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+0.44%
Today
+3.41%
This Month
+36.77%
Year To Date
+14.15%
2 Years
+46.22%
5 Years
+8.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.27%
- 💻 Electronic Technology15.32%
- 🖥️ Technology Services11.91%
- 🪙 Cryptocurrencies9.47%
- 💰 Finance8.3%
- ⛏️ Energy Minerals6.79%
- 🧬 Health Technology2.28%
- 🛠️ Producer Manufacturing2.09%
- 🛍️ Retail Trade1.85%
- 💼 Commercial Services1.57%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.5%
- 🇺🇸 Nasdaq27.69%
- 🇺🇸 Chicago Board Options Exchange23.89%
- 🌍 Digital Currency9.47%
- 🇬🇧 LSE3.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.81%
- 🇬🇧 United Kingdom3.3%
Dividends
Dividend Yield
0.63%
14 out of 25 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (4.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.1% | 3.19% | $3.76 |
 BAC | 0.1% | 2.17% | $0.96 |
 SHEL.L | 0.1% | 4.16% | $0.8 |
 GDX | 0.05% | 1.34% | - |
 CVX | 0.05% | 4.04% | $6.28 |
 JPM | 0.05% | 1.91% | $4.4 |
 AVGO | 0.04% | 1.29% | $19.7 |
 INDA | 0.03% | 0.14% | - |
 MSFT | 0.03% | 0.74% | $3 |
 PRU.L | 0.03% | 2.64% | $0.28 |
 LRCX | 0.03% | 1.23% | $8 |
 LLY | 0.01% | 0.69% | $4.86 |
 GOOG | 0.01% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
CVX | Pay Day | Dec 10 | $1.63 |
LLY | Pay Day | Dec 10 | $1.30 |
XOM | Pay Day | Dec 10 | $0.99 |
LRCX | Ex-Dividend | Dec 11 | $0.23 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
SHEL.L | Pay Day | Dec 19 | $0.34 |
BAC | Pay Day | Dec 27 | $0.26 |
NVDA | Pay Day | Dec 27 | $0.01 |
LRCX | Pay Day | Jan 8 | $0.23 |
Performance Metrics
Score 5/10
Beta
-0.01
-0.01
-1
0.8
1.2
-1
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
6.31
6.31
-2
0
2
7
7
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
-55.06
-55.06
-56
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
-0.01
-0.01
-1
0.8
1.2
-1
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
6.31
6.31
-2
0
2
7
7
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
-55.06
-55.06
-56
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.63% | Aug 2020 | - | 51 |