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-0.73%
Today
-0.73%
This Month
+4.15%
Year To Date
+44.84%
2 Years
+142.3%
5 Years
-1.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.8%
- 🖥️ Technology Services19.06%
- 🪙 Cryptocurrencies10.9%
- 📊 ETFs8.92%
- 💻 Electronic Technology8.28%
- 🧬 Health Technology5.88%
- 💰 Finance4.53%
- 🛍️ Retail Trade2.38%
- 🚚 Transportation2.16%
- 💇♀️ Consumer Services1.46%
- 🪨 Non Energy Minerals1.3%
- ⛏️ Energy Minerals1.11%
- 📡 Communications1.06%
- ⚡ Utilities1.03%
- 🛠️ Producer Manufacturing1%
- 🍞 Consumer Non Durables0.92%
- 💼 Commercial Services0.43%
- 🧪 Process Industries0.25%
- 🚗 Consumer Durables0.21%
- 🏭 Industrial Services0.2%
- 🏥 Health Services0.18%
- 📦 Distribution Services0.09%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.37%
- 🇺🇸 NYSE20.96%
- 🌍 Digital Currency10.9%
- 🇬🇧 LSE3.22%
- 🇩🇪 Xetra ETFs0.83%
- 🇨🇭 SIX0.64%
- 🇩🇪 FRA0.3%
- 🇫🇷 Euronext Paris0.27%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇺🇸 OTC Markets Stock Exchange0.15%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🇮🇹 Borsa Italiana0.08%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇳🇱 Euronext Amsterdam0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.1%
- 🇬🇧 United Kingdom2.75%
- 🇨🇦 Canada1.89%
- 🇨🇭 Switzerland0.8%
- 🇨🇳 China0.6%
- 🇩🇪 Germany0.47%
- 🇫🇷 France0.34%
- 🇧🇷 Brazil0.29%
- 🇮🇪 Ireland0.25%
- 🇪🇸 Spain0.18%
- 🇱🇺 Luxembourg0.11%
- 🇩🇰 Denmark0.11%
- 🇹🇼 Taiwan0.1%
- 🇮🇹 Italy0.08%
- 🇭🇰 Hong Kong0.08%
- 🇵🇦 Panama0.07%
- 🇨🇾 Cyprus0.04%
- 🇿🇦 South Africa0.04%
- 🇳🇴 Norway0.04%
- 🇺🇾 Uruguay0.03%
- 🇸🇪 Sweden0.03%
- 🇰🇷 South Korea0.03%
- 🇮🇱 Israel0.03%
- 🇳🇱 Netherlands0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇮🇳 India0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.73%
193 out of 375 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.09% | 14.44% | $1.44 |
 WPC | 0.05% | 6.24% | $3.67 |
 REET | 0.04% | 6.79% | - |
 HTZWW | 0.03% | 22.88% | $0.53 |
 T | 0.03% | 4.68% | $1.11 |
 PFE | 0.03% | 6.37% | $1.66 |
 BATS.L | 0.02% | 7.39% | $2.36 |
 ARR | 0.02% | 15.3% | $3.84 |
 LMT | 0.02% | 2.79% | $12.45 |
 VGWD.DE | 0.02% | 2.46% | - |
 MSFT | 0.02% | 0.76% | $3 |
 QCOM | 0.02% | 1.97% | $3.25 |
 XRX | 0.02% | 11.71% | $1 |
 HSBC | 0.02% | 5.78% | $3.03 |
 VOO | 0.01% | 1.26% | - |
 HYG | 0.01% | 1.81% | - |
 WPM | 0.01% | 1.01% | $0.61 |
 ABEV | 0.01% | 5.54% | $0.13 |
 OXY | 0.01% | 1.89% | $0.8 |
 AVOL.ZU | 0.01% | 1.69% | $0.7 |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 IAG.L | 0.01% | 0.61% | - |
 QQQ | 0.01% | 0.64% | - |
 ORC | 0.01% | 17.25% | $1.56 |
 MDY | 0.01% | 1.41% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 ZTS | 0.01% | 1.05% | $1.67 |
 ABT | 0.01% | 1.75% | $2.16 |
 VUG | 0.01% | 0.51% | - |
 CPA | 0% | 6.91% | $4.86 |
 0968.HK | 0% | 7.89% | $0.23 |
 GOOG | 0% | 0.29% | $0.2 |
 JNJ | 0% | 3.26% | $4.81 |
 JKS | 0% | 14.25% | $1.48 |
 GOOGL | 0% | 0.29% | $0.2 |
 KKR | 0% | 0.41% | $0.67 |
 META | 0% | 0.29% | $1 |
 NEE | 0% | 2.88% | $1.97 |
 UUP | 0% | 4.46% | - |
 MRK | 0% | 3.2% | $3.04 |
 IPAC | 0% | 4.15% | - |
 SBSW | 0% | 6.83% | $0.3 |
 VGK | 0% | 4.26% | - |
 IBE.MC | 0% | 3.46% | $0.45 |
 0916.HK | 0% | 4.28% | $0.24 |
 DUK | 0% | 3.71% | $4.1 |
