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-0.1%
Today
-0.1%
This Month
+2.79%
Year To Date
-27.65%
2 Years
-73.8%
5 Years
-33.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash16.24%
- 💰 Finance12.46%
- 📊 ETFs8.83%
- 🛍️ Retail Trade6.91%
- 🪨 Non Energy Minerals5.46%
- 🚗 Consumer Durables5.24%
- 💻 Electronic Technology5.18%
- ⛏️ Energy Minerals5.01%
- 🖥️ Technology Services4.68%
- 🧪 Process Industries3.29%
- 🧬 Health Technology2.8%
- 🪙 Cryptocurrencies2.59%
- 🍞 Consumer Non Durables2.52%
- 💇♀️ Consumer Services1.96%
- 🏥 Health Services1.78%
- 🛠️ Producer Manufacturing1.35%
- 📡 Communications1.2%
- 🏭 Industrial Services1.13%
- 🚚 Transportation1.05%
- 💼 Commercial Services1%
- 📦 Distribution Services0.81%
- ⚡ Utilities0.75%
- 🧩 Miscellaneous0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.72%
- 🇺🇸 Nasdaq15.85%
- 🇬🇧 LSE8.29%
- 🇩🇪 FRA5.95%
- 🌍 Digital Currency2.59%
- 🇭🇰 Hong Kong Exchanges2.51%
- 🇫🇷 Euronext Paris2%
- 🇸🇦 Tadawul1.78%
- 🇳🇱 Euronext Amsterdam1.75%
- 🇺🇸 Chicago Board Options Exchange1.17%
- 🇮🇹 Borsa Italiana1.08%
- 🇨🇭 SIX0.54%
- 🇧🇪 Euronext Brussels0.42%
- 🇦🇺 Sydney0.4%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇩🇰 Copenhagen Stock Exchange0.26%
- 🇫🇮 Helsinki Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.32%
- 🇬🇧 United Kingdom7.01%
- 🇩🇪 Germany6.21%
- 🇨🇦 Canada2.84%
- 🇳🇱 Netherlands2.62%
- 🇫🇷 France2%
- 🇮🇱 Israel1.86%
- 🇸🇦 Saudi Arabia1.78%
- 🇨🇳 China1.52%
- 🇭🇰 Hong Kong1.51%
- 🇧🇲 Bermuda0.54%
- 🇹🇼 Taiwan0.53%
- 🇨🇭 Switzerland0.49%
- 🇧🇪 Belgium0.42%
- 🇦🇺 Australia0.4%
- 🇪🇸 Spain0.32%
- 🇮🇳 India0.31%
- 🇩🇰 Denmark0.28%
- 🇸🇪 Sweden0.27%
- 🇮🇹 Italy0.21%
- 🇧🇷 Brazil0.21%
- 🇮🇪 Ireland0.19%
- 🇰🇾 Cayman Islands0.16%
- 🇷🇺 Russia0.15%
- 🇫🇮 Finland0.14%
- 🇨🇴 Colombia0.12%
- 🇸🇬 Singapore0.06%
- 🇦🇹 Austria0.05%
- 🇰🇷 South Korea0.05%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
4.2%
209 out of 274 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 1.48% | 9112.79% | $1.49 |
 EVR.L | 0.2% | 17.85% | - |
 SAOC | 0.12% | 6.74% | $1.87 |
 STLAM.MI | 0.1% | 12.01% | $1.55 |
 VOW3.DE | 0.1% | 9.21% | $9.06 |
 MNODL.L | 0.09% | 473.72% | - |
 00001.HK | 0.09% | 6.28% | $2.53 |
 PAH3.DE | 0.08% | 6.73% | $2.56 |
 PLUS.L | 0.08% | 5.34% | $1.33 |
 HFD.L | 0.08% | 5.69% | $0.1 |
 OGZDL.L | 0.07% | 67.74% | - |
 PROX.BR | 0.07% | 15.64% | $0.84 |
 IIPR | 0.07% | 10.49% | $7.34 |
 MPW | 0.06% | 9.81% | $0.6 |
 RUI.PA | 0.05% | 7.84% | $1.98 |
 DVN | 0.04% | 4.25% | $2.05 |
 RWT | 0.04% | 10.23% | $0.64 |
 3988.HK | 0.04% | 6.47% | $0.26 |
 HEI.DE | 0.04% | 2.2% | $3 |
 IGG.L | 0.04% | 4.57% | $0.46 |
 FMG.ASX | 0.03% | 10.3% | $2.08 |
 ENB | 0.03% | 6.31% | $2.66 |
 NN.NV | 0.03% | 7.58% | $3.2 |
 O | 0.03% | 5.73% | $3.09 |
 BCE | 0.03% | 12.41% | $2.9 |
 SIRI | 0.03% | 4.46% | $0.1 |
 INGA.NV | 0.03% | 6.89% | $1.11 |
