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0%
Today
0%
This Month
+5.74%
Year To Date
-11.93%
2 Years
-55.78%
5 Years
-14.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.54%
- 🖥️ Technology Services20.65%
- ⛏️ Energy Minerals10.69%
- 🚗 Consumer Durables6.06%
- 🛠️ Producer Manufacturing4.8%
- 💼 Commercial Services3.2%
- 🚚 Transportation2.42%
- 🛍️ Retail Trade1.43%
- 🧬 Health Technology1.22%
- 💰 Finance1.21%
- 💇♀️ Consumer Services0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.9%
- 🇺🇸 NYSE36.21%
- 🇩🇪 FRA11.91%
- 🇬🇧 LSE5.19%
- 🇸🇪 Stockholm Stock Exchange0.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.95%
- 🇩🇪 Germany11.91%
- 🇮🇱 Israel7.23%
- 🇭🇰 Hong Kong5.09%
- 🇬🇧 United Kingdom3.98%
- 🇨🇴 Colombia1.83%
- 🇧🇷 Brazil1.68%
- 🇮🇪 Ireland1.43%
- 🇸🇬 Singapore1.1%
- 🇸🇪 Sweden0.79%
Dividends
Dividend Yield
465.14%
16 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 464.12% | 9112.79% | $1.49 |
 XOM | 0.26% | 3.63% | $3.76 |
 PBR.A | 0.2% | 11.71% | $2.21 |
 GPRK | 0.12% | 6.3% | $0.55 |
 GD | 0.1% | 2.21% | $5.48 |
 PLUS.L | 0.06% | 5.34% | $1.33 |
 LMT | 0.06% | 2.79% | $12.45 |
 HAG.DE | 0.05% | 1.03% | $0.4 |
 RHM.DE | 0.04% | 0.76% | $5.7 |
 MSFT | 0.04% | 0.76% | $3 |
 EVO.ST | 0.03% | 3.61% | $31.03 |
 AAPL | 0.03% | 0.53% | $0.97 |
 MOG.A | 0.02% | 0.62% | $1.1 |
 CRM | 0.01% | 0.47% | $0.4 |
 FUTR.L | 0% | 0.37% | $0.03 |
 HEI | 0% | 0.09% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
FUTR.L | Pay Day | Feb 11 | $0.04 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SIMO | Pay Day | Feb 27 | $0.50 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
LMT | Pay Day | Mar 28 | $3.30 |
Performance Metrics
Score 2.3/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-23.88
-23.88
-24
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-23.88
-23.88
-24
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.12% | Dec 2019 | - | 63 |
-2.2% | Aug 2019 | Sep 2019 | 1 |