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-0.32%
Today
-0.32%
This Month
+6.64%
Year To Date
+44.81%
2 Years
+51.67%
5 Years
+9.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.82%
- 💰 Finance15.47%
- 🪙 Cryptocurrencies13.89%
- 🛍️ Retail Trade13.04%
- 🖥️ Technology Services7.56%
- 💻 Electronic Technology6.72%
- 🚗 Consumer Durables5.68%
- 💼 Commercial Services3.44%
- 🏥 Health Services3.18%
- 🧬 Health Technology2.72%
- 💇♀️ Consumer Services2.03%
- ⛏️ Energy Minerals1.65%
- 🪨 Non Energy Minerals1.47%
- 📡 Communications1.02%
- 🚚 Transportation0.83%
- 🛠️ Producer Manufacturing0.44%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.33%
- 🇺🇸 Nasdaq26.47%
- 🌍 Digital Currency13.89%
- 🇩🇪 Xetra ETFs5.34%
- 🇺🇸 Chicago Board Options Exchange3.87%
- 🇫🇷 Euronext Paris1.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.84%
- 🇫🇮 Finland4%
- 🇨🇳 China3.16%
- 🇨🇦 Canada2.46%
- 🇮🇱 Israel2.06%
- 🇫🇷 France1.05%
- 🇬🇧 United Kingdom1.02%
- 🇧🇷 Brazil0.66%
Dividends
Dividend Yield
1.86%
27 out of 63 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $INSW (14.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 C | 0.23% | 2.71% | $2.12 |
 VXUS | 0.22% | 6.6% | - |
 IIPR | 0.2% | 10.49% | $7.34 |
 PFE | 0.17% | 6.37% | $1.66 |
 INSW | 0.12% | 14.81% | $5.74 |
 ARCC | 0.1% | 8.11% | $1.62 |
 NOK | 0.09% | 2.19% | $0.1 |
 VOD | 0.08% | 8.15% | $0.94 |
 BNP.PA | 0.07% | 7.02% | $4.6 |
 VALE | 0.07% | 9.88% | $1.33 |
 FUN | 0.06% | 2.72% | $1.2 |
 MTG | 0.05% | 1.98% | $0.46 |
 OVV | 0.05% | 2.84% | $1.2 |
 QCOM | 0.05% | 1.97% | $3.25 |
 USRT | 0.04% | 3.51% | - |
 TPR | 0.04% | 1.92% | $1.4 |
 GDXJ | 0.04% | 2.3% | - |
 LEN | 0.03% | 1.52% | $1.75 |
 INDA | 0.03% | 0.78% | - |
 MPW | 0.03% | 9.81% | $0.6 |
 BABA | 0.03% | 0.99% | $0.98 |
 ICLN | 0.02% | 2.01% | - |
 VHT | 0.02% | 1.36% | - |
 NUE | 0.01% | 1.69% | $2.13 |
 DHI | 0.01% | 0.99% | $1.15 |
 WNC | 0.01% | 2.05% | $0.32 |
 SMH | 0.01% | 0.44% | - |
Next Dividends
Performance Metrics
Score 3.5/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-4.35
-4.35
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-4.35
-4.35
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.32% | Nov 2021 | Jul 2024 | 32 |
-12.56% | Mar 2020 | Apr 2020 | 1 |
-7.46% | Jul 2021 | Oct 2021 | 3 |
-4.58% | Dec 2024 | Jan 2025 | 1 |
-4.04% | Sep 2020 | Nov 2020 | 2 |
-1.65% | Aug 2024 | Sep 2024 | 1 |
-1.64% | Oct 2024 | Nov 2024 | 1 |
-1.32% | Feb 2021 | Apr 2021 | 2 |
-0.55% | May 2020 | Jul 2020 | 2 |