 SSE.L | 0% | 3.75% | $0.6 |
 JPM | 0% | 1.8% | $4.4 |
 TEP.PA | 0% | 4.25% | $3.85 |
 TU | 0% | 7.95% | $1.11 |
 GS | 0% | 1.83% | $11 |
 EXC | 0% | 3.8% | $1.48 |
 VOD.L | 0% | 8.27% | $0.08 |
 CNQ | 0% | 5.21% | $1.48 |
 ED | 0% | 3.56% | $3.28 |
 UWMC | 0% | 6.63% | $0.4 |
 AEP | 0% | 3.68% | $3.47 |
 LNT | 0% | 3.31% | $1.87 |
 CNXC | 0% | 2.43% | $1.18 |
 RWE.DE | 0% | 3.35% | $1 |
 SNY | 0% | 2.72% | $1.48 |
 ORA.PA | 0% | 6.95% | $0.72 |
 FXI | 0% | 2.83% | - |
 LAND.ZU | 0% | 3.61% | $2.25 |
 MCD | 0% | 2.35% | $6.53 |
 TER | 0% | 0.41% | $0.46 |
 RIO.L | 0% | 6.91% | $3.41 |
 VZ | 0% | 6.82% | $2.66 |
 BBY | 0% | 4.38% | $3.72 |
 EZJ.L | 0% | 0.88% | $0.05 |
 AZN | 0% | 2.06% | $1.42 |
 PEG | 0% | 2.87% | $2.34 |
 TEL2B.ST | 0% | 5.58% | $6.9 |
 TGT | 0% | 3.23% | $4.42 |
 CVX | 0% | 4.42% | $6.28 |
 CNH.US | 0% | 3.65% | $0.47 |
 ES | 0% | 5.02% | $2.78 |
 TEF | 0% | 5.87% | $0.24 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 BT.L | 0% | 5.73% | $0.08 |
 SKM | 0% | 5.34% | $0.83 |
 SCM | 0% | 3.67% | - |
 XOM | 0% | 3.63% | $3.76 |
 EVRG | 0% | 4.04% | $2.54 |
 PEP | 0% | 3.54% | $5.15 |
 MTDR | 0% | 1.47% | $0.75 |
 ANE.MC | 0% | 2.19% | $0.39 |
 CBL.US | 0% | 5.23% | $1.55 |
 KPN.NV | 0% | 4.86% | $0.15 |
 XEL | 0% | 3.26% | $2.13 |
 EIX | 0% | 5.87% | $3.04 |
 INTC | 0% | 2.57% | $0.5 |
 BABA | 0% | 0.99% | $0.98 |
 KO | 0% | 3.06% | $1.89 |
 KMB | 0% | 3.79% | $4.8 |
 FCX | 0% | 1.67% | $0.6 |
 MDT.US | 0% | 3.07% | $2.77 |
 ETN | 0% | 1.15% | $3.6 |
 NKE | 0% | 1.96% | $1.45 |
 TSM | 0% | 0.93% | $1.74 |
 TLT | 0% | 1.42% | - |
 ATKR | 0% | 1.57% | $0.64 |
 ARGT | 0% | 2.2% | - |
 AMR | 0% | 0.27% | $1.94 |
 GDX | 0% | 1.03% | - |
 HRI | 0% | 1.3% | $2.6 |
 SYY | 0% | 2.78% | $2.01 |
 JNPR | 0% | 2.52% | $0.88 |
 APD | 0% | 2.12% | $7.04 |
 AVGO | 0% | 0.98% | $19.7 |
 PG | 0% | 2.43% | $3.83 |
 CMCSA | 0% | 3.74% | $1.2 |
 WMT | 0% | 0.85% | $0.81 |
 ELS | 0% | 2.92% | $1.85 |
 TXN | 0% | 2.88% | $5.14 |
 HD | 0% | 2.18% | $8.52 |
 IWM | 0% | 1.23% | - |
 SCI | 0% | 1.54% | $1.18 |
 MKC | 0% | 2.21% | $1.62 |
 MU | 0% | 0.5% | $0.46 |
 3800.HK | 0% | 0.9% | - |
 AMT | 0% | 3.5% | $6.56 |
 V | 0% | 0.65% | $2.01 |
 TT | 0% | 0.93% | $3.27 |
 IWG.L | 0% | 0.77% | $0.01 |
 ATO | 0% | 2.31% | $3.16 |
 DTE.DE | 0% | 2.38% | $0.77 |
 NOC | 0% | 1.65% | $7.67 |
 LHX | 0% | 2.19% | $4.6 |
 ACN | 0% | 1.44% | $4.99 |
 CL | 0% | 2.31% | $1.96 |
 GD | 0% | 2.21% | $5.48 |
 ROCKB.CO | 0% | 1.67% | $43 |
 PAAS | 0% | 1.75% | $0.4 |
 PRY.MI | 0% | 1.04% | $0.7 |
 CSCO | 0% | 2.64% | $1.58 |
 GRMN | 0% | 1.38% | $3.71 |
 ADI | 0% | 1.74% | $3.56 |
 SQQQ | 0% | 11.25% | - |
 ADP | 0% | 1.94% | $5.45 |
 LOW | 0% | 1.75% | $4.45 |
 HPE | 0% | 2.45% | $0.51 |
 BDX | 0% | 1.61% | $3.76 |
 GLW | 0% | 2.15% | $1.12 |
 WCC | 0% | 0.89% | $1.58 |
 LIN | 0% | 1.25% | $5.33 |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 GAW.L | 0% | 3.62% | $5.5 |
 AXP | 0% | 0.88% | $2.6 |
 INFY | 0% | 1.89% | $0.39 |
 NVDA | 0% | 0.03% | $0.02 |
 MKSI | 0% | 0.78% | $0.88 |
 ORA.US | 0% | 0.75% | $0.48 |
 RMS.PA | 0% | 0.92% | $25 |
 SW | 0% | 2.34% | $1.18 |
 BLK | 0% | 1.91% | $20.2 |
 IBB | 0% | 0.09% | - |
 TMUS | 0% | 1.31% | $1.95 |
 DELL | 0% | 1.72% | $1.63 |
 EQIX | 0% | 1.87% | $16.19 |
