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-2.71%
Today
-2.71%
This Month
+6.71%
Year To Date
+108.56%
2 Years
+283.75%
5 Years
+28.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.3%
- 🖥️ Technology Services11.26%
- 📊 ETFs10.97%
- 💻 Electronic Technology8.19%
- 💵 Cash4.4%
- 🧬 Health Technology4.08%
- 🛍️ Retail Trade3.52%
- 🍞 Consumer Non Durables2.89%
- 💇♀️ Consumer Services1.47%
- 💰 Finance1.37%
- 💼 Commercial Services0.95%
- 🧪 Process Industries0.94%
- 🛠️ Producer Manufacturing0.83%
- 🚗 Consumer Durables0.71%
- 🚚 Transportation0.65%
- 🪨 Non Energy Minerals0.11%
- 📦 Distribution Services0.09%
- 🏭 Industrial Services0.02%
- 🏥 Health Services0.01%
- 💹 Forex0.01%
- ⚡ Utilities0.01%
- 📈 Indexes0%
- ⛏️ Energy Minerals0%
- 🧩 Miscellaneous0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.3%
- 🇺🇸 Nasdaq21.52%
- 🇬🇧 LSE11.07%
- 🇺🇸 NYSE10.56%
- 🇩🇪 FRA1.46%
- 🇨🇭 SIX0.83%
- 🇫🇷 Euronext Paris0.81%
- 🇩🇪 Xetra ETFs0.72%
- 🇳🇱 Euronext Amsterdam0.51%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🌍 FX0.01%
- 🇪🇸 Bolsa De Madrid0.01%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.25%
- 🇬🇧 United Kingdom2.11%
- 🇨🇳 China1.9%
- 🇩🇪 Germany1.48%
- 🇳🇱 Netherlands0.96%
- 🇨🇭 Switzerland0.96%
- 🇫🇷 France0.88%
- 🇨🇦 Canada0.67%
- 🇮🇪 Ireland0.62%
- 🇸🇬 Singapore0.57%
- 🇹🇼 Taiwan0.4%
- 🇮🇱 Israel0.26%
- 🇯🇵 Japan0.19%
- 🇩🇰 Denmark0.14%
- 🇧🇷 Brazil0.12%
- 🇭🇰 Hong Kong0.1%
- 🇰🇾 Cayman Islands0.07%
- 🇺🇾 Uruguay0.07%
- 🇱🇺 Luxembourg0.06%
- 🇦🇷 Argentina0.06%
- 🇳🇴 Norway0.06%
- 🇮🇳 India0.05%
- 🇰🇷 South Korea0.04%
- 🇦🇹 Austria0.03%
- 🇸🇪 Sweden0.02%
- 🇲🇽 Mexico0.02%
- 🇧🇲 Bermuda0.01%
- 🇵🇦 Panama0.01%
- 🇪🇸 Spain0.01%
- 🇫🇮 Finland0%
Dividends
Dividend Yield
0.35%
185 out of 408 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NESN.ZU | 0.03% | 3.86% | $3 |
 NWG.L | 0.02% | 4.05% | $0.17 |
 VOW3.DE | 0.02% | 9.21% | $9.06 |
 BTI | 0.02% | 7.45% | $2.92 |
 PG | 0.01% | 2.43% | $3.83 |
 IIPR | 0.01% | 10.49% | $7.34 |
 IBM | 0.01% | 2.61% | $6.65 |
 VALE | 0.01% | 9.88% | $1.33 |
 MC.PA | 0.01% | 1.85% | $13 |
 CSCO | 0.01% | 2.64% | $1.58 |
 INTC | 0.01% | 2.57% | $0.5 |
 QCOM | 0.01% | 1.97% | $3.25 |
 MSFT | 0.01% | 0.76% | $3 |
 YUM | 0.01% | 2.05% | $2.55 |
 SMG | 0.01% | 3.72% | $2.64 |
 BN.PA | 0.01% | 3.12% | $2.1 |
 SIE.DE | 0.01% | 2.52% | $4.7 |
 ARGT | 0.01% | 2.2% | - |
