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-0.4%
Today
-0.4%
This Month
+2.58%
Year To Date
+71.58%
2 Years
+64.04%
5 Years
NaN%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.38%
- 🖥️ Technology Services14.55%
- 🪙 Cryptocurrencies13.59%
- 💰 Finance9.9%
- 📊 ETFs7.31%
- 🛍️ Retail Trade4.92%
- 🚚 Transportation4.61%
- 🍞 Consumer Non Durables4.33%
- 💇♀️ Consumer Services3.37%
- 🧬 Health Technology1.86%
- 🏭 Industrial Services1.79%
- ⚡ Utilities1.57%
- 🚗 Consumer Durables1.55%
- 🛠️ Producer Manufacturing1.51%
- 🧪 Process Industries0.73%
- ⛏️ Energy Minerals0.65%
- 💼 Commercial Services0.62%
- 🪨 Non Energy Minerals0.25%
- 🏥 Health Services0.19%
- 📦 Distribution Services0.16%
- 📡 Communications0.11%
- 🧩 Miscellaneous0.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.94%
- 🇺🇸 NYSE35%
- 🌍 Digital Currency13.59%
- 🇩🇪 Xetra ETFs3.17%
- 🇫🇷 Euronext Paris1.86%
- 🇬🇧 LSE1.85%
- 🇩🇪 FRA1%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇨🇭 SIX0.6%
- 🇳🇴 Oslo Stock Exchange0.45%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇺🇸 Chicago Board Options Exchange0.23%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇮🇹 Borsa Italiana0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.92%
- 🇫🇷 France1.86%
- 🇨🇳 China1.49%
- 🇬🇧 United Kingdom1.12%
- 🇨🇦 Canada1.04%
- 🇹🇼 Taiwan1.02%
- 🇩🇪 Germany1%
- 🇳🇱 Netherlands0.99%
- 🇮🇪 Ireland0.92%
- 🇨🇭 Switzerland0.73%
- 🇩🇰 Denmark0.5%
- 🇳🇴 Norway0.38%
- 🇪🇸 Spain0.19%
- 🇯🇵 Japan0.19%
- 🇨🇾 Cyprus0.17%
- 🇮🇱 Israel0.17%
- 🇫🇮 Finland0.12%
- 🇸🇪 Sweden0.12%
- 🇧🇲 Bermuda0.07%
- 🇰🇷 South Korea0.06%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
1.03%
167 out of 282 instruments pay dividend.
26 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.04% | 22.3% | $0.23 |
 DHL.DE | 0.03% | 5.33% | $1.85 |
 F | 0.03% | 7.74% | $0.78 |
 MSFT | 0.02% | 0.76% | $3 |
 JPM | 0.02% | 1.8% | $4.4 |
 IYR | 0.02% | 3.37% | - |
 UPS | 0.02% | 5.71% | $6.5 |
 AGNC | 0.02% | 14.44% | $1.44 |
 FRO | 0.02% | 11.26% | $2.17 |
 NKE | 0.02% | 1.96% | $1.45 |
 PNL.NV | 0.02% | 6.08% | $0.09 |
 WM | 0.02% | 1.36% | $2.9 |
 BBY | 0.02% | 4.38% | $3.72 |
 JNJ | 0.02% | 3.26% | $4.81 |
 SBUX | 0.02% | 2.19% | $2.24 |
 CMCSA | 0.01% | 3.74% | $1.2 |
 INTC | 0.01% | 2.57% | $0.5 |
 NEE | 0.01% | 2.88% | $1.97 |
 CNI | 0.01% | 2.25% | $2.42 |
 DLR | 0.01% | 2.98% | $4.88 |
 AMT | 0.01% | 3.5% | $6.56 |
 KO | 0.01% | 3.06% | $1.89 |
 AAPL | 0.01% | 0.53% | $0.97 |
 ORCL | 0.01% | 0.94% | $1.6 |
 CVX | 0.01% | 4.42% | $6.28 |
 STX.US | 0.01% | 2.95% | $2.8 |
 CNQ | 0.01% | 5.21% | $1.48 |
 ABBN.ZU | 0.01% | 1.74% | $0.87 |
 LOW | 0.01% | 1.75% | $4.45 |
 HRL | 0.01% | 3.79% | $1.12 |
 MPW | 0.01% | 9.81% | $0.6 |
 NDA_SE.ST | 0.01% | 8.02% | $10.62 |
 PG | 0.01% | 2.43% | $3.83 |
 PEP | 0.01% | 3.54% | $5.15 |
 CDI.PA | 0.01% | 2.01% | $13 |
 TSM | 0.01% | 0.93% | $1.74 |
 GOGL.OL | 0.01% | 12% | $8.68 |
 HST | 0.01% | 4.79% | $0.78 |
 CCI | 0.01% | 7.01% | $6.26 |
