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-0.6%
Today
-0.6%
This Month
+4.72%
Year To Date
+48.9%
2 Years
+0.73%
5 Years
-10.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.34%
- 📊 ETFs20.72%
- 🖥️ Technology Services9.24%
- 💻 Electronic Technology8.07%
- 💰 Finance5.58%
- 🪨 Non Energy Minerals4.89%
- 🍞 Consumer Non Durables4.27%
- ⚡ Utilities3.49%
- 🏥 Health Services1.87%
- 🚗 Consumer Durables1.81%
- 📡 Communications1.52%
- 💼 Commercial Services1.08%
- 💇♀️ Consumer Services0.95%
- 🧬 Health Technology0.77%
- 🚚 Transportation0.52%
- 🏭 Industrial Services0.31%
- 🛠️ Producer Manufacturing0.3%
- 🧪 Process Industries0.24%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.69%
- 🌍 Digital Currency34.34%
- 🇺🇸 Nasdaq28.96%
- 🇺🇸 Chicago Board Options Exchange0.76%
- 🇩🇪 Xetra ETFs0.5%
- 🇩🇰 Copenhagen Stock Exchange0.44%
- 🇨🇭 SIX0.15%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.57%
- 🇳🇱 Netherlands5%
- 🇬🇧 United Kingdom4.6%
- 🇯🇵 Japan0.91%
- 🇩🇰 Denmark0.44%
- 🇨🇳 China0.37%
- 🇨🇦 Canada0.33%
- 🇮🇱 Israel0.27%
- 🇨🇭 Switzerland0.15%
- 🇧🇷 Brazil0.13%
- 🇳🇴 Norway0.1%
- 🇭🇰 Hong Kong0.03%
- 🇸🇪 Sweden0.02%
Dividends
Dividend Yield
1.25%
47 out of 125 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NEP (34.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.32% | 7.18% | $4.34 |
 SCHD | 0.16% | 3.8% | - |
 KO | 0.1% | 3.06% | $1.89 |
 NEE | 0.09% | 2.88% | $1.97 |
 VZ | 0.08% | 6.82% | $2.66 |
 ASML | 0.04% | 0.77% | $5.57 |
 IVV | 0.04% | 1.41% | - |
 VOO | 0.04% | 1.26% | - |
 PEP | 0.03% | 3.54% | $5.15 |
 VEU | 0.03% | 6.34% | - |
 UNH | 0.03% | 1.51% | $7.74 |
 QQQ | 0.03% | 0.64% | - |
 NEP | 0.02% | 34.11% | $3.49 |
 TM | 0.02% | 2.58% | $4.64 |
 VNQ | 0.02% | 3.78% | - |
 MAERSKB.CO | 0.02% | 4.86% | $515 |
 ET | 0.02% | 6.27% | $1.25 |
 IJR | 0.02% | 3.84% | - |
 ADEN.ZU | 0.02% | 11.43% | $2.5 |
 CWEN | 0.01% | 6.38% | $1.6 |
 VALE | 0.01% | 9.88% | $1.33 |
 AMZA | 0.01% | 2.48% | - |
 BND | 0.01% | 1.3% | - |
 MCD | 0.01% | 2.35% | $6.53 |
 VICI | 0.01% | 5.69% | $1.66 |
 SBUX | 0.01% | 2.19% | $2.24 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 VCSH | 0.01% | 1.43% | - |
 CIBR | 0.01% | 0.76% | - |
 GOVT | 0.01% | 1.19% | - |
 STLA.US | 0% | 12.65% | $1.71 |
 MSFT | 0% | 0.76% | $3 |
 AVGO | 0% | 0.98% | $19.7 |
 EQIX | 0% | 1.87% | $16.19 |
 INDA | 0% | 0.78% | - |
 GOOG | 0% | 0.29% | $0.2 |
 V | 0% | 0.65% | $2.01 |
 MA | 0% | 0.49% | $2.46 |
 XBI | 0% | 1.41% | - |
 BKNG | 0% | 0.74% | $17.5 |
 TAN | 0% | 0.49% | - |
 AAPL | 0% | 0.53% | $0.97 |
 SOXX | 0% | 0.66% | - |
 INTC | 0% | 2.57% | $0.5 |
 3800.HK | 0% | 0.9% | - |
 NVDA | 0% | 0.03% | $0.02 |
 MU | 0% | 0.5% | $0.46 |
Next Dividends
Performance Metrics
Score 2.4/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-14.01
-14.01
-15
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-14.01
-14.01
-15
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.75% | Aug 2018 | - | 78 |