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-1.07%
Today
-1.07%
This Month
+4.66%
Year To Date
+50.1%
2 Years
+50.1%
5 Years
+33.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.14%
- 🖥️ Technology Services11.1%
- 🛍️ Retail Trade6.41%
- 💻 Electronic Technology5.38%
- 💰 Finance5.33%
- 💇♀️ Consumer Services4.9%
- 🚗 Consumer Durables4.21%
- 📡 Communications2.36%
- 📊 ETFs2.06%
- 🍞 Consumer Non Durables2.01%
- 🧬 Health Technology1.47%
- 🪨 Non Energy Minerals1.27%
- 🛠️ Producer Manufacturing1.04%
- ⛏️ Energy Minerals1.04%
- 💼 Commercial Services0.95%
- 🚚 Transportation0.66%
- 🧪 Process Industries0.4%
- 💵 Cash0.33%
- 🏭 Industrial Services0.04%
- 📦 Distribution Services0.03%
- ⚡ Utilities0.02%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.14%
- 🇺🇸 Nasdaq19.07%
- 🇺🇸 NYSE15.46%
- 🇦🇺 Sydney13.36%
- 🇭🇰 Hong Kong Exchanges0.93%
- 🇬🇧 LSE0.63%
- 🇩🇪 FRA0.45%
- 🇳🇴 Oslo Stock Exchange0.28%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇫🇷 Euronext Paris0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇨🇭 SIX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇸🇪 Stockholm Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.99%
- 🇦🇺 Australia11.63%
- 🇨🇳 China2.78%
- 🇳🇿 New Zealand1.73%
- 🇨🇦 Canada1.04%
- 🇯🇵 Japan0.75%
- 🇰🇾 Cayman Islands0.62%
- 🇳🇱 Netherlands0.6%
- 🇧🇲 Bermuda0.58%
- 🇮🇪 Ireland0.49%
- 🇮🇱 Israel0.48%
- 🇩🇪 Germany0.45%
- 🇬🇧 United Kingdom0.43%
- 🇨🇾 Cyprus0.24%
- 🇳🇴 Norway0.22%
- 🇫🇷 France0.1%
- 🇮🇹 Italy0.08%
- 🇪🇸 Spain0.08%
- 🇬🇷 Greece0.06%
- 🇧🇷 Brazil0.05%
- 🇨🇭 Switzerland0.04%
- 🇺🇾 Uruguay0.04%
- 🇿🇦 South Africa0.03%
- 🇹🇼 Taiwan0.03%
- 🇩🇰 Denmark0.02%
- 🇲🇨 Monaco0.02%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.93%
174 out of 294 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.06% | 6.82% | $2.66 |
 FMG.ASX | 0.05% | 10.3% | $2.08 |
 WDS.ASX | 0.05% | 7.83% | $2.16 |
 TLS.ASX | 0.04% | 4.55% | $0.18 |
 ZIM | 0.04% | 22.3% | $0.23 |
 ANZ.ASX | 0.04% | 5.44% | $1.77 |
 JBH.ASX | 0.04% | 3.36% | $2.73 |
 HVN.ASX | 0.03% | 4.25% | $0.22 |
 MBG.DE | 0.03% | 9% | $5.3 |
 SCHD | 0.03% | 3.8% | - |
 FRO | 0.03% | 11.26% | $2.17 |
 WOW.ASX | 0.02% | 3.41% | $1.05 |
 JNJ | 0.02% | 3.26% | $4.81 |
 PG | 0.02% | 2.43% | $3.83 |
 KO | 0.02% | 3.06% | $1.89 |
 T | 0.02% | 4.68% | $1.11 |
 SOL.ASX | 0.02% | 2.77% | $0.91 |
 BHP.ASX | 0.02% | 5.54% | $2.35 |
 TM | 0.02% | 2.58% | $4.64 |
 WES.ASX | 0.02% | 2.58% | $1.94 |
 INTC | 0.02% | 2.57% | $0.5 |
 MERC | 0.02% | 4.46% | $0.3 |
 NAB.ASX | 0.02% | 4.23% | $1.68 |
 DNO.OL | 0.02% | 8.59% | $1 |
 IWM | 0.01% | 1.23% | - |
 QBE.ASX | 0.01% | 3.44% | $0.62 |
 PLUS.L | 0.01% | 5.34% | $1.33 |
 BABA | 0.01% | 0.99% | $0.98 |
 IIPR | 0.01% | 10.49% | $7.34 |
 CSL.ASX | 0.01% | 1.42% | $3.81 |
 MPW | 0.01% | 9.81% | $0.6 |
 CSL | 0.01% | 0.99% | $3.4 |
 MSFT | 0.01% | 0.76% | $3 |
 BRG.ASX | 0.01% | 0.86% | $0.32 |