 0998.HK | 0.03% | 6.79% | $0.38 |
 PBR.A | 0.02% | 11.71% | $2.21 |
 ADM | 0.02% | 3.9% | $1.9 |
 BBY | 0.02% | 4.38% | $3.72 |
 AMGN | 0.02% | 3.2% | $8.76 |
 MGA | 0.02% | 4.87% | $1.88 |
 PM | 0.02% | 4.07% | $5.2 |
 NTR | 0.02% | 4.27% | $2.14 |
 CVX | 0.02% | 4.42% | $6.28 |
 AMT | 0.02% | 3.5% | $6.56 |
 ABR | 0.02% | 12.85% | $1.72 |
 HST | 0.02% | 4.79% | $0.78 |
 JDEP.NV | 0.02% | 4.14% | $0.7 |
 PFE | 0.02% | 6.37% | $1.66 |
 HSBC | 0.01% | 5.78% | $3.03 |
 MS | 0.01% | 2.62% | $3.4 |
 UPS | 0.01% | 5.71% | $6.5 |
 LKOD.L | 0.01% | 76.06% | - |
 WPP.L | 0.01% | 5.1% | $0.39 |
 NESTE.HE | 0.01% | 9.73% | $1.2 |
 RIO | 0.01% | 7.18% | $4.34 |
 PRU | 0.01% | 4.31% | $5.1 |
 DHL.DE | 0.01% | 5.33% | $1.85 |
 TROW | 0.01% | 4.24% | $4.92 |
 TNK | 0.01% | 2.39% | $1 |
 NKE | 0.01% | 1.96% | $1.45 |
 MOS | 0.01% | 3.05% | $0.82 |
 NXST | 0.01% | 4.52% | $6.08 |
 DG.US | 0.01% | 3.32% | $2.36 |
 OHI | 0.01% | 7.23% | $2.68 |
 CCI | 0.01% | 7.01% | $6.26 |
 MDLZ | 0.01% | 3.09% | $1.7 |
 SU | 0.01% | 4.35% | $1.59 |
 HUSQB.ST | 0.01% | 5.05% | $3 |
 NESN.ZU | 0.01% | 3.86% | $3 |
 LYB | 0.01% | 6.96% | $5.09 |
 HD | 0.01% | 2.18% | $8.52 |
 ENEL.MI | 0.01% | 6.28% | $0.43 |
 FMC | 0.01% | 4.16% | $2.32 |
 STX.US | 0.01% | 2.95% | $2.8 |
 SIX2.DE | 0.01% | 4.95% | $3.9 |
 CMCSA | 0.01% | 3.74% | $1.2 |
 ALB | 0.01% | 1.91% | $1.6 |
 VZ | 0.01% | 6.82% | $2.66 |
 TEP.PA | 0.01% | 4.25% | $3.85 |
 TGT | 0.01% | 3.23% | $4.42 |
 P911.DE | 0.01% | 3.74% | $2.31 |
 GNS.L | 0.01% | 1.68% | $0.32 |
 FCX | 0.01% | 1.67% | $0.6 |
 AKE.PA | 0.01% | 4.54% | $3.5 |
 AESI | 0.01% | 3.66% | $0.78 |
 AKZA.NV | 0.01% | 3.57% | $1.98 |
 CUBE | 0.01% | 4.92% | $2.02 |
 GS | 0.01% | 1.83% | $11 |
 EOG | 0.01% | 2.95% | $5.06 |
 AALB.NV | 0.01% | 3.29% | $1.13 |
 CRDA.L | 0.01% | 3.27% | $1.09 |
 HUM | 0.01% | 1.21% | $3.54 |
 HPQ | 0.01% | 3.48% | $1.1 |
 CAG | 0.01% | 5.41% | $1.4 |
 GPRK | 0.01% | 6.3% | $0.55 |
 VICI | 0.01% | 5.69% | $1.66 |
 PMT | 0.01% | 11.76% | $1.6 |
 IBE.MC | 0.01% | 3.46% | $0.45 |
 HDV | 0.01% | 3.91% | - |
 TXN | 0.01% | 2.88% | $5.14 |
 HASI | 0.01% | 5.93% | $1.62 |
 KEY | 0.01% | 4.56% | $0.82 |
 BAS.DE | 0.01% | 7.31% | $3.4 |
 HAL | 0.01% | 2.61% | $0.66 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 MSFT | 0.01% | 0.76% | $3 |
 SHEL.L | 0.01% | 4.08% | $0.8 |
 LHX | 0.01% | 2.19% | $4.6 |
 AV.L | 0.01% | 6.67% | $0.33 |
 BMY | 0.01% | 4.11% | $2.34 |
 RF | 0% | 3.98% | $0.96 |
 VIE.PA | 0% | 4.53% | $1.25 |
 TSM | 0% | 0.93% | $1.74 |
 ALLY | 0% | 3.08% | $1.2 |
 CWEN | 0% | 6.38% | $1.6 |
 NEE | 0% | 2.88% | $1.97 |
 BABA | 0% | 0.99% | $0.98 |
 BWA | 0% | 1.38% | $0.44 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 RITM | 0% | 8.69% | $1 |
 DELL | 0% | 1.72% | $1.63 |
 T | 0% | 4.68% | $1.11 |
 TSCO | 0% | 1.62% | $4.26 |
