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-0.44%
Today
-0.44%
This Month
-9.7%
Year To Date
+66.45%
2 Years
-40.65%
5 Years
-8.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.22%
- 🖥️ Technology Services13.35%
- 🪙 Cryptocurrencies11.41%
- 🛠️ Producer Manufacturing8.93%
- 📦 Distribution Services4.6%
- 💇♀️ Consumer Services3.82%
- 💰 Finance2.28%
- 🚗 Consumer Durables2.27%
- 🧬 Health Technology2.07%
- 🛍️ Retail Trade0.88%
- 🧪 Process Industries0.05%
- 🍞 Consumer Non Durables0.04%
- 🚚 Transportation0.04%
- ⚡ Utilities0.02%
- ⛏️ Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.13%
- 🇺🇸 NYSE31.4%
- 🌍 Digital Currency11.41%
- 🇬🇧 LSE0.04%
- 🇦🇺 Sydney0.02%
- 🇳🇱 Euronext Amsterdam0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.82%
- 🇮🇱 Israel7.12%
- 🇨🇦 Canada1.7%
- 🇳🇴 Norway0.8%
- 🇬🇧 United Kingdom0.04%
- 🇨🇭 Switzerland0.02%
- 🇧🇲 Bermuda0.02%
- 🇦🇺 Australia0.02%
- 🇹🇼 Taiwan0.01%
- 🇨🇳 China0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇳🇱 Netherlands0.01%
Dividends
Dividend Yield
0.1%
24 out of 80 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.06% | 2.69% | $2.6 |
 OPRA | 0.03% | 4.26% | $0.78 |
 VRT | 0% | 0.1% | $0.06 |
 WBA | 0% | 9.73% | $1.46 |
 DEC.L | 0% | 5.23% | $1.83 |
 WEC | 0% | 3.42% | $3.23 |
 NEE | 0% | 2.88% | $1.97 |
 NVDA | 0% | 0.03% | $0.02 |
 STX.US | 0% | 2.95% | $2.8 |
 TRI.L | 0% | 2.36% | - |
 CMI | 0% | 1.96% | $6.72 |
 PG | 0% | 2.43% | $3.83 |
 BLK | 0% | 1.91% | $20.2 |
 LIN | 0% | 1.25% | $5.33 |
 APD | 0% | 2.12% | $7.04 |
 TSM | 0% | 0.93% | $1.74 |
 TNC | 0% | 1.33% | $1.11 |
 MU | 0% | 0.5% | $0.46 |
 MSFT | 0% | 0.76% | $3 |
 ASML.NV | 0% | 0.89% | $6.1 |
 AAPL | 0% | 0.53% | $0.97 |
 BMI | 0% | 0.57% | $1.08 |
 RLX | 0% | 0.36% | $0.01 |
 GOOG | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
AAPL | Pay Day | Feb 13 | $0.25 |
WEC | Ex-Dividend | Feb 14 | $0.89 |
PG | Pay Day | Feb 18 | $1.01 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
DEC.L | Ex-Dividend | Feb 27 | $0.29 |
WEC | Pay Day | Mar 1 | $0.89 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
DEC.L | Pay Day | Mar 31 | $0.29 |
APD | Ex-Dividend | Apr 1 | $1.79 |
TSM | Pay Day | Apr 10 | $0.69 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 2.5/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-15.23
-15.23
-16
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-15.23
-15.23
-16
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.08% | Jan 2021 | - | 49 |
-39.06% | Feb 2020 | Aug 2020 | 6 |
-21.57% | Sep 2020 | Nov 2020 | 2 |