 OET.OL | 0.01% | 12.77% | - |
 0700.HK | 0.01% | 0.85% | $3.4 |
 PBR.A | 0.01% | 11.71% | $2.21 |
 3988.HK | 0.01% | 6.47% | $0.26 |
 REA.ASX | 0.01% | 0.76% | $1.7 |
 ETL.PA | 0.01% | 22.13% | - |
 IGG.L | 0.01% | 4.57% | $0.46 |
 AAPL | 0% | 0.53% | $0.97 |
 PAH3.DE | 0% | 6.73% | $2.56 |
 NN.NV | 0% | 7.58% | $3.2 |
 GE | 0% | 0.55% | $0.44 |
 RCL | 0% | 0.36% | - |
 0998.HK | 0% | 6.79% | $0.38 |
 INGA.NV | 0% | 6.89% | $1.11 |
 SSL | 0% | 10.74% | $0.5 |
 ASML | 0% | 0.77% | $5.57 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 HSBC | 0% | 5.78% | $3.03 |
 TTE.PA | 0% | 5.61% | $3.06 |
 TNK | 0% | 2.39% | $1 |
 CVE | 0% | 3.48% | $0.44 |
 META | 0% | 0.29% | $1 |
 GOOG | 0% | 0.29% | $0.2 |
 LMT | 0% | 2.79% | $12.45 |
 NEM | 0% | 2.34% | $1.3 |
 MO | 0% | 7.66% | $3.92 |
 SESG.PA | 0% | 13.56% | $0.43 |
 GLEN.L | 0% | 2.9% | $0.1 |
 QQ.L | 0% | 2.28% | $0.08 |
 IDR.MC | 0% | 1.09% | $0.2 |
 IMB.L | 0% | 6.32% | $1.49 |
 IRDM | 0% | 1.91% | $0.53 |
 SIRI | 0% | 4.46% | $0.1 |
 STLAM.MI | 0% | 12.01% | $1.55 |
 DK | 0% | 5.63% | $0.97 |
 QCOM | 0% | 1.97% | $3.25 |
 LDO.MI | 0% | 0.93% | $0.28 |
 STNG | 0% | 3.36% | $1.4 |
 DE | 0% | 1.27% | $5.76 |
 PM | 0% | 4.07% | $5.2 |
 VOOV | 0% | 2.19% | - |
 RTX | 0% | 1.92% | $2.44 |
 NKE | 0% | 1.96% | $1.45 |
 MC.PA | 0% | 1.85% | $13 |
 BAB.L | 0% | 0.99% | $0.02 |
 GOOGL | 0% | 0.29% | $0.2 |
 ALL | 0% | 1.91% | $3.62 |
 NOKIA.HE | 0% | 2.88% | $0.13 |
 OXY | 0% | 1.89% | $0.8 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 ISP.MI | 0% | 7.68% | $0.3 |
 GD | 0% | 2.21% | $5.48 |
 NVDA | 0% | 0.03% | $0.02 |
 ENEL.MI | 0% | 6.28% | $0.43 |
 MFEB.MI | 0% | 5.84% | $0.25 |
 SAIC | 0% | 1.37% | $1.48 |
 TSM | 0% | 0.93% | $1.74 |
 LHX | 0% | 2.19% | $4.6 |
 PEP | 0% | 3.54% | $5.15 |
 WDI.DE | 0% | 1129.94% | $0.2 |
 IBE.MC | 0% | 3.46% | $0.45 |
 GS | 0% | 1.83% | $11 |
 MFC | 0% | 3.96% | $1.13 |
 ENI.MI | 0% | 7.09% | $0.94 |
 NOC | 0% | 1.65% | $7.67 |
 IEF | 0% | 1.32% | - |
 AVGO | 0% | 0.98% | $19.7 |
 BA.L | 0% | 2.53% | $0.3 |
 INDA | 0% | 0.78% | - |
 JPM | 0% | 1.8% | $4.4 |
 ASML.NV | 0% | 0.89% | $6.1 |
 TLT | 0% | 1.42% | - |
 O | 0% | 5.73% | $3.09 |
 SYF | 0% | 1.45% | $1 |
 TMUS | 0% | 1.31% | $1.95 |
 EVO.ST | 0% | 3.61% | $31.03 |
 HST | 0% | 4.79% | $0.78 |
 AGX | 0% | 1% | $1.15 |
 AMAT | 0% | 0.89% | $1.44 |
 COP | 0% | 3.16% | $3.25 |
 ORCL | 0% | 0.94% | $1.6 |
 AIR.PA | 0% | 1.08% | $1.8 |
 UCG.MI | 0% | 4.11% | $1.8 |
 VTV | 0% | 2.22% | - |
 VNQ | 0% | 3.78% | - |
 VOO | 0% | 1.26% | - |
 KBR | 0% | 1.1% | $0.57 |
 CRM | 0% | 0.47% | $0.4 |
 MU | 0% | 0.5% | $0.46 |
 SHEL | 0% | 4.22% | $2.7 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 NESN.ZU | 0% | 3.86% | $3 |
 SMSN.L | 0% | 2.7% | $23.68 |
 TGT | 0% | 3.23% | $4.42 |
 HSBA.L | 0% | 5.73% | $0.49 |
 QQQ | 0% | 0.64% | - |
