+0.15%
Today
-4.79%
This Month
-6.6%
Year To Date
+30.55%
2 Years
+17.97%
5 Years
+7.7%
Annualized
- nadeem_naz
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.59%
- 🖥️ Technology Services19.32%
- 💻 Electronic Technology11.3%
- 🪙 Cryptocurrencies7.65%
- ⛏️ Energy Minerals3.81%
- 💵 Cash3.18%
- 🛍️ Retail Trade3.07%
- 🛠️ Producer Manufacturing2.18%
- 💇♀️ Consumer Services1.88%
- 💼 Commercial Services1.28%
- 💰 Finance1.25%
- 🚗 Consumer Durables0.93%
- 🚚 Transportation0.91%
- 🍞 Consumer Non Durables0.88%
- 🏥 Health Services0.6%
- 🧬 Health Technology0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.73%
- 🇺🇸 Nasdaq26.83%
- 🇺🇸 NYSE13.75%
- 🌍 Digital Currency7.65%
- 🇳🇱 Euronext Amsterdam0.91%
- LSE_AIM0.28%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.56%
- 🇬🇧 United Kingdom7.79%
- 🇨🇦 Canada1.69%
- 🇮🇪 Ireland1.19%
- 🇳🇱 Netherlands0.91%
- 🇫🇮 Finland0.75%
- 🇹🇼 Taiwan0.54%
- 🇮🇱 Israel0.49%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.46%
26 out of 74 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $CCI (6.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.13% | 4.27% | $0.8 |
 QCOM | 0.03% | 2.22% | $3.25 |
 BA.L | 0.03% | 2.1% | $0.3 |
 CCI | 0.03% | 6.46% | $6.26 |
 MSFT | 0.03% | 0.83% | $3 |
 XOM | 0.02% | 3.56% | $3.76 |
 ACN | 0.02% | 1.69% | $4.99 |
 HWDN.L | 0.02% | 2.91% | $0.21 |
 AAPL | 0.02% | 0.45% | $0.97 |
 NOK | 0.01% | 1.97% | $0.1 |
 RMV.L | 0.01% | 1.46% | $0.09 |
 LRCX | 0.01% | 1.21% | $8 |
 DIS | 0.01% | 1.02% | $0.75 |
 EA | 0.01% | 0.55% | $0.76 |
 NKE | 0.01% | 2.08% | $1.45 |
 AMAT | 0.01% | 1.09% | $1.44 |
 UI | 0.01% | 0.8% | $2.4 |
 GOOG | 0.01% | 0.48% | $0.2 |
 FEVR.L | 0.01% | 2.37% | $0.17 |
 TSM | 0.01% | 1.2% | $1.74 |
 MA | 0.01% | 0.54% | $2.46 |
 CRM | 0.01% | 0.58% | $0.4 |
 META | 0% | 0.33% | $1 |
 TER | 0% | 0.55% | $0.46 |
 PAYC | 0% | 0.72% | $1.5 |
 BP.L | 0% | 5.93% | $0.23 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Mar 13 | $0.83 |
META | Ex-Dividend | Mar 14 | $0.52 |
CCI | Ex-Dividend | Mar 14 | $1.56 |
TER | Pay Day | Mar 14 | $0.12 |
GOOG | Pay Day | Mar 17 | $0.20 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EA | Pay Day | Mar 19 | $0.19 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
PAYC | Pay Day | Mar 24 | $0.38 |
META | Pay Day | Mar 26 | $0.52 |
QCOM | Pay Day | Mar 27 | $0.85 |
CCI | Pay Day | Mar 31 | $1.56 |
NKE | Pay Day | Apr 1 | $0.40 |
MA | Ex-Dividend | Apr 9 | $0.76 |
LRCX | Pay Day | Apr 9 | $0.23 |
HWDN.L | Ex-Dividend | Apr 10 | $0.21 |
TSM | Pay Day | Apr 10 | $0.69 |
RMV.L | Ex-Dividend | Apr 24 | $0.08 |
MA | Pay Day | May 9 | $0.76 |
AMAT | Ex-Dividend | May 22 | $0.46 |
HWDN.L | Pay Day | May 23 | $0.21 |
RMV.L | Pay Day | May 23 | $0.08 |
AMAT | Pay Day | Jun 12 | $0.46 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.1/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
- nadeem_naz
- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.91% | Nov 2021 | - | 41 |
-39.52% | Feb 2018 | Mar 2021 | 37 |
-11.28% | Sep 2017 | Nov 2017 | 2 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.53% | May 2021 | Aug 2021 | 3 |