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-0.86%
Today
-0.86%
This Month
+2.91%
Year To Date
+86.68%
2 Years
+58.48%
5 Years
+9.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.45%
- 🖥️ Technology Services13.35%
- 📊 ETFs8.76%
- 💵 Cash8.73%
- 💻 Electronic Technology8.23%
- 💰 Finance7.46%
- 💇♀️ Consumer Services4.95%
- 🧬 Health Technology4.64%
- 🚗 Consumer Durables4.29%
- ⛏️ Energy Minerals3.54%
- 🛍️ Retail Trade3.16%
- 🍞 Consumer Non Durables2.91%
- 💼 Commercial Services1.86%
- 🌾 Commodities1.47%
- 🪨 Non Energy Minerals1.29%
- 🧪 Process Industries0.1%
- 🚚 Transportation0.03%
- ⚡ Utilities0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.51%
- 🇺🇸 Nasdaq26.09%
- 🌍 Digital Currency21.45%
- 🌍 Commodity1.47%
- 🇬🇧 LSE0.96%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.82%
- 🇨🇳 China4.16%
- 🇨🇦 Canada2.7%
- 🇧🇷 Brazil1.04%
- 🇬🇧 United Kingdom0.9%
- 🇺🇾 Uruguay0.54%
- 🇮🇱 Israel0.45%
- 🇨🇭 Switzerland0.21%
- 🇫🇷 France0.02%
- 🇫🇮 Finland0.01%
- 🇬🇮 Gibraltar0%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.83%
61 out of 111 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.2% | 18.77% | $1.73 |
 PLD | 0.08% | 3.22% | $3.66 |
 PFE | 0.08% | 6.37% | $1.66 |
 NKE | 0.05% | 1.96% | $1.45 |
 INTC | 0.04% | 2.57% | $0.5 |
 FRCB | 0.04% | 16875% | $1.08 |
 DIS | 0.04% | 0.88% | $0.75 |
 GOLD.BARRICK | 0.03% | 2.47% | $0.4 |
 BP.L | 0.03% | 5.62% | $0.23 |
 OXY | 0.03% | 1.89% | $0.8 |
 BABA | 0.02% | 0.99% | $0.98 |
 QQQ | 0.02% | 0.64% | - |
 EMR | 0.02% | 1.62% | $2.1 |
 JNJ | 0.02% | 3.26% | $4.81 |
 VIG | 0.02% | 1.73% | - |
 AAPL | 0.02% | 0.53% | $0.97 |
 LLY | 0.02% | 0.67% | $4.86 |
 VOO | 0.01% | 1.26% | - |
 MSFT | 0.01% | 0.76% | $3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BN.US | 0.01% | 0.53% | $0.3 |
 EXPI | 0.01% | 1.76% | $0.2 |
 PAYC | 0.01% | 0.72% | $1.5 |
 CNR | 0% | 0.55% | $1.1 |
 LGEN.L | 0% | 8.52% | $0.2 |
 AV.L | 0% | 6.67% | $0.33 |
 TRIG.L | 0% | 8.61% | $0.07 |
 RIO.L | 0% | 6.91% | $3.41 |
 OSB.L | 0% | 7.72% | $0.32 |
 TLT | 0% | 1.42% | - |
 SHEL.L | 0% | 4.08% | $0.8 |
 PG | 0% | 2.43% | $3.83 |
 TGT | 0% | 3.23% | $4.42 |
 IJR | 0% | 3.84% | - |
 TSCO.L | 0% | 3.36% | $0.12 |
 ADM | 0% | 3.9% | $1.9 |
 NESTE.HE | 0% | 9.73% | $1.2 |
 MIDD.L | 0% | 2.59% | - |
 SSE.L | 0% | 3.75% | $0.6 |
 SAN.PA | 0% | 3.61% | $3.76 |
 0968.HK | 0% | 7.89% | $0.23 |
 KO | 0% | 3.06% | $1.89 |
 ISTB | 0% | 1.36% | - |
 GSK.L | 0% | 4.35% | $0.59 |
 TLH | 0% | 1.39% | - |
 IJH | 0% | 1.65% | - |
 CSCO | 0% | 2.64% | $1.58 |
 ISF.L | 0% | 2.37% | - |
 AZN.L | 0% | 2.06% | $2.28 |
 ABF.L | 0% | 2.83% | $0.54 |
 NVDA | 0% | 0.03% | $0.02 |
 QCOM | 0% | 1.97% | $3.25 |
 NXT.L | 0% | 2.17% | $2.07 |
 XLF | 0% | 1.48% | - |
 DGE.L | 0% | 3.31% | $0.81 |
 SPGI | 0% | 0.71% | $3.62 |
 V | 0% | 0.65% | $2.01 |
 XBI | 0% | 1.41% | - |
 GRG.L | 0% | 0.88% | $0.6 |
 0700.HK | 0% | 0.85% | $3.4 |
 GOOGL | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
SSE.L | Pay Day | Feb 27 | $0.27 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
LLY | Pay Day | Mar 10 | $1.50 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.86% | May 2021 | Nov 2024 | 42 |
-14.27% | Jan 2020 | Sep 2020 | 8 |
-3.86% | Sep 2019 | Nov 2019 | 2 |
-2.9% | Feb 2021 | Apr 2021 | 2 |
-1.35% | Oct 2020 | Nov 2020 | 1 |