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-0.16%
Today
-0.16%
This Month
+4.85%
Year To Date
+30.04%
2 Years
+63.33%
5 Years
-7.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs17.03%
- 📈 Indexes16.24%
- 💰 Finance11.97%
- 💻 Electronic Technology9.1%
- 🖥️ Technology Services8.67%
- 🪙 Cryptocurrencies6.3%
- 🛍️ Retail Trade4.94%
- ⛏️ Energy Minerals3.61%
- 🍞 Consumer Non Durables2.54%
- 💼 Commercial Services1.89%
- 🌾 Commodities1.72%
- 💵 Cash1.7%
- 🚗 Consumer Durables1.5%
- 💹 Forex1.38%
- 💇♀️ Consumer Services0.95%
- 📡 Communications0.87%
- 🧬 Health Technology0.83%
- 🛠️ Producer Manufacturing0.2%
- 🚚 Transportation0.18%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.4%
- 🇺🇸 Nasdaq26.58%
- 🌍 CFD16.24%
- 🌍 Digital Currency6.3%
- 🇬🇧 LSE3.67%
- 🌍 Commodity1.72%
- 🌍 FX1.38%
- 🇭🇰 Hong Kong Exchanges1.19%
- 🇺🇸 Chicago Board Options Exchange0.79%
- 🇩🇪 FRA0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.99%
- 🇬🇧 United Kingdom3.67%
- 🇨🇳 China2.95%
- 🇩🇪 Germany0.66%
Dividends
Dividend Yield
1.25%
28 out of 71 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.54% | 16875% | $1.08 |
 KHC | 0.14% | 5.36% | $1.6 |
 VOW3.DE | 0.06% | 9.21% | $9.06 |
 VZ | 0.06% | 6.82% | $2.66 |
 OXY | 0.06% | 1.89% | $0.8 |
 SQQQ | 0.06% | 11.25% | - |
 00857.HK | 0.05% | 8.26% | $0.48 |
 SBRY.L | 0.05% | 5.15% | $0.13 |
 LLOY.L | 0.05% | 4.67% | $0.03 |
 AAPL | 0.03% | 0.53% | $0.97 |
 BAC | 0.02% | 2.2% | $0.96 |
 TLT | 0.02% | 1.42% | - |
 JNJ | 0.02% | 3.26% | $4.81 |
 GS | 0.01% | 1.83% | $11 |
 MSFT | 0.01% | 0.76% | $3 |
 JPM | 0.01% | 1.8% | $4.4 |
 XLF | 0.01% | 1.48% | - |
 XLB | 0.01% | 2% | - |
 HPQ | 0.01% | 3.48% | $1.1 |
 USRT | 0.01% | 3.51% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 MMM | 0% | 2.37% | $5.21 |
 LUV | 0% | 2.34% | $0.72 |
 GOOG | 0% | 0.29% | $0.2 |
 INTC | 0% | 2.57% | $0.5 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
GS | Ex-Dividend | Feb 28 | $3.00 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
MSFT | Pay Day | Mar 13 | $0.83 |
BAC | Pay Day | Mar 28 | $0.26 |
GS | Pay Day | Mar 28 | $3.00 |
HPQ | Pay Day | Apr 2 | $0.29 |
Performance Metrics
Score 2.6/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-10.22
-10.22
-11
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-10.22
-10.22
-11
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.09% | Sep 2013 | - | 137 |
-2.96% | Jun 2013 | Jul 2013 | 1 |