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-0.7%
Today
-0.7%
This Month
+3.59%
Year To Date
+26.19%
2 Years
+122.6%
5 Years
+19.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.65%
- 🖥️ Technology Services14.04%
- 📊 ETFs13.88%
- 💻 Electronic Technology9.23%
- 💰 Finance6.94%
- ⛏️ Energy Minerals6.23%
- 🧬 Health Technology4.24%
- 🏭 Industrial Services3.55%
- 💼 Commercial Services2.87%
- 💇♀️ Consumer Services2.54%
- 🍞 Consumer Non Durables2.39%
- 🏥 Health Services2.32%
- 🚗 Consumer Durables2.18%
- 🛍️ Retail Trade1.93%
- ⚡ Utilities1.68%
- 🪨 Non Energy Minerals1.58%
- 🛠️ Producer Manufacturing1.27%
- 📦 Distribution Services1.11%
- 🧪 Process Industries0.75%
- 📡 Communications0.49%
- 🧩 Miscellaneous0.11%
- 🚚 Transportation0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.8%
- 🇺🇸 Nasdaq23.55%
- 🌍 Digital Currency20.65%
- 🇬🇧 LSE5.32%
- 🇫🇷 Euronext Paris3.46%
- 🇩🇪 FRA2.8%
- 🇳🇱 Euronext Amsterdam1.25%
- 🇺🇸 Chicago Board Options Exchange1.03%
- 🇮🇹 Borsa Italiana0.82%
- 🇦🇺 Sydney0.54%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇨🇭 SIX0.49%
- 🇸🇪 Stockholm Stock Exchange0.46%
- 🇪🇸 Bolsa De Madrid0.29%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.43%
- 🇬🇧 United Kingdom6.42%
- 🇩🇪 Germany5.11%
- 🇫🇷 France3.46%
- 🇨🇦 Canada1.8%
- 🇳🇱 Netherlands1.25%
- 🇨🇴 Colombia1.04%
- 🇮🇹 Italy0.82%
- 🇨🇳 China0.75%
- 🇪🇸 Spain0.71%
- 🇮🇪 Ireland0.66%
- 🇸🇬 Singapore0.56%
- 🇦🇺 Australia0.54%
- 🇦🇹 Austria0.49%
- 🇰🇷 South Korea0.49%
- 🇮🇱 Israel0.48%
- 🇸🇪 Sweden0.46%
- 🇧🇷 Brazil0.41%
- 🇭🇰 Hong Kong0.37%
- 🇩🇰 Denmark0.2%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
14.69%
91 out of 135 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 13.25% | 9112.79% | $1.49 |
 AESI | 0.08% | 3.66% | $0.78 |
 GPRK | 0.07% | 6.3% | $0.55 |
 PMT | 0.06% | 11.76% | $1.6 |
 HDV | 0.06% | 3.91% | - |
 SHEL.L | 0.05% | 4.08% | $0.8 |
 AV.L | 0.05% | 6.67% | $0.33 |
 PBR.A | 0.05% | 11.71% | $2.21 |
 RIO | 0.05% | 7.18% | $4.34 |
 CWEN | 0.04% | 6.38% | $1.6 |
 CVX | 0.04% | 4.37% | $6.28 |
 RITM | 0.04% | 8.69% | $1 |
 TTE.PA | 0.03% | 5.61% | $3.06 |
 KO | 0.03% | 3.06% | $1.89 |
 IRE.MI | 0.03% | 5.69% | $0.11 |
 SKM | 0.03% | 5.34% | $0.83 |
 UUP | 0.03% | 4.46% | - |
 ENB | 0.02% | 6.31% | $2.66 |
 ENEL.MI | 0.02% | 6.28% | $0.43 |
 ABBV | 0.02% | 3.42% | $6.06 |
 MSFT | 0.02% | 0.76% | $3 |
 SAN.PA | 0.02% | 3.61% | $3.76 |
 EOG | 0.02% | 2.95% | $5.06 |
 BLK | 0.02% | 1.91% | $20.2 |
 ISF.L | 0.02% | 2.37% | - |
 TWEKA.NV | 0.02% | 4.77% | $1.7 |
 MCD | 0.02% | 2.35% | $6.53 |
 INGA.NV | 0.02% | 6.89% | $1.11 |
 UNH | 0.02% | 1.51% | $7.74 |
 EVO.ST | 0.02% | 3.61% | $31.03 |
 ACWI | 0.02% | 1.76% | - |
 EWJ | 0.02% | 3.12% | - |
 QSR | 0.02% | 3.85% | $2.26 |
 GDXJ | 0.01% | 2.3% | - |
 IFX.DE | 0.01% | 1.09% | $0.35 |
 CI | 0.01% | 1.94% | $5.26 |
 STLD | 0.01% | 1.44% | $1.77 |
 AAPL | 0.01% | 0.53% | $0.97 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 ATHM.CH | 0.01% | 6% | $1.68 |
