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-1.43%
Today
-1.43%
This Month
+5.62%
Year To Date
+112.7%
2 Years
+69.11%
5 Years
+24.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.1%
- 🖥️ Technology Services7.68%
- 🛍️ Retail Trade6.53%
- 📊 ETFs5.11%
- 💰 Finance4.32%
- 🍞 Consumer Non Durables3.37%
- 💻 Electronic Technology2.91%
- 🚗 Consumer Durables2.76%
- 🚚 Transportation1.99%
- 💼 Commercial Services1.58%
- 🧬 Health Technology1.24%
- 📡 Communications0.84%
- ⛏️ Energy Minerals0.82%
- 🧪 Process Industries0.32%
- 💇♀️ Consumer Services0.31%
- 💵 Cash0.31%
- 📦 Distribution Services0.26%
- 🏭 Industrial Services0.22%
- 🛠️ Producer Manufacturing0.2%
- ⚡ Utilities0.17%
- 🧩 Miscellaneous0.09%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.1%
- 🇺🇸 NYSE20.35%
- 🇺🇸 Nasdaq15.67%
- 🇬🇧 LSE4.38%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇭🇰 Hong Kong Exchanges0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.27%
- 🇬🇧 United Kingdom4.98%
- 🇨🇾 Cyprus1.07%
- 🇹🇼 Taiwan0.72%
- 🇮🇱 Israel0.58%
- 🇮🇪 Ireland0.23%
- 🇨🇭 Switzerland0.19%
- 🇸🇪 Sweden0.19%
- 🇨🇳 China0.15%
- 🇧🇷 Brazil0.14%
- 🇰🇷 South Korea0.12%
Dividends
Dividend Yield
1.14%
63 out of 97 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.13% | 22.3% | $0.23 |
 FRO | 0.12% | 11.26% | $2.17 |
 ARR | 0.07% | 15.3% | $3.84 |
 NLY | 0.06% | 12.74% | $2.6 |
 EFA | 0.04% | 2.67% | - |
 TSCO.L | 0.04% | 3.36% | $0.12 |
 MO | 0.03% | 7.66% | $3.92 |
 AV.L | 0.03% | 6.67% | $0.33 |
 BTI | 0.03% | 7.45% | $2.92 |
 BP.L | 0.03% | 5.62% | $0.23 |
 HSBC | 0.03% | 5.78% | $3.03 |
 JNJ | 0.02% | 3.26% | $4.81 |
 T | 0.02% | 4.68% | $1.11 |
 VOO | 0.02% | 1.26% | - |
 PSEC | 0.02% | 16.74% | $0.72 |
 VZ | 0.02% | 6.82% | $2.66 |
 F | 0.02% | 7.74% | $0.78 |
 KEY | 0.02% | 4.56% | $0.82 |
 TGT | 0.02% | 3.23% | $4.42 |
 KHC | 0.02% | 5.36% | $1.6 |
 PBR.A | 0.02% | 11.71% | $2.21 |
 HAS | 0.02% | 3.63% | $2.8 |
 PFE | 0.02% | 6.37% | $1.66 |
 ET | 0.01% | 6.27% | $1.25 |
 K | 0.01% | 2.77% | $2.28 |
 MPW | 0.01% | 9.81% | $0.6 |
 IBM | 0.01% | 2.61% | $6.65 |
 TSN | 0.01% | 3.51% | $1.96 |
 KO | 0.01% | 3.06% | $1.89 |
 WPC | 0.01% | 6.24% | $3.67 |
 BG | 0.01% | 3.57% | $2.7 |
 MKS.L | 0.01% | 0.9% | $0.03 |
 UPS | 0.01% | 5.71% | $6.5 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 PEP | 0.01% | 3.54% | $5.15 |
 LMT | 0.01% | 2.79% | $12.45 |
 WMT | 0.01% | 0.85% | $0.81 |
 MSFT | 0.01% | 0.76% | $3 |
 O | 0.01% | 5.73% | $3.09 |
 MCD | 0.01% | 2.35% | $6.53 |
 JUP.L | 0.01% | 8.24% | $0.1 |
 META | 0.01% | 0.29% | $1 |
 INTC | 0.01% | 2.57% | $0.5 |
 TSM | 0.01% | 0.93% | $1.74 |
 SBRY.L | 0.01% | 5.15% | $0.13 |
 HM-B.ST | 0.01% | 4.49% | $6.5 |
 NKE | 0.01% | 1.96% | $1.45 |
 GLEN.L | 0.01% | 2.9% | $0.1 |
 XOM | 0% | 3.59% | $3.76 |
 MMM | 0% | 2.37% | $5.21 |
 QCOM | 0% | 1.97% | $3.25 |
 GD | 0% | 2.21% | $5.48 |
 COST | 0% | 0.47% | $19.22 |
 SMSN.L | 0% | 2.7% | $23.68 |
 GOOGL | 0% | 0.29% | $0.2 |
 UNP | 0% | 2.13% | $5.2 |
 AWK | 0% | 2.46% | $2.89 |
 DG.US | 0% | 3.32% | $2.36 |
 AAPL | 0% | 0.53% | $0.97 |
 0700.HK | 0% | 0.85% | $3.4 |
 V | 0% | 0.65% | $2.01 |
 KLG | 0% | 3.86% | $0.48 |
 NLOP | 0% | 1.07% | $0.34 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
BTI | Pay Day | Feb 6 | $0.74 |
COST | Ex-Dividend | Feb 7 | $1.16 |
ET | Ex-Dividend | Feb 7 | $0.32 |
GD | Pay Day | Feb 7 | $1.42 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
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 |
O | Pay Day | Feb 14 | $0.26 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
BG | Ex-Dividend | Feb 18 | $0.68 |
ET | Pay Day | Feb 19 | $0.32 |
PSEC | Pay Day | Feb 19 | $0.04 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
ARR | Pay Day | Feb 27 | $0.24 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
KEY | Ex-Dividend | Mar 4 | $0.20 |
AWK | Pay Day | Mar 4 | $0.76 |
BG | Pay Day | Mar 4 | $0.68 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
KEY | Pay Day | Mar 14 | $0.20 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
TSM | Pay Day | Apr 10 | $0.69 |
HM-B.ST | Ex-Dividend | May 8 | $0.31 |
HM-B.ST | Pay Day | May 14 | $0.31 |
Performance Metrics
Score 6/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.13% | Apr 2022 | Dec 2023 | 20 |
-12.29% | Apr 2024 | Nov 2024 | 7 |
-4.89% | Dec 2024 | Jan 2025 | 1 |
-1.83% | Jan 2024 | Feb 2024 | 1 |