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-3.08%
Today
-3.08%
This Month
+27.78%
Year To Date
+201.59%
2 Years
+272.31%
5 Years
-26.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.29%
- 💰 Finance3.84%
- 🛍️ Retail Trade2.53%
- 🍞 Consumer Non Durables2.42%
- 🧬 Health Technology2.29%
- ⚡ Utilities2.29%
- 🚗 Consumer Durables1.63%
- 💵 Cash1.61%
- 🧪 Process Industries1.31%
- 💼 Commercial Services0.9%
- 🪨 Non Energy Minerals0.67%
- 📊 ETFs0.63%
- 🛠️ Producer Manufacturing0.56%
- ⛏️ Energy Minerals0.52%
- 🚚 Transportation0.43%
- 💇♀️ Consumer Services0.42%
- 💻 Electronic Technology0.38%
- 🖥️ Technology Services0.36%
- 📦 Distribution Services0.33%
- 📡 Communications0.25%
- 🏥 Health Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.29%
- 🇺🇸 NYSE12.6%
- 🇺🇸 Nasdaq5.21%
- 🇬🇧 LSE1.32%
- 🇧🇪 Euronext Brussels0.9%
- 🇩🇪 FRA0.85%
- 🇳🇱 Euronext Amsterdam0.61%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇫🇷 Euronext Paris0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.91%
- 🇬🇧 United Kingdom1.63%
- 🇧🇪 Belgium1.04%
- 🇩🇪 Germany0.85%
- 🇨🇳 China0.82%
- 🇨🇦 Canada0.77%
- 🇳🇱 Netherlands0.47%
- 🇮🇪 Ireland0.45%
- 🇿🇦 South Africa0.19%
- 🇫🇷 France0.11%
- 🇷🇺 Russia0.06%
- 🇭🇰 Hong Kong0.03%
Dividends
Dividend Yield
0.89%
99 out of 130 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WBA | 0.07% | 9.73% | $1.46 |
 LEG | 0.04% | 5.78% | $1.43 |
 NWN | 0.03% | 4.9% | $1.95 |
 UVV | 0.02% | 6.08% | $3.21 |
 MED.US | 0.02% | 8.09% | $6.59 |
 CVS | 0.02% | 4.71% | $2.54 |
 MNODL.L | 0.02% | 473.72% | - |
 SSL | 0.02% | 10.74% | $0.5 |
 OGZDL.L | 0.02% | 67.74% | - |
 UMI.BR | 0.02% | 5.74% | $0.56 |
 IMB.L | 0.02% | 6.32% | $1.49 |
 HAS | 0.02% | 3.63% | $2.8 |
 SMG | 0.02% | 3.72% | $2.64 |
 PHIA.NV | 0.02% | 3.51% | - |
 UGI | 0.02% | 4.88% | $1.5 |
 HE | 0.02% | 3.61% | $1.43 |
 FMC | 0.02% | 4.16% | $2.32 |
 BAX | 0.02% | 3.19% | $1.16 |
 SVSTL.L | 0.02% | 2546.05% | - |
 WHR | 0.01% | 6.67% | $7 |
 VICI | 0.01% | 5.69% | $1.66 |
 CSWC | 0.01% | 10.22% | $2.27 |
 ARE | 0.01% | 5.33% | $5.02 |
 COLR.BR | 0.01% | 2.72% | $0.98 |
 EVR.L | 0.01% | 17.85% | - |
 TMP | 0.01% | 3.5% | $2.41 |
 GSK | 0.01% | 4.33% | $1.45 |
 VOD | 0.01% | 8.15% | $0.94 |
 WASH | 0.01% | 6.85% | $2.24 |
 GIS | 0.01% | 3.99% | $2.36 |
 ADM | 0.01% | 3.9% | $1.9 |
 PRGO | 0.01% | 4.43% | $1.1 |
 LTC.US | 0.01% | 6.63% | $2.28 |
 MATW | 0.01% | 3.5% | $0.95 |
 APA | 0.01% | 4.56% | $1 |
 HSY | 0.01% | 3.67% | $5.12 |
 MDT.US | 0.01% | 3.07% | $2.77 |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 D | 0.01% | 4.8% | $2.67 |
 O | 0.01% | 5.73% | $3.09 |
 BMY | 0.01% | 4.11% | $2.34 |
 FR.US | 0.01% | 2.77% | $1.38 |
 EIX | 0.01% | 5.87% | $3.04 |
 XRAY | 0.01% | 3.24% | $0.6 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 TD | 0.01% | 5.17% | $2.93 |
 FHN | 0.01% | 2.74% | $0.6 |
 NKE | 0.01% | 1.96% | $1.45 |
 T | 0.01% | 4.68% | $1.11 |
 STJ.L | 0.01% | 1.33% | $0.24 |
 BMO | 0.01% | 4.49% | $4.4 |
 MSEX | 0.01% | 2.63% | $1.29 |
 PUM.DE | 0.01% | 2.68% | $0.82 |
 MGA | 0.01% | 4.87% | $1.88 |
 KHC | 0.01% | 5.36% | $1.6 |