 FRE.DE | 0.01% | 3.18% | - |
 HMSO.L | 0.01% | 5.41% | $0.02 |
 PFE | 0% | 6.37% | $1.66 |
 BABA | 0% | 0.99% | $0.98 |
 LIN | 0% | 1.25% | $5.33 |
 SYK | 0% | 0.83% | $3.15 |
 SAP.DE | 0% | 0.82% | $2.2 |
 TSM | 0% | 0.93% | $1.74 |
 GE | 0% | 0.55% | $0.44 |
 YY | 0% | 2.04% | $0.71 |
 NTES | 0% | 2.37% | $2.58 |
 DGE.L | 0% | 3.31% | $0.81 |
 BMY | 0% | 4.11% | $2.34 |
 GRG.L | 0% | 0.88% | $0.6 |
 ASML | 0% | 0.77% | $5.57 |
 META | 0% | 0.29% | $1 |
 JNJ | 0% | 3.26% | $4.81 |
 SHL.DE | 0% | 1.73% | $0.95 |
 MU | 0% | 0.5% | $0.46 |
 GSK | 0% | 4.33% | $1.45 |
 DIS | 0% | 0.88% | $0.75 |
 AVGO | 0% | 0.98% | $19.7 |
 AAPL | 0% | 0.53% | $0.97 |
 VNA.DE | 0% | 3.04% | $0.9 |
 CRM | 0% | 0.47% | $0.4 |
 JD.US | 0% | 1.82% | $0.74 |
 AMGN | 0% | 3.2% | $8.76 |
 MA | 0% | 0.49% | $2.46 |
 GILD | 0% | 3.17% | $3.04 |
 ASML.NV | 0% | 0.89% | $6.1 |
 SNY | 0% | 2.72% | $1.48 |
 VIPS | 0% | 2.85% | $0.41 |
 GOOG | 0% | 0.29% | $0.2 |
 AMAT | 0% | 0.89% | $1.44 |
 0700.HK | 0% | 0.85% | $3.4 |
 LSEG.L | 0% | 1% | $1.15 |
 ORCL | 0% | 0.94% | $1.6 |
 HD | 0% | 2.18% | $8.52 |
 AZN | 0% | 2.06% | $1.42 |
 GOOGL | 0% | 0.29% | $0.2 |
 NKE | 0% | 1.96% | $1.45 |
 EBAY | 0% | 1.6% | $1.04 |
 NVO | 0% | 1.21% | $0.98 |
 MRK | 0% | 3.2% | $3.04 |
 EA | 0% | 0.62% | $0.76 |
 LLY | 0% | 0.67% | $4.86 |
 TLT | 0% | 1.42% | - |
 PK | 0% | 7.41% | $0.8 |
 BTRW.L | 0% | 3.55% | $0.28 |
 CPA | 0% | 6.91% | $4.86 |
 SONY | 0% | 0.41% | $0.49 |
 823.HK | 0% | 8.36% | $2.63 |
 MDT.US | 0% | 3.07% | $2.77 |
 3888.HK | 0% | 0.36% | $0.14 |
 GLPI | 0% | 6.28% | $2.98 |
 SAN.PA | 0% | 3.61% | $3.76 |
 NVDA | 0% | 0.03% | $0.02 |
 WMT | 0% | 0.85% | $0.81 |
 VICI | 0% | 5.69% | $1.66 |
 ROG.ZU | 0% | 3.39% | $9.6 |
 KB | 0% | 4.05% | $2.39 |
 HPE | 0% | 2.45% | $0.51 |
 BKNG | 0% | 0.74% | $17.5 |
 BIP | 0% | 5.01% | $0.41 |
 1299.HK | 0% | 3.01% | $1.61 |
 RVTY | 0% | 0.22% | $0.28 |
 WF | 0% | 6.5% | $2.23 |
 00388.HK | 0% | 2.74% | $8.41 |
 BIL | 0% | 1.42% | - |
 MTN | 0% | 5.22% | $8.56 |
 HST | 0% | 4.79% | $0.78 |
 SIX2.DE | 0% | 4.95% | $3.9 |
 SMSN.L | 0% | 2.7% | $23.68 |
 UMC | 0% | 6.06% | $0.36 |
 GS | 0% | 1.83% | $11 |
 AZN.L | 0% | 2.06% | $2.28 |
 RHP | 0% | 4.24% | $4.3 |
 UMG.NV | 0% | 1.89% | $0.51 |
 PAC | 0% | 3.84% | $3.79 |
 EPIA.ST | 0% | 1.79% | $3.8 |
 DELL | 0% | 1.72% | $1.63 |
