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-0.2%
Today
-0.2%
This Month
+4.01%
Year To Date
+85.16%
2 Years
+168.12%
5 Years
-20.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.47%
- 💻 Electronic Technology18.87%
- 🛍️ Retail Trade18.16%
- 🪙 Cryptocurrencies11.19%
- 🍞 Consumer Non Durables9.86%
- 💰 Finance5.2%
- 🚗 Consumer Durables4.65%
- 🧬 Health Technology4.2%
- 💼 Commercial Services3.24%
- 📡 Communications1.69%
- 🏥 Health Services1.1%
- ⚡ Utilities0.66%
- ⛏️ Energy Minerals0.57%
- 📊 ETFs0.51%
- 🛠️ Producer Manufacturing0.49%
- 💵 Cash0.07%
- 📦 Distribution Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.59%
- 🇺🇸 NYSE32.15%
- 🌍 Digital Currency11.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.39%
- 🇨🇳 China1.27%
- 🇳🇴 Norway0.37%
- 🇮🇱 Israel0.2%
Dividends
Dividend Yield
1.19%
33 out of 57 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.17% | 5.73% | $3.09 |
 JNJ | 0.14% | 3.26% | $4.81 |
 F | 0.12% | 7.74% | $0.78 |
 T | 0.07% | 4.68% | $1.11 |
 PEP | 0.07% | 3.54% | $5.15 |
 WBA | 0.07% | 9.73% | $1.46 |
 TGT | 0.07% | 3.23% | $4.42 |
 KO | 0.07% | 3.06% | $1.89 |
 MSFT | 0.06% | 0.76% | $3 |
 QCOM | 0.05% | 1.97% | $3.25 |
 PG | 0.05% | 2.43% | $3.83 |
 MDLZ | 0.03% | 3.09% | $1.7 |
 HD | 0.03% | 2.18% | $8.52 |
 V | 0.02% | 0.65% | $2.01 |
 XOM | 0.02% | 3.63% | $3.76 |
 KR | 0.02% | 2.03% | $1.16 |
 AVGO | 0.02% | 0.98% | $19.7 |
 UNH | 0.02% | 1.51% | $7.74 |
 OPRA | 0.02% | 4.26% | $0.78 |
 WMT | 0.02% | 0.85% | $0.81 |
 MU | 0.01% | 0.5% | $0.46 |
 BABA | 0.01% | 0.99% | $0.98 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 AAPL | 0.01% | 0.53% | $0.97 |
 AXP | 0.01% | 0.88% | $2.6 |
 VZ | 0.01% | 6.82% | $2.66 |
 VST | 0% | 0.52% | $0.85 |
 ORCL | 0% | 0.94% | $1.6 |
 IWM | 0% | 1.23% | - |
 VUG | 0% | 0.51% | - |
 NVDA | 0% | 0.03% | $0.02 |
 PEGA | 0% | 0.11% | $0.12 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
KR | Ex-Dividend | Feb 14 | $0.32 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
TGT | Pay Day | Mar 1 | $1.12 |
KR | Pay Day | Mar 1 | $0.32 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
QCOM | Pay Day | Mar 27 | $0.85 |
Performance Metrics
Score 2.3/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-15.69
-15.69
-16
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-15.69
-15.69
-16
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.68% | Jan 2018 | - | 85 |