 TGT | 0.01% | 3.23% | $4.42 |
 SO | 0.01% | 3.43% | $2.82 |
 XOM | 0.01% | 3.63% | $3.76 |
 SLB | 0.01% | 2.76% | $1.05 |
 ES | 0.01% | 5.02% | $2.78 |
 DOC | 0.01% | 5.81% | $1.2 |
 UNA.NV | 0.01% | 3.13% | - |
 STLAM.MI | 0.01% | 12.01% | $1.55 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 EVRG | 0.01% | 4.04% | $2.54 |
 VICI | 0.01% | 5.69% | $1.66 |
 NVO | 0.01% | 1.21% | $0.98 |
 PK | 0.01% | 7.41% | $0.8 |
 O | 0.01% | 5.73% | $3.09 |
 AVGO | 0.01% | 0.98% | $19.7 |
 2331.HK | 0.01% | 3.86% | $0.6 |
 OHI | 0.01% | 7.23% | $2.68 |
 JD.US | 0.01% | 1.82% | $0.74 |
 XEL | 0.01% | 3.26% | $2.13 |
 DIS | 0.01% | 0.88% | $0.75 |
 VOO | 0.01% | 1.26% | - |
 GOOGL | 0.01% | 0.29% | $0.2 |
 EIX | 0.01% | 5.87% | $3.04 |
 CAT | 0.01% | 1.49% | $5.31 |
 QCOM | 0.01% | 1.97% | $3.25 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 BXP | 0.01% | 5.36% | $3.92 |
 T | 0.01% | 4.68% | $1.11 |
 PFE | 0.01% | 6.37% | $1.66 |
 SWKS | 0.01% | 3.11% | $2.72 |
 KMB | 0.01% | 3.79% | $4.8 |
 IRM | 0% | 2.69% | $2.6 |
 MDT.US | 0% | 3.07% | $2.77 |
 LMT | 0% | 2.79% | $12.45 |
 MCD | 0% | 2.35% | $6.53 |
 BABA | 0% | 0.99% | $0.98 |
 GLPI | 0% | 6.28% | $2.98 |
 ARE | 0% | 5.33% | $5.02 |
 ACN | 0% | 1.44% | $4.99 |
 LHA.DE | 0% | 4.79% | $0.3 |
 ITX.MC | 0% | 2.36% | $1.11 |
 SYY | 0% | 2.78% | $2.01 |
 APD | 0% | 2.12% | $7.04 |
 KRC | 0% | 5.54% | $2.16 |
 PLD | 0% | 3.22% | $3.66 |
 ELS | 0% | 2.92% | $1.85 |
 TXN | 0% | 2.88% | $5.14 |
 ADC | 0% | 4.13% | $2.96 |
 NVDA | 0% | 0.03% | $0.02 |
 FRT | 0% | 4.03% | $4.36 |
 UDR | 0% | 4.07% | $1.69 |
 NTES | 0% | 2.37% | $2.58 |
 SPG | 0% | 4.66% | $7.75 |
 VTR | 0% | 2.98% | $1.8 |
 KIM | 0% | 4.32% | $0.95 |
 MKC | 0% | 2.21% | $1.62 |
 RHP | 0% | 4.24% | $4.3 |
 BLK | 0% | 1.91% | $20.2 |
 ASML | 0% | 0.77% | $5.57 |
 CPT | 0% | 3.62% | $4.06 |
 EWJ | 0% | 3.12% | - |
 ISF.L | 0% | 2.37% | - |
 PSA | 0% | 4.02% | $12 |
 BRX | 0% | 4.24% | $1.08 |
 REXR | 0% | 4.11% | $1.6 |
 WMT | 0% | 0.85% | $0.81 |
 MAA | 0% | 3.88% | $5.81 |
 SLG | 0% | 4.46% | $3.17 |
 EXR | 0% | 4.21% | $6.48 |
 EQR | 0% | 3.82% | $2.66 |
 ATO | 0% | 2.31% | $3.16 |
 NOC | 0% | 1.65% | $7.67 |
 INVH | 0% | 3.63% | $1.36 |
 REG | 0% | 3.78% | $2.66 |
 LHX | 0% | 2.19% | $4.6 |
 CL | 0% | 2.31% | $1.96 |
 SBAC | 0% | 1.98% | $3.66 |
 FDX | 0% | 2.04% | $5.16 |
 GD | 0% | 2.21% | $5.48 |
 ABBV | 0% | 3.42% | $6.06 |
 AVB | 0% | 3.07% | $6.7 |
 ESS | 0% | 3.44% | $9.52 |
 ADI | 0% | 1.74% | $3.56 |
 MU | 0% | 0.5% | $0.46 |
 UNH | 0% | 1.51% | $7.74 |
 CHRW | 0% | 2.47% | $2.44 |
 IEUR | 0% | 2.5% | - |
 ADP | 0% | 1.94% | $5.45 |
 CSCO | 0% | 2.64% | $1.58 |
 BDX | 0% | 1.61% | $3.76 |
 SUI.US | 0% | 2.97% | $3.74 |
 HIMX | 0% | 2.77% | $0.28 |
 HD | 0% | 2.18% | $8.52 |
 LIN | 0% | 1.25% | $5.33 |
 AMH | 0% | 3% | $0.96 |
 EQIX | 0% | 1.87% | $16.19 |
 RMS.PA | 0% | 0.92% | $25 |
 GS | 0% | 1.83% | $11 |
 MC.PA | 0% | 1.85% | $13 |
 DE | 0% | 1.27% | $5.76 |
 WELL | 0% | 1.88% | $2.44 |