 ABT | 0% | 1.75% | $2.16 |
 SHG | 0% | 3.93% | $1.23 |
 VAC | 0% | 3.54% | $3 |
 BDX | 0% | 1.61% | $3.76 |
 AENA.MC | 0% | 2.96% | $6.2 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 CB | 0% | 1.32% | $3.49 |
 SMFG | 0% | 2.55% | $0.29 |
 HMC | 0% | 2.6% | $0.65 |
 KLAC | 0% | 0.79% | $5.65 |
 TAK | 0% | 3.78% | $0.56 |
 SHO | 0% | 3% | $0.3 |
 LEN | 0% | 1.52% | $1.75 |
 WM | 0% | 1.36% | $2.9 |
 BARN.ZU | 0% | 2.89% | $29 |
 FUN | 0% | 2.72% | $1.2 |
 MUFG | 0% | 1.87% | $0.23 |
 GEV | 0% | 0.07% | - |
 UNH | 0% | 1.51% | $7.74 |
 COF | 0% | 1.18% | $2.4 |
 SCHD | 0% | 3.8% | - |
 TM | 0% | 2.58% | $4.64 |
 LUV | 0% | 2.34% | $0.72 |
 MFG | 0% | 2.12% | $0.12 |
 ASR | 0% | 2.11% | $5.78 |
 ASX | 0% | 2.26% | $0.23 |
 AXP | 0% | 0.88% | $2.6 |
 HTHT | 0% | 1.9% | $0.6 |
 AVOL.ZU | 0% | 1.69% | $0.7 |
 RYAAY | 0% | 1.8% | $0.93 |
 669.HK | 0% | 1.97% | $1.93 |
 O | 0% | 5.73% | $3.09 |
 LVS | 0% | 1.75% | $0.8 |
 ATAT | 0% | 1.53% | $0.13 |
 GEHC | 0% | 0.14% | $0.12 |
 ACN | 0% | 1.44% | $4.99 |
 CP | 0% | 0.66% | $0.56 |
 00027.HK | 0% | 1.51% | - |
 SPGI | 0% | 0.71% | $3.62 |
 WYNN | 0% | 1.15% | $1 |
 MRVL | 0% | 0.21% | $0.24 |
 BYD | 0% | 0.89% | $0.66 |
 MAR | 0% | 0.83% | $2.19 |
 KO | 0% | 3.06% | $1.89 |
 DAL | 0% | 0.74% | $0.3 |
 ALC.ZU | 0% | 0.29% | $0.24 |
 PRX.NV | 0% | 0.27% | $0.07 |
 PBR | 0% | 18.77% | $1.73 |
 IAG.L | 0% | 0.61% | - |
 MSI | 0% | 0.86% | $3.82 |
 VXUS | 0% | 6.6% | - |
 VOO | 0% | 1.26% | - |
 LRCX | 0% | 1.06% | $8 |
 IFX.DE | 0% | 1.09% | $0.35 |
 SHEL.L | 0% | 4.08% | $0.8 |
 RCL | 0% | 0.36% | - |
 INTU | 0% | 0.65% | $3.6 |
 QQQ | 0% | 0.64% | - |
 H | 0% | 0.38% | $0.6 |
 VRT | 0% | 0.1% | $0.06 |
 MPWR | 0% | 0.78% | $4.5 |
 NDA_SE.ST | 0% | 8.02% | $10.62 |
 PEB | 0% | 0.3% | $0.04 |
 CHDN | 0% | 0.33% | $0.38 |
 HYG | 0% | 1.81% | - |
 V | 0% | 0.65% | $2.01 |
 ROP | 0% | 0.53% | $2.93 |
 HLT | 0% | 0.23% | $0.6 |
 RSP | 0% | 1.37% | - |
 SPY5.L | 0% | 1.04% | - |
 BBOX.L | 0% | 5.16% | $0.07 |
 PEP | 0% | 3.54% | $5.15 |
 FANG | 0% | 5.04% | $9.26 |
 PUK | 0% | 2.53% | $0.41 |
 STX.US | 0% | 2.95% | $2.8 |
 DKS | 0% | 1.83% | $4.2 |
 PSX | 0% | 3.82% | $4.3 |
 MCHP | 0% | 3.34% | $1.75 |
 VO | 0% | 1.59% | - |
 RGA | 0% | 1.53% | $3.4 |
 MTDR | 0% | 1.47% | $0.75 |
 PNR | 0% | 0.91% | $0.91 |
 CDW | 0% | 1.25% | $2.45 |
