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+0.44%
Today
-2.55%
This Month
-5.37%
Year To Date
+8.44%
2 Years
-92.65%
5 Years
-50.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash19.83%
- 💻 Electronic Technology16.11%
- 🪙 Cryptocurrencies11.64%
- 🖥️ Technology Services8.97%
- 💰 Finance7.8%
- 📊 ETFs6.72%
- 🚗 Consumer Durables4.84%
- 💇♀️ Consumer Services2.56%
- 🍞 Consumer Non Durables2.52%
- 🛠️ Producer Manufacturing2.34%
- ⚡ Utilities2.33%
- 📦 Distribution Services1.92%
- 🏭 Industrial Services1.73%
- 🛍️ Retail Trade1.67%
- 🪨 Non Energy Minerals1.62%
- 🧬 Health Technology0.63%
- 📡 Communications0.6%
- 🚚 Transportation0.42%
- 🧩 Miscellaneous0.32%
- 💼 Commercial Services0.25%
- 🧪 Process Industries0.11%
- 🏥 Health Services0.1%
- ⛏️ Energy Minerals0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.44%
- 🇺🇸 Nasdaq21.71%
- 🌍 Digital Currency11.64%
- 🇬🇧 LSE5.34%
- 🇩🇪 Xetra ETFs2.83%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇫🇷 Euronext Paris0.65%
- 🇪🇸 Bolsa De Madrid0.29%
- 🇮🇹 Borsa Italiana0.27%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇩🇪 FRA0.15%
- 🇨🇭 SIX0.12%
- 🇧🇪 Euronext Brussels0.09%
- 🇳🇱 Euronext Amsterdam0.08%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.3%
- 🇨🇳 China3.74%
- 🇬🇧 United Kingdom3.27%
- 🇨🇦 Canada1.47%
- 🇰🇾 Cayman Islands1.25%
- 🇫🇷 France0.47%
- 🇹🇼 Taiwan0.41%
- 🇪🇸 Spain0.29%
- 🇸🇬 Singapore0.28%
- 🇮🇹 Italy0.27%
- 🇮🇪 Ireland0.26%
- 🇳🇱 Netherlands0.23%
- 🇸🇪 Sweden0.19%
- 🇨🇭 Switzerland0.18%
- 🇱🇺 Luxembourg0.16%
- 🇩🇪 Germany0.15%
- 🇮🇱 Israel0.14%
- 🇭🇰 Hong Kong0.13%
- 🇿🇦 South Africa0.12%
- 🇯🇵 Japan0.1%
- 🇧🇪 Belgium0.09%
- 🇺🇾 Uruguay0.05%
- 🇫🇮 Finland0.02%
Dividends
Dividend Yield
0.7%
183 out of 316 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $ASHM.L (11.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.05% | 3.4% | $2.6 |
 PHNX.L | 0.05% | 10.35% | $0.53 |
 ASHM.L | 0.04% | 11.2% | $0.17 |
 GS | 0.04% | 2.1% | $11 |
 DELL | 0.04% | 2.03% | $1.63 |
 MNG.L | 0.02% | 9.3% | $0.2 |
 PRMB | 0.02% | 1.17% | $0.34 |
 LGEN.L | 0.02% | 8.38% | $0.2 |
 GSK | 0.01% | 3.81% | $1.45 |
 TMF | 0.01% | 3.68% | - |
 AIT | 0.01% | 0.68% | $1.44 |
 YINN | 0.01% | 1.24% | - |
 ENGI.PA | 0.01% | 8.78% | $1.43 |
 HTGC | 0.01% | 8.47% | $1.6 |
 IS0Q.DE | 0.01% | 5.47% | - |
 WAB | 0.01% | 0.47% | $0.74 |
 DGE.L | 0.01% | 3.68% | $0.81 |
 ULVR.L | 0.01% | 3.22% | $1.47 |
 LMT | 0.01% | 2.72% | $12.45 |
 IUSM.DE | 0.01% | 4.06% | - |
 ICG.L | 0.01% | 3.74% | $0.79 |
 TSM | 0% | 1.17% | $1.74 |
 IS04.DE | 0% | 2.83% | - |
 OWL | 0% | 3.71% | $0.6 |
