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-1.01%
Today
-1.01%
This Month
+3.18%
Year To Date
+23.82%
2 Years
+55.09%
5 Years
+11.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.52%
- 💵 Cash33.6%
- ⛏️ Energy Minerals11.81%
- 📊 ETFs3.43%
- 🧬 Health Technology2.68%
- 🖥️ Technology Services2.46%
- 💻 Electronic Technology2.13%
- 🛍️ Retail Trade1.26%
- 💰 Finance1.15%
- 🚗 Consumer Durables0.75%
- 🍞 Consumer Non Durables0.52%
- 💼 Commercial Services0.51%
- 🛠️ Producer Manufacturing0.47%
- 📡 Communications0.26%
- 📈 Indexes0.24%
- 🌾 Commodities0.19%
- 🚚 Transportation0.16%
- 💇♀️ Consumer Services0.09%
- 🧪 Process Industries0.02%
- 🪨 Non Energy Minerals0.01%
- ❓ Other0.01%
- 🏭 Industrial Services0.01%
- ⚡ Utilities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.52%
- 🇬🇧 LSE12.89%
- 🇺🇸 Nasdaq8.46%
- 🇺🇸 NYSE3.55%
- 🇩🇪 FRA1.44%
- 🇩🇪 Xetra ETFs1.07%
- 🌍 CFD0.24%
- 🌍 Commodity0.19%
- 🇦🇺 Sydney0.11%
- 🇫🇷 Euronext Paris0.06%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇧🇪 Euronext Brussels0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇳🇱 Euronext Amsterdam0.01%
- 🇮🇹 Borsa Italiana0.01%
- 🌍 Extended Hours Trading0.01%
- 🇨🇭 SIX0.01%
- 🇳🇴 Oslo Stock Exchange0%
- 🇦🇪 Dubai Financial Market0%
- 🇸🇦 Tadawul0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇸🇪 Stockholm Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom11.89%
- 🇺🇸 United States8.98%
- 🇩🇪 Germany1.44%
- 🇨🇦 Canada0.96%
- 🇯🇵 Japan0.5%
- 🇦🇺 Australia0.11%
- 🇨🇳 China0.1%
- 🇬🇷 Greece0.06%
- 🇫🇷 France0.06%
- 🇧🇪 Belgium0.03%
- 🇪🇸 Spain0.03%
- 🇳🇱 Netherlands0.02%
- 🇮🇪 Ireland0.02%
- 🇭🇰 Hong Kong0.02%
- 🇮🇹 Italy0.01%
- 🇨🇱 Chile0.01%
- 🇱🇺 Luxembourg0.01%
- 🇨🇭 Switzerland0.01%
- 🇺🇾 Uruguay0.01%
- 🇳🇴 Norway0%
- 🇸🇦 Saudi Arabia0%
- 🇮🇳 India0%
- 🇩🇰 Denmark0%
- 🇰🇿 Kazakhstan0%
- 🇸🇪 Sweden0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
1.16%
104 out of 215 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.66% | 5.62% | $0.23 |
 FRCB | 0.34% | 16875% | $1.08 |
 SHA0.DE | 0.04% | 10.45% | $0.45 |
 PAH3.DE | 0.03% | 6.73% | $2.56 |
 WDI.DE | 0.03% | 1129.94% | $0.2 |
 SMFG | 0.01% | 2.55% | $0.29 |
 INTC | 0.01% | 2.57% | $0.5 |
 VOO | 0.01% | 1.26% | - |
 SHIP | 0% | 8.08% | $0.1 |
 SPY5.L | 0% | 1.04% | - |
 VONG | 0% | 0.52% | - |
 LHA.DE | 0% | 4.79% | $0.3 |
 ADS.DE | 0% | 0.28% | $0.7 |
 WHC.ASX | 0% | 3.27% | $0.49 |
 IEP | 0% | 35.93% | $4 |
 OXY | 0% | 1.89% | $0.8 |
 1109.HK | 0% | 6.74% | $1.58 |
 CBA.ASX | 0% | 2.89% | $4.55 |
 ITX.MC | 0% | 2.36% | $1.11 |
 LSEG.L | 0% | 1% | $1.15 |
 EMIRATESNBD.AE | 0% | 9.58% | - |
 DIS | 0% | 0.88% | $0.75 |
 UCG.MI | 0% | 4.11% | $1.8 |
 0762.HK | 0% | 5.89% | $0.37 |
 SQM | 0% | 3.45% | $1.36 |
 ENI.MI | 0% | 7.09% | $0.94 |
 SAOC | 0% | 6.74% | $1.87 |
 FMC | 0% | 4.16% | $2.32 |
 BBY.L | 0% | 2.55% | $0.12 |
 MTS.MC | 0% | 1.92% | $0.44 |
 JPM | 0% | 1.8% | $4.4 |
 AALB.NV | 0% | 3.29% | $1.13 |
 F | 0% | 7.74% | $0.78 |
 GNC.L | 0% | 1.04% | - |
 ISF.L | 0% | 2.37% | - |