 COR | 0% | 0.82% | $2.02 |
 HCA | 0% | 0.82% | $2.52 |
 TER | 0% | 0.41% | $0.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BMY | Pay Day | Feb 3 | $0.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
BTI | Pay Day | Feb 6 | $0.74 |
MA | Pay Day | Feb 7 | $0.76 |
PNR | Pay Day | Feb 7 | $0.25 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
LVS | Ex-Dividend | Feb 10 | $0.20 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
LEN | Pay Day | Feb 12 | $0.50 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ACN | Pay Day | Feb 14 | $1.48 |
ABT | Pay Day | Feb 14 | $0.59 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
GEHC | Pay Day | Feb 14 | $0.04 |
O | Pay Day | Feb 14 | $0.26 |
TER | Ex-Dividend | Feb 14 | $0.12 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
LVS | Pay Day | Feb 19 | $0.20 |
SHL.DE | Ex-Dividend | Feb 19 | $0.99 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
SMG | Ex-Dividend | Feb 21 | $0.66 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
SHL.DE | Pay Day | Feb 21 | $0.99 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
GS | Ex-Dividend | Feb 28 | $3.00 |
BIP | Ex-Dividend | Feb 28 | $0.43 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
SMG | Pay Day | Mar 7 | $0.66 |
IBM | Pay Day | Mar 10 | $1.67 |
LLY | Pay Day | Mar 10 | $1.50 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TER | Pay Day | Mar 14 | $0.12 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
HCA | Ex-Dividend | Mar 17 | $0.72 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
GS | Pay Day | Mar 28 | $3.00 |
CP | Ex-Dividend | Mar 28 | $0.13 |
HCA | Pay Day | Mar 31 | $0.72 |
BDX | Pay Day | Mar 31 | $1.04 |
BIP | Pay Day | Mar 31 | $0.43 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
RVTY | Ex-Dividend | Apr 17 | $0.07 |
CP | Pay Day | Apr 28 | $0.13 |
RVTY | Pay Day | May 9 | $0.07 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.9/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
17.88
17.88
-2
0
2
18
18
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
17.88
17.88
-2
0
2
18
18
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.35% | Jan 2018 | Jan 2021 | 36 |
-55.76% | Nov 2021 | Nov 2024 | 36 |
-23.35% | May 2021 | Oct 2021 | 5 |
-8.39% | Sep 2017 | Oct 2017 | 1 |
-1.38% | Dec 2024 | Jan 2025 | 1 |