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-1.58%
Today
-4.77%
This Month
-5.5%
Year To Date
-23.49%
2 Years
-23.49%
5 Years
-47.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.6%
- 🖥️ Technology Services13.97%
- 💻 Electronic Technology6.71%
- 📊 ETFs4.96%
- 🍞 Consumer Non Durables4.45%
- 💼 Commercial Services3.43%
- 🛍️ Retail Trade3.34%
- 🧬 Health Technology3.05%
- 🚗 Consumer Durables2.63%
- 🚚 Transportation2.57%
- 💇♀️ Consumer Services2.37%
- 💰 Finance2.34%
- 💵 Cash1.27%
- 🛠️ Producer Manufacturing0.99%
- 🏭 Industrial Services0.86%
- ⛏️ Energy Minerals0.62%
- ⚡ Utilities0.37%
- 📡 Communications0.27%
- ❓ Other0.23%
- 📦 Distribution Services0.23%
- 🧪 Process Industries0.23%
- 🧩 Miscellaneous0.21%
- 📈 Indexes0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.6%
- 🇺🇸 Nasdaq27.54%
- 🇺🇸 NYSE17.16%
- 🇬🇧 LSE5.21%
- 🇨🇭 SIX1.28%
- 🇫🇷 Euronext Paris0.72%
- 🇩🇪 FRA0.53%
- 🇸🇪 Stockholm Stock Exchange0.49%
- 🇮🇹 Borsa Italiana0.3%
- 🌍 Extended Hours Trading0.23%
- 🇪🇸 Bolsa De Madrid0.2%
- 🇳🇱 Euronext Amsterdam0.19%
- 🌍 CFD0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.15%
- 🇬🇧 United Kingdom4.96%
- 🇨🇭 Switzerland1.63%
- 🇳🇱 Netherlands1.08%
- 🇱🇺 Luxembourg0.94%
- 🇨🇦 Canada0.86%
- 🇫🇷 France0.72%
- 🇮🇱 Israel0.58%
- 🇩🇰 Denmark0.57%
- 🇺🇾 Uruguay0.56%
- 🇩🇪 Germany0.53%
- 🇸🇪 Sweden0.49%
- 🇮🇪 Ireland0.43%
- 🇹🇼 Taiwan0.39%
- 🇮🇹 Italy0.3%
- 🇧🇷 Brazil0.3%
- 🇪🇸 Spain0.2%
- 🇨🇳 China0.19%
- 🇦🇪 United Arab Emirates0.19%
- 🇬🇷 Greece0.18%
- 🇸🇬 Singapore0.17%
- 🇧🇲 Bermuda0.16%
- 🇨🇾 Cyprus0.07%
Dividends
Dividend Yield
0.64%
66 out of 131 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.07% | 7.66% | $3.92 |
 PBR | 0.06% | 18.77% | $1.73 |
 IMB.L | 0.05% | 6.32% | $1.49 |
 BARN.ZU | 0.04% | 2.89% | $29 |
 VOW3.DE | 0.03% | 9.21% | $9.06 |
 PM | 0.03% | 4.07% | $5.2 |
 TK | 0.02% | 13.09% | - |
 PLUS.L | 0.02% | 5.34% | $1.33 |
 IEF | 0.01% | 1.28% | - |
 GSL | 0.01% | 7.65% | $1.5 |
 ITRN | 0.01% | 4.69% | $1.17 |
 MONY.L | 0.01% | 6.31% | $0.12 |
 GS | 0.01% | 1.83% | $11 |
 JPM | 0.01% | 1.8% | $4.4 |
 BME.L | 0.01% | 4.61% | $0.15 |
 TLT | 0.01% | 1.42% | - |
 VOO | 0.01% | 1.26% | - |
 WMT | 0.01% | 0.85% | $0.81 |
 TTE.PA | 0.01% | 5.61% | $3.06 |
 EVO.ST | 0.01% | 3.61% | $31.03 |
 LMT | 0.01% | 2.79% | $12.45 |
 MSFT | 0.01% | 0.76% | $3 |
 GTT.PA | 0.01% | 4.18% | $4.36 |
 MTO.L | 0.01% | 3.69% | $0.04 |
 VNQ | 0.01% | 3.78% | - |
 V | 0.01% | 0.65% | $2.01 |
 GFRD.L | 0.01% | 4.2% | $0.12 |
 IAG.L | 0.01% | 0.61% | - |
