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-0.33%
Today
-0.33%
This Month
+5.38%
Year To Date
+11.41%
2 Years
+26.31%
5 Years
+5.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.48%
- 🪙 Cryptocurrencies15.33%
- 💵 Cash11.33%
- 🚚 Transportation7.53%
- 🧬 Health Technology6.13%
- 🚗 Consumer Durables5.92%
- 🛠️ Producer Manufacturing4.14%
- 🖥️ Technology Services4.06%
- 🍞 Consumer Non Durables3.47%
- 💻 Electronic Technology3.22%
- 🪨 Non Energy Minerals2.34%
- 🛍️ Retail Trade1.76%
- 💼 Commercial Services1.64%
- ⛏️ Energy Minerals0.84%
- 🧪 Process Industries0.55%
- 💰 Finance0.52%
- ⚡ Utilities0.45%
- 💇♀️ Consumer Services0.26%
- 📈 Indexes0.17%
- 🏭 Industrial Services0.1%
- 🏥 Health Services0.08%
- 📦 Distribution Services0.05%
- 💹 Forex0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.84%
- 🇺🇸 NYSE18.82%
- 🌍 Digital Currency15.33%
- 🇩🇪 FRA8.33%
- 🇺🇸 Nasdaq7.02%
- 🇳🇴 Oslo Stock Exchange4.11%
- 🇳🇱 Euronext Amsterdam2.72%
- 🌍 CFD0.17%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇨🇭 SIX0.15%
- 🇫🇷 Euronext Paris0.11%
- 🇮🇹 Borsa Italiana0.11%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇪🇸 Bolsa De Madrid0.09%
- 🌍 FX0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.82%
- 🇩🇪 Germany8.33%
- 🇨🇳 China4.57%
- 🇳🇴 Norway4.11%
- 🇳🇱 Netherlands2.65%
- 🇩🇰 Denmark2.1%
- 🇮🇱 Israel1.77%
- 🇬🇧 United Kingdom1.31%
- 🇨🇾 Cyprus0.7%
- 🇮🇪 Ireland0.68%
- 🇨🇴 Colombia0.37%
- 🇨🇦 Canada0.35%
- 🇧🇷 Brazil0.34%
- 🇨🇭 Switzerland0.3%
- 🇱🇺 Luxembourg0.18%
- 🇸🇪 Sweden0.16%
- 🇫🇷 France0.11%
- 🇮🇹 Italy0.11%
- 🇺🇾 Uruguay0.07%
- 🇪🇸 Spain0.02%
- 🇹🇼 Taiwan0.01%
Dividends
Dividend Yield
1.35%
104 out of 161 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.26% | 22.3% | $0.23 |
 JKS | 0.26% | 14.25% | $1.48 |
 F | 0.13% | 7.74% | $0.78 |
 BAS.DE | 0.09% | 7.31% | $3.4 |
 P911.DE | 0.07% | 3.74% | $2.31 |
 UPS | 0.06% | 5.71% | $6.5 |
 AMG.NV | 0.06% | 2.85% | $0.6 |
 LHA.DE | 0.06% | 4.79% | $0.3 |
 PBR.A | 0.04% | 11.71% | $2.21 |
 VOW3.DE | 0.04% | 9.21% | $9.06 |
 NKE | 0.04% | 1.96% | $1.45 |
 KO | 0.04% | 3.06% | $1.89 |
 NVO | 0.02% | 1.21% | $0.98 |
 GPRK | 0.02% | 6.3% | $0.55 |
 CON.DE | 0.02% | 3.2% | $2.2 |
 BAYN.DE | 0.01% | 0.51% | $0.11 |
 PLUS.L | 0.01% | 5.34% | $1.33 |
 BABA | 0.01% | 0.99% | $0.98 |
 EVO.ST | 0.01% | 3.61% | $31.03 |
 MPW | 0.01% | 9.81% | $0.6 |
 AES | 0.01% | 6.3% | $0.68 |
 CNQ | 0% | 5.21% | $1.48 |
 TWEKA.NV | 0% | 4.77% | $1.7 |
 LIGHT.NV | 0% | 7.46% | $1.55 |
 UTDI.DE | 0% | 3.09% | $0.5 |
 NEE | 0% | 2.88% | $1.97 |
 BBY | 0% | 4.38% | $3.72 |
 RLX | 0% | 0.36% | $0.01 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 TGT | 0% | 3.23% | $4.42 |
 CVX | 0% | 4.42% | $6.28 |
 ES | 0% | 5.02% | $2.78 |
 MSFT | 0% | 0.76% | $3 |
 AKZA.NV | 0% | 3.57% | $1.98 |
 EVRG | 0% | 4.04% | $2.54 |
 PEP | 0% | 3.54% | $5.15 |
 INGA.NV | 0% | 6.89% | $1.11 |
 JNJ | 0% | 3.26% | $4.81 |
 XEL | 0% | 3.26% | $2.13 |
 ETN | 0% | 1.15% | $3.6 |
 EIX | 0% | 5.87% | $3.04 |
 INTC | 0% | 2.57% | $0.5 |
 KMB | 0% | 3.79% | $4.8 |