 PLD | 0% | 3.22% | $3.66 |
 GM | 0% | 0.97% | $0.42 |
 WBD.MI | 0% | 2.41% | $0.07 |
 VTI | 0% | 1.26% | - |
 POWL | 0% | 0.44% | $1.06 |
 EQT | 0% | 1.23% | $0.62 |
 XOM | 0% | 3.63% | $3.76 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 NVO | 0% | 1.21% | $0.98 |
 FCX | 0% | 1.67% | $0.6 |
 IFX.DE | 0% | 1.09% | $0.35 |
 ABT | 0% | 1.75% | $2.16 |
 UNH | 0% | 1.51% | $7.74 |
 FORTUM.HE | 0% | 8.24% | $1.15 |
 CAH | 0% | 1.63% | $2.01 |
 VALE | 0% | 9.88% | $1.33 |
 AESI | 0% | 3.66% | $0.78 |
 CDI.PA | 0% | 2.01% | $13 |
 RGA | 0% | 1.53% | $3.4 |
 BOL.ST | 0% | 2.25% | $7.5 |
 LLY | 0% | 0.67% | $4.86 |
 NTDOY | 0% | 1.08% | $0.24 |
 DIS | 0% | 0.88% | $0.75 |
 AGRO | 0% | 3.52% | $0.33 |
 NHY.OL | 0% | 3.72% | $2.5 |
 AXP | 0% | 0.88% | $2.6 |
 GIB | 0% | 0.09% | - |
 WY | 0% | 2.61% | $0.78 |
 LDOS | 0% | 1.08% | $1.5 |
 COST | 0% | 0.47% | $19.22 |
 MA | 0% | 0.49% | $2.46 |
 ORK.OL | 0% | 2.86% | $3 |
 RHM.DE | 0% | 0.76% | $5.7 |
 VST | 0% | 0.52% | $0.85 |
 HAS | 0% | 3.63% | $2.8 |
 BLK | 0% | 1.91% | $20.2 |
 V | 0% | 0.65% | $2.01 |
 NDA.DE | 0% | 1.86% | $1.4 |
 KER.PA | 0% | 4.54% | $14 |
 NVTKL.L | 0% | 109.46% | - |
 RMS.PA | 0% | 0.92% | $25 |
 SONY | 0% | 0.41% | $0.49 |
 WTC.ASX | 0% | 0.14% | $0.16 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
FCX | Pay Day | Feb 3 | $0.15 |
SYF | Ex-Dividend | Feb 3 | $0.25 |
O | Ex-Dividend | Feb 3 | $0.26 |
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
GD | Pay Day | Feb 7 | $1.42 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
ABT | Pay Day | Feb 14 | $0.59 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
GIB | Ex-Dividend | Feb 14 | $0.10 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
SYF | Pay Day | Feb 18 | $0.25 |
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 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
COST | Pay Day | Feb 21 | $1.16 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SIRI | Pay Day | Feb 25 | $0.27 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
IGG.L | Pay Day | Mar 3 | $0.17 |
CSL | Pay Day | Mar 3 | $1.00 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
GM | Ex-Dividend | Mar 7 | $0.12 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TMUS | Pay Day | Mar 13 | $0.88 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
GM | Pay Day | Mar 20 | $0.12 |
GIB | Pay Day | Mar 21 | $0.10 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
IMB.L | Pay Day | Mar 31 | $0.69 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.6/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.88
-5.88
-6
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.88
-5.88
-6
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.1% | Apr 2024 | Nov 2024 | 7 |
-9.3% | Dec 2024 | - | 3 |
-4.76% | Aug 2023 | Nov 2023 | 3 |
-4.18% | Jan 2024 | Feb 2024 | 1 |