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-3.51%
Today
-3.51%
This Month
+3.89%
Year To Date
+102.88%
2 Years
+366.77%
5 Years
+6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.49%
- 💰 Finance13.53%
- 💵 Cash8.11%
- 💻 Electronic Technology4.82%
- 🚚 Transportation3.83%
- 🍞 Consumer Non Durables3.04%
- 🪨 Non Energy Minerals2.59%
- 🚗 Consumer Durables2.09%
- 🛍️ Retail Trade1.61%
- 📊 ETFs1.6%
- 🛠️ Producer Manufacturing1.39%
- 💇♀️ Consumer Services1.37%
- 🧬 Health Technology1.24%
- 📡 Communications0.86%
- 🖥️ Technology Services0.23%
- 🧪 Process Industries0.1%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.49%
- 🇺🇸 NYSE16.84%
- 🇬🇧 LSE11.48%
- 🇺🇸 Nasdaq4.39%
- 🇳🇴 Oslo Stock Exchange2.21%
- 🇫🇷 Euronext Paris1.92%
- 🇨🇭 SIX0.94%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇭🇰 Hong Kong Exchanges0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.79%
- 🇬🇧 United Kingdom8.4%
- 🇯🇵 Japan3.51%
- 🇳🇴 Norway2.21%
- 🇫🇷 France1.92%
- 🇨🇦 Canada1.49%
- 🇰🇷 South Korea1.48%
- 🇺🇾 Uruguay1.09%
- 🇨🇭 Switzerland0.94%
- 🇪🇸 Spain0.38%
- 🇧🇪 Belgium0.35%
- 🇨🇳 China0.15%
Dividends
Dividend Yield
1.63%
40 out of 64 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MPCC.OL (26.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPCC.OL | 0.43% | 26.79% | $5.9 |
 O | 0.18% | 5.73% | $3.09 |
 LGEN.L | 0.14% | 8.52% | $0.2 |
 ABR | 0.09% | 12.85% | $1.72 |
 BNP.PA | 0.08% | 7.02% | $4.6 |
 SMFG | 0.08% | 2.55% | $0.29 |
 VICI | 0.07% | 5.69% | $1.66 |
 GAW.L | 0.07% | 3.62% | $5.5 |
 ZURN.ZU | 0.04% | 4.7% | $26 |
 AAL.L | 0.04% | 2.74% | $0.77 |
 T | 0.04% | 4.68% | $1.11 |
 SMSN.L | 0.04% | 2.7% | $23.68 |
 ISF.L | 0.04% | 2.37% | - |
 NEM | 0.02% | 2.34% | $1.3 |
 ABBV | 0.02% | 3.42% | $6.06 |
 KO | 0.02% | 3.06% | $1.89 |
 MRK | 0.02% | 3.2% | $3.04 |
 TXN | 0.02% | 2.88% | $5.14 |
 CL | 0.01% | 2.31% | $1.96 |
 IAG.L | 0.01% | 0.61% | - |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 OHI | 0.01% | 7.23% | $2.68 |
 SAN.MC | 0.01% | 3.19% | $0.14 |
 LMT | 0.01% | 2.79% | $12.45 |
 CVS | 0.01% | 4.71% | $2.54 |
 MC.PA | 0.01% | 1.85% | $13 |
 0939.HK | 0.01% | 6.84% | $0.43 |
 WFC | 0.01% | 1.97% | $1.4 |
 CAT | 0.01% | 1.49% | $5.31 |
 HD | 0.01% | 2.18% | $8.52 |
 PEP | 0% | 3.54% | $5.15 |
 CM | 0% | 4.18% | $2.6 |
 BUD | 0% | 1.32% | $0.65 |
 WYNN | 0% | 1.15% | $1 |
 OR.PA | 0% | 1.85% | $6.6 |
 JPM | 0% | 1.8% | $4.4 |
 DE | 0% | 1.27% | $5.76 |
 ADM | 0% | 3.9% | $1.9 |
 SONY | 0% | 0.41% | $0.49 |
 EA | 0% | 0.62% | $0.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
O | Ex-Dividend | Feb 3 | $0.26 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
DE | Pay Day | Feb 10 | $1.62 |
OHI | Ex-Dividend | Feb 10 | $0.67 |
TXN | Pay Day | Feb 11 | $1.36 |
CL | Pay Day | Feb 14 | $0.50 |
ABBV | Pay Day | Feb 14 | $1.64 |
O | Pay Day | Feb 14 | $0.26 |
OHI | Pay Day | Feb 18 | $0.67 |
CAT | Pay Day | Feb 20 | $1.41 |
GAW.L | Pay Day | Feb 28 | $1.89 |
WFC | Pay Day | Mar 1 | $0.40 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
LMT | Pay Day | Mar 28 | $3.30 |
MRK | Pay Day | Apr 7 | $0.81 |
Performance Metrics
Score 5/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.94% | Jun 2018 | Apr 2021 | 34 |
-41.61% | Nov 2021 | Nov 2024 | 36 |
-14.46% | May 2021 | Aug 2021 | 3 |
-8.71% | Sep 2021 | Oct 2021 | 1 |