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-0.5%
Today
-0.5%
This Month
+3.18%
Year To Date
+52.44%
2 Years
-22.96%
5 Years
-10.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.53%
- 📊 ETFs13.34%
- 🖥️ Technology Services12.52%
- 💻 Electronic Technology10.18%
- 🍞 Consumer Non Durables6.03%
- 🚗 Consumer Durables5.6%
- 🧬 Health Technology5.19%
- 🛍️ Retail Trade3.77%
- 💵 Cash3.11%
- 💰 Finance2.77%
- 🪨 Non Energy Minerals2.61%
- ⛏️ Energy Minerals2.5%
- 💼 Commercial Services2.25%
- 🚚 Transportation1.78%
- 🛠️ Producer Manufacturing1.67%
- 💇♀️ Consumer Services1.35%
- 🧪 Process Industries1.04%
- 🏭 Industrial Services0.6%
- ⚡ Utilities0.38%
- 🏥 Health Services0.36%
- 📡 Communications0.29%
- 🧩 Miscellaneous0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.46%
- 🇺🇸 NYSE30.25%
- 🌍 Digital Currency22.53%
- 🇭🇰 Hong Kong Exchanges3.02%
- 🇬🇧 LSE2.3%
- 🇩🇪 FRA1.46%
- 🇦🇺 Sydney1.34%
- 🇪🇸 Bolsa De Madrid0.77%
- 🇫🇷 Euronext Paris0.72%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇳🇱 Euronext Amsterdam0.58%
- 🇺🇸 Chicago Board Options Exchange0.37%
- 🇮🇹 Borsa Italiana0.23%
- 🇩🇪 Xetra ETFs0.18%
- 🇸🇦 Tadawul0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.63%
- 🇨🇳 China4.69%
- 🇮🇹 Italy1.86%
- 🇩🇪 Germany1.46%
- 🇦🇺 Australia1.34%
- 🇯🇵 Japan1.32%
- 🇳🇱 Netherlands1.31%
- 🇬🇧 United Kingdom1.2%
- 🇩🇰 Denmark1.04%
- 🇫🇷 France0.72%
- 🇮🇱 Israel0.7%
- 🇪🇸 Spain0.46%
- 🇹🇼 Taiwan0.38%
- 🇨🇦 Canada0.3%
- 🇧🇷 Brazil0.26%
- 🇰🇾 Cayman Islands0.25%
- 🇸🇦 Saudi Arabia0.1%
- 🇮🇪 Ireland0.09%
- 🇷🇺 Russia0.03%
Dividends
Dividend Yield
1.23%
96 out of 186 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO.ASX | 0.08% | 7.79% | $6.54 |
 PFE | 0.07% | 6.37% | $1.66 |
 MOV | 0.06% | 7.32% | $1.4 |
 O | 0.05% | 5.73% | $3.09 |
 UPS | 0.05% | 5.71% | $6.5 |
 HSY | 0.04% | 3.67% | $5.12 |
 FF | 0.04% | 4.4% | $0.24 |
 TLT | 0.03% | 1.42% | - |
 SCHD | 0.03% | 3.8% | - |
 KO | 0.03% | 3.06% | $1.89 |
 MSFT | 0.03% | 0.76% | $3 |
 PEP | 0.03% | 3.54% | $5.15 |
 MRK | 0.02% | 3.2% | $3.04 |
 BMW.DE | 0.02% | 7.62% | $6 |
 TSN | 0.02% | 3.51% | $1.96 |
 JNJ | 0.02% | 3.26% | $4.81 |
 EVR.L | 0.02% | 17.85% | - |
 PBR.A | 0.02% | 11.71% | $2.21 |
 VZ | 0.02% | 6.82% | $2.66 |
 VWO | 0.02% | 9.6% | - |
 02386.HK | 0.02% | 6.58% | $0.38 |
 SHEL.L | 0.02% | 4.08% | $0.8 |
 0386.HK | 0.02% | 8.9% | $0.37 |
 PBR | 0.02% | 18.77% | $1.73 |
 3988.HK | 0.02% | 6.47% | $0.26 |
 PLS.ASX | 0.01% | 8.69% | $0.25 |
 XOM | 0.01% | 3.63% | $3.76 |
 NKE | 0.01% | 1.96% | $1.45 |
 PLD | 0.01% | 3.22% | $3.66 |
 MDLZ | 0.01% | 3.09% | $1.7 |
 RTX | 0.01% | 1.92% | $2.44 |
 GOOG | 0.01% | 0.29% | $0.2 |
 EXC | 0.01% | 3.8% | $1.48 |
 XLF | 0.01% | 1.48% | - |
 SSRM | 0.01% | 0.89% | $0.28 |
 OGZDL.L | 0.01% | 67.74% | - |
 OXY | 0.01% | 1.89% | $0.8 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 VGK | 0.01% | 4.26% | - |
