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-0.12%
Today
-0.12%
This Month
-1.18%
Year To Date
+42.3%
2 Years
+42.21%
5 Years
-5.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.57%
- 💹 Forex9.97%
- 🖥️ Technology Services5.88%
- 🪨 Non Energy Minerals5.82%
- 🚚 Transportation4.1%
- 🪙 Cryptocurrencies2.87%
- 🚗 Consumer Durables2.14%
- 💇♀️ Consumer Services2.11%
- 📊 ETFs1.68%
- 💻 Electronic Technology1.1%
- ⚡ Utilities0.92%
- 💰 Finance0.81%
- 💼 Commercial Services0.8%
- 🧬 Health Technology0.69%
- ⛏️ Energy Minerals0.37%
- 🛍️ Retail Trade0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE13.17%
- 🌍 FX9.97%
- 🇺🇸 Nasdaq9.03%
- 🌍 Digital Currency2.87%
- 🇩🇪 FRA1.26%
- 🇪🇸 Bolsa De Madrid0.93%
- 🇮🇹 Borsa Italiana0.92%
- 🇬🇧 LSE0.88%
- 🇺🇸 Chicago Board Options Exchange0.33%
- 🇳🇴 Oslo Stock Exchange0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.58%
- 🇬🇧 United Kingdom5.19%
- 🇲🇨 Monaco2.51%
- 🇩🇪 Germany1.26%
- 🇪🇸 Spain0.93%
- 🇮🇹 Italy0.92%
- 🇨🇳 China0.87%
- 🇰🇷 South Korea0.58%
- 🇳🇴 Norway0.22%
Dividends
Dividend Yield
0.83%
22 out of 42 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $AKRBP.OL (10.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.35% | 7.18% | $4.34 |
 STNG | 0.08% | 3.36% | $1.4 |
 ENEL.MI | 0.06% | 6.28% | $0.43 |
 VOW3.DE | 0.05% | 9.21% | $9.06 |
 ACX.MC | 0.05% | 5.17% | $0.5 |
 CMCSA | 0.03% | 3.74% | $1.2 |
 AKRBP.OL | 0.02% | 10.97% | $24.77 |
 CON.DE | 0.02% | 3.2% | $2.2 |
 UPS | 0.02% | 5.71% | $6.5 |
 C | 0.02% | 2.71% | $2.12 |
 MSFT | 0.02% | 0.76% | $3 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 FXI | 0.01% | 2.83% | - |
 IAGG | 0.01% | 4.26% | - |
 CVS | 0.01% | 4.71% | $2.54 |
 BMY | 0.01% | 4.11% | $2.34 |
 GM | 0.01% | 0.97% | $0.42 |
 GOOG | 0.01% | 0.29% | $0.2 |
 DIS | 0.01% | 0.88% | $0.75 |
 BND | 0% | 1.3% | - |
 EZJ.L | 0% | 0.88% | $0.05 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
CVS | Pay Day | Feb 3 | $0.66 |
BMY | Pay Day | Feb 3 | $0.62 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
C | Pay Day | Feb 28 | $0.56 |
GM | Ex-Dividend | Mar 7 | $0.12 |
MSFT | Pay Day | Mar 13 | $0.83 |
GM | Pay Day | Mar 20 | $0.12 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
CMCSA | Pay Day | Apr 23 | $0.33 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-4.09
-4.09
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-4.09
-4.09
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.27% | Nov 2013 | - | 135 |