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-1.17%
Today
-1.17%
This Month
+9.06%
Year To Date
+92.53%
2 Years
+186.06%
5 Years
-6.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.12%
- 🖥️ Technology Services16.83%
- 💰 Finance13.02%
- 📊 ETFs8.68%
- 💻 Electronic Technology7.86%
- 💵 Cash5.7%
- 🛍️ Retail Trade4.58%
- 🧬 Health Technology3.5%
- 🚗 Consumer Durables2.92%
- 💇♀️ Consumer Services2.58%
- 🚚 Transportation1.57%
- 🍞 Consumer Non Durables0.97%
- 🌾 Commodities0.59%
- 🪨 Non Energy Minerals0.59%
- ⛏️ Energy Minerals0.58%
- 💹 Forex0.44%
- 💼 Commercial Services0.38%
- ⚡ Utilities0.09%
- 🧪 Process Industries0.04%
- 🛠️ Producer Manufacturing0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.13%
- 🌍 Digital Currency28.12%
- 🇺🇸 NYSE13.92%
- 🇮🇹 Borsa Italiana10.73%
- 🇬🇧 LSE3.96%
- 🇩🇪 FRA1.77%
- 🇫🇷 Euronext Paris0.68%
- 🌍 Commodity0.59%
- 🌍 FX0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.13%
- 🇮🇹 Italy10.52%
- 🇩🇪 Germany1.77%
- 🇳🇱 Netherlands1.14%
- 🇬🇧 United Kingdom0.76%
- 🇨🇳 China0.71%
- 🇫🇷 France0.68%
- 🇨🇦 Canada0.32%
- 🇱🇺 Luxembourg0.3%
- 🇲🇽 Mexico0.19%
Dividends
Dividend Yield
1.02%
35 out of 76 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $JKS (14.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISP.MI | 0.21% | 7.68% | $0.3 |
 BAMI.MI | 0.19% | 8% | $0.56 |
 UCG.MI | 0.12% | 4.11% | $1.8 |
 STLAM.MI | 0.08% | 12.01% | $1.55 |
 SIX2.DE | 0.05% | 4.95% | $3.9 |
 RIO | 0.04% | 7.18% | $4.34 |
 IVV | 0.04% | 1.41% | - |
 MB.MI | 0.03% | 6.74% | $0.94 |
 JKS | 0.03% | 14.25% | $1.48 |
 BX | 0.02% | 2.23% | $3.36 |
 G.MI | 0.02% | 4.18% | $1.28 |
 QQQ | 0.02% | 0.64% | - |
 WMT | 0.02% | 0.85% | $0.81 |
 MSFT | 0.02% | 0.76% | $3 |
 SYF | 0.02% | 1.45% | $1 |
 META | 0.01% | 0.29% | $1 |
 BLK | 0.01% | 1.91% | $20.2 |
 QCOM | 0.01% | 1.97% | $3.25 |
 LDO.MI | 0.01% | 0.93% | $0.28 |
 PR | 0.01% | 2.18% | $0.21 |
 ELIS.PA | 0.01% | 2.18% | $0.43 |
 BAM | 0.01% | 2.57% | $1.41 |
 GOOG | 0.01% | 0.29% | $0.2 |
 AAPL | 0.01% | 0.53% | $0.97 |
 ENEL.MI | 0.01% | 6.28% | $0.43 |
 ABF.L | 0.01% | 2.83% | $0.54 |
 BABA | 0% | 0.99% | $0.98 |
 MCHP | 0% | 3.34% | $1.75 |
 MRVL | 0% | 0.21% | $0.24 |
 GOOGL | 0% | 0.29% | $0.2 |
 RACE | 0% | 0.64% | $2.64 |
 BKNG | 0% | 0.74% | $17.5 |
 ADS.DE | 0% | 0.28% | $0.7 |
 ASML | 0% | 0.77% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
SYF | Ex-Dividend | Feb 3 | $0.25 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
BX | Ex-Dividend | Feb 10 | $1.44 |
AAPL | Pay Day | Feb 13 | $0.25 |
BX | Pay Day | Feb 18 | $1.44 |
SYF | Pay Day | Feb 18 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
Performance Metrics
Score 2.8/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-9.17
-9.17
-10
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-9.17
-9.17
-10
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.95% | Jan 2018 | - | 85 |
-55.75% | May 2016 | Nov 2017 | 18 |