 BTG.US | 0% | 5.05% | $0.16 |
 ENEL.MI | 0% | 6.35% | $0.43 |
 APO | 0% | 1.4% | $1.75 |
 0968.HK | 0% | 7.14% | $0.23 |
 QCOM | 0% | 2.11% | $3.25 |
 PRU.L | 0% | 2.2% | $0.28 |
 GOLD.BARRICK | 0% | 2.08% | $0.4 |
 ES | 0% | 4.75% | $2.78 |
 ARES | 0% | 2.52% | $3.4 |
 NTES | 0% | 2.51% | $2.58 |
 CG | 0% | 3.26% | $1.4 |
 MF.PA | 0% | 4.26% | $4 |
 IRDM | 0% | 1.83% | $0.53 |
 SXS.L | 0% | 3.21% | $0.79 |
 LHX | 0% | 2.13% | $4.6 |
 NOC | 0% | 1.69% | $7.67 |
 PGHN.ZU | 0% | 2.94% | $39 |
 IUS7.DE | 0% | 5.47% | - |
 BABA | 0% | 0.7% | $0.98 |
 MSFT | 0% | 0.8% | $3 |
 D | 0% | 4.84% | $2.67 |
 EXC | 0% | 3.57% | $1.48 |
 RF.PA | 0% | 3.29% | $2.42 |
 ATHM.CH | 0% | 5.5% | $1.68 |
 RTX | 0% | 1.96% | $2.44 |
 DUK | 0% | 3.56% | $4.1 |
 SRG.MI | 0% | 6.34% | $0.28 |
 AVGO | 0% | 1.15% | $19.7 |
 CWEN | 0% | 6.09% | $1.6 |
 ATKR | 0% | 1.97% | $0.64 |
 BX | 0% | 2.72% | $3.36 |
 TPG | 0% | 3.55% | $1.55 |
 AEP | 0% | 3.46% | $3.47 |
 EOAN.DE | 0% | 4.12% | $0.53 |
 PEP | 0% | 3.51% | $5.15 |
 EIX | 0% | 5.7% | $3.04 |
 ETR | 0% | 2.86% | $4.46 |
 ED | 0% | 3.22% | $3.28 |
 XEL | 0% | 3.25% | $2.13 |
 FE | 0% | 4.41% | $1.64 |
 XOM | 0% | 3.56% | $3.76 |
 NEM | 0% | 2.28% | $1.3 |
 UGI | 0% | 4.54% | $1.5 |
 EVRG | 0% | 3.98% | $2.54 |
 DTE | 0% | 3.2% | $4.01 |
 WEC | 0% | 3.18% | $3.23 |
 PNW | 0% | 3.86% | $3.51 |
 INTC | 0% | 2.42% | $0.5 |
 SO | 0% | 3.15% | $2.82 |
 AU | 0% | 2.89% | $0.22 |
 HON | 0% | 2.06% | $4.27 |
 0992.HK | 0% | 3.1% | $0.38 |
 NEE | 0% | 2.9% | $1.97 |
 SESG.PA | 0% | 8.11% | $0.43 |
 QQ.L | 0% | 1.65% | $0.08 |
 PPL | 0% | 3.07% | $1 |
 ISF.L | 0% | 3.49% | - |
 ADI | 0% | 1.66% | $3.56 |
 CMS | 0% | 2.86% | $2.01 |
 SRE | 0% | 3.61% | $2.43 |
 MU | 0% | 0.49% | $0.46 |
 VIPS | 0% | 2.81% | $0.41 |
 RWE.DE | 0% | 3.22% | $1 |
 NVDA | 0% | 0.04% | $0.02 |
 LDOS | 0% | 1.12% | $1.5 |
 00763.HK | 0% | 2.43% | $0.74 |
 JD.US | 0% | 1.75% | $0.74 |
 ELE.MC | 0% | 3.79% | $0.81 |
 STEP | 0% | 1.78% | $0.84 |
 AIR.PA | 0% | 1.18% | $1.8 |
 GOOGL | 0% | 0.46% | $0.2 |
 UNH | 0% | 1.7% | $7.74 |
 RED.MC | 0% | 3.78% | $0.81 |
 KBR | 0% | 1.19% | $0.57 |
 LNT | 0% | 3.12% | $1.87 |
 BALL | 0% | 1.47% | $0.8 |
 META | 0% | 0.32% | $1 |
 NI | 0% | 2.79% | $1.05 |
 IDR.MC | 0% | 0.81% | $0.2 |
 TMUS | 0% | 1.24% | $1.95 |
 AEM | 0% | 1.56% | $1.6 |
 HLNE | 0% | 1.34% | $1.83 |
 AEE | 0% | 2.76% | $2.6 |
 0700.HK | 0% | 0.66% | $3.4 |
 IS3F.DE | 0% | 2.03% | - |
 III | 0% | 1.05% | $0.4 |
 PEG | 0% | 3.07% | $2.34 |
 PAAS | 0% | 1.58% | $0.4 |
