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-2.13%
Today
-2.13%
This Month
+9.67%
Year To Date
+139.13%
2 Years
-20.24%
5 Years
-45.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.01%
- 💻 Electronic Technology11.43%
- 🖥️ Technology Services10.99%
- 🛍️ Retail Trade10.56%
- 💰 Finance7.35%
- 🍞 Consumer Non Durables3.75%
- 🧬 Health Technology2.87%
- 🚗 Consumer Durables2.83%
- 💼 Commercial Services1.82%
- 📊 ETFs1.82%
- 🪨 Non Energy Minerals1.26%
- ⛏️ Energy Minerals0.78%
- 🧪 Process Industries0.44%
- 🏭 Industrial Services0.44%
- ❓ Other0.38%
- 🧩 Miscellaneous0.22%
- 💇♀️ Consumer Services0.14%
- 📦 Distribution Services0.11%
- 📈 Indexes0.04%
- 🏥 Health Services0.04%
- 🛠️ Producer Manufacturing0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.01%
- 🇺🇸 Nasdaq27.82%
- 🇺🇸 NYSE20.74%
- 🇫🇷 Euronext Paris7.66%
- 🇬🇧 LSE0.38%
- 🇳🇱 Euronext Amsterdam0.27%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇮🇹 Borsa Italiana0.08%
- 🇩🇪 Xetra ETFs0.07%
- 🌍 CFD0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.56%
- 🇫🇷 France7.92%
- 🇹🇼 Taiwan6.42%
- 🇨🇦 Canada0.9%
- 🇧🇷 Brazil0.35%
- 🇨🇳 China0.13%
- 🇮🇪 Ireland0.1%
- 🇩🇰 Denmark0.1%
- 🇰🇾 Cayman Islands0.09%
- 🇬🇧 United Kingdom0.09%
- 🇮🇹 Italy0.08%
- 🇧🇲 Bermuda0.07%
- 🇦🇺 Australia0.06%
- 🇯🇵 Japan0.06%
- 🇨🇴 Colombia0.05%
- 🇱🇺 Luxembourg0.04%
- 🇿🇦 South Africa0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.52%
67 out of 157 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SAN.PA | 0.09% | 3.61% | $3.76 |
 TSM | 0.06% | 0.93% | $1.74 |
 VIV.PA | 0.04% | 9.15% | $0.25 |
 ALHG.PA | 0.04% | 16.37% | - |
 MC.PA | 0.03% | 1.85% | $13 |
 GS | 0.03% | 1.83% | $11 |
 PUB.PA | 0.03% | 3.31% | $3.4 |
 VALE | 0.03% | 9.88% | $1.33 |
 RMS.PA | 0.01% | 0.92% | $25 |
 META | 0.01% | 0.29% | $1 |
 EPD | 0.01% | 6.43% | $2.03 |
 UUP | 0.01% | 4.46% | - |
 OXY | 0.01% | 1.89% | $0.8 |
 RI.PA | 0.01% | 4.26% | $4.7 |
 CE | 0.01% | 3.94% | $2.8 |
 PAAS | 0.01% | 1.75% | $0.4 |
 AMLP | 0.01% | 7.37% | - |
 SLP | 0% | 0.7% | $0.24 |
 CIB | 0% | 8.57% | $3.37 |
 SU | 0% | 4.35% | $1.59 |
 ET | 0% | 6.27% | $1.25 |
 BTI | 0% | 7.45% | $2.92 |
 EWZ | 0% | 8.62% | - |
 SCCO | 0% | 2.17% | $3.76 |
 XLF | 0% | 1.48% | - |
 MSFT | 0% | 0.76% | $3 |
 GDXJ | 0% | 2.3% | - |
 SBSW | 0% | 6.83% | $0.3 |
 BMY | 0% | 4.11% | $2.34 |
 WFC | 0% | 1.97% | $1.4 |
 OZK | 0% | 3.19% | $1.5 |
 IUSC.DE | 0% | 4.73% | - |
 IXC | 0% | 4.32% | - |
 OIH | 0% | 1.96% | - |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 AAPL | 0% | 0.53% | $0.97 |
 ITUB | 0% | 1.83% | $0.15 |
 TS | 0% | 3.56% | $1.2 |
 FINV | 0% | 3.1% | $0.24 |
 MFG | 0% | 2.12% | $0.12 |
 NVDA | 0% | 0.03% | $0.02 |
 RTX | 0% | 1.92% | $2.44 |
 AVGO | 0% | 0.98% | $19.7 |
 GOOG | 0% | 0.29% | $0.2 |
 INDA | 0% | 0.78% | - |
 FNV | 0% | 1.08% | $1.41 |
 RNGR | 0% | 1.22% | $0.2 |
 SYF | 0% | 1.45% | $1 |
 AER | 0% | 0.78% | $0.25 |
 LKOD.L | 0% | 76.06% | - |
 LDO.MI | 0% | 0.93% | $0.28 |
 RRC | 0% | 0.86% | $0.32 |
 CI | 0% | 1.94% | $5.26 |
 COST | 0% | 0.47% | $19.22 |
 ALB | 0% | 1.91% | $1.6 |
 GDX | 0% | 1.03% | - |
 CRM | 0% | 0.47% | $0.4 |
 AGX | 0% | 1% | $1.15 |
 MA | 0% | 0.49% | $2.46 |
 WMT | 0% | 0.85% | $0.81 |
 KLAC | 0% | 0.79% | $5.65 |
 AMAT | 0% | 0.89% | $1.44 |
 V | 0% | 0.65% | $2.01 |
 MCK | 0% | 0.46% | $2.48 |
 CCJ | 0% | 0.24% | $0.09 |
 TAN | 0% | 0.49% | - |
 MU | 0% | 0.5% | $0.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BMY | Pay Day | Feb 3 | $0.62 |
SYF | Ex-Dividend | Feb 3 | $0.25 |
BTI | Pay Day | Feb 6 | $0.74 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
ET | Ex-Dividend | Feb 7 | $0.32 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
AAPL | Pay Day | Feb 13 | $0.25 |
EPD | Pay Day | Feb 14 | $0.54 |
SYF | Pay Day | Feb 18 | $0.25 |
ET | Pay Day | Feb 19 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
SCCO | Pay Day | Feb 27 | $0.70 |
GS | Ex-Dividend | Feb 28 | $3.00 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
CI | Ex-Dividend | Mar 5 | $1.51 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
FNV | Ex-Dividend | Mar 13 | $0.38 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
CI | Pay Day | Mar 20 | $1.51 |
FNV | Pay Day | Mar 27 | $0.38 |
GS | Pay Day | Mar 28 | $3.00 |
MCK | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.1/10
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-27.03
-27.03
-28
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-27.03
-27.03
-28
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
-0.41
-0.41
-1
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.67% | Jan 2018 | - | 86 |