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+0.35%
Today
-1.59%
This Month
-1.19%
Year To Date
+41.48%
2 Years
+93.12%
5 Years
+10.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.06%
- 🪙 Cryptocurrencies16.08%
- 💰 Finance14.51%
- ⚡ Utilities10.58%
- 🛍️ Retail Trade6.57%
- 💻 Electronic Technology6.27%
- 🖥️ Technology Services4.05%
- ⛏️ Energy Minerals3.51%
- 💇♀️ Consumer Services2%
- 🧩 Miscellaneous1.82%
- 🚗 Consumer Durables0.5%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.61%
- 🇮🇹 Borsa Italiana17.89%
- 🇺🇸 Nasdaq16.78%
- 🌍 Digital Currency16.08%
- 🇬🇧 LSE8.07%
- 🇳🇱 Euronext Amsterdam6.58%
- 🇩🇪 Xetra ETFs5.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.27%
- 🇮🇹 Italy17.89%
- 🇳🇱 Netherlands6.58%
- 🇨🇳 China0.5%
Dividends
Dividend Yield
2.39%
22 out of 31 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (7.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENEL.MI | 0.67% | 6.35% | $0.43 |
 ENI.MI | 0.25% | 7.23% | $0.94 |
 ASRNL.NV | 0.23% | 6.18% | $2.89 |
 ABN.NV | 0.19% | 6.89% | $1.51 |
 DGRO | 0.14% | 2.16% | - |
 UCG.MI | 0.13% | 3.42% | $1.8 |
 HYG | 0.11% | 5.88% | - |
 EPRT | 0.09% | 3.59% | $1.14 |
 SHY | 0.07% | 3.92% | - |
 HDV | 0.07% | 3.41% | - |
 DJP | 0.07% | 3.69% | - |
 SPY5.L | 0.06% | 1.05% | - |
 XLF | 0.06% | 1.32% | - |
 VGWD.DE | 0.06% | 2.44% | - |
 XLP | 0.05% | 2.62% | - |
 WMT | 0.04% | 0.99% | $0.81 |
 MSFT | 0.03% | 0.8% | $3 |
 AAPL | 0.02% | 0.42% | $0.97 |
 DIS | 0.02% | 0.95% | $0.75 |
 SOXX | 0.01% | 0.69% | - |
 LIT | 0.01% | 0.93% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
WMT | Ex-Dividend | Mar 21 | $0.24 |
ENI.MI | Ex-Dividend | Mar 24 | $0.26 |
ENI.MI | Pay Day | Mar 26 | $0.26 |
NVDA | Pay Day | Apr 2 | $0.01 |
WMT | Pay Day | Apr 7 | $0.24 |
UCG.MI | Ex-Dividend | Apr 22 | $1.52 |
UCG.MI | Pay Day | Apr 24 | $1.52 |
ABN.NV | Ex-Dividend | Apr 25 | $0.78 |
HYG | Pay Day | May 7 | $0.40 |
SHY | Pay Day | May 7 | $0.26 |
ABN.NV | Pay Day | May 23 | $0.78 |
ASRNL.NV | Ex-Dividend | May 23 | $2.05 |
ASRNL.NV | Pay Day | May 28 | $2.05 |
HDV | Pay Day | Jun 17 | $0.93 |
DGRO | Pay Day | Jun 17 | $- |
SOXX | Pay Day | Jun 17 | $- |
DIS | Ex-Dividend | Jun 24 | $0.50 |
XLF | Pay Day | Jun 26 | $- |
XLP | Pay Day | Jun 26 | $- |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.46% | Nov 2021 | Nov 2024 | 36 |
-9.42% | Feb 2020 | Apr 2020 | 2 |
-9.15% | Sep 2020 | Nov 2020 | 2 |
-4.97% | Sep 2021 | Oct 2021 | 1 |
-3.85% | Feb 2025 | - | 2 |
-1.6% | Dec 2024 | Jan 2025 | 1 |
-1.42% | Feb 2021 | Apr 2021 | 2 |
-1.23% | May 2021 | Jun 2021 | 1 |