 GFI | 0% | 2.16% | $0.31 |
 SIRI | 0% | 4.25% | $0.1 |
 YY | 0% | 2.04% | $0.71 |
 MS | 0% | 3.04% | $3.4 |
 669.HK | 0% | 2.25% | $1.93 |
 CNP | 0% | 2.42% | $0.79 |
 AWK | 0% | 2.1% | $2.89 |
 HXL | 0% | 1.07% | $0.55 |
 KGC | 0% | 1.04% | $0.12 |
 KKR | 0% | 0.61% | $0.67 |
 ATO | 0% | 2.25% | $3.16 |
 GD | 0% | 2.12% | $5.48 |
 APH | 0% | 0.96% | $0.44 |
 EQT.ST | 0% | 1.15% | - |
 VOO | 0% | 1.23% | - |
 SOF.BR | 0% | 1.01% | $2.35 |
 DE | 0% | 1.24% | $5.76 |
 LDO.MI | 0% | 0.64% | $0.28 |
 YMM | 0% | 0.96% | $0.13 |
 HMY | 0% | 1.41% | $0.08 |
 MC.PA | 0% | 2.06% | $13 |
 00285.HK | 0% | 1.2% | $0.59 |
 AAPL | 0% | 0.42% | $0.97 |
 WM | 0% | 1.34% | $2.9 |
 WPM | 0% | 0.89% | $0.61 |
 DSY.PA | 0% | 0.59% | $0.23 |
 AMAT | 0% | 1.03% | $1.44 |
 SAIC | 0% | 1.33% | $1.48 |
 CRM | 0% | 0.57% | $0.4 |
 ACN | 0% | 1.62% | $4.99 |
 MA | 0% | 0.52% | $2.46 |
 ORCL | 0% | 1.03% | $1.6 |
 LLY | 0% | 0.62% | $4.86 |
 BAB.L | 0% | 0.74% | $0.02 |
 TM | 0% | 2.56% | $4.64 |
 FNV | 0% | 1.05% | $1.41 |
 3888.HK | 0% | 0.32% | $0.14 |
 TME | 0% | 1% | $0.12 |
 ASML | 0% | 0.79% | $5.57 |
 RGLD | 0% | 1.07% | $1.58 |
 HII | 0% | 2.7% | $5.14 |
 RR.L | 0% | 0.75% | - |
 BN.US | 0% | 0.62% | $0.3 |
 RSG | 0% | 0.97% | $2.14 |
 NOKIA.HE | 0% | 2.69% | $0.13 |
 GOOG | 0% | 0.46% | $0.2 |
 DBRG | 0% | 0.41% | $0.04 |
 HL | 0% | 0.69% | $0.03 |
 QQQ | 0% | 0.56% | - |
 BKNG | 0% | 0.77% | $17.5 |
 BA.L | 0% | 2.1% | $0.3 |
 TER | 0% | 0.44% | $0.46 |
 V | 0% | 0.64% | $2.01 |
 TCOM.CH | 0% | 0.44% | - |
 GE | 0% | 0.76% | $0.44 |
 EA | 0% | 0.54% | $0.76 |
 AGI | 0% | 0.41% | $0.1 |
 WCN | 0% | 0.62% | $1.12 |
 HWM | 0% | 0.25% | $0.19 |
 VST | 0% | 0.77% | $0.85 |
 02382.HK | 0% | 0.25% | $0.22 |
 SONY | 0% | 0.37% | $0.49 |
 CW | 0% | 0.27% | $0.81 |
 MCK | 0% | 0.43% | $2.48 |
 IFX.DE | 0% | 0.97% | $0.35 |
 PCG | 0% | 0.44% | $0.03 |
 AG | 0% | 0.31% | $0.02 |
 02018.HK | 0% | 0.19% | $0.1 |
 GIB | 0% | 0.2% | - |
 EME | 0% | 0.27% | $0.79 |
 GEV | 0% | 0.09% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AEE | Ex-Dividend | Mar 11 | $0.67 |
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
CNP | Pay Day | Mar 13 | $0.22 |
AMAT | Pay Day | Mar 13 | $0.40 |
WCN | Pay Day | Mar 13 | $0.32 |
AGI | Ex-Dividend | Mar 13 | $0.02 |
FNV | Ex-Dividend | Mar 13 | $0.38 |
META | Ex-Dividend | Mar 14 | $0.52 |
HON | Pay Day | Mar 14 | $1.13 |
EXC | Pay Day | Mar 14 | $0.40 |
WM | Ex-Dividend | Mar 14 | $0.82 |
ED | Pay Day | Mar 14 | $0.85 |
XEL | Ex-Dividend | Mar 14 | $0.57 |
HII | Pay Day | Mar 14 | $1.35 |
