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-0.43%
Today
-0.43%
This Month
+5.36%
Year To Date
+14.9%
2 Years
-2.35%
5 Years
-0.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.59%
- 🖥️ Technology Services18.39%
- 💻 Electronic Technology13.61%
- 🪙 Cryptocurrencies10.01%
- 🛍️ Retail Trade5.47%
- 🚗 Consumer Durables4.38%
- 💇♀️ Consumer Services2.9%
- 💰 Finance2.82%
- 🚚 Transportation2.61%
- 📡 Communications2.37%
- 🛠️ Producer Manufacturing1.2%
- 🧬 Health Technology1.14%
- 💼 Commercial Services1.03%
- 🧩 Miscellaneous0.94%
- 🧪 Process Industries0.57%
- 🏥 Health Services0.52%
- 🍞 Consumer Non Durables0.44%
- 🪨 Non Energy Minerals0.37%
- ⛏️ Energy Minerals0.29%
- ⚡ Utilities0.24%
- 💹 Forex0.16%
- 💵 Cash0.14%
- 📈 Indexes0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.75%
- 🇺🇸 Nasdaq31.41%
- 🌍 Digital Currency10.01%
- 🇬🇧 LSE3.7%
- 🇩🇪 FRA3.02%
- 🇳🇴 Oslo Stock Exchange2.27%
- 🇩🇪 Xetra ETFs1.59%
- 🇺🇸 Chicago Board Options Exchange1.26%
- 🇳🇱 Euronext Amsterdam0.93%
- 🇩🇰 Copenhagen Stock Exchange0.86%
- 🇨🇭 SIX0.66%
- 🇫🇷 Euronext Paris0.46%
- 🇭🇰 Hong Kong Exchanges0.39%
- 🇸🇪 Stockholm Stock Exchange0.31%
- 🌍 FX0.16%
- 🇫🇮 Helsinki Stock Exchange0.13%
- 🇮🇹 Borsa Italiana0.13%
- 🌍 CFD0.07%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.12%
- 🇩🇪 Germany4.06%
- 🇬🇧 United Kingdom3.01%
- 🇨🇦 Canada2.53%
- 🇳🇴 Norway2.27%
- 🇨🇳 China2.12%
- 🇳🇱 Netherlands1.18%
- 🇩🇰 Denmark0.86%
- 🇹🇼 Taiwan0.58%
- 🇫🇷 France0.53%
- 🇦🇹 Austria0.45%
- 🇯🇵 Japan0.4%
- 🇺🇾 Uruguay0.36%
- 🇸🇪 Sweden0.31%
- 🇰🇷 South Korea0.22%
- 🇨🇭 Switzerland0.21%
- 🇦🇷 Argentina0.19%
- 🇮🇩 Indonesia0.17%
- 🇮🇱 Israel0.16%
- 🇫🇮 Finland0.13%
- 🇮🇹 Italy0.13%
- 🇧🇲 Bermuda0.11%
- 🇰🇾 Cayman Islands0.08%
- 🇱🇺 Luxembourg0.07%
- 🇦🇺 Australia0.03%
- 🇮🇪 Ireland0.01%
Dividends
Dividend Yield
0.69%
131 out of 264 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (26.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.04% | 9.21% | $9.06 |
 MPCC.OL | 0.04% | 26.79% | $5.9 |
 ETL.PA | 0.04% | 22.13% | - |
 VOO | 0.03% | 1.26% | - |
 F | 0.02% | 7.74% | $0.78 |
 MCHI | 0.02% | 3.68% | - |
 EWJ | 0.02% | 3.12% | - |
 VWO | 0.02% | 9.6% | - |
 BSV | 0.02% | 1.28% | - |
 SAP.DE | 0.02% | 0.82% | $2.2 |
 NN.NV | 0.01% | 7.58% | $3.2 |
 HL.L | 0.01% | 3.93% | $0.42 |
 BBEU | 0.01% | 5.35% | - |
 T | 0.01% | 4.68% | $1.11 |
 VNQ | 0.01% | 3.78% | - |
 EWY | 0.01% | 2.4% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 TLT | 0.01% | 1.42% | - |
 PSN.L | 0.01% | 4.76% | $0.6 |
 TLK | 0.01% | 5.24% | $0.84 |
 HSBC | 0.01% | 5.78% | $3.03 |
 IEMG | 0.01% | 4.39% | - |
 HDV | 0.01% | 3.91% | - |
 EQR | 0.01% | 3.82% | $2.66 |
 MSFT | 0.01% | 0.76% | $3 |
 VBK | 0.01% | 0.55% | - |
 HST | 0.01% | 4.79% | $0.78 |
 IWM | 0.01% | 1.23% | - |
 EWA | 0.01% | 3.38% | - |
 IAEX.L | 0.01% | 1.17% | - |
 TM | 0.01% | 2.58% | $4.64 |
 SSTK | 0.01% | 4.17% | $1.14 |
 EKTAB.ST | 0.01% | 3.64% | $2.4 |
 VTV | 0.01% | 2.22% | - |
 ALB | 0.01% | 1.91% | $1.6 |
 BARN.ZU | 0.01% | 2.89% | $29 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 RMV.L | 0.01% | 1.41% | $0.09 |
 EWN | 0.01% | 1.71% | - |
 JDW.L | 0.01% | 1.91% | - |
 TSM | 0.01% | 0.93% | $1.74 |
 ITWN.L | 0.01% | 2.57% | - |
 ENT.L | 0.01% | 2.58% | $0.18 |
 STX.US | 0% | 2.95% | $2.8 |
 EWG | 0% | 2.19% | - |
 AAPL | 0% | 0.53% | $0.97 |
 OXY | 0% | 1.89% | $0.8 |
 FCX | 0% | 1.67% | $0.6 |
 DIS | 0% | 0.88% | $0.75 |
 GS | 0% | 1.83% | $11 |
 VGT | 0% | 0.5% | - |
 HUM | 0% | 1.21% | $3.54 |
 NOKIA.HE | 0% | 2.88% | $0.13 |
 UDVD.L | 0% | 1.89% | - |
 XLRE | 0% | 1.84% | - |
 QCOM | 0% | 1.97% | $3.25 |
 INDA | 0% | 0.78% | - |
 EDEN.PA | 0% | 3.3% | $1.1 |
 IBM | 0% | 2.61% | $6.65 |
 TTE | 0% | 4.78% | $2.69 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 GOOG | 0% | 0.29% | $0.2 |
 NEE | 0% | 2.88% | $1.97 |
 SCCO | 0% | 2.17% | $3.76 |
 MU | 0% | 0.5% | $0.46 |
 LRCX | 0% | 1.06% | $8 |
 RSP | 0% | 1.37% | - |
 BND | 0% | 1.3% | - |
 LMT | 0% | 2.79% | $12.45 |
 GDX | 0% | 1.03% | - |
 9988.HK | 0% | 1.11% | $0.98 |
 META | 0% | 0.29% | $1 |
 MC.PA | 0% | 1.85% | $13 |
 DELL | 0% | 1.72% | $1.63 |
 ASML.NV | 0% | 0.89% | $6.1 |
 BAC | 0% | 2.2% | $0.96 |
 IFX.DE | 0% | 1.09% | $0.35 |
 ORCL | 0% | 0.94% | $1.6 |
 MDLZ | 0% | 3.09% | $1.7 |
 NOC | 0% | 1.65% | $7.67 |
 EZJ.L | 0% | 0.88% | $0.05 |
 WMT | 0% | 0.85% | $0.81 |
 0700.HK | 0% | 0.85% | $3.4 |
 SIE.DE | 0% | 2.52% | $4.7 |
 P911.DE | 0% | 3.74% | $2.31 |
 ASML | 0% | 0.77% | $5.57 |
 QQQ | 0% | 0.64% | - |
 DE | 0% | 1.27% | $5.76 |
 IXJ | 0% | 1.35% | - |
 IEF | 0% | 1.32% | - |
 CVS | 0% | 4.71% | $2.54 |
 AXP | 0% | 0.88% | $2.6 |
 GE | 0% | 0.55% | $0.44 |
 LDO.MI | 0% | 0.93% | $0.28 |
 GM | 0% | 0.97% | $0.42 |
 NXPI | 0% | 1.94% | $4.06 |
 COST | 0% | 0.47% | $19.22 |
 AVGO | 0% | 0.98% | $19.7 |
 BABA | 0% | 0.99% | $0.98 |
 ITA | 0% | 1.12% | - |
 MA | 0% | 0.49% | $2.46 |
 DBRG | 0% | 0.36% | $0.04 |
 LDOS | 0% | 1.08% | $1.5 |
 HON | 0% | 1.95% | $4.27 |
 RHM.DE | 0% | 0.76% | $5.7 |
 PRX.NV | 0% | 0.27% | $0.07 |
 EWT | 0% | 0.37% | - |
 RSPT | 0% | 0.39% | - |
 ORSTED.CO | 0% | 0.46% | - |
 AMAT | 0% | 0.89% | $1.44 |
 ASM.NV | 0% | 0.48% | $2.75 |
 LHA.DE | 0% | 4.79% | $0.3 |
 NVDA | 0% | 0.03% | $0.02 |
 SONY | 0% | 0.41% | $0.49 |
 BIL | 0% | 1.42% | - |
 BAYN.DE | 0% | 0.51% | $0.11 |
 LLY | 0% | 0.67% | $4.86 |
 CSL | 0% | 0.99% | $3.4 |
 V | 0% | 0.65% | $2.01 |
 JNJ | 0% | 3.26% | $4.81 |
 MRVL | 0% | 0.21% | $0.24 |
 RMS.PA | 0% | 0.92% | $25 |
 HAL.NV | 0% | 2.39% | - |
 MDT.US | 0% | 3.07% | $2.77 |
 GEHC | 0% | 0.14% | $0.12 |
 SBUX | 0% | 2.19% | $2.24 |
 KO | 0% | 3.06% | $1.89 |
 WMS | 0% | 0.51% | $0.58 |
 RYAAY | 0% | 1.8% | $0.93 |
 CRM | 0% | 0.47% | $0.4 |
 WTC.ASX | 0% | 0.14% | $0.16 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
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 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
AAPL | Pay Day | Feb 13 | $0.25 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
GEHC | Pay Day | Feb 14 | $0.04 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
COST | Pay Day | Feb 21 | $1.16 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SCCO | Pay Day | Feb 27 | $0.70 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
CSL | Pay Day | Mar 3 | $1.00 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
GM | Ex-Dividend | Mar 7 | $0.12 |
IBM | Pay Day | Mar 10 | $1.67 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
TTE | Ex-Dividend | Mar 25 | $0.83 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
TTE | Pay Day | Apr 16 | $0.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-11.76
-11.76
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.05
-0.05
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-11.76
-11.76
-12
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.69% | Sep 2021 | - | 42 |
-4.86% | Jul 2021 | Aug 2021 | 1 |
-1.48% | Mar 2021 | Apr 2021 | 1 |
-0.62% | May 2021 | Jun 2021 | 1 |