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-2.82%
Today
-2.82%
This Month
+0.47%
Year To Date
+68.57%
2 Years
+277.1%
5 Years
+12.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies54.65%
- 💵 Cash15.99%
- 📊 ETFs15.47%
- 💰 Finance2.38%
- 🚗 Consumer Durables1.93%
- 🛍️ Retail Trade1.32%
- 🖥️ Technology Services1.18%
- 🧬 Health Technology1.13%
- 💻 Electronic Technology0.91%
- 🛠️ Producer Manufacturing0.84%
- 🪨 Non Energy Minerals0.59%
- ⛏️ Energy Minerals0.52%
- 🏥 Health Services0.41%
- 🍞 Consumer Non Durables0.16%
- 💼 Commercial Services0.12%
- 📡 Communications0.11%
- 🧪 Process Industries0.1%
- ⚡ Utilities0.09%
- 🚚 Transportation0.07%
- 💇♀️ Consumer Services0.06%
- 🏭 Industrial Services0.02%
- 📦 Distribution Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency54.65%
- 🇺🇸 NYSE15.79%
- 🇺🇸 Nasdaq7.42%
- 🇬🇧 LSE1.31%
- 🇭🇰 Hong Kong Exchanges1.27%
- 🇩🇪 Xetra ETFs0.49%
- 🇩🇪 FRA0.24%
- 🇫🇷 Euronext Paris0.22%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇨🇭 SIX0.1%
- 🇮🇹 Borsa Italiana0.1%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇦🇺 Sydney0.06%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇸🇦 Tadawul0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.82%
- 🇨🇳 China1.38%
- 🇬🇧 United Kingdom0.32%
- 🇩🇪 Germany0.24%
- 🇮🇪 Ireland0.22%
- 🇷🇺 Russia0.22%
- 🇫🇷 France0.22%
- 🇳🇱 Netherlands0.18%
- 🇧🇷 Brazil0.16%
- 🇨🇭 Switzerland0.15%
- 🇨🇦 Canada0.14%
- 🇦🇺 Australia0.13%
- 🇨🇾 Cyprus0.11%
- 🇮🇹 Italy0.1%
- 🇩🇰 Denmark0.09%
- 🇨🇴 Colombia0.08%
- 🇱🇺 Luxembourg0.07%
- 🇺🇾 Uruguay0.06%
- 🇪🇸 Spain0.06%
- 🇨🇱 Chile0.04%
- 🇿🇦 South Africa0.03%
- 🇮🇱 Israel0.03%
- 🇳🇴 Norway0.03%
- 🇭🇰 Hong Kong0.02%
- 🇬🇷 Greece0.01%
- 🇹🇼 Taiwan0.01%
- 🇧🇲 Bermuda0.01%
- 🇸🇬 Singapore0%
- 🇯🇵 Japan0%
- 🇸🇦 Saudi Arabia0%
- 🇰🇷 South Korea0%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
0.62%
217 out of 398 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MNODL.L | 0.07% | 473.72% | - |
 PFE | 0.06% | 6.37% | $1.66 |
 EWZ | 0.05% | 8.62% | - |
 VWO | 0.05% | 9.6% | - |
 IAPD.L | 0.04% | 6.42% | - |
 FXI | 0.02% | 2.83% | - |
 SVSTL.L | 0.02% | 2546.05% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 GDXJ | 0.02% | 2.3% | - |
 EVR.L | 0.02% | 17.85% | - |
 MCHI | 0.02% | 3.68% | - |
 IEMG | 0.01% | 4.39% | - |
 GDX | 0.01% | 1.03% | - |
 IUSC.DE | 0.01% | 4.73% | - |
 EC | 0.01% | 16.93% | $1.62 |
 ROSNL.L | 0.01% | 21.42% | - |
 MBG.DE | 0.01% | 9% | $5.3 |
 PBR.A | 0.01% | 11.71% | $2.21 |
 IEML.L | 0.01% | 6.56% | - |
 NEP | 0.01% | 34.11% | $3.49 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 VALE | 0.01% | 9.88% | $1.33 |
