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-0.18%
Today
-0.18%
This Month
+7.37%
Year To Date
+196.27%
2 Years
-100%
5 Years
-90.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.03%
- 🪙 Cryptocurrencies7.19%
- 🖥️ Technology Services5.81%
- 📈 Indexes5.26%
- 💻 Electronic Technology4.62%
- 💰 Finance4.04%
- 📊 ETFs2.69%
- 🏥 Health Services2.49%
- 🛠️ Producer Manufacturing2.34%
- 🚗 Consumer Durables2.2%
- 🛍️ Retail Trade2%
- 🧬 Health Technology1.55%
- ⛏️ Energy Minerals1.2%
- 📡 Communications1.15%
- 🍞 Consumer Non Durables0.88%
- 💇♀️ Consumer Services0.8%
- 🚚 Transportation0.75%
- 🪨 Non Energy Minerals0.58%
- 💼 Commercial Services0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.85%
- 🇺🇸 Nasdaq8.63%
- 🌍 Digital Currency7.19%
- 🌍 CFD5.26%
- 🇬🇧 LSE1.93%
- 🇩🇪 FRA1.44%
- 🇫🇷 Euronext Paris0.54%
- 🇺🇸 Chicago Board Options Exchange0.35%
- 🇮🇹 Borsa Italiana0.23%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇪🇸 Bolsa De Madrid0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.32%
- 🇬🇧 United Kingdom2.65%
- 🇩🇪 Germany1.44%
- 🇨🇳 China1.22%
- 🇯🇵 Japan0.71%
- 🇨🇦 Canada0.58%
- 🇫🇷 France0.54%
- 🇰🇷 South Korea0.39%
- 🇳🇱 Netherlands0.23%
- 🇧🇷 Brazil0.19%
- 🇮🇱 Israel0.18%
- 🇪🇸 Spain0.18%
Dividends
Dividend Yield
0.69%
46 out of 65 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INSW | 0.06% | 14.81% | $5.74 |
 ZIM | 0.04% | 22.3% | $0.23 |
 BNP.PA | 0.04% | 7.02% | $4.6 |
 F | 0.04% | 7.74% | $0.78 |
 PBR | 0.03% | 18.77% | $1.73 |
 BMW.DE | 0.03% | 7.62% | $6 |
 STLAM.MI | 0.03% | 12.01% | $1.55 |
 HSBC | 0.03% | 5.78% | $3.03 |
 VEU | 0.02% | 6.34% | - |
 BATS.L | 0.02% | 7.39% | $2.36 |
 GSK | 0.02% | 4.33% | $1.45 |
 C | 0.02% | 2.71% | $2.12 |
 VOW3.DE | 0.02% | 9.21% | $9.06 |
 DTE.DE | 0.02% | 2.38% | $0.77 |
 BP.L | 0.02% | 5.62% | $0.23 |
 0386.HK | 0.02% | 8.9% | $0.37 |
 INTC | 0.02% | 2.57% | $0.5 |
 BAC | 0.02% | 2.2% | $0.96 |
 VOD | 0.02% | 8.15% | $0.94 |
 HDV | 0.01% | 3.91% | - |
 REP.MC | 0.01% | 7.01% | $0.73 |
 ABBV | 0.01% | 3.42% | $6.06 |
 AV.L | 0.01% | 6.67% | $0.33 |
 XOM | 0.01% | 3.59% | $3.76 |
 PFE | 0.01% | 6.37% | $1.66 |
 O | 0.01% | 5.73% | $3.09 |
 AXP | 0.01% | 0.88% | $2.6 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 UPS | 0.01% | 5.71% | $6.5 |
 T | 0.01% | 4.68% | $1.11 |
 DIS | 0.01% | 0.88% | $0.75 |
 MKS.L | 0.01% | 0.9% | $0.03 |
 JNJ | 0.01% | 3.26% | $4.81 |
 KO | 0.01% | 3.06% | $1.89 |
 BABA | 0.01% | 0.99% | $0.98 |
 AAPL | 0% | 0.53% | $0.97 |
 MSFT | 0% | 0.76% | $3 |
 GE | 0% | 0.55% | $0.44 |
 SONY | 0% | 0.41% | $0.49 |
 INDA | 0% | 0.78% | - |
 COKE | 0% | 0.44% | $2 |
 GEV | 0% | 0.07% | - |
 V | 0% | 0.65% | $2.01 |
 META | 0% | 0.29% | $1 |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
C | Ex-Dividend | Feb 3 | $0.56 |
BATS.L | Pay Day | Feb 3 | $0.74 |
O | Ex-Dividend | Feb 3 | $0.26 |
VOD | Pay Day | Feb 7 | $0.24 |
COKE | Pay Day | Feb 7 | $2.50 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
ABBV | Pay Day | Feb 14 | $1.64 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
C | Pay Day | Feb 28 | $0.56 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
BAC | Pay Day | Mar 28 | $0.26 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 1.7/10
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
-1.16
-1.16
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.23
-1.23
-2
1
2
3
3
Jensen's Alpha
-79.84
-79.84
-80
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-4.57
-4.57
-5
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
-1.16
-1.16
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.23
-1.23
-2
1
2
3
3
Jensen's Alpha
-79.84
-79.84
-80
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-4.57
-4.57
-5
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Feb 2021 | - | 48 |