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-0.23%
Today
-0.23%
This Month
+3.69%
Year To Date
+393.77%
2 Years
+102.27%
5 Years
-52.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.17%
- 💻 Electronic Technology15.1%
- 💰 Finance14.66%
- 🪙 Cryptocurrencies14.15%
- 📈 Indexes12.13%
- 🚗 Consumer Durables3.92%
- 💵 Cash3.59%
- 🛠️ Producer Manufacturing3.44%
- 💼 Commercial Services2.34%
- 🛍️ Retail Trade2.32%
- ⚡ Utilities1.78%
- 💇♀️ Consumer Services1.52%
- 🧬 Health Technology0.8%
- 🍞 Consumer Non Durables0.73%
- 🏭 Industrial Services0.69%
- 📦 Distribution Services0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.34%
- 🇺🇸 NYSE27%
- 🌍 Digital Currency14.15%
- 🌍 CFD12.13%
- 🇮🇹 Borsa Italiana6.53%
- 🇩🇪 FRA2.54%
- 🇫🇷 Euronext Paris0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.73%
- 🇮🇹 Italy6.53%
- 🇩🇪 Germany2.54%
- 🇹🇼 Taiwan1.61%
- 🇬🇧 United Kingdom1.39%
- 🇫🇷 France0.73%
- 🇮🇪 Ireland0.6%
Dividends
Dividend Yield
0.71%
43 out of 65 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (7.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISP.MI | 0.06% | 7.68% | $0.3 |
 MB.MI | 0.05% | 6.74% | $0.94 |
 UCG.MI | 0.04% | 4.11% | $1.8 |
 BMPS.MI | 0.03% | 4.03% | $0.25 |
 ALV.DE | 0.03% | 4.4% | $13.8 |
 BX | 0.03% | 2.23% | $3.36 |
 RTX | 0.03% | 1.92% | $2.44 |
 GS | 0.03% | 1.83% | $11 |
 JPM | 0.03% | 1.8% | $4.4 |
 MSFT | 0.03% | 0.76% | $3 |
 CAT | 0.02% | 1.49% | $5.31 |
 UNI.MI | 0.02% | 2.89% | $0.38 |
 STX.US | 0.02% | 2.95% | $2.8 |
 HD | 0.02% | 2.18% | $8.52 |
 PGR | 0.02% | 1.99% | $1.15 |
 GLW | 0.02% | 2.15% | $1.12 |
 TSM | 0.02% | 0.93% | $1.74 |
 ORCL | 0.01% | 0.94% | $1.6 |
 MC.PA | 0.01% | 1.85% | $13 |
 AXP | 0.01% | 0.88% | $2.6 |
 RHM.DE | 0.01% | 0.76% | $5.7 |
 LOW | 0.01% | 1.75% | $4.45 |
 TRV | 0.01% | 1.71% | $4.05 |
 AVGO | 0.01% | 0.98% | $19.7 |
 EMR | 0.01% | 1.62% | $2.1 |
 DFS | 0.01% | 1.39% | $2.8 |
 BR | 0.01% | 1.41% | $3.2 |
 V | 0.01% | 0.65% | $2.01 |
 VST | 0.01% | 0.52% | $0.85 |
 META | 0.01% | 0.29% | $1 |
 DIA.MI | 0.01% | 1.11% | $1.15 |
 LDO.MI | 0.01% | 0.93% | $0.28 |
 AAPL | 0.01% | 0.53% | $0.97 |
 ETN | 0.01% | 1.15% | $3.6 |
 BKNG | 0.01% | 0.74% | $17.5 |
 CTAS | 0.01% | 0.75% | $5.4 |
 GWW | 0.01% | 0.77% | $7.63 |
 GE | 0% | 0.55% | $0.44 |
 GOOG | 0% | 0.29% | $0.2 |
 COST | 0% | 0.47% | $19.22 |
 MA | 0% | 0.49% | $2.46 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
GWW | Ex-Dividend | Feb 10 | $2.05 |
BX | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
CTAS | Ex-Dividend | Feb 14 | $0.39 |
BX | Pay Day | Feb 18 | $1.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
DFS | Ex-Dividend | Feb 20 | $0.70 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
GS | Ex-Dividend | Feb 28 | $3.00 |
GWW | Pay Day | Mar 1 | $2.05 |
V | Pay Day | Mar 3 | $0.59 |
DFS | Pay Day | Mar 6 | $0.70 |
TRV | Ex-Dividend | Mar 10 | $1.05 |
MSFT | Pay Day | Mar 13 | $0.83 |
CTAS | Pay Day | Mar 14 | $0.39 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
GS | Pay Day | Mar 28 | $3.00 |
TRV | Pay Day | Mar 31 | $1.05 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.1/10
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-25.78
-25.78
-26
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-25.78
-25.78
-26
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
-0.15
-0.15
-1
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.98% | Aug 2011 | - | 162 |