 UNH | 0% | 1.51% | $7.74 |
 AGI | 0% | 0.49% | $0.1 |
 TTE.PA | 0% | 5.61% | $3.06 |
 MDT.US | 0% | 3.07% | $2.77 |
 KO | 0% | 3.06% | $1.89 |
 WMT | 0% | 0.85% | $0.81 |
 IRE.MI | 0% | 5.69% | $0.11 |
 SKM | 0% | 5.34% | $0.83 |
 BLV | 0% | 1.57% | - |
 UUP | 0% | 4.46% | - |
 BAM | 0% | 2.57% | $1.41 |
 KR | 0% | 2.03% | $1.16 |
 ACX.MC | 0% | 5.17% | $0.5 |
 TECN.ZU | 0% | 1.27% | $3 |
 ABBV | 0% | 3.42% | $6.06 |
 SIE.DE | 0% | 2.52% | $4.7 |
 SAN.PA | 0% | 3.61% | $3.76 |
 GOOG | 0% | 0.29% | $0.2 |
 GM | 0% | 0.97% | $0.42 |
 MU | 0% | 0.5% | $0.46 |
 BLK | 0% | 1.91% | $20.2 |
 INTC | 0% | 2.57% | $0.5 |
 ISF.L | 0% | 2.37% | - |
 TWEKA.NV | 0% | 4.77% | $1.7 |
 META | 0% | 0.29% | $1 |
 JD.L | 0% | 1.04% | $0.01 |
 MCD | 0% | 2.35% | $6.53 |
 DBRG | 0% | 0.36% | $0.04 |
 EVO.ST | 0% | 3.61% | $31.03 |
 ACWI | 0% | 1.76% | - |
 DPZ | 0% | 1.34% | $5.44 |
 EWJ | 0% | 3.12% | - |
 QSR | 0% | 3.85% | $2.26 |
 GDXJ | 0% | 2.3% | - |
 IFX.DE | 0% | 1.09% | $0.35 |
 CI | 0% | 1.94% | $5.26 |
 MA | 0% | 0.49% | $2.46 |
 STLD | 0% | 1.44% | $1.77 |
 AAPL | 0% | 0.53% | $0.97 |
 ULVR.L | 0% | 3.17% | $1.47 |
 ATHM.CH | 0% | 6% | $1.68 |
 NOC | 0% | 1.65% | $7.67 |
 BNZL.L | 0% | 2.04% | $0.68 |
 SAN | 0% | 2.95% | $0.13 |
 GOVT | 0% | 1.19% | - |
 NOMD | 0% | 3.47% | $0.3 |
 SWKS | 0% | 3.11% | $2.72 |
 SBMO.NV | 0% | 4.22% | $0.77 |
 SAP | 0% | 0.63% | $1.73 |
 MRK | 0% | 3.2% | $3.04 |
 ANA.MC | 0% | 3.64% | $3.65 |
 GE | 0% | 0.55% | $0.44 |
 DG.PA | 0% | 4.31% | $4.5 |
 VPK.NV | 0% | 3.4% | $1.5 |
 RIGD.L | 0% | 0.34% | $0.18 |
 WHC.ASX | 0% | 3.27% | $0.49 |
 GLE.PA | 0% | 2.88% | $0.9 |
 QQQ | 0% | 0.64% | - |
 RHM.DE | 0% | 0.76% | $5.7 |
 MPCC.OL | 0% | 26.79% | $5.9 |
 LOW | 0% | 1.75% | $4.45 |
 CSL | 0% | 0.99% | $3.4 |
 C | 0% | 2.71% | $2.12 |
 XOM | 0% | 3.63% | $3.76 |
 BP.L | 0% | 5.62% | $0.23 |
 IJJ | 0% | 2% | - |
 NTES | 0% | 2.37% | $2.58 |
 CVE | 0% | 3.48% | $0.44 |
 EWW | 0% | 6.47% | - |
 WFC | 0% | 1.97% | $1.4 |
 HYG | 0% | 1.81% | - |
 IEMG | 0% | 4.39% | - |
 MC.PA | 0% | 1.85% | $13 |
 EWY | 0% | 2.4% | - |
 00285.HK | 0% | 1.4% | $0.59 |
 GD | 0% | 2.21% | $5.48 |
 TRU | 0% | 0.42% | $0.42 |
 LQD | 0% | 1.45% | - |
 QCOM | 0% | 1.97% | $3.25 |
 BTU | 0% | 1.65% | $0.3 |
 TLT | 0% | 1.42% | - |
 ICLN | 0% | 2.01% | - |
 NVO | 0% | 1.21% | $0.98 |
 GEHC | 0% | 0.14% | $0.12 |
 HCC | 0% | 0.61% | $0.3 |
 LNG | 0% | 0.84% | $1.7 |
 3800.HK | 0% | 0.9% | - |
 WCC | 0% | 0.89% | $1.58 |
 YINN | 0% | 0.36% | - |
 SRT.DE | 0% | 0.32% | $0.73 |
 DIM.PA | 0% | 0.31% | $0.69 |
 NVDA | 0% | 0.03% | $0.02 |
 PSH.L | 0% | 0.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
C | Ex-Dividend | Feb 3 | $0.56 |
FCX | Pay Day | Feb 3 | $0.15 |
BMY | Pay Day | Feb 3 | $0.62 |
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
