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-1.07%
Today
-1.07%
This Month
+7.8%
Year To Date
+33.22%
2 Years
-20.9%
5 Years
-15.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.78%
- 💻 Electronic Technology19.6%
- 🪙 Cryptocurrencies16.12%
- 📊 ETFs10%
- 💵 Cash9.89%
- 🛍️ Retail Trade4.49%
- 🪨 Non Energy Minerals3.1%
- 💇♀️ Consumer Services2.81%
- 💼 Commercial Services2.5%
- 🚗 Consumer Durables2.37%
- ⛏️ Energy Minerals2.12%
- 🚚 Transportation1.62%
- 🍞 Consumer Non Durables1.52%
- 🧬 Health Technology0.26%
- 🧪 Process Industries0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.15%
- 🇺🇸 Nasdaq21.71%
- 🌍 Digital Currency16.12%
- 🇩🇪 FRA2.99%
- 🇳🇴 Oslo Stock Exchange2.12%
- 🇬🇧 LSE1.03%
- 🇺🇸 Chicago Board Options Exchange0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.66%
- 🇨🇦 Canada4.23%
- 🇨🇳 China4.08%
- 🇩🇪 Germany2.99%
- 🇺🇾 Uruguay2.15%
- 🇳🇴 Norway2.12%
- 🇬🇧 United Kingdom1.03%
Dividends
Dividend Yield
0.95%
17 out of 50 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RTX | 0.28% | 1.92% | $2.44 |
 VOW3.DE | 0.19% | 9.21% | $9.06 |
 DNO.OL | 0.18% | 8.59% | $1 |
 GOLD.BARRICK | 0.08% | 2.47% | $0.4 |
 KO | 0.05% | 3.06% | $1.89 |
 LHA.DE | 0.04% | 4.79% | $0.3 |
 GDXJ | 0.03% | 2.3% | - |
 MSFT | 0.02% | 0.76% | $3 |
 BABA | 0.02% | 0.99% | $0.98 |
 CRM | 0.02% | 0.47% | $0.4 |
 META | 0.01% | 0.29% | $1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 DIS | 0.01% | 0.88% | $0.75 |
 CQQQ | 0% | 0.27% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
MSFT | Pay Day | Mar 13 | $0.83 |
RTX | Pay Day | Mar 20 | $0.63 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.9/10
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-9.46
-9.46
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
-4.87
-4.87
-5
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-9.46
-9.46
-10
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
-4.87
-4.87
-5
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.14% | Jan 2018 | - | 85 |
-27.55% | Sep 2017 | Dec 2017 | 3 |