 SAP.DE | 0% | 0.82% | $2.2 |
 V | 0% | 0.65% | $2.01 |
 CRM | 0% | 0.47% | $0.4 |
 ATCO-A.ST | 0% | 1.56% | $2.8 |
 AMAT | 0% | 0.89% | $1.44 |
 AJAX.NV | 0% | 0.91% | - |
 META | 0% | 0.29% | $1 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.09% | $1.11 |
 SHW | 0% | 0.77% | $2.64 |
 ECL | 0% | 0.94% | $2.24 |
 SPGI | 0% | 0.71% | $3.62 |
 VST | 0% | 0.52% | $0.85 |
 SYK | 0% | 0.83% | $3.15 |
 COST | 0% | 0.47% | $19.22 |
 SONY | 0% | 0.41% | $0.49 |
 BRO | 0% | 0.54% | $0.51 |
 CASY | 0% | 0.46% | $1.79 |
 H | 0% | 0.38% | $0.6 |
 ADS.DE | 0% | 0.28% | $0.7 |
 ACLN.ZU | 0% | 1.85% | $0.85 |
 KHC | 0% | 5.36% | $1.6 |
 EA | 0% | 0.62% | $0.76 |
 WCN | 0% | 0.65% | $1.12 |
 PCAR | 0% | 1.11% | $1.11 |
 BUD | 0% | 1.32% | $0.65 |
 DHR | 0% | 0.48% | $1.05 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CASY | Ex-Dividend | Feb 3 | $0.50 |
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
LOW | Pay Day | Feb 5 | $1.15 |
SLB | Ex-Dividend | Feb 5 | $0.28 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
COST | Ex-Dividend | Feb 7 | $1.16 |
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
DE | Pay Day | Feb 10 | $1.62 |
OHI | Ex-Dividend | Feb 10 | $0.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
TXN | Pay Day | Feb 11 | $1.36 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
PCAR | Ex-Dividend | Feb 12 | $0.33 |
BRO | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
ACN | Pay Day | Feb 14 | $1.48 |
ABBV | Pay Day | Feb 14 | $1.64 |
O | Pay Day | Feb 14 | $0.26 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
ADC | Pay Day | Feb 14 | $0.25 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
SO | Ex-Dividend | Feb 18 | $0.72 |
HRL | Pay Day | Feb 18 | $0.29 |
OHI | Pay Day | Feb 18 | $0.67 |
SLG | Pay Day | Feb 18 | $0.26 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
COST | Pay Day | Feb 21 | $1.16 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
PCAR | Pay Day | Mar 5 | $0.33 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
SO | Pay Day | Mar 6 | $0.72 |
PFE | Pay Day | Mar 7 | $0.43 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
CNI | Ex-Dividend | Mar 10 | $0.62 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
CNI | Pay Day | Mar 31 | $0.62 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
KMB | Pay Day | Apr 2 | $1.26 |
SLB | Pay Day | Apr 3 | $0.28 |
TSM | Pay Day | Apr 10 | $0.69 |
CMCSA | Pay Day | Apr 23 | $0.33 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
ATCO-A.ST | Ex-Dividend | Apr 30 | $0.14 |
ATCO-A.ST | Pay Day | May 7 | $0.14 |
APD | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-28.82
-28.82
-29
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-1.64
-1.64
-2
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-28.82
-28.82
-29
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-1.64
-1.64
-2
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.12% | Jun 2015 | - | 116 |