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-0.42%
Today
-0.42%
This Month
+4.66%
Year To Date
+56.45%
2 Years
+279.52%
5 Years
+11.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.46%
- 🪙 Cryptocurrencies16.07%
- 🖥️ Technology Services12.26%
- 💻 Electronic Technology11.15%
- 🌾 Commodities9.26%
- 💰 Finance4.48%
- ⛏️ Energy Minerals4.45%
- 💼 Commercial Services4.24%
- 🧬 Health Technology3.95%
- 🛠️ Producer Manufacturing3.08%
- 🛍️ Retail Trade2.39%
- 🏭 Industrial Services1.48%
- 🪨 Non Energy Minerals0.98%
- 🚚 Transportation0.79%
- ⚡ Utilities0.79%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.93%
- 🇺🇸 Nasdaq29.04%
- 🌍 Digital Currency16.07%
- 🌍 Commodity9.26%
- 🇬🇧 LSE1.31%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇩🇪 Xetra ETFs0.98%
- 🇮🇹 Borsa Italiana0.8%
- 🇭🇰 Hong Kong Exchanges0.79%
- 🇫🇮 Helsinki Stock Exchange0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.2%
- 🇮🇱 Israel1.42%
- 🇯🇵 Japan1.07%
- 🇿🇦 South Africa0.98%
- 🇮🇹 Italy0.8%
- 🇨🇳 China0.79%
- 🇨🇦 Canada0.61%
- 🇫🇮 Finland0.61%
- 🇧🇷 Brazil0.54%
Dividends
Dividend Yield
1%
46 out of 97 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (11.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ET | 0.09% | 6.27% | $1.25 |
 VWO | 0.08% | 9.6% | - |
 PBR.A | 0.06% | 11.71% | $2.21 |
 NESTE.HE | 0.06% | 9.73% | $1.2 |
 ENI.MI | 0.06% | 7.09% | $0.94 |
 EEM | 0.05% | 3.41% | - |
 0902.HK | 0.04% | 5.45% | $0.22 |
 VRN | 0.04% | 6.77% | $0.32 |
 DJP | 0.04% | 4.18% | - |
 DVN | 0.03% | 4.25% | $2.05 |
 LMT | 0.03% | 2.79% | $12.45 |
 TLT | 0.03% | 1.42% | - |
 CSCO | 0.03% | 2.64% | $1.58 |
 DGRO | 0.03% | 2.38% | - |
 AMGN | 0.03% | 3.2% | $8.76 |
 JPM | 0.03% | 1.8% | $4.4 |
 EFA | 0.02% | 2.67% | - |
 BLK | 0.02% | 1.91% | $20.2 |
 VTV | 0.02% | 2.22% | - |
 GFI | 0.02% | 1.85% | $0.31 |
 XLF | 0.02% | 1.48% | - |
 IXUS | 0.01% | 3.46% | - |
 EQT | 0.01% | 1.23% | $0.62 |
 AVGO | 0.01% | 0.98% | $19.7 |
 V | 0.01% | 0.65% | $2.01 |
 ZTS | 0.01% | 1.05% | $1.67 |
 SHY | 0.01% | 1.33% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MSFT | 0.01% | 0.76% | $3 |
 INDA | 0.01% | 0.78% | - |
 GE | 0.01% | 0.55% | $0.44 |
 AMAT | 0.01% | 0.89% | $1.44 |
 SOXX | 0.01% | 0.66% | - |
 MA | 0.01% | 0.49% | $2.46 |
 EA | 0% | 0.62% | $0.76 |
 VUG | 0% | 0.51% | - |
 SONY | 0% | 0.41% | $0.49 |
 SMH | 0% | 0.44% | - |
 QQQ | 0% | 0.64% | - |
 META | 0% | 0.29% | $1 |
 SQQQ | 0% | 11.25% | - |
 GEHC | 0% | 0.14% | $0.12 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
ET | Ex-Dividend | Feb 7 | $0.32 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
GEHC | Pay Day | Feb 14 | $0.04 |
ET | Pay Day | Feb 19 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
ZTS | Pay Day | Mar 4 | $0.50 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
BLK | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
Performance Metrics
Score 5.9/10
Beta
3.54
3.54
0
0.8
1.2
0
4
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11
11
-2
0
2
12
12
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
3.54
3.54
0
0.8
1.2
0
4
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11
11
-2
0
2
12
12
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.76% | Sep 2019 | Feb 2021 | 17 |
-40.58% | Nov 2021 | Nov 2024 | 36 |
-9.66% | May 2021 | Aug 2021 | 3 |
-6.06% | Sep 2021 | Oct 2021 | 1 |
-2.07% | Jun 2019 | Aug 2019 | 2 |
-0.64% | Dec 2024 | Jan 2025 | 1 |