 NOC | 0.01% | 1.65% | $7.67 |
 BNZL.L | 0.01% | 2.04% | $0.68 |
 MDLZ | 0.01% | 3.09% | $1.7 |
 SAN | 0.01% | 2.95% | $0.13 |
 GOVT | 0.01% | 1.19% | - |
 NOMD | 0.01% | 3.47% | $0.3 |
 SBMO.NV | 0.01% | 4.22% | $0.77 |
 SAP | 0.01% | 0.63% | $1.73 |
 MRK | 0.01% | 3.2% | $3.04 |
 ANA.MC | 0.01% | 3.64% | $3.65 |
 DG.PA | 0.01% | 4.31% | $4.5 |
 VPK.NV | 0.01% | 3.4% | $1.5 |
 WHC.ASX | 0.01% | 3.27% | $0.49 |
 GLE.PA | 0.01% | 2.88% | $0.9 |
 QQQ | 0.01% | 0.64% | - |
 RHM.DE | 0.01% | 0.76% | $5.7 |
 MPCC.OL | 0.01% | 26.79% | $5.9 |
 META | 0.01% | 0.29% | $1 |
 C | 0.01% | 2.71% | $2.12 |
 XOM | 0.01% | 3.59% | $3.76 |
 BP.L | 0.01% | 5.62% | $0.23 |
 IJJ | 0.01% | 2% | - |
 NEE | 0.01% | 2.88% | $1.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NTES | 0.01% | 2.37% | $2.58 |
 CVE | 0.01% | 3.48% | $0.44 |
 HYG | 0.01% | 2.05% | - |
 EWW | 0.01% | 6.47% | - |
 MA | 0.01% | 0.49% | $2.46 |
 WFC | 0.01% | 1.97% | $1.4 |
 IEMG | 0% | 4.39% | - |
 MC.PA | 0% | 1.85% | $13 |
 EWY | 0% | 2.4% | - |
 00285.HK | 0% | 1.4% | $0.59 |
 GD | 0% | 2.21% | $5.48 |
 TLT | 0% | 1.6% | - |
 TRU | 0% | 0.42% | $0.42 |
 QCOM | 0% | 1.97% | $3.25 |
 LQD | 0% | 1.44% | - |
 BTU | 0% | 1.65% | $0.3 |
 ICLN | 0% | 2.01% | - |
 NVO | 0% | 1.21% | $0.98 |
 HCC | 0% | 0.61% | $0.3 |
 LNG | 0% | 0.84% | $1.7 |
 3800.HK | 0% | 0.9% | - |
 WCC | 0% | 0.89% | $1.58 |
 YINN | 0% | 0.36% | - |
 SRT.DE | 0% | 0.32% | $0.73 |
 DIM.PA | 0% | 0.31% | $0.69 |
 NVDA | 0% | 0.03% | $0.02 |
 PSH.L | 0% | 0.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
MA | Pay Day | Feb 7 | $0.76 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
GD | Pay Day | Feb 7 | $1.42 |
LNG | Ex-Dividend | Feb 7 | $0.50 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
NOMD | Ex-Dividend | Feb 10 | $0.17 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
PSH.L | Ex-Dividend | Feb 13 | $0.16 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
ABBV | Pay Day | Feb 14 | $1.64 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
LNG | Pay Day | Feb 21 | $0.50 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
NOMD | Pay Day | Feb 26 | $0.17 |
SIMO | Pay Day | Feb 27 | $0.50 |
C | Pay Day | Feb 28 | $0.56 |
WFC | Pay Day | Mar 1 | $0.40 |
ENB | Pay Day | Mar 1 | $0.67 |
CI | Ex-Dividend | Mar 5 | $1.51 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
CI | Pay Day | Mar 20 | $1.51 |
PSH.L | Pay Day | Mar 21 | $0.16 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
MRK | Pay Day | Apr 7 | $0.81 |
Performance Metrics
Score 6.7/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
5.12
5.12
-2
0
2
6
6
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
5.12
5.12
-2
0
2
6
6
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.22% | Nov 2021 | Nov 2024 | 36 |
-10.4% | Dec 2024 | - | 2 |
-5.81% | Sep 2020 | Nov 2020 | 2 |
-5.71% | Sep 2021 | Oct 2021 | 1 |
-1.84% | May 2021 | Jul 2021 | 2 |