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+0.1%
Today
-5.08%
This Month
+35.51%
Year To Date
+57.77%
2 Years
+148.15%
5 Years
+8.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.32%
- 🍞 Consumer Non Durables6.26%
- 💵 Cash5.29%
- 🪨 Non Energy Minerals4.94%
- 📡 Communications4.67%
- 🛍️ Retail Trade4.54%
- 📊 ETFs4.21%
- 🖥️ Technology Services3.69%
- 💇♀️ Consumer Services3.49%
- 💻 Electronic Technology3.15%
- 💼 Commercial Services1.96%
- 💰 Finance1.46%
- 🚗 Consumer Durables1.39%
- 🧬 Health Technology1.21%
- ⛏️ Energy Minerals0.77%
- 🛠️ Producer Manufacturing0.16%
- 🧪 Process Industries0.06%
- 🚚 Transportation0.02%
- 🏥 Health Services0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.32%
- 🇺🇸 NYSE21.94%
- 🇺🇸 Nasdaq10.63%
- 🇬🇧 LSE4.08%
- 🇩🇪 FRA2.64%
- 🇭🇰 Hong Kong Exchanges1.79%
- 🇨🇭 SIX0.8%
- 🇺🇸 Chicago Board Options Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.78%
- 🇨🇳 China8.03%
- 🇬🇧 United Kingdom4.65%
- 🇨🇦 Canada4.38%
- 🇩🇪 Germany2.64%
- 🇨🇭 Switzerland0.8%
- 🇪🇸 Spain0.34%
- 🇭🇰 Hong Kong0.16%
Dividends
Dividend Yield
1.3%
35 out of 87 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1092.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.3% | 1092.9% | $0.2 |
 BATS.L | 0.19% | 8.19% | $2.36 |
 T | 0.12% | 4.88% | $1.11 |
 GOLD.BARRICK | 0.11% | 2.62% | $0.4 |
 MO | 0.06% | 7.43% | $3.92 |
 3323.HK | 0.05% | 7.05% | $0.25 |
 VOD | 0.05% | 8.3% | $0.94 |
 O | 0.04% | 5.93% | $3.09 |
 DTE.DE | 0.04% | 2.66% | $0.77 |
 BABA | 0.04% | 1.19% | $0.98 |
 NESN.ZU | 0.03% | 4.08% | $3 |
 DIS | 0.03% | 0.85% | $0.75 |
 ULVR.L | 0.03% | 3.22% | $1.47 |
 PAH3.DE | 0.03% | 7.14% | $2.56 |
 JD.US | 0.03% | 2.08% | $0.74 |
 VNA.DE | 0.02% | 3.06% | $0.9 |
 TEF | 0.02% | 5.84% | $0.24 |
 KO | 0.02% | 3.1% | $1.89 |
 PEP | 0.01% | 3.49% | $5.15 |
 TLT | 0.01% | 1.59% | - |
 PG | 0.01% | 2.36% | $3.83 |
 JNJ | 0.01% | 3.4% | $4.81 |
 EQT | 0.01% | 1.47% | $0.62 |
 0700.HK | 0.01% | 0.8% | $3.4 |
 SIMO | 0.01% | 3.69% | $1.49 |
 VLO | 0.01% | 3.61% | $4.18 |
 MSFT | 0.01% | 0.72% | $3 |
 LLY | 0.01% | 0.7% | $4.86 |
 BND | 0% | 1.23% | - |
 TIP | 0% | 0.6% | - |
 V | 0% | 0.68% | $2.01 |
 GPN | 0% | 0.89% | $1 |
 YINN | 0% | 0.4% | - |
 SQQQ | 0% | 0.19% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MO | Ex-Dividend | Dec 26 | $1.02 |
NVDA | Pay Day | Dec 27 | $0.01 |
GPN | Pay Day | Dec 27 | $0.25 |
O | Ex-Dividend | Dec 31 | $0.10 |
PEP | Pay Day | Jan 6 | $1.36 |
T | Ex-Dividend | Jan 10 | $0.28 |
MO | Pay Day | Jan 10 | $1.02 |
O | Pay Day | Jan 15 | $0.10 |
T | Pay Day | Feb 3 | $0.28 |
BATS.L | Pay Day | Feb 3 | $0.74 |
VOD | Pay Day | Feb 7 | $0.24 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SIMO | Pay Day | Feb 27 | $0.50 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.8/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.67
0.67
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.67
0.67
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Sep 2018 | Dec 2020 | 27 |
-36.66% | Aug 2021 | Oct 2024 | 38 |
-9.58% | Jul 2018 | Aug 2018 | 1 |
-7.23% | Apr 2021 | Jul 2021 | 3 |
-5.17% | Nov 2024 | - | 1 |