 MCHI | 0.01% | 3.68% | - |
 NVO | 0.01% | 1.21% | $0.98 |
 ASML | 0.01% | 0.77% | $5.57 |
 IHP.L | 0.01% | 2.86% | $0.1 |
 CKN.L | 0.01% | 2.44% | $1.02 |
 QCOM | 0.01% | 1.97% | $3.25 |
 GOOG | 0.01% | 0.29% | $0.2 |
 OMC | 0.01% | 3.23% | $2.8 |
 AXP | 0.01% | 0.88% | $2.6 |
 META | 0.01% | 0.29% | $1 |
 EKT.DE | 0% | 2.71% | $1.2 |
 BKNG | 0% | 0.74% | $17.5 |
 JNJ | 0% | 3.26% | $4.81 |
 MC.PA | 0% | 1.85% | $13 |
 CCC.L | 0% | 3.02% | $0.68 |
 TSM | 0% | 0.93% | $1.74 |
 EWH | 0% | 4.18% | - |
 ES.PA | 0% | 2.68% | $3 |
 MAIRE.MI | 0% | 2.07% | $0.2 |
 MA | 0% | 0.49% | $2.46 |
 LRCX | 0% | 1.06% | $8 |
 CL | 0% | 2.31% | $1.96 |
 IDR.MC | 0% | 1.09% | $0.2 |
 IMMR | 0% | 2.15% | $0.17 |
 OTB.L | 0% | 1.16% | $0.01 |
 DAN.MI | 0% | 1.22% | $0.31 |
 AMAT | 0% | 0.89% | $1.44 |
 RMD | 0% | 0.88% | $1.92 |
 VOYA.US | 0% | 2.47% | $1.6 |
 GOOGL | 0% | 0.29% | $0.2 |
 MCK | 0% | 0.46% | $2.48 |
 MRX | 0% | 0.78% | - |
 EME | 0% | 0.22% | $0.79 |
 MU | 0% | 0.5% | $0.46 |
 LEN | 0% | 1.52% | $1.75 |
 MTCH | 0% | 0.53% | - |
 NVDA | 0% | 0.03% | $0.02 |
 GOOG.EXT | 0% | 0.19% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MTO.L | Pay Day | Feb 4 | $0.02 |
MA | Pay Day | Feb 7 | $0.76 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
LEN | Pay Day | Feb 12 | $0.50 |
RMD | Ex-Dividend | Feb 13 | $0.53 |
CL | Pay Day | Feb 14 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
JNJ | Pay Day | Mar 4 | $1.24 |
OTB.L | Pay Day | Mar 4 | $0.03 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RMD | Pay Day | Mar 20 | $0.53 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
IMB.L | Pay Day | Mar 31 | $0.69 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
MCK | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 1.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-4.01
-4.01
-5
0.5
1
1.5
1.5
Sortino Ratio
-2.74
-2.74
-3
1
2
3
3
Jensen's Alpha
-51.36
-51.36
-52
0
2
4.5
4.5
Omega Ratio
0.03
0.03
0
1
1.5
2.5
2.5
Treynor Ratio
-4.65
-4.65
-5
0.75
1.25
2
2
Information Ratio
-9.66
-9.66
-10
0.3
0.6
1
1
Calmar Ratio
-2.08
-2.08
-3
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-4.01
-4.01
-5
0.5
1
1.5
1.5
Sortino Ratio
-2.74
-2.74
-3
1
2
3
3
Jensen's Alpha
-51.36
-51.36
-52
0
2
4.5
4.5
Omega Ratio
0.03
0.03
0
1
1.5
2.5
2.5
Treynor Ratio
-4.65
-4.65
-5
0.75
1.25
2
2
Information Ratio
-9.66
-9.66
-10
0.3
0.6
1
1
Calmar Ratio
-2.08
-2.08
-3
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.62% | Oct 2024 | - | 5 |