 XEL | 0.01% | 3.26% | $2.13 |
 EXC | 0.01% | 3.8% | $1.48 |
 CVX | 0.01% | 4.42% | $6.28 |
 NFG | 0.01% | 2.91% | $2 |
 CBU | 0.01% | 2.79% | $1.8 |
 SLF | 0.01% | 4.16% | $2.31 |
 MEI | 0.01% | 4.95% | $0.56 |
 PSN.L | 0% | 4.76% | $0.6 |
 CON.DE | 0% | 3.2% | $2.2 |
 OZK | 0% | 3.19% | $1.5 |
 NJR | 0% | 3.69% | $1.68 |
 CMCSA | 0% | 3.74% | $1.2 |
 HRL | 0% | 3.79% | $1.12 |
 FULT | 0% | 3.39% | $0.66 |
 DGRO | 0% | 2.38% | - |
 MMM | 0% | 2.37% | $5.21 |
 STT | 0% | 2.85% | $2.76 |
 WEC | 0% | 3.42% | $3.23 |
 RHI | 0% | 3.27% | $2.02 |
 TGT | 0% | 3.23% | $4.42 |
 ARTNA | 0% | 3.88% | $1.16 |
 PLD | 0% | 3.22% | $3.66 |
 CHRW | 0% | 2.47% | $2.44 |
 SBUX | 0% | 2.19% | $2.24 |
 TRNO | 0% | 2.87% | $1.8 |
 BABA | 0% | 0.99% | $0.98 |
 00017.HK | 0% | 11.99% | $0.5 |
 CASS | 0% | 2.96% | $1.19 |
 SJW | 0% | 3.23% | $1.56 |
 PRU.L | 0% | 2.44% | $0.28 |
 INTC | 0% | 2.57% | $0.5 |
 CRDA.L | 0% | 3.27% | $1.09 |
 NVTKL.L | 0% | 109.46% | - |
 YORW.US | 0% | 2.78% | $0.84 |
 AAP | 0% | 2.06% | $1 |
 HUM | 0% | 1.21% | $3.54 |
 SEIC | 0% | 1.1% | $0.92 |
 ABI.BR | 0% | 1.2% | $0.57 |
 TR | 0% | 1.15% | $0.35 |
 INDA | 0% | 0.78% | - |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ADS.DE | 0% | 0.28% | $0.7 |
 02018.HK | 0% | 0.25% | $0.1 |
 MTCH | 0% | 0.53% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
BMY | Pay Day | Feb 3 | $0.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
UVV | Pay Day | Feb 3 | $0.81 |
VOD | Pay Day | Feb 7 | $0.24 |
ARTNA | Ex-Dividend | Feb 7 | $0.30 |
MATW | Ex-Dividend | Feb 10 | $0.25 |
SJW | Ex-Dividend | Feb 10 | $0.42 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
WEC | Ex-Dividend | Feb 14 | $0.89 |
O | Pay Day | Feb 14 | $0.26 |
NWN | Pay Day | Feb 14 | $0.49 |
HRL | Pay Day | Feb 18 | $0.29 |
MSEX | Ex-Dividend | Feb 18 | $0.34 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
SMG | Ex-Dividend | Feb 21 | $0.66 |
APA | Pay Day | Feb 21 | $0.25 |
ARTNA | Pay Day | Feb 21 | $0.30 |
MATW | Pay Day | Feb 24 | $0.25 |
BMO | Pay Day | Feb 26 | $1.13 |
SBUX | Pay Day | Feb 28 | $0.61 |
D | Ex-Dividend | Feb 28 | $0.67 |
TGT | Pay Day | Mar 1 | $1.12 |
WEC | Pay Day | Mar 1 | $0.89 |
MSEX | Pay Day | Mar 3 | $0.34 |
SJW | Pay Day | Mar 3 | $0.42 |
SMG | Pay Day | Mar 7 | $0.66 |
CVX | Pay Day | Mar 10 | $1.71 |
NJR | Ex-Dividend | Mar 11 | $0.45 |
CBU | Ex-Dividend | Mar 14 | $0.46 |
FHN | Ex-Dividend | Mar 14 | $0.15 |
D | Pay Day | Mar 20 | $0.67 |
IMB.L | Pay Day | Mar 31 | $0.69 |
NJR | Pay Day | Apr 1 | $0.45 |
FHN | Pay Day | Apr 1 | $0.15 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
GIS | Ex-Dividend | Apr 10 | $0.60 |
CBU | Pay Day | Apr 10 | $0.46 |
CMCSA | Pay Day | Apr 23 | $0.33 |
GIS | Pay Day | May 1 | $0.60 |
Performance Metrics
Score 2.8/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.45
-7.45
-8
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.45
-7.45
-8
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.3
0.3
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.67% | Dec 2017 | - | 86 |