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0%
Today
0%
This Month
+3.31%
Year To Date
+14.08%
2 Years
+38.67%
5 Years
+7.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.52%
- 🧩 Miscellaneous2.72%
- 💰 Finance1.34%
- 💵 Cash0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.77%
- 🇺🇸 Nasdaq12.2%
- 🇬🇧 LSE10.7%
- 🇩🇪 Xetra ETFs9.18%
- 🇺🇸 Chicago Board Options Exchange4.72%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada1.38%
Dividends
Dividend Yield
0.99%
36 out of 73 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VWO | 0.13% | 9.6% | - |
 SQQQ | 0.1% | 11.25% | - |
 SMIN.US | 0.08% | 7.5% | - |
 UUP | 0.06% | 4.46% | - |
 VNQ | 0.05% | 3.78% | - |
 SCHD | 0.05% | 3.8% | - |
 HDV | 0.05% | 3.91% | - |
 MCHI | 0.05% | 3.68% | - |
 FXI | 0.04% | 2.83% | - |
 ISF.L | 0.03% | 2.37% | - |
 XLB | 0.02% | 2% | - |
 VIG | 0.02% | 1.73% | - |
 XLRE | 0.02% | 1.84% | - |
 XLF | 0.02% | 1.48% | - |
 IVV | 0.02% | 1.41% | - |
 BIL | 0.02% | 1.42% | - |
 VTI | 0.02% | 1.26% | - |
 VOO | 0.02% | 1.26% | - |
 IWM | 0.02% | 1.23% | - |
 ISTB | 0.02% | 1.36% | - |
 TLT | 0.02% | 1.42% | - |
 IEF | 0.02% | 1.32% | - |
 BND | 0.02% | 1.3% | - |
 XBI | 0.02% | 1.41% | - |
 GDX | 0.02% | 1.03% | - |
 SPY5.L | 0.01% | 1.04% | - |
 INDA | 0.01% | 0.78% | - |
 QQQ | 0.01% | 0.64% | - |
 XLK | 0.01% | 0.67% | - |
 VGT | 0.01% | 0.5% | - |
 VOOG | 0.01% | 0.57% | - |
 VUG | 0.01% | 0.51% | - |
 SOXX | 0.01% | 0.66% | - |
 SMH | 0.01% | 0.44% | - |
 TAN | 0% | 0.49% | - |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-4.16
-4.16
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-4.16
-4.16
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.44% | Sep 2021 | - | 42 |
-3.35% | Sep 2020 | Nov 2020 | 2 |
-1.17% | Jul 2021 | Aug 2021 | 1 |
-0.91% | Feb 2021 | Apr 2021 | 2 |