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0%
Today
0%
This Month
+4.05%
Year To Date
+23.3%
2 Years
+19.28%
5 Years
-6.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.17%
- 💰 Finance17.97%
- 📊 ETFs10.36%
- 🏭 Industrial Services6.98%
- ⚡ Utilities6.73%
- 🚚 Transportation3.64%
- 📦 Distribution Services3.28%
- 💻 Electronic Technology2.75%
- 💵 Cash2.42%
- 🪨 Non Energy Minerals1.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54%
- 🇺🇸 Nasdaq24.15%
- 🇩🇪 Xetra ETFs9.74%
- 🇬🇧 LSE4.27%
- 🇫🇷 Euronext Paris0.88%
- 🇨🇭 SIX0.56%
- 🇸🇪 Stockholm Stock Exchange0.54%
- 🇧🇪 Euronext Brussels0.43%
- 🇳🇱 Euronext Amsterdam0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.12%
- 🇨🇦 Canada3.03%
- 🇬🇧 United Kingdom1.84%
- 🇧🇷 Brazil1.71%
- 🇧🇲 Bermuda1.2%
- 🇬🇷 Greece1.17%
- 🇫🇷 France0.88%
- 🇨🇭 Switzerland0.56%
- 🇸🇪 Sweden0.54%
- 🇧🇪 Belgium0.43%
- 🇺🇾 Uruguay0.33%
- 🇸🇬 Singapore0.3%
- 🇮🇪 Ireland0.14%
Dividends
Dividend Yield
3.94%
30 out of 36 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $ORC (17.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.76% | 14.44% | $1.44 |
 Private-Equity | 0.24% | 1.76% | - |
 RealEstateTrusts | 0.22% | 4.23% | - |
 SBLK | 0.19% | 16.27% | $1.82 |
 INSW | 0.19% | 14.81% | $5.74 |
 ET | 0.18% | 6.27% | $1.25 |
 GLP | 0.18% | 5.35% | $2.77 |
 UNIT | 0.17% | 11.01% | $0.6 |
 VALE | 0.17% | 9.88% | $1.33 |
 NLY | 0.17% | 12.74% | $2.6 |
 GOGL.US | 0.16% | 12.97% | $0.8 |
 DividendGrowth | 0.15% | 2.53% | - |
 ENB | 0.15% | 6.31% | $2.66 |
 EPD | 0.11% | 6.43% | $2.03 |
 ARCC | 0.1% | 8.11% | $1.62 |
 ORC | 0.1% | 17.25% | $1.56 |
 OGE | 0.09% | 3.98% | $1.67 |
 ARR | 0.08% | 15.3% | $3.84 |
 ARI | 0.08% | 13.54% | $1.4 |
 NRG | 0.07% | 1.62% | $1.57 |
 EFC | 0.07% | 12.74% | $1.72 |
 O | 0.07% | 5.73% | $3.09 |
 BXMT | 0.07% | 12.11% | $2.48 |
 JEF | 0.03% | 1.82% | $1.2 |
 Core-Dynamic | 0.03% | 0.29% | - |
 MobilePayments | 0.03% | 0.54% | - |
 WY | 0.03% | 2.61% | $0.78 |
 VICI | 0.03% | 5.69% | $1.66 |
 CCI | 0.02% | 7.01% | $6.26 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NRG | Ex-Dividend | Feb 3 | $0.44 |
O | Ex-Dividend | Feb 3 | $0.26 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 AMT (RealEstateTrusts) | Pay Day | Feb 3 | $1.62 |
O (RealEstateTrusts) | Ex-Dividend | Feb 3 | $0.26 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
ET | Ex-Dividend | Feb 7 | $0.32 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 MA (MobilePayments) | Pay Day | Feb 7 | $0.76 |
GLP | Ex-Dividend | Feb 10 | $0.74 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
 AXP (MobilePayments) | Pay Day | Feb 10 | $0.70 |
 OHI (RealEstateTrusts) | Ex-Dividend | Feb 10 | $0.67 |
AGNC | Pay Day | Feb 11 | $0.12 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 V (MobilePayments) | Ex-Dividend | Feb 11 | $0.59 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
EPD | Pay Day | Feb 14 | $0.54 |
GLP | Pay Day | Feb 14 | $0.74 |
JEF | Ex-Dividend | Feb 14 | $0.40 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
O | Pay Day | Feb 14 | $0.26 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
 BFH (MobilePayments) | Ex-Dividend | Feb 14 | $0.21 |
O (RealEstateTrusts) | Pay Day | Feb 14 | $0.26 |
 ADC (RealEstateTrusts) | Pay Day | Feb 14 | $0.25 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
NRG | Pay Day | Feb 18 | $0.44 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
OHI (RealEstateTrusts) | Pay Day | Feb 18 | $0.67 |
 SLG (RealEstateTrusts) | Pay Day | Feb 18 | $0.26 |
ET | Pay Day | Feb 19 | $0.32 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 DFS (MobilePayments) | Ex-Dividend | Feb 20 | $0.70 |
EFC | Pay Day | Feb 25 | $0.13 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
JEF | Pay Day | Feb 27 | $0.40 |
ARR | Pay Day | Feb 27 | $0.24 |
ORC | Pay Day | Feb 27 | $0.12 |
ENB | Pay Day | Mar 1 | $0.67 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
V (MobilePayments) | Pay Day | Mar 3 | $0.59 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
DFS (MobilePayments) | Pay Day | Mar 6 | $0.70 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
BFH (MobilePayments) | Pay Day | Mar 21 | $0.21 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 2.8/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-6.74
-6.74
-7
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-6.74
-6.74
-7
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.51% | Feb 2018 | - | 84 |