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-0.98%
Today
-0.98%
This Month
+2%
Year To Date
+7.08%
2 Years
-34.45%
5 Years
-11.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.04%
- 🪙 Cryptocurrencies27.43%
- 🛍️ Retail Trade8.86%
- 📊 ETFs4.07%
- 💰 Finance3.64%
- 💻 Electronic Technology3.09%
- 🍞 Consumer Non Durables2.66%
- 🖥️ Technology Services2.57%
- 🏭 Industrial Services2.01%
- 🚗 Consumer Durables1.95%
- 🧬 Health Technology1.42%
- 💇♀️ Consumer Services1.16%
- 🧪 Process Industries0.98%
- 💼 Commercial Services0.62%
- ⛏️ Energy Minerals0.5%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.43%
- 🇺🇸 NYSE16.01%
- 🇺🇸 Nasdaq12.44%
- 🇳🇴 Oslo Stock Exchange5.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.91%
- 🇳🇴 Norway4.32%
- 🇨🇳 China2.47%
- 🇬🇧 United Kingdom0.75%
Dividends
Dividend Yield
0.65%
28 out of 74 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $AKRBP.OL (10.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WBA | 0.14% | 9.73% | $1.46 |
 DG.US | 0.1% | 3.32% | $2.36 |
 PFE | 0.07% | 6.37% | $1.66 |
 AKRBP.OL | 0.05% | 10.97% | $24.77 |
 MING.OL | 0.05% | 6.58% | - |
 VEI.OL | 0.04% | 5.48% | - |
 INTC | 0.02% | 2.57% | $0.5 |
 GS | 0.02% | 1.83% | $11 |
 SUBC.OL | 0.02% | 3.2% | $3.5 |
 SALM.OL | 0.01% | 5.84% | $35 |
 NORCO.OL | 0.01% | 2.78% | - |
 COST | 0.01% | 0.47% | $19.22 |
 AXP | 0.01% | 0.88% | $2.6 |
 CE | 0.01% | 3.94% | $2.8 |
 WMT | 0.01% | 0.85% | $0.81 |
 MOWI.OL | 0.01% | 2.9% | $6.9 |
 BABA | 0.01% | 0.99% | $0.98 |
 YAR.OL | 0.01% | 1.47% | $5 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MSFT | 0.01% | 0.76% | $3 |
 ORCL | 0% | 0.94% | $1.6 |
 DPZ | 0% | 1.34% | $5.44 |
 DIS | 0% | 0.88% | $0.75 |
 QCOM | 0% | 1.97% | $3.25 |
 NKE | 0% | 1.96% | $1.45 |
 GOOGL | 0% | 0.29% | $0.2 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
AAPL | Pay Day | Feb 13 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
GS | Ex-Dividend | Feb 28 | $3.00 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
MSFT | Pay Day | Mar 13 | $0.83 |
QCOM | Pay Day | Mar 27 | $0.85 |
GS | Pay Day | Mar 28 | $3.00 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.2/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-18.5
-18.5
-19
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.52
-0.52
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-18.5
-18.5
-19
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.52
-0.52
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.04% | Nov 2021 | - | 39 |
-7.76% | Jul 2021 | Oct 2021 | 3 |
-5.4% | May 2021 | Jun 2021 | 1 |