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+2.69%
Today
+20.4%
This Month
+35.89%
Year To Date
+42.16%
2 Years
+72.2%
5 Years
+9.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.68%
- 💵 Cash7.15%
- 🌾 Commodities5.85%
- 💻 Electronic Technology4.61%
- 🖥️ Technology Services4.21%
- 🧬 Health Technology2.48%
- 📊 ETFs0.79%
- 💰 Finance0.5%
- 🛍️ Retail Trade0.42%
- 🧪 Process Industries0.36%
- 💇♀️ Consumer Services0.23%
- 🛠️ Producer Manufacturing0.15%
- ⛏️ Energy Minerals0.08%
- 🪨 Non Energy Minerals0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.68%
- 🇺🇸 Nasdaq7.65%
- 🇺🇸 NYSE5.88%
- 🌍 Commodity5.85%
- 🇬🇧 LSE0.16%
- 🇫🇷 Euronext Paris0.09%
- 🇨🇭 SIX0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.48%
- 🇨🇳 China0.59%
- 🇮🇪 Ireland0.24%
- 🇬🇧 United Kingdom0.24%
- 🇹🇼 Taiwan0.22%
- 🇩🇰 Denmark0.17%
- 🇮🇱 Israel0.09%
- 🇫🇷 France0.09%
- 🇨🇭 Switzerland0.09%
Dividends
Dividend Yield
0.1%
33 out of 85 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $JKS (13.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JKS | 0.02% | 13.21% | $1.48 |
 CSCO | 0.01% | 2.78% | $1.58 |
 BMY | 0.01% | 4.15% | $2.34 |
 JNJ | 0% | 3.21% | $4.81 |
 BK | 0% | 2.29% | $1.68 |
 MDT.US | 0% | 3.31% | $2.77 |
 APD | 0% | 2.15% | $7.04 |
 SAN.PA | 0% | 4.15% | $3.76 |
 GSK | 0% | 4.62% | $1.45 |
 ROG.ZU | 0% | 3.84% | $9.6 |
 SHEL.L | 0% | 4.14% | $0.8 |
 MRK | 0% | 3.2% | $3.04 |
 BX | 0% | 1.86% | $3.36 |
 AVGO | 0% | 1.29% | $19.7 |
 BABA | 0% | 1.13% | $0.98 |
 ORCL | 0% | 0.84% | $1.6 |
 TSM | 0% | 1.04% | $1.74 |
 ABT | 0% | 1.9% | $2.16 |
 GDX | 0% | 1.34% | - |
 AZN.L | 0% | 2.34% | $2.28 |
 CTVA | 0% | 1.12% | $0.64 |
 HON | 0% | 1.93% | $4.27 |
 BDX | 0% | 1.75% | $3.76 |
 MSFT | 0% | 0.74% | $3 |
 LLY | 0% | 0.69% | $4.86 |
 NVO | 0% | 0.97% | $0.98 |
 MU | 0% | 0.47% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOGL | 0% | 0.34% | $0.2 |
 META | 0% | 0.27% | $1 |
 GE | 0% | 0.52% | $0.44 |
 CRM | 0% | 0.37% | $0.4 |
 IBKR | 0% | 0.45% | $0.55 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Ex-Dividend | Nov 26 | $1.24 |
IBKR | Ex-Dividend | Nov 29 | $0.25 |
CTVA | Ex-Dividend | Dec 2 | $0.17 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
HON | Pay Day | Dec 6 | $1.13 |
BDX | Ex-Dividend | Dec 9 | $1.04 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
JNJ | Pay Day | Dec 10 | $1.24 |
LLY | Pay Day | Dec 10 | $1.30 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
IBKR | Pay Day | Dec 13 | $0.25 |
MRK | Ex-Dividend | Dec 16 | $0.81 |
GOOGL | Pay Day | Dec 16 | $0.20 |
CTVA | Pay Day | Dec 16 | $0.17 |
SHEL.L | Pay Day | Dec 19 | $0.34 |
NVDA | Pay Day | Dec 27 | $0.01 |
BDX | Pay Day | Dec 31 | $1.04 |
CSCO | Ex-Dividend | Jan 3 | $0.40 |
MRK | Pay Day | Jan 8 | $0.81 |
TSM | Pay Day | Jan 9 | $0.62 |
GSK | Pay Day | Jan 9 | $0.39 |
CSCO | Pay Day | Jan 22 | $0.40 |
Performance Metrics
Score 5.5/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
1.37
1.37
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
1.37
1.37
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.13% | Oct 2021 | Jan 2024 | 27 |
-14.1% | Mar 2024 | Oct 2024 | 7 |
-9.26% | Jan 2020 | Mar 2020 | 2 |
-7.84% | Jan 2018 | Mar 2019 | 14 |
-5.05% | Dec 2015 | Apr 2017 | 16 |
-2.89% | Jun 2021 | Sep 2021 | 3 |
-1.98% | Jun 2019 | Sep 2019 | 3 |
-1.91% | Apr 2019 | May 2019 | 1 |
-1.72% | Aug 2020 | Oct 2020 | 2 |
-1.33% | Jul 2015 | Aug 2015 | 1 |
-0.29% | Apr 2021 | May 2021 | 1 |