 MDT.US | 0% | 3.07% | $2.77 |
 LMT | 0% | 2.79% | $12.45 |
 MCD | 0% | 2.35% | $6.53 |
 DSFIR.NV | 0% | 2.53% | $2.5 |
 JNPR | 0% | 2.52% | $0.88 |
 AGN.NV | 0% | 5.07% | $0.3 |
 SYY | 0% | 2.78% | $2.01 |
 APD | 0% | 2.12% | $7.04 |
 PG | 0% | 2.43% | $3.83 |
 ELS | 0% | 2.92% | $1.85 |
 TXN | 0% | 2.88% | $5.14 |
 MKC | 0% | 2.21% | $1.62 |
 TT | 0% | 0.93% | $3.27 |
 MTS.MC | 0% | 1.92% | $0.44 |
 ROCKB.CO | 0% | 1.67% | $43 |
 PRY.MI | 0% | 1.04% | $0.7 |
 ATO | 0% | 2.31% | $3.16 |
 NOC | 0% | 1.65% | $7.67 |
 GRMN | 0% | 1.38% | $3.71 |
 LHX | 0% | 2.19% | $4.6 |
 CL | 0% | 2.31% | $1.96 |
 BESI.NV | 0% | 1.72% | $2.15 |
 GD | 0% | 2.21% | $5.48 |
 ADI | 0% | 1.74% | $3.56 |
 ADP | 0% | 1.94% | $5.45 |
 LOW | 0% | 1.75% | $4.45 |
 BDX | 0% | 1.61% | $3.76 |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 GAW.L | 0% | 3.62% | $5.5 |
 LIN | 0% | 1.25% | $5.33 |
 IBE.MC | 0% | 3.46% | $0.45 |
 ASML.NV | 0% | 0.89% | $6.1 |
 SW | 0% | 2.34% | $1.18 |
 UI | 0% | 0.59% | $2.4 |
 FUTR.L | 0% | 0.37% | $0.03 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.08% | $1.11 |
 VALE | 0% | 9.88% | $1.33 |
 VIE.PA | 0% | 4.53% | $1.25 |
 SHW | 0% | 0.77% | $2.64 |
 SBMO.NV | 0% | 4.22% | $0.77 |
 BCC | 0% | 0.65% | $0.8 |
 SPGI | 0% | 0.71% | $3.62 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 V | 0% | 0.65% | $2.01 |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 BRO | 0% | 0.54% | $0.51 |
 MU | 0% | 0.5% | $0.46 |
 ASM.NV | 0% | 0.48% | $2.75 |
 BAC | 0% | 2.2% | $0.96 |
 CASY | 0% | 0.46% | $1.79 |
 TTEK | 0% | 0.63% | $1.07 |
 CRM | 0% | 0.47% | $0.4 |
 WAB | 0% | 0.38% | $0.74 |
 GOOG | 0% | 0.29% | $0.2 |
 TSM | 0% | 0.93% | $1.74 |
 VRSK | 0% | 0.54% | $1.46 |
 PRX.NV | 0% | 0.27% | $0.07 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CASY | Ex-Dividend | Feb 3 | $0.50 |
LOW | Pay Day | Feb 5 | $1.15 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
GD | Pay Day | Feb 7 | $1.42 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
FUTR.L | Pay Day | Feb 11 | $0.04 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
BRO | Pay Day | Feb 12 | $0.15 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
AES | Pay Day | Feb 14 | $0.18 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
SW | Ex-Dividend | Feb 14 | $0.43 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
TTEK | Pay Day | Feb 26 | $0.06 |
GAW.L | Pay Day | Feb 28 | $1.89 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
CVX | Pay Day | Mar 10 | $1.71 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GRMN | Pay Day | Mar 28 | $0.75 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
KMB | Pay Day | Apr 2 | $1.26 |
TSM | Pay Day | Apr 10 | $0.69 |
AKZA.NV | Ex-Dividend | Apr 29 | $1.61 |
AKZA.NV | Pay Day | May 7 | $1.61 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 3/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.23
-8.23
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.53% | May 2021 | - | 46 |