 UI | 0% | 0.59% | $2.4 |
 COST | 0% | 0.47% | $19.22 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.09% | $1.11 |
 CRM | 0% | 0.47% | $0.4 |
 VST | 0% | 0.52% | $0.85 |
 SHW | 0% | 0.77% | $2.64 |
 VIE.PA | 0% | 4.53% | $1.25 |
 GE | 0% | 0.55% | $0.44 |
 PHIN | 0% | 1.97% | $1 |
 BCC | 0% | 0.65% | $0.8 |
 MA | 0% | 0.49% | $2.46 |
 SPGI | 0% | 0.71% | $3.62 |
 MSI | 0% | 0.86% | $3.82 |
 BRO | 0% | 0.54% | $0.51 |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 CASY | 0% | 0.46% | $1.79 |
 TTEK | 0% | 0.63% | $1.07 |
 MRVL | 0% | 0.21% | $0.24 |
 WAB | 0% | 0.38% | $0.74 |
 ALNT | 0% | 0.48% | $0.12 |
 VRSK | 0% | 0.54% | $1.46 |
 DBRG | 0% | 0.36% | $0.04 |
 MNODL.L | 0% | 473.72% | - |
 GEV | 0% | 0.07% | - |
 CLNX.MC | 0% | 0.19% | $0.06 |
 IVV | 0% | 1.41% | - |
 VOOG | 0% | 0.57% | - |
 SOXX | 0% | 0.66% | - |
 VONG | 0% | 0.52% | - |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
FCX | Pay Day | Feb 3 | $0.15 |
CASY | Ex-Dividend | Feb 3 | $0.50 |
AMT | Pay Day | Feb 3 | $1.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
LOW | Pay Day | Feb 5 | $1.15 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
GD | Pay Day | Feb 7 | $1.42 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
TXN | Pay Day | Feb 11 | $1.36 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
CNXC | Pay Day | Feb 11 | $0.33 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
BRO | Pay Day | Feb 12 | $0.15 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
ACN | Pay Day | Feb 14 | $1.48 |
DUK | Ex-Dividend | Feb 14 | $1.04 |
ABT | Pay Day | Feb 14 | $0.59 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
SW | Ex-Dividend | Feb 14 | $0.43 |
TER | Ex-Dividend | Feb 14 | $0.12 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
LNT | Pay Day | Feb 18 | $0.51 |
ATKR | Ex-Dividend | Feb 18 | $0.32 |
ED | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
COST | Pay Day | Feb 21 | $1.16 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
TTEK | Pay Day | Feb 26 | $0.06 |
SSE.L | Pay Day | Feb 27 | $0.27 |
SCCO | Pay Day | Feb 27 | $0.70 |
ARR | Pay Day | Feb 27 | $0.24 |
ORC | Pay Day | Feb 27 | $0.12 |
GS | Ex-Dividend | Feb 28 | $3.00 |
GAW.L | Pay Day | Feb 28 | $1.89 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
ATKR | Pay Day | Feb 28 | $0.32 |
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 |
ZTS | Pay Day | Mar 4 | $0.50 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
AEP | Pay Day | Mar 10 | $0.93 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
ED | Pay Day | Mar 14 | $0.85 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
TER | Pay Day | Mar 14 | $0.12 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
DUK | Pay Day | Mar 17 | $1.04 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
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 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
KMB | Pay Day | Apr 2 | $1.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
KPN.NV | Ex-Dividend | Apr 22 | $0.11 |
CMCSA | Pay Day | Apr 23 | $0.33 |
KPN.NV | Pay Day | Apr 28 | $0.11 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 4.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.87% | Jan 2018 | - | 86 |