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-2.31%
Today
-2.31%
This Month
-2.26%
Year To Date
+14.67%
2 Years
-6.92%
5 Years
-9.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.91%
- 💰 Finance10.67%
- 💻 Electronic Technology9.63%
- 🚗 Consumer Durables9.56%
- 📊 ETFs5.49%
- 🖥️ Technology Services4.14%
- 🌾 Commodities3.74%
- 💇♀️ Consumer Services3.35%
- 🛍️ Retail Trade2.99%
- 🧬 Health Technology2.81%
- ⛏️ Energy Minerals2.8%
- 🪨 Non Energy Minerals2.26%
- 🍞 Consumer Non Durables1.86%
- 🛠️ Producer Manufacturing0.82%
- 💼 Commercial Services0.7%
- 🏥 Health Services0.45%
- 💵 Cash0.27%
- 🧪 Process Industries0.18%
- 📦 Distribution Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.91%
- 🇺🇸 NYSE29.03%
- 🇺🇸 Nasdaq28.31%
- 🌍 Commodity3.74%
- 🇺🇸 Chicago Board Options Exchange0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.13%
- 🇮🇱 Israel0.64%
- 🇬🇧 United Kingdom0.57%
- 🇨🇳 China0.5%
- 🇲🇽 Mexico0.32%
- 🇨🇦 Canada0.17%
Dividends
Dividend Yield
0.49%
19 out of 101 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $BWMX (13.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GS | 0.08% | 1.83% | $11 |
 F | 0.06% | 7.74% | $0.78 |
 SCCO | 0.05% | 2.17% | $3.76 |
 SIRI | 0.04% | 4.46% | $0.1 |
 BWMX | 0.04% | 13.54% | $1.39 |
 XOM | 0.04% | 3.63% | $3.76 |
 AXP | 0.04% | 0.88% | $2.6 |
 OXY | 0.03% | 1.89% | $0.8 |
 KO | 0.02% | 3.06% | $1.89 |
 PEP | 0.02% | 3.54% | $5.15 |
 AMT | 0.02% | 3.5% | $6.56 |
 NKE | 0.01% | 1.96% | $1.45 |
 INTC | 0.01% | 2.57% | $0.5 |
 AAPL | 0.01% | 0.53% | $0.97 |
 LVS | 0.01% | 1.75% | $0.8 |
 EA | 0% | 0.62% | $0.76 |
 DNUT | 0% | 1.54% | $0.14 |
 NVDA | 0% | 0.03% | $0.02 |
 COPX | 0% | 0.06% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AMT | Pay Day | Feb 3 | $1.62 |
DNUT | Pay Day | Feb 5 | $0.04 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
LVS | Ex-Dividend | Feb 10 | $0.20 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
LVS | Pay Day | Feb 19 | $0.20 |
SIRI | Pay Day | Feb 25 | $0.27 |
SCCO | Pay Day | Feb 27 | $0.70 |
GS | Ex-Dividend | Feb 28 | $3.00 |
XOM | Pay Day | Mar 10 | $0.99 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 2.1/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-22.95
-22.95
-23
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-22.95
-22.95
-23
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.03% | Nov 2021 | - | 39 |
-58.89% | Oct 2019 | Nov 2020 | 13 |
-22.94% | May 2021 | Oct 2021 | 5 |