 BMW.DE | 0.01% | 7.62% | $6 |
 AGN.NV | 0.01% | 5.07% | $0.3 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 RNO.PA | 0.01% | 3.73% | $1.85 |
 ICLN | 0% | 2.01% | - |
 MBT | 0% | 4.44% | - |
 9618.HK | 0% | 1.9% | $2.97 |
 ILTB | 0% | 1.65% | - |
 TLT | 0% | 1.42% | - |
 RIO.L | 0% | 6.91% | $3.41 |
 REP.MC | 0% | 7.01% | $0.73 |
 RIO.ASX | 0% | 7.79% | $6.54 |
 NOBL | 0% | 2.29% | - |
 MSFT | 0% | 0.76% | $3 |
 BP.L | 0% | 5.62% | $0.23 |
 CIB | 0% | 8.57% | $3.37 |
 ENI.MI | 0% | 7.09% | $0.94 |
 CVS | 0% | 4.71% | $2.54 |
 BHP.L | 0% | 5.84% | $1.26 |
 RIO | 0% | 7.18% | $4.34 |
 00857.HK | 0% | 8.26% | $0.48 |
 BHP | 0% | 5.88% | $3.01 |
 SBLK | 0% | 16.27% | $1.82 |
 IVV | 0% | 1.41% | - |
 IDEM.L | 0% | 1.28% | - |
 EQNR.OL | 0% | 5.58% | $13.95 |
 00384.HK | 0% | 7.8% | $0.55 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 BHP.ASX | 0% | 5.54% | $2.35 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 SQM | 0% | 3.45% | $1.36 |
 BTG.US | 0% | 6.73% | $0.16 |
 KHC | 0% | 5.36% | $1.6 |
 PAH3.DE | 0% | 6.73% | $2.56 |
 LKOD.L | 0% | 76.06% | - |
 BMY | 0% | 4.11% | $2.34 |
 APA | 0% | 4.56% | $1 |
 PFF | 0% | 2.21% | - |
 SBSW | 0% | 6.83% | $0.3 |
 ETN | 0% | 1.15% | $3.6 |
 IMEU.L | 0% | 1.43% | - |
 XLK | 0% | 0.67% | - |
 JNPR | 0% | 2.52% | $0.88 |
 AAPL | 0% | 0.53% | $0.97 |
 OXY | 0% | 1.89% | $0.8 |
 SGGD.L | 0% | 12.46% | - |
 TTE.PA | 0% | 5.61% | $3.06 |
 GNL | 0% | 15.3% | $1.38 |
 SSSS | 0% | 136.53% | $7.25 |
 PEP | 0% | 3.54% | $5.15 |
 BABA | 0% | 0.99% | $0.98 |
 SHV | 0% | 1.46% | - |
 FG | 0% | 1.85% | $0.83 |
 XRX | 0% | 11.71% | $1 |
 TT | 0% | 0.93% | $3.27 |
 CON.DE | 0% | 3.2% | $2.2 |
 VRN | 0% | 6.77% | $0.32 |
 GRMN | 0% | 1.38% | $3.71 |
 ROCKB.CO | 0% | 1.67% | $43 |
 PRY.MI | 0% | 1.04% | $0.7 |
 TAN | 0% | 0.49% | - |
 GSK.L | 0% | 4.35% | $0.59 |
 UPS | 0% | 5.71% | $6.5 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 ENG.MC | 0% | 9.59% | $1.41 |
 LHA.DE | 0% | 4.79% | $0.3 |
 NAVI | 0% | 4.68% | $0.64 |
 NESN.ZU | 0% | 3.86% | $3 |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 GAW.L | 0% | 3.62% | $5.5 |
 SPHD | 0% | 1.13% | - |
 NOG | 0% | 4.7% | $1.58 |
 MGA | 0% | 4.87% | $1.88 |
 IBE.MC | 0% | 3.46% | $0.45 |
 PGX | 0% | 2.04% | - |
 SW | 0% | 2.34% | $1.18 |
 WEN | 0% | 6.74% | $1 |
 RPRX | 0% | 2.69% | $0.82 |
 ASML | 0% | 0.77% | $5.57 |
 UI | 0% | 0.59% | $2.4 |
 EIX | 0% | 5.87% | $3.04 |
 NEE | 0% | 2.88% | $1.97 |
 MOS | 0% | 3.05% | $0.82 |
 F | 0% | 7.74% | $0.78 |
 PII | 0% | 5.56% | $2.62 |