KBR | Ex-Dividend | Mar 14 | $0.16 |
LDOS | Ex-Dividend | Mar 14 | $0.40 |
PAAS | Pay Day | Mar 14 | $0.10 |
TER | Pay Day | Mar 14 | $0.12 |
AG | Pay Day | Mar 14 | $0.01 |
AU | Ex-Dividend | Mar 14 | $0.69 |
GFI | Ex-Dividend | Mar 14 | $0.38 |
HLNE | Ex-Dividend | Mar 14 | $0.49 |
STEP | Pay Day | Mar 14 | $0.24 |
GOOG | Pay Day | Mar 17 | $0.20 |
DUK | Pay Day | Mar 17 | $1.04 |
NEE | Pay Day | Mar 17 | $0.57 |
BALL | Pay Day | Mar 17 | $0.20 |
UGI | Ex-Dividend | Mar 17 | $0.38 |
GOLD.BARRICK | Pay Day | Mar 17 | $0.10 |
ADI | Pay Day | Mar 17 | $0.99 |
DTE | Ex-Dividend | Mar 17 | $1.09 |
IRM | Ex-Dividend | Mar 17 | $0.78 |
GOOGL | Pay Day | Mar 17 | $0.20 |
CWEN | Pay Day | Mar 17 | $0.43 |
ARES | Ex-Dividend | Mar 17 | $1.12 |
UNH | Pay Day | Mar 18 | $2.10 |
APH | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EA | Pay Day | Mar 19 | $0.19 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
NOC | Pay Day | Mar 19 | $2.06 |
RTX | Pay Day | Mar 20 | $0.63 |
NTES | Pay Day | Mar 20 | $1.22 |
D | Pay Day | Mar 20 | $0.67 |
SRE | Ex-Dividend | Mar 20 | $0.64 |
AVGO | Ex-Dividend | Mar 20 | $0.59 |
VST | Ex-Dividend | Mar 20 | $0.22 |
KGC | Pay Day | Mar 20 | $0.03 |
LHX | Pay Day | Mar 21 | $1.20 |
GIB | Pay Day | Mar 21 | $0.10 |
EVRG | Pay Day | Mar 21 | $0.67 |
CG | Ex-Dividend | Mar 24 | $0.40 |
HL | Pay Day | Mar 24 | $0.00 |
PRMB | Pay Day | Mar 24 | $0.10 |
META | Pay Day | Mar 26 | $0.52 |
ISF.L | Pay Day | Mar 26 | $0.05 |
IS3F.DE | Pay Day | Mar 26 | $- |
QCOM | Pay Day | Mar 27 | $0.85 |
NEM | Pay Day | Mar 27 | $0.25 |
AGI | Pay Day | Mar 27 | $0.02 |
FNV | Pay Day | Mar 27 | $0.38 |
GFI | Pay Day | Mar 27 | $0.38 |
CW | Ex-Dividend | Mar 27 | $0.21 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
WM | Pay Day | Mar 28 | $0.82 |
LDOS | Pay Day | Mar 28 | $0.40 |
ULVR.L | Pay Day | Mar 28 | $0.47 |
AU | Pay Day | Mar 28 | $0.69 |
PEP | Pay Day | Mar 31 | $1.36 |
BKNG | Pay Day | Mar 31 | $9.60 |
DE | Ex-Dividend | Mar 31 | $1.62 |
PCG | Ex-Dividend | Mar 31 | $0.02 |
PEG | Pay Day | Mar 31 | $0.63 |
ES | Pay Day | Mar 31 | $0.75 |
AEE | Pay Day | Mar 31 | $0.67 |
ASHM.L | Pay Day | Mar 31 | $0.06 |
AVGO | Pay Day | Mar 31 | $0.59 |
VST | Pay Day | Mar 31 | $0.22 |
DBRG | Ex-Dividend | Mar 31 | $0.01 |
ARES | Pay Day | Mar 31 | $1.12 |
MCK | Pay Day | Apr 1 | $0.71 |
PPL | Pay Day | Apr 1 | $0.27 |
UGI | Pay Day | Apr 1 | $0.38 |
NVDA | Pay Day | Apr 2 | $0.01 |
RSG | Ex-Dividend | Apr 2 | $0.58 |
IRM | Pay Day | Apr 4 | $0.78 |
RGLD | Ex-Dividend | Apr 4 | $0.45 |
