $3.4 |
 BABA | 0% | 0.99% | $0.98 |
 AXP | 0% | 0.88% | $2.6 |
 2899.HK | 0% | 2.26% | $0.27 |
 COST | 0% | 0.47% | $19.22 |
 BND | 0% | 1.3% | - |
 DGRO | 0% | 2.38% | - |
 TLT | 0% | 1.42% | - |
 01211.HK | 0% | 1.25% | $3.41 |
 GOOGL | 0% | 0.29% | $0.2 |
 LQD | 0% | 1.45% | - |
 BLV | 0% | 1.57% | - |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 ATKR | 0% | 1.57% | $0.64 |
 IEML.L | 0% | 6.56% | - |
 YY | 0% | 2.04% | $0.71 |
 MA | 0% | 0.49% | $2.46 |
 IBZL.L | 0% | 0.7% | - |
 LLY | 0% | 0.67% | $4.86 |
 00175.HK | 0% | 1.54% | $0.22 |
 V | 0% | 0.65% | $2.01 |
 CRK | 0% | 0.67% | $0.5 |
 WMT | 0% | 0.85% | $0.81 |
 EEM | 0% | 3.41% | - |
 TSM | 0% | 0.93% | $1.74 |
 IPAC | 0% | 4.15% | - |
 SHEL.L | 0% | 4.08% | $0.8 |
 EMB | 0% | 1.95% | - |
 PEB | 0% | 0.3% | $0.04 |
 WST | 0% | 0.24% | $0.8 |
 SONY | 0% | 0.41% | $0.49 |
 WTC.ASX | 0% | 0.14% | $0.16 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
ACI | Pay Day | Feb 7 | $0.15 |
WST | Ex-Dividend | Feb 7 | $0.21 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
WST | Pay Day | Feb 11 | $0.21 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
ATKR | Ex-Dividend | Feb 18 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
ATKR | Pay Day | Feb 28 | $0.32 |
V | Pay Day | Mar 3 | $0.59 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
BAC | Pay Day | Mar 28 | $0.26 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.9/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.76
-6.76
-7
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.76
-6.76
-7
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-3.31% | Dec 2024 | - | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |