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-0.55%
Today
-0.55%
This Month
+7.47%
Year To Date
+30.96%
2 Years
+150.99%
5 Years
+21.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.05%
- 💵 Cash19.54%
- 💰 Finance17.02%
- 📊 ETFs14.5%
- 💼 Commercial Services8.46%
- 🍞 Consumer Non Durables6.23%
- 💻 Electronic Technology4.89%
- 🖥️ Technology Services3.07%
- 💇♀️ Consumer Services2.54%
- 🛍️ Retail Trade1.72%
- 🏥 Health Services0.81%
- ⚡ Utilities0.57%
- 🧬 Health Technology0.52%
- 🛠️ Producer Manufacturing0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.18%
- 🌍 Digital Currency22.05%
- 🇺🇸 Nasdaq9.64%
- 🇬🇧 LSE2.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.93%
- 🇬🇧 United Kingdom2.66%
- 🇨🇦 Canada2.36%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.85%
28 out of 47 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XLF | 0.12% | 1.48% | - |
 KO | 0.08% | 3.06% | $1.89 |
 WFC | 0.07% | 1.97% | $1.4 |
 USB | 0.07% | 4.14% | $1.94 |
 DGE.L | 0.06% | 3.31% | $0.81 |
 GS | 0.05% | 1.83% | $11 |
 C | 0.05% | 2.71% | $2.12 |
 BAC | 0.04% | 2.2% | $0.96 |
 NG.L | 0.03% | 5.61% | $0.57 |
 JPM | 0.03% | 1.8% | $4.4 |
 XLB | 0.02% | 2% | - |
 V | 0.02% | 0.65% | $2.01 |
 AMP.US | 0.02% | 1.09% | $5.53 |
 MA | 0.02% | 0.49% | $2.46 |
 PG | 0.02% | 2.43% | $3.83 |
 PZC.L | 0.02% | 4.59% | $0.05 |
 CL | 0.02% | 2.31% | $1.96 |
 PFE | 0.01% | 6.37% | $1.66 |
 DIS | 0.01% | 0.88% | $0.75 |
 KEY | 0.01% | 4.56% | $0.82 |
 BMY | 0.01% | 4.11% | $2.34 |
 WMT | 0.01% | 0.85% | $0.81 |
 BK | 0.01% | 2.13% | $1.68 |
 BLK | 0.01% | 1.91% | $20.2 |
 HUM | 0.01% | 1.21% | $3.54 |
 AAPL | 0.01% | 0.53% | $0.97 |
 EA | 0.01% | 0.62% | $0.76 |
 TAN | 0% | 0.49% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
BMY | Pay Day | Feb 3 | $0.62 |
MA | Pay Day | Feb 7 | $0.76 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
BK | Pay Day | Feb 7 | $0.47 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
CL | Pay Day | Feb 14 | $0.50 |
PG | Pay Day | Feb 18 | $1.01 |
C | Pay Day | Feb 28 | $0.56 |
GS | Ex-Dividend | Feb 28 | $3.00 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
KEY | Ex-Dividend | Mar 4 | $0.20 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
KEY | Pay Day | Mar 14 | $0.20 |
BLK | Pay Day | Mar 24 | $5.21 |
BAC | Pay Day | Mar 28 | $0.26 |
GS | Pay Day | Mar 28 | $3.00 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
12.46
12.46
-2
0
2
13
13
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
12.46
12.46
-2
0
2
13
13
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.84% | Jan 2018 | Nov 2020 | 34 |
-28.15% | Nov 2021 | Nov 2024 | 36 |
-12.03% | Jul 2017 | Aug 2017 | 1 |
-11.22% | Sep 2017 | Nov 2017 | 2 |
-3.95% | May 2021 | Oct 2021 | 5 |
-3.24% | Dec 2024 | Jan 2025 | 1 |