HLNE | Pay Day | Apr 4 | $0.49 |
EIX | Ex-Dividend | Apr 7 | $0.83 |
YMM | Ex-Dividend | Apr 7 | $0.10 |
JD.US | Ex-Dividend | Apr 8 | $1.00 |
MA | Ex-Dividend | Apr 9 | $0.76 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
GSK | Pay Day | Apr 10 | $0.40 |
GD | Ex-Dividend | Apr 11 | $1.50 |
VIPS | Ex-Dividend | Apr 11 | $0.48 |
CW | Pay Day | Apr 14 | $0.21 |
PCG | Pay Day | Apr 15 | $0.02 |
SRE | Pay Day | Apr 15 | $0.64 |
RSG | Pay Day | Apr 15 | $0.58 |
KBR | Pay Day | Apr 15 | $0.16 |
DTE | Pay Day | Apr 15 | $1.09 |
DBRG | Pay Day | Apr 15 | $0.01 |
CG | Pay Day | Apr 17 | $0.40 |
RGLD | Pay Day | Apr 17 | $0.45 |
YMM | Pay Day | Apr 18 | $0.10 |
XEL | Pay Day | Apr 20 | $0.57 |
AIR.PA | Ex-Dividend | Apr 22 | $2.09 |
DELL | Ex-Dividend | Apr 22 | $0.52 |
AIR.PA | Pay Day | Apr 24 | $2.09 |
DGE.L | Pay Day | Apr 24 | $0.50 |
GE | Pay Day | Apr 25 | $0.36 |
ENGI.PA | Ex-Dividend | Apr 25 | $1.55 |
VIPS | Pay Day | Apr 25 | $0.48 |
ASML | Ex-Dividend | Apr 28 | $1.92 |
ENGI.PA | Pay Day | Apr 29 | $1.55 |
JD.US | Pay Day | Apr 29 | $1.00 |
EIX | Pay Day | Apr 30 | $0.83 |
QQQ | Pay Day | Apr 30 | $0.57 |
DELL | Pay Day | May 2 | $0.52 |
ASML | Pay Day | May 6 | $1.92 |
DE | Pay Day | May 8 | $1.62 |
MA | Pay Day | May 9 | $0.76 |
GD | Pay Day | May 9 | $1.50 |
669.HK | Ex-Dividend | May 15 | $0.15 |
SXS.L | Ex-Dividend | May 15 | $0.71 |
TMUS | Ex-Dividend | May 30 | $0.88 |
AEM | Ex-Dividend | May 30 | $0.40 |
TMUS | Pay Day | Jun 12 | $0.88 |
AEM | Pay Day | Jun 16 | $0.40 |
IS04.DE | Pay Day | Jun 26 | $0.08 |
ELE.MC | Ex-Dividend | Jun 27 | $0.86 |
RED.MC | Ex-Dividend | Jun 27 | $0.63 |
669.HK | Pay Day | Jun 27 | $0.15 |
SXS.L | Pay Day | Jun 27 | $0.71 |
ELE.MC | Pay Day | Jul 1 | $0.86 |
RED.MC | Pay Day | Jul 1 | $0.63 |
TMF | Pay Day | Jul 2 | $0.43 |
YINN | Pay Day | Jul 2 | $0.12 |
VOO | Pay Day | Jul 2 | $1.78 |
IDR.MC | Ex-Dividend | Jul 8 | $0.26 |
IDR.MC | Pay Day | Jul 10 | $0.26 |
Performance Metrics
Score 2.1/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.96
-0.96
-1
1
2
3
3
Jensen's Alpha
-49.3
-49.3
-50
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-2.61
-2.61
-3
0.75
1.25
2
2
Information Ratio
-1.1
-1.1
-2
0.3
0.6
1
1
Calmar Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.96
-0.96
-1
1
2
3
3
Jensen's Alpha
-49.3
-49.3
-50
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-2.61
-2.61
-3
0.75
1.25
2
2
Information Ratio
-1.1
-1.1
-2
0.3
0.6
1
1
Calmar Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.72% | Jan 2018 | - | 87 |