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-0.46%
Today
-0.46%
This Month
+2.9%
Year To Date
+51.7%
2 Years
+48.76%
5 Years
-4.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.23%
- 🪙 Cryptocurrencies20.84%
- 📈 Indexes18.98%
- 🛠️ Producer Manufacturing6.93%
- 🚗 Consumer Durables5.12%
- 🧪 Process Industries4.61%
- 🖥️ Technology Services4.17%
- 💻 Electronic Technology2.53%
- ⛏️ Energy Minerals2.36%
- 🛍️ Retail Trade1.6%
- 🪨 Non Energy Minerals0.61%
- 🏥 Health Services0.34%
- 💰 Finance0.26%
- ⚡ Utilities0.23%
- 💼 Commercial Services0.23%
- 🏭 Industrial Services0.16%
- 💇♀️ Consumer Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency20.84%
- 🌍 CFD18.98%
- 🇮🇹 Borsa Italiana9.29%
- 🇺🇸 NYSE7.64%
- 🇺🇸 Nasdaq6.29%
- 🇩🇪 FRA4.35%
- 🇨🇭 SIX0.68%
- 🇫🇷 Euronext Paris0.5%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🇬🇧 LSE0.11%
- 🇪🇸 Bolsa De Madrid0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.53%
- 🇳🇱 Netherlands8.79%
- 🇩🇪 Germany4.35%
- 🇮🇪 Ireland1.49%
- 🇨🇭 Switzerland1.04%
- 🇬🇧 United Kingdom0.57%
- 🇱🇺 Luxembourg0.51%
- 🇫🇷 France0.5%
- 🇮🇹 Italy0.5%
- 🇩🇰 Denmark0.31%
- 🇺🇾 Uruguay0.3%
- 🇮🇱 Israel0.21%
- 🇪🇸 Spain0.1%
- 🇹🇼 Taiwan0.07%
Dividends
Dividend Yield
1.29%
31 out of 49 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.6% | 12.01% | $1.55 |
 EVK.DE | 0.28% | 6.44% | $1.17 |
 VTS | 0.19% | 8.02% | $2.03 |
 BRE.MI | 0.12% | 3.19% | $0.3 |
 ABBN.ZU | 0.01% | 1.74% | $0.87 |
 MSFT | 0.01% | 0.76% | $3 |
 ETN | 0.01% | 1.15% | $3.6 |
 JNPR | 0.01% | 2.52% | $0.88 |
 TT | 0.01% | 0.93% | $3.27 |
 ROCKB.CO | 0.01% | 1.67% | $43 |
 PRY.MI | 0.01% | 1.04% | $0.7 |
 GRMN | 0% | 1.38% | $3.71 |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 GAW.L | 0% | 3.62% | $5.5 |
 IBE.MC | 0% | 3.46% | $0.45 |
 SW | 0% | 2.34% | $1.18 |
 UI | 0% | 0.59% | $2.4 |
 NEE | 0% | 2.88% | $1.97 |
 VIE.PA | 0% | 4.53% | $1.25 |
 BCC | 0% | 0.65% | $0.8 |
 V | 0% | 0.65% | $2.01 |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 TTEK | 0% | 0.63% | $1.07 |
 CRM | 0% | 0.47% | $0.4 |
 WAB | 0% | 0.38% | $0.74 |
 GOOG | 0% | 0.29% | $0.2 |
 TSM | 0% | 0.93% | $1.74 |
 VRSK | 0% | 0.54% | $1.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
V | Ex-Dividend | Feb 11 | $0.59 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
SW | Ex-Dividend | Feb 14 | $0.43 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
TTEK | Pay Day | Feb 26 | $0.06 |
GAW.L | Pay Day | Feb 28 | $1.89 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GRMN | Pay Day | Mar 28 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 3/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.43% | Aug 2012 | - | 151 |