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-0.21%
Today
-0.21%
This Month
+2.64%
Year To Date
+59.28%
2 Years
+151.97%
5 Years
-64.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.75%
- 📊 ETFs15.61%
- 🪙 Cryptocurrencies13.77%
- 💻 Electronic Technology12.25%
- 💰 Finance6.59%
- 🖥️ Technology Services4.09%
- 💇♀️ Consumer Services4.03%
- ⛏️ Energy Minerals3.12%
- 🛍️ Retail Trade1.82%
- 🍞 Consumer Non Durables1.23%
- 🛠️ Producer Manufacturing1.07%
- 🚚 Transportation0.7%
- 📡 Communications0.59%
- 🧬 Health Technology0.22%
- ⚡ Utilities0.19%
- 🚗 Consumer Durables0.05%
- 🪨 Non Energy Minerals0.03%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.19%
- 🇺🇸 NYSE14.5%
- 🌍 Digital Currency13.77%
- 🇫🇷 Euronext Paris8.39%
- 🇬🇧 LSE2.75%
- 🇭🇰 Hong Kong Exchanges1.91%
- 🇩🇪 FRA1.26%
- 🇧🇪 Euronext Brussels0.24%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇨🇭 SIX0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.22%
- 🇫🇷 France8.39%
- 🇨🇳 China2.12%
- 🇬🇧 United Kingdom1.74%
- 🇩🇪 Germany1.26%
- 🇨🇦 Canada1.15%
- 🇺🇾 Uruguay0.38%
- 🇧🇪 Belgium0.24%
- 🇳🇱 Netherlands0.12%
- 🇩🇰 Denmark0.12%
- 🇱🇺 Luxembourg0.1%
- 🇨🇭 Switzerland0.09%
- 🇳🇴 Norway0.05%
Dividends
Dividend Yield
0.89%
56 out of 89 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ACA.PA | 0.12% | 7.22% | $1.05 |
 WDI.DE | 0.11% | 1129.94% | $0.2 |
 TTE.PA | 0.09% | 5.61% | $3.06 |
 BNP.PA | 0.09% | 7.02% | $4.6 |
 SHEL | 0.06% | 4.22% | $2.7 |
 SPG | 0.04% | 4.66% | $7.75 |
 CS.PA | 0.04% | 5.4% | $1.98 |
 GLE.PA | 0.04% | 2.88% | $0.9 |
 SOXX | 0.03% | 0.66% | - |
 VWO | 0.02% | 9.6% | - |
 KO | 0.02% | 3.06% | $1.89 |
 VOO | 0.02% | 1.26% | - |
 T | 0.02% | 4.68% | $1.11 |
 ADP.PA | 0.02% | 3.47% | $3.82 |
 QQQ | 0.02% | 0.64% | - |
 MPCC.OL | 0.01% | 26.79% | $5.9 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 FDJ.PA | 0.01% | 4.87% | $1.78 |
 3988.HK | 0.01% | 6.47% | $0.26 |
 QCOM | 0.01% | 1.97% | $3.25 |
 BT.L | 0.01% | 5.73% | $0.08 |
 ULVR.L | 0% | 3.17% | $1.47 |
 ORA.PA | 0% | 6.95% | $0.72 |
 AAPL | 0% | 0.53% | $0.97 |
 CTPNV.NV | 0% | 3.52% | - |
 SMH | 0% | 0.44% | - |
 RCL | 0% | 0.36% | - |
 VNQ | 0% | 3.78% | - |
 O | 0% | 5.73% | $3.09 |
 ABI.BR | 0% | 1.2% | $0.57 |
 MCD | 0% | 2.35% | $6.53 |
 MS | 0% | 2.62% | $3.4 |
 GIS | 0% | 3.99% | $2.36 |
 SHEL.L | 0% | 4.08% | $0.8 |
 1585.HK | 0% | 3.76% | $0.48 |
 DLR | 0% | 2.98% | $4.88 |
 NEE | 0% | 2.88% | $1.97 |
 CIBR | 0% | 0.76% | - |
 JPM | 0% | 1.8% | $4.4 |
 EQIX | 0% | 1.87% | $16.19 |
 CP | 0% | 0.66% | $0.56 |
 VTI | 0% | 1.26% | - |
 0916.HK | 0% | 4.28% | $0.24 |
 MSFT | 0% | 0.76% | $3 |
 LOGN.ZU | 0% | 1.27% | $1.06 |
 VIRP.PA | 0% | 0.41% | $1.32 |
 ORSTED.CO | 0% | 0.46% | - |
 IBKR | 0% | 0.46% | $0.55 |
 GDX | 0% | 1.03% | - |
 DIS | 0% | 0.88% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 MU | 0% | 0.5% | $0.46 |
 TAN | 0% | 0.49% | - |
 CQQQ | 0% | 0.27% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
O | Ex-Dividend | Feb 3 | $0.26 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
MS | Pay Day | Feb 14 | $0.92 |
O | Pay Day | Feb 14 | $0.26 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
IBKR | Pay Day | Mar 14 | $0.25 |
SHEL | Pay Day | Mar 24 | $0.72 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
CP | Ex-Dividend | Mar 28 | $0.13 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
GIS | Ex-Dividend | Apr 10 | $0.60 |
CP | Pay Day | Apr 28 | $0.13 |
GIS | Pay Day | May 1 | $0.60 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.2/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.61
-0.61
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-39.48
-39.48
-40
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-2.46
-2.46
-3
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.61
-0.61
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-39.48
-39.48
-40
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-2.46
-2.46
-3
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.98% | Feb 2018 | - | 84 |