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-1.11%
Today
-1.11%
This Month
+4.27%
Year To Date
+107.69%
2 Years
+491.86%
5 Years
+31.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.71%
- 💻 Electronic Technology13.33%
- 💰 Finance8.76%
- 💵 Cash7.42%
- 🖥️ Technology Services3.54%
- 🍞 Consumer Non Durables2.48%
- 💼 Commercial Services1.32%
- 🛍️ Retail Trade1.25%
- 🛠️ Producer Manufacturing1.24%
- 🧬 Health Technology0.82%
- ⛏️ Energy Minerals0.82%
- 💇♀️ Consumer Services0.61%
- ⚡ Utilities0.57%
- 📡 Communications0.26%
- 🚗 Consumer Durables0.22%
- 🚚 Transportation0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.71%
- 🇺🇸 NYSE18.17%
- 🇺🇸 Nasdaq11.68%
- 🇫🇷 Euronext Paris2.1%
- 🇬🇧 LSE2.07%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇸🇪 Stockholm Stock Exchange0.32%
- 🇩🇪 FRA0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.05%
- 🇹🇼 Taiwan2.32%
- 🇫🇷 France2.1%
- 🇬🇧 United Kingdom1.86%
- 🇳🇱 Netherlands1.21%
- 🇨🇦 Canada0.86%
- 🇩🇰 Denmark0.39%
- 🇭🇰 Hong Kong0.35%
- 🇸🇪 Sweden0.35%
- 🇩🇪 Germany0.29%
- 🇰🇷 South Korea0.2%
- 🇯🇵 Japan0.16%
- 🇮🇱 Israel0.14%
- 🇨🇳 China0.08%
Dividends
Dividend Yield
0.84%
53 out of 99 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $WBA (9.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.73% | $3.09 |
 GD | 0.07% | 2.21% | $5.48 |
 CS.PA | 0.07% | 5.4% | $1.98 |
 ARCC | 0.06% | 8.11% | $1.62 |
 CNQ | 0.04% | 5.21% | $1.48 |
 LLOY.L | 0.04% | 4.67% | $0.03 |
 MAIN | 0.03% | 4.84% | $2.85 |
 BEN | 0.03% | 5.62% | $1.23 |
 SPG | 0.03% | 4.66% | $7.75 |
 WBA | 0.02% | 9.73% | $1.46 |
 TSM | 0.02% | 0.93% | $1.74 |
 ADM.L | 0.02% | 4.59% | $1.03 |
 IBM | 0.02% | 2.61% | $6.65 |
 0992.HK | 0.01% | 4.16% | $0.38 |
 KO | 0.01% | 3.06% | $1.89 |
 DGE.L | 0.01% | 3.31% | $0.81 |
 T | 0.01% | 4.68% | $1.11 |
 EL.PA | 0.01% | 1.49% | $3.95 |
 GS | 0.01% | 1.83% | $11 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 PEP | 0.01% | 3.54% | $5.15 |
 CSCO | 0.01% | 2.64% | $1.58 |
 TXN | 0.01% | 2.88% | $5.14 |
 ASML | 0.01% | 0.77% | $5.57 |
 PG | 0.01% | 2.43% | $3.83 |
 NEE | 0.01% | 2.88% | $1.97 |
 SAND.ST | 0.01% | 2.51% | $5.5 |
 CAT | 0.01% | 1.49% | $5.31 |
 LHX | 0.01% | 2.19% | $4.6 |
 QCOM | 0.01% | 1.97% | $3.25 |
 TGT | 0.01% | 3.23% | $4.42 |
 BBY | 0.01% | 4.38% | $3.72 |
 MSFT | 0.01% | 0.76% | $3 |
 WMT | 0.01% | 0.85% | $0.81 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 NRG | 0% | 1.62% | $1.57 |
 INTC | 0% | 2.57% | $0.5 |
 ALLY | 0% | 3.08% | $1.2 |
 NKE | 0% | 1.96% | $1.45 |
 V | 0% | 0.65% | $2.01 |
 MKC | 0% | 2.21% | $1.62 |
 FDX | 0% | 2.04% | $5.16 |
 MA | 0% | 0.49% | $2.46 |
 DPZ | 0% | 1.34% | $5.44 |
 GOOGL | 0% | 0.29% | $0.2 |
 MU | 0% | 0.5% | $0.46 |
 DIS | 0% | 0.88% | $0.75 |
 PARA | 0% | 1.84% | $0.2 |
 CRM | 0% | 0.47% | $0.4 |
 ADS.DE | 0% | 0.28% | $0.7 |
 NVDA | 0% | 0.03% | $0.02 |
 SONY | 0% | 0.41% | $0.49 |
 BABA | 0% | 0.99% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
NRG | Ex-Dividend | Feb 3 | $0.44 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
GD | Pay Day | Feb 7 | $1.42 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
ALLY | Pay Day | Feb 14 | $0.30 |
O | Pay Day | Feb 14 | $0.26 |
MAIN | Pay Day | Feb 14 | $0.25 |
PG | Pay Day | Feb 18 | $1.01 |
NRG | Pay Day | Feb 18 | $0.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
QCOM | Pay Day | Mar 27 | $0.85 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
SAND.ST | Ex-Dividend | Apr 30 | $0.52 |
SAND.ST | Pay Day | May 7 | $0.52 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.2/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
23.81
23.81
-2
0
2
24
24
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
2.28
2.28
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
23.81
23.81
-2
0
2
24
24
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
2.28
2.28
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.33% | Jan 2018 | Nov 2020 | 34 |
-55.09% | Nov 2021 | Nov 2024 | 36 |
-20.66% | May 2021 | Oct 2021 | 5 |
-9.63% | Sep 2017 | Oct 2017 | 1 |
-8.39% | Jul 2017 | Aug 2017 | 1 |
-7.14% | Mar 2014 | May 2014 | 2 |
-5.11% | Nov 2013 | Dec 2013 | 1 |
-4.5% | Sep 2014 | Jan 2015 | 4 |
-4.41% | Dec 2024 | Jan 2025 | 1 |
-0.93% | Mar 2015 | May 2015 | 2 |
-0.86% | Jun 2015 | Jul 2015 | 1 |
-0.08% | Jul 2014 | Aug 2014 | 1 |