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-0.42%
Today
-0.42%
This Month
+4.74%
Year To Date
+82.09%
2 Years
+186.84%
5 Years
-38.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.02%
- 🪙 Cryptocurrencies21.61%
- 🖥️ Technology Services18.87%
- 💰 Finance7.35%
- 💻 Electronic Technology4.93%
- 💇♀️ Consumer Services3.29%
- 🚚 Transportation2.62%
- 🚗 Consumer Durables2.05%
- 💼 Commercial Services2%
- 🧬 Health Technology1.13%
- 🍞 Consumer Non Durables0.91%
- 🛍️ Retail Trade0.71%
- 📡 Communications0.61%
- ⛏️ Energy Minerals0.53%
- 🪨 Non Energy Minerals0.31%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.66%
- 🇺🇸 NYSE30.52%
- 🌍 Digital Currency21.61%
- 🇬🇧 LSE10.41%
- 🇳🇱 Euronext Amsterdam0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.26%
- 🇬🇧 United Kingdom6.77%
- 🇦🇺 Australia1.09%
- 🇨🇭 Switzerland0.94%
- 🇳🇱 Netherlands0.74%
- 🇰🇷 South Korea0.52%
Dividends
Dividend Yield
0.89%
32 out of 47 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $F (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.11% | 1.26% | - |
 F | 0.08% | 7.74% | $0.78 |
 ISF.L | 0.07% | 2.37% | - |
 LLOY.L | 0.07% | 4.67% | $0.03 |
 MSFT | 0.07% | 0.76% | $3 |
 VONG | 0.05% | 0.52% | - |
 BT.L | 0.03% | 5.73% | $0.08 |
 VNQ | 0.03% | 3.78% | - |
 GS | 0.03% | 1.83% | $11 |
 VUG | 0.03% | 0.51% | - |
 C | 0.03% | 2.71% | $2.12 |
 KO | 0.03% | 3.06% | $1.89 |
 SHEL.L | 0.02% | 4.08% | $0.8 |
 DIS | 0.02% | 0.88% | $0.75 |
 VGT | 0.02% | 0.5% | - |
 PFE | 0.02% | 6.37% | $1.66 |
 BARC.L | 0.02% | 2.77% | $0.08 |
 DELL | 0.02% | 1.72% | $1.63 |
 HSBA.L | 0.02% | 5.73% | $0.49 |
 GOOG | 0.01% | 0.29% | $0.2 |
 SAFE.L | 0.01% | 4.97% | $0.28 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 GRMN | 0.01% | 1.38% | $3.71 |
 JDW.L | 0.01% | 1.91% | - |
 VBK | 0.01% | 0.55% | - |
 IAG.L | 0.01% | 0.61% | - |
 AAL.L | 0.01% | 2.74% | $0.77 |
 META | 0.01% | 0.29% | $1 |
 WTB.L | 0.01% | 3.53% | $0.97 |
 ASML.NV | 0.01% | 0.89% | $6.1 |
 INTC | 0% | 2.57% | $0.5 |
 MU | 0% | 0.5% | $0.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
C | Pay Day | Feb 28 | $0.56 |
GS | Ex-Dividend | Feb 28 | $3.00 |
PFE | Pay Day | Mar 7 | $0.43 |
SAFE.L | Ex-Dividend | Mar 12 | $0.25 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
SAFE.L | Pay Day | Apr 15 | $0.25 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-10.29
-10.29
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-10.29
-10.29
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.08% | Jan 2018 | Aug 2020 | 31 |
-36.87% | Nov 2021 | Feb 2024 | 27 |
-16.94% | Jun 2017 | Aug 2017 | 2 |
-7.4% | Apr 2024 | Sep 2024 | 5 |
-6.46% | Sep 2017 | Nov 2017 | 2 |
-5.59% | Sep 2020 | Oct 2020 | 1 |
-3.23% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Dec 2024 | Jan 2025 | 1 |
-2.64% | May 2021 | Aug 2021 | 3 |