 SHEL | 0.01% | 4.22% | $2.7 |
 MC.PA | 0.01% | 1.85% | $13 |
 ALLY | 0.01% | 3.08% | $1.2 |
 RACE | 0.01% | 0.64% | $2.64 |
 ITX.MC | 0.01% | 2.36% | $1.11 |
 PAH3.DE | 0.01% | 6.73% | $2.56 |
 BRBY.L | 0.01% | 5.12% | $0.61 |
 MBG.DE | 0.01% | 9% | $5.3 |
 GS | 0.01% | 1.83% | $11 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 EWJ | 0.01% | 3.12% | - |
 BOSS.DE | 0.01% | 2.98% | $1.35 |
 SAOC | 0.01% | 6.74% | $1.87 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 MCHI | 0.01% | 3.68% | - |
 WHC.ASX | 0.01% | 3.27% | $0.49 |
 ELV | 0.01% | 1.67% | $6.22 |
 IAPD.L | 0.01% | 6.42% | - |
 OCI.NV | 0.01% | 7.49% | $4.35 |
 CMCSA | 0% | 3.74% | $1.2 |
 FER.MC | 0% | 1.54% | $0.59 |
 ENG.MC | 0% | 9.59% | $1.41 |
 MONC.MI | 0% | 1.87% | $1.15 |
 NVO | 0% | 1.21% | $0.98 |
 2333.HK | 0% | 2.63% | $0.33 |
 ABT | 0% | 1.75% | $2.16 |
 WMT | 0% | 0.85% | $0.81 |
 TSM | 0% | 0.93% | $1.74 |
 BND | 0% | 1.3% | - |
 RCL | 0% | 0.36% | - |
 SDF.DE | 0% | 5.21% | $0.7 |
 JD.US | 0% | 1.82% | $0.74 |
 V | 0% | 0.65% | $2.01 |
 ASML | 0% | 0.77% | $5.57 |
 XLRE | 0% | 1.84% | - |
 CDI.PA | 0% | 2.01% | $13 |
 INDA | 0% | 0.78% | - |
 ICLN | 0% | 2.01% | - |
 EMB | 0% | 1.95% | - |
 YINN | 0% | 0.36% | - |
 JYSK.CO | 0% | 1.49% | $7.78 |
 ASM.NV | 0% | 0.48% | $2.75 |
 BABA | 0% | 0.99% | $0.98 |
 MA | 0% | 0.49% | $2.46 |
 ITWN.L | 0% | 2.57% | - |
 IWM | 0% | 1.23% | - |
 QQQ | 0% | 0.64% | - |
 NVDA | 0% | 0.03% | $0.02 |
 CVE | 0% | 3.48% | $0.44 |
 GBTC | 0% | 0.14% | $0.11 |
 META | 0% | 0.29% | $1 |
 RYAAY | 0% | 1.8% | $0.93 |
 ROSNL.L | 0% | 21.42% | - |
 TIP | 0% | 0.59% | - |
 IFX.DE | 0% | 1.09% | $0.35 |
 GDX | 0% | 1.03% | - |
 BAYN.DE | 0% | 0.51% | $0.11 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
V | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
ABT | Pay Day | Feb 14 | $0.59 |
ALLY | Pay Day | Feb 14 | $0.30 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
PFE | Pay Day | Mar 7 | $0.43 |
XOM | Pay Day | Mar 10 | $0.99 |
ELV | Ex-Dividend | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
SHEL | Pay Day | Mar 24 | $0.72 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
ELV | Pay Day | Mar 25 | $1.71 |
GS | Pay Day | Mar 28 | $3.00 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
CMCSA | Pay Day | Apr 23 | $0.33 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2.5/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.64
-0.64
-1
1
2
3
3
Jensen's Alpha
-16.67
-16.67
-17
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-1.49
-1.49
-2
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.64
-0.64
-1
1
2
3
3
Jensen's Alpha
-16.67
-16.67
-17
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-1.49
-1.49
-2
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.92% | Oct 2018 | - | 76 |