 JD.US | 0% | 1.82% | $0.74 |
 CQQQ | 0% | 0.27% | - |
 MAERSKB.CO | 0% | 4.86% | $515 |
 CNXC | 0% | 2.43% | $1.18 |
 BF-B | 0% | 2.67% | $0.86 |
 GFI | 0% | 1.85% | $0.31 |
 VIE.PA | 0% | 4.53% | $1.25 |
 ZIM | 0% | 22.3% | $0.23 |
 AGNC | 0% | 14.44% | $1.44 |
 EG | 0% | 2.23% | $7.25 |
 BCC | 0% | 0.65% | $0.8 |
 BBD | 0% | 1.5% | $0.06 |
 LIT | 0% | 0.05% | - |
 QSR | 0% | 3.85% | $2.26 |
 V | 0% | 0.65% | $2.01 |
 HSY | 0% | 3.67% | $5.12 |
 QCOM | 0% | 1.97% | $3.25 |
 CMCSA | 0% | 3.74% | $1.2 |
 1171.HK | 0% | 11.74% | $1.6 |
 MCHP | 0% | 3.34% | $1.75 |
 MDLZ | 0% | 3.09% | $1.7 |
 SRLN | 0% | 1.82% | - |
 SAOC | 0% | 6.74% | $1.87 |
 BOND | 0% | 1.72% | - |
 SOXX | 0% | 0.66% | - |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 HOG | 0% | 2.55% | $0.68 |
 TX | 0% | 10.33% | $3.3 |
 BKLN | 0% | 2.35% | - |
 CRM | 0% | 0.47% | $0.4 |
 STZ | 0% | 2.23% | $3.68 |
 INTC | 0% | 2.57% | $0.5 |
 SSRM | 0% | 0.89% | $0.28 |
 TTEK | 0% | 0.63% | $1.07 |
 ORCL | 0% | 0.94% | $1.6 |
 GOOG | 0% | 0.29% | $0.2 |
 ASML.NV | 0% | 0.89% | $6.1 |
 TSM | 0% | 0.93% | $1.74 |
 TECK | 0% | 0.91% | $0.37 |
 C | 0% | 2.71% | $2.12 |
 INDA | 0% | 0.78% | - |
 YINN | 0% | 0.36% | - |
 WAB | 0% | 0.38% | $0.74 |
 WU | 0% | 9.11% | $0.94 |
 VRSK | 0% | 0.54% | $1.46 |
 DBK.DE | 0% | 2.38% | $0.45 |
 KER.PA | 0% | 4.54% | $14 |
 HMC | 0% | 2.6% | $0.65 |
 BAC | 0% | 2.2% | $0.96 |
 EBAY | 0% | 1.6% | $1.04 |
 FNF | 0% | 3.34% | $1.89 |
 06862.HK | 0% | 8.42% | $0.82 |
 MS | 0% | 2.62% | $3.4 |
 BBY | 0% | 4.38% | $3.72 |
 ESEA | 0% | 7.75% | $2.2 |
 META | 0% | 0.29% | $1 |
 GOOGL | 0% | 0.29% | $0.2 |
 XLF | 0% | 1.48% | - |
 ALLY | 0% | 3.08% | $1.2 |
 SWK | 0% | 3.7% | $3.24 |
 LOW | 0% | 1.75% | $4.45 |
 NVDA | 0% | 0.03% | $0.02 |
 GAP | 0% | 2.49% | $0.6 |
 BTRW.L | 0% | 3.55% | $0.28 |
 DIS | 0% | 0.88% | $0.75 |
 WFC | 0% | 1.97% | $1.4 |
 KGC | 0% | 1.08% | $0.12 |
 LEVI | 0% | 2.68% | $0.48 |
 SMSN.L | 0% | 2.7% | $23.68 |
 TGT | 0% | 3.23% | $4.42 |
 HD | 0% | 2.18% | $8.52 |
 NKE | 0% | 1.96% | $1.45 |
 LUV | 0% | 2.34% | $0.72 |
 JPM | 0% | 1.8% | $4.4 |
 GS | 0% | 1.83% | $11 |
 AVGO | 0% | 0.98% | $19.7 |
 HIMX | 0% | 2.77% | $0.28 |
 LMT | 0% | 2.79% | $12.45 |
 IAG.L | 0% | 0.61% | - |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 MU | 0% | 0.5% | $0.46 |
 CIBR | 0% | 0.76% | - |
 MA | 0% | 0.49% | $2.46 |
 GM | 0% | 0.97% | $0.42 |
 CF | 0% | 2.17% | $1.8 |
 SMH | 0% | 0.44% | - |
 00175.HK | 0% | 1.54% | $0.22 |
 MCG.L | 0% | 2.42% | $0.07 |
 RTX | 0% | 1.92% | $2.44 |
 BRFS | 0% | 2.33% | - |