 NVDA | 0% | 0.03% | $0.02 |
 NESN.ZU | 0% | 3.86% | $3 |
 FDX | 0% | 2.04% | $5.16 |
 ELE.MC | 0% | 3.78% | $0.81 |
 V | 0% | 0.65% | $2.01 |
 ASML.NV | 0% | 0.89% | $6.1 |
 AAPL | 0% | 0.53% | $0.97 |
 VOW.DE | 0% | 8.88% | $9 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 OR.PA | 0% | 1.85% | $6.6 |
 BKNG | 0% | 0.74% | $17.5 |
 BABA | 0% | 0.99% | $0.98 |
 GOOG | 0% | 0.29% | $0.2 |
 MA | 0% | 0.49% | $2.46 |
 AIR.PA | 0% | 1.08% | $1.8 |
 RYAAY | 0% | 1.8% | $0.93 |
 DHR | 0% | 0.48% | $1.05 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 NTDOY | 0% | 1.08% | $0.24 |
 TRIG.L | 0% | 8.61% | $0.07 |
 GOOGL | 0% | 0.29% | $0.2 |
 QQQ | 0% | 0.64% | - |
 NKE | 0% | 1.96% | $1.45 |
 LUV | 0% | 2.34% | $0.72 |
 MDLZ | 0% | 3.09% | $1.7 |
 BRBY.L | 0% | 5.12% | $0.61 |
 EZJ.L | 0% | 0.88% | $0.05 |
 HSBA.L | 0% | 5.73% | $0.49 |
 KAP.L | 0% | 6.86% | - |
 ARKI.L | 0% | 4.25% | - |
 IBE.MC | 0% | 3.46% | $0.45 |
 VIE.PA | 0% | 4.53% | $1.25 |
 RCL | 0% | 0.36% | - |
 MCD | 0% | 2.35% | $6.53 |
 GRMN | 0% | 1.38% | $3.71 |
 MKS.L | 0% | 0.9% | $0.03 |
 MAERSKB.CO | 0% | 4.86% | $515 |
 JKS | 0% | 14.25% | $1.48 |
 ULVR.L | 0% | 3.17% | $1.47 |
 UI | 0% | 0.59% | $2.4 |
 ANA.MC | 0% | 3.64% | $3.65 |
 SIE.DE | 0% | 2.52% | $4.7 |
 CSX | 0% | 1.46% | $0.46 |
 TROW | 0% | 4.24% | $4.92 |
 MU | 0% | 0.5% | $0.46 |
 EWY | 0% | 2.4% | - |
 SSE.L | 0% | 3.75% | $0.6 |
 MIDD.L | 0% | 2.59% | - |
 TTST.L | 0% | 2.4% | $0.41 |
 ARGT | 0% | 2.2% | - |
 BCC | 0% | 0.65% | $0.8 |
 AZN.L | 0% | 2.06% | $2.28 |
 NUE | 0% | 1.69% | $2.13 |
 UDVD.L | 0% | 1.89% | - |
 PRY.MI | 0% | 1.04% | $0.7 |
 ETN | 0% | 1.15% | $3.6 |
 CRM | 0% | 0.47% | $0.4 |
 SPY.EXT | 0% | 1.31% | - |
 LOW | 0% | 1.75% | $4.45 |
 0700.HK | 0% | 0.85% | $3.4 |
 CP | 0% | 0.66% | $0.56 |
 NIBEB.ST | 0% | 1.45% | $0.65 |
 SONY | 0% | 0.41% | $0.49 |
 CARR | 0% | 1.22% | $0.76 |
 INBK | 0% | 0.74% | $0.24 |
 QQQ.EXT | 0% | 0.64% | - |
 WAB | 0% | 0.38% | $0.74 |
 ORSTED.CO | 0% | 0.46% | - |
 INTU | 0% | 0.65% | $3.6 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Pay Day | Feb 5 | $1.15 |
GNC.L | Pay Day | Feb 6 | $0.02 |
MA | Pay Day | Feb 7 | $0.76 |
CARR | Pay Day | Feb 7 | $0.22 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
NUE | Pay Day | Feb 11 | $0.55 |
AAPL | Pay Day | Feb 13 | $0.25 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
SSE.L | Pay Day | Feb 27 | $0.27 |
V | Pay Day | Mar 3 | $0.59 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
GRMN | Pay Day | Mar 28 | $0.75 |
CP | Ex-Dividend | Mar 28 | $0.13 |
CP | Pay Day | Apr 28 | $0.13 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.4/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
2.62
2.62
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
2.62
2.62
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.14% | May 2021 | - | 45 |
-43.91% | Dec 2019 | Jan 2021 | 13 |
-17.16% | Sep 2018 | Jul 2019 | 10 |
-3.54% | Aug 2019 | Nov 2019 | 3 |