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-2.39%
Today
-2.39%
This Month
+6%
Year To Date
+189.79%
2 Years
+186.53%
5 Years
+37.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies93.77%
- 🚚 Transportation1.48%
- 💻 Electronic Technology1.13%
- 💰 Finance0.94%
- 🍞 Consumer Non Durables0.5%
- 🚗 Consumer Durables0.4%
- 📡 Communications0.35%
- 🧬 Health Technology0.32%
- 🧪 Process Industries0.32%
- ⛏️ Energy Minerals0.26%
- 🖥️ Technology Services0.2%
- ⚡ Utilities0.15%
- 🪨 Non Energy Minerals0.08%
- 🏭 Industrial Services0.06%
- 🛍️ Retail Trade0.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency93.77%
- 🇺🇸 NYSE3.92%
- 🇺🇸 Nasdaq2.19%
- 🇬🇧 LSE0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.12%
- 🇮🇱 Israel1.37%
- 🇨🇭 Switzerland0.88%
- 🇯🇵 Japan0.4%
- 🇧🇷 Brazil0.25%
- 🇬🇧 United Kingdom0.21%
- 🇨🇦 Canada0.01%
- 🇭🇰 Hong Kong0.01%
Dividends
Dividend Yield
1.07%
28 out of 52 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 0.54% | 9112.79% | $1.49 |
 ZIM | 0.3% | 22.3% | $0.23 |
 PBR | 0.05% | 18.77% | $1.73 |
 VZ | 0.02% | 6.82% | $2.66 |
 PFE | 0.02% | 6.37% | $1.66 |
 OUT | 0.02% | 6.68% | $1.2 |
 CALM | 0.01% | 3.96% | $1.87 |
 GRMN | 0.01% | 1.38% | $3.71 |
 SPG | 0.01% | 4.66% | $7.75 |
 MO | 0.01% | 7.66% | $3.92 |
 O | 0.01% | 5.73% | $3.09 |
 ABR | 0.01% | 12.85% | $1.72 |
 RIO | 0.01% | 7.18% | $4.34 |
 DUK | 0.01% | 3.71% | $4.1 |
 PAYX | 0.01% | 2.65% | $3.65 |
 KO | 0.01% | 3.06% | $1.89 |
 NTDOY | 0% | 1.08% | $0.24 |
 PEP | 0% | 3.54% | $5.15 |
 GIS | 0% | 3.99% | $2.36 |
 WBA | 0% | 9.73% | $1.46 |
 MCG.L | 0% | 2.42% | $0.07 |
 AESI | 0% | 3.66% | $0.78 |
 BAC | 0% | 2.2% | $0.96 |
 AAPL | 0% | 0.53% | $0.97 |
 AXP | 0% | 0.88% | $2.6 |
 SHEL.L | 0% | 4.08% | $0.8 |
 CVS | 0% | 4.71% | $2.54 |
 CP | 0% | 0.66% | $0.56 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
CVS | Pay Day | Feb 3 | $0.66 |
O | Ex-Dividend | Feb 3 | $0.26 |
PAYX | Ex-Dividend | Feb 7 | $0.98 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
AAPL | Pay Day | Feb 13 | $0.25 |
CALM | Pay Day | Feb 13 | $1.49 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
DUK | Ex-Dividend | Feb 14 | $1.04 |
O | Pay Day | Feb 14 | $0.26 |
PAYX | Pay Day | Feb 27 | $0.98 |
SIMO | Pay Day | Feb 27 | $0.50 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
DUK | Pay Day | Mar 17 | $1.04 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
BAC | Pay Day | Mar 28 | $0.26 |
GRMN | Pay Day | Mar 28 | $0.75 |
CP | Ex-Dividend | Mar 28 | $0.13 |
GIS | Ex-Dividend | Apr 10 | $0.60 |
CP | Pay Day | Apr 28 | $0.13 |
GIS | Pay Day | May 1 | $0.60 |
Performance Metrics
Score 8.4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
2.6
2.6
0
1
2
3
3
Jensen's Alpha
34.9
34.9
-2
0
2
35
35
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
3.72
3.72
0
0.75
1.25
4
4
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
2.6
2.6
0
1
2
3
3
Jensen's Alpha
34.9
34.9
-2
0
2
35
35
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
3.72
3.72
0
0.75
1.25
4
4
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.54% | Apr 2024 | Nov 2024 | 7 |
-9.92% | Nov 2022 | Mar 2023 | 4 |
-9.44% | Jul 2023 | Oct 2023 | 3 |
-3.83% | Dec 2024 | Jan 2025 | 1 |
-3.7% | May 2023 | Jun 2023 | 1 |
-0.97% | Jan 2024 | Feb 2024 | 1 |