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-2.39%
Today
-2.39%
This Month
+1.54%
Year To Date
+101.38%
2 Years
+179.92%
5 Years
+26.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies68.68%
- 🖥️ Technology Services7.41%
- 💻 Electronic Technology3.86%
- 📊 ETFs3.85%
- 🛍️ Retail Trade3.63%
- 🍞 Consumer Non Durables3.4%
- 💰 Finance3.09%
- 💵 Cash1.97%
- 💼 Commercial Services1.69%
- 🚗 Consumer Durables1.5%
- ⚡ Utilities1.14%
- 💇♀️ Consumer Services0.94%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency68.68%
- 🇺🇸 Nasdaq13.52%
- 🇺🇸 NYSE10.76%
- 🇬🇧 LSE4.35%
- 🇮🇹 Borsa Italiana0.79%
- 🇫🇷 Euronext Paris0.71%
- 🇭🇰 Hong Kong Exchanges0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.75%
- 🇬🇧 United Kingdom2.16%
- 🇯🇵 Japan1.5%
- 🇮🇹 Italy0.79%
- 🇫🇷 France0.71%
- 🇭🇰 Hong Kong0.38%
- 🇨🇳 China0.37%
Dividends
Dividend Yield
0.53%
20 out of 39 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (6.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.15% | 6.86% | $0.35 |
 KO | 0.06% | 3.06% | $1.89 |
 LMT | 0.04% | 2.79% | $12.45 |
 DBA | 0.04% | 3.93% | - |
 A2A.MI | 0.03% | 4.19% | $0.1 |
 C | 0.03% | 2.71% | $2.12 |
 MSFT | 0.02% | 0.76% | $3 |
 BN.PA | 0.02% | 3.12% | $2.1 |
 CL | 0.02% | 2.31% | $1.96 |
 NTDOY | 0.02% | 1.08% | $0.24 |
 0992.HK | 0.02% | 4.16% | $0.38 |
 WMT | 0.02% | 0.85% | $0.81 |
 META | 0.01% | 0.29% | $1 |
 WCLD | 0.01% | 1.58% | - |
 V | 0.01% | 0.65% | $2.01 |
 AAPL | 0.01% | 0.53% | $0.97 |
 INTC | 0.01% | 2.57% | $0.5 |
 AWK | 0.01% | 2.46% | $2.89 |
 BYD | 0.01% | 0.89% | $0.66 |
 JD.US | 0.01% | 1.82% | $0.74 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
CL | Pay Day | Feb 14 | $0.50 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
C | Pay Day | Feb 28 | $0.56 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
AWK | Pay Day | Mar 4 | $0.76 |
MSFT | Pay Day | Mar 13 | $0.83 |
LMT | Pay Day | Mar 28 | $3.30 |
Performance Metrics
Score 6.5/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
12.17
12.17
-2
0
2
13
13
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
12.17
12.17
-2
0
2
13
13
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.35% | Sep 2021 | - | 41 |
-17.76% | May 2021 | Aug 2021 | 3 |
-2.66% | Oct 2020 | Nov 2020 | 1 |