GD | Pay Day | Feb 7 | $1.42 |
LNG | Ex-Dividend | Feb 7 | $0.50 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
OHI | Ex-Dividend | Feb 10 | $0.67 |
NOMD | Ex-Dividend | Feb 10 | $0.17 |
TXN | Pay Day | Feb 11 | $1.36 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
NXST | Ex-Dividend | Feb 12 | $1.86 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
PSH.L | Ex-Dividend | Feb 13 | $0.16 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ABBV | Pay Day | Feb 14 | $1.64 |
KR | Ex-Dividend | Feb 14 | $0.32 |
ALLY | Pay Day | Feb 14 | $0.30 |
MS | Pay Day | Feb 14 | $0.92 |
GEHC | Pay Day | Feb 14 | $0.04 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
O | Pay Day | Feb 14 | $0.26 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
OHI | Pay Day | Feb 18 | $0.67 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
LNG | Pay Day | Feb 21 | $0.50 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SIRI | Pay Day | Feb 25 | $0.27 |
NXST | Pay Day | Feb 26 | $1.86 |
NOMD | Pay Day | Feb 26 | $0.17 |
CAG | Pay Day | Feb 27 | $0.35 |
SIMO | Pay Day | Feb 27 | $0.50 |
C | Pay Day | Feb 28 | $0.56 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
KR | Pay Day | Mar 1 | $0.32 |
ENB | Pay Day | Mar 1 | $0.67 |
IGG.L | Pay Day | Mar 3 | $0.17 |
CSL | Pay Day | Mar 3 | $1.00 |
KEY | Ex-Dividend | Mar 4 | $0.20 |
CI | Ex-Dividend | Mar 5 | $1.51 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
GM | Ex-Dividend | Mar 7 | $0.12 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
MSFT | Pay Day | Mar 13 | $0.83 |
KEY | Pay Day | Mar 14 | $0.20 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
MOS | Pay Day | Mar 20 | $0.22 |
GM | Pay Day | Mar 20 | $0.12 |
CI | Pay Day | Mar 20 | $1.51 |
PSH.L | Pay Day | Mar 21 | $0.16 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
GS | Pay Day | Mar 28 | $3.00 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
HPQ | Pay Day | Apr 2 | $0.29 |
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 |
AKZA.NV | Ex-Dividend | Apr 29 | $1.61 |
AKZA.NV | Pay Day | May 7 | $1.61 |
Performance Metrics
Score 2.1/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
-1.54
-1.54
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.54
-1.54
-2
1
2
3
3
Jensen's Alpha
-36.69
-36.69
-37
0
2
4.5
4.5
Omega Ratio
0.19
0.19
0
1
1.5
2.5
2.5
Treynor Ratio
-4.96
-4.96
-5
0.75
1.25
2
2
Information Ratio
-1.93
-1.93
-2
0.3
0.6
1
1
Calmar Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
-1.54
-1.54
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.54
-1.54
-2
1
2
3
3
Jensen's Alpha
-36.69
-36.69
-37
0
2
4.5
4.5
Omega Ratio
0.19
0.19
0
1
1.5
2.5
2.5
Treynor Ratio
-4.96
-4.96
-5
0.75
1.25
2
2
Information Ratio
-1.93
-1.93
-2
0.3
0.6
1
1
Calmar Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.3% | Dec 2021 | - | 39 |