 ALB | 0% | 1.91% | $1.6 |
 WWW | 0% | 1.79% | $0.4 |
 WMT | 0% | 0.85% | $0.81 |
 NOC | 0% | 1.65% | $7.67 |
 FCX | 0% | 1.67% | $0.6 |
 BKNG | 0% | 0.74% | $17.5 |
 EA | 0% | 0.62% | $0.76 |
 AA | 0% | 1.13% | $0.4 |
 0700.HK | 0% | 0.85% | $3.4 |
 PFSI | 0% | 1.05% | $0.8 |
 LDOS | 0% | 1.08% | $1.5 |
 AMAT | 0% | 0.89% | $1.44 |
 POWL | 0% | 0.44% | $1.06 |
 KLAC | 0% | 0.79% | $5.65 |
 GROY | 0% | 0.77% | $0.04 |
 LLY | 0% | 0.67% | $4.86 |
 VST | 0% | 0.52% | $0.85 |
 FSS | 0% | 0.49% | $0.44 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
BMY | Pay Day | Feb 3 | $0.62 |
WWW | Pay Day | Feb 3 | $0.10 |
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
CNXC | Pay Day | Feb 11 | $0.33 |
LEVI | Ex-Dividend | Feb 12 | $0.13 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
EQNR.OL | Ex-Dividend | Feb 13 | $0.35 |
PFSI | Ex-Dividend | Feb 13 | $0.30 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
ALLY | Pay Day | Feb 14 | $0.30 |
CF | Ex-Dividend | Feb 14 | $0.50 |
MS | Pay Day | Feb 14 | $0.92 |
SW | Ex-Dividend | Feb 14 | $0.43 |
00384.HK | Pay Day | Feb 18 | $0.02 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
STZ | Pay Day | Feb 21 | $1.01 |
APA | Pay Day | Feb 21 | $0.25 |
RPRX | Ex-Dividend | Feb 21 | $0.22 |
PFSI | Pay Day | Feb 23 | $0.30 |
TTEK | Pay Day | Feb 26 | $0.06 |
C | Pay Day | Feb 28 | $0.56 |
LEVI | Pay Day | Feb 28 | $0.13 |
GS | Ex-Dividend | Feb 28 | $3.00 |
CF | Pay Day | Feb 28 | $0.50 |
GAW.L | Pay Day | Feb 28 | $1.89 |
EQNR.OL | Pay Day | Feb 28 | $0.35 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
PII | Ex-Dividend | Mar 3 | $0.67 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
LLY | Pay Day | Mar 10 | $1.50 |
RPRX | Pay Day | Mar 10 | $0.22 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
PII | Pay Day | Mar 17 | $0.67 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
MOS | Pay Day | Mar 20 | $0.22 |
GM | Pay Day | Mar 20 | $0.12 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
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 |
GRMN | Pay Day | Mar 28 | $0.75 |
NOG | Ex-Dividend | Mar 28 | $0.45 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
TSM | Pay Day | Apr 10 | $0.69 |
CMCSA | Pay Day | Apr 23 | $0.33 |
NOG | Pay Day | Apr 30 | $0.45 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.43% | Jan 2018 | Dec 2020 | 35 |
-38.21% | Nov 2021 | Feb 2024 | 27 |
-24.24% | Jul 2017 | Dec 2017 | 5 |
-13.98% | Apr 2024 | Nov 2024 | 7 |
-8.46% | Dec 2024 | - | 3 |
-6.43% | Sep 2021 | Oct 2021 | 1 |
-6.08% | May 2021 | Aug 2021 | 3 |