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-0.43%
Today
-0.43%
This Month
+5.11%
Year To Date
+34.48%
2 Years
+96.1%
5 Years
+17.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services16.26%
- 🛍️ Retail Trade12.69%
- 🪙 Cryptocurrencies9.58%
- 💵 Cash8.6%
- 📊 ETFs7.14%
- 💰 Finance6.21%
- 🍞 Consumer Non Durables5.95%
- 🚚 Transportation5.29%
- 💻 Electronic Technology5.17%
- 💇♀️ Consumer Services4.85%
- 🚗 Consumer Durables4.32%
- 🧬 Health Technology2.9%
- 🛠️ Producer Manufacturing2.76%
- 📡 Communications2.63%
- ⛏️ Energy Minerals2.51%
- 💼 Commercial Services2.44%
- 🪨 Non Energy Minerals1.65%
- ⚡ Utilities0.83%
- 🏥 Health Services0.56%
- 🧪 Process Industries0.38%
- 🏭 Industrial Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.07%
- 🇺🇸 Nasdaq27.82%
- 🌍 Digital Currency9.58%
- 🇬🇧 LSE9.52%
- 🇭🇰 Hong Kong Exchanges8.88%
- 🇩🇪 FRA3.71%
- 🇺🇸 Chicago Board Options Exchange1.03%
- 🇨🇭 SIX0.95%
- 🇫🇷 Euronext Paris0.64%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇮🇹 Borsa Italiana0.3%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇳🇱 Euronext Amsterdam0.17%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.53%
- 🇨🇳 China11.31%
- 🇬🇧 United Kingdom9.66%
- 🇬🇷 Greece4.73%
- 🇩🇪 Germany3.71%
- 🇨🇦 Canada3.57%
- 🇨🇭 Switzerland1.81%
- 🇧🇷 Brazil1.58%
- 🇺🇾 Uruguay1.22%
- 🇮🇪 Ireland1.04%
- 🇫🇷 France0.64%
- 🇭🇰 Hong Kong0.53%
- 🇮🇱 Israel0.48%
- 🇳🇱 Netherlands0.45%
- 🇱🇺 Luxembourg0.35%
- 🇩🇰 Denmark0.35%
- 🇹🇼 Taiwan0.33%
- 🇦🇷 Argentina0.31%
- 🇮🇹 Italy0.3%
- 🇪🇸 Spain0.27%
- 🇯🇵 Japan0.18%
- 🇰🇷 South Korea0.17%
- 🇸🇪 Sweden0.06%
- 🇳🇴 Norway0.05%
- 🇦🇺 Australia0.05%
- 🇫🇮 Finland0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.84%
151 out of 261 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1129.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IMB.L | 0.25% | 6.32% | $1.49 |
 VOW3.DE | 0.16% | 9.21% | $9.06 |
 PBR | 0.11% | 18.77% | $1.73 |
 SPG | 0.09% | 4.66% | $7.75 |
 BATS.L | 0.09% | 7.39% | $2.36 |
 PBR.A | 0.07% | 11.71% | $2.21 |
 EWZ | 0.07% | 8.62% | - |
 9988.HK | 0.07% | 1.11% | $0.98 |
 T | 0.06% | 4.68% | $1.11 |
 VZ | 0.06% | 6.82% | $2.66 |
 CVS | 0.04% | 4.71% | $2.54 |
 VALE | 0.04% | 9.88% | $1.33 |
 0941.HK | 0.03% | 6.62% | $4.83 |
 PFE | 0.03% | 6.37% | $1.66 |
 HL.L | 0.03% | 3.93% | $0.42 |
 ABR | 0.03% | 12.85% | $1.72 |
 BMW.DE | 0.03% | 7.62% | $6 |
 P911.DE | 0.03% | 3.74% | $2.31 |
 O | 0.02% | 5.73% | $3.09 |
 BMY | 0.02% | 4.11% | $2.34 |
 VTI | 0.02% | 1.26% | - |
 MBG.DE | 0.02% | 9% | $5.3 |
 WBA | 0.02% | 9.73% | $1.46 |
 MPW | 0.02% | 9.81% | $0.6 |
 9618.HK | 0.02% | 1.9% | $2.97 |
 MO | 0.02% | 7.66% | $3.92 |
 BP.L | 0.02% | 5.62% | $0.23 |
 RIO.L | 0.01% | 6.91% | $3.41 |
 MED.US | 0.01% | 8.09% | $6.59 |
 DIS | 0.01% | 0.88% | $0.75 |
 RMV.L | 0.01% | 1.41% | $0.09 |
 WU | 0.01% | 9.11% | $0.94 |
 IWM | 0.01% | 1.23% | - |
 AES | 0.01% | 6.3% | $0.68 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 MSFT | 0.01% | 0.76% | $3 |
 ABBN.ZU | 0.01% | 1.74% | $0.87 |
 IBE.MC | 0.01% | 3.46% | $0.45 |
 MMM | 0.01% | 2.37% | $5.21 |
 BEN | 0.01% | 5.62% | $1.23 |
 TROW | 0.01% | 4.24% | $4.92 |
 ROG.ZU | 0.01% | 3.39% | $9.6 |
 UVV | 0.01% | 6.08% | $3.21 |
 KRO | 0.01% | 5.01% | $0.76 |
 LEG | 0.01% | 5.78% | $1.43 |
 ETN | 0.01% | 1.15% | $3.6 |
 VTRS | 0.01% | 4.26% | $0.48 |
 HST | 0.01% | 4.79% | $0.78 |
 HDV | 0% | 3.91% | - |
 GGAL | 0% | 3.72% | $1.57 |
 SMSN.L | 0% | 2.7% | $23.68 |
 JDW.L | 0% | 1.91% | - |
 JNPR | 0% | 2.52% | $0.88 |
 BAS.DE | 0% | 7.31% | $3.4 |
 SCHD | 0% | 3.8% | - |
 GOOG | 0% | 0.29% | $0.2 |
 WDI.DE | 0% | 1129.94% | $0.2 |
 HSBC | 0% | 5.78% | $3.03 |
 EZJ.L | 0% | 0.88% | $0.05 |
 TLT | 0% | 1.42% | - |
 EQT | 0% | 1.23% | $0.62 |
 TT | 0% | 0.93% | $3.27 |
 CCI | 0% | 7.01% | $6.26 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 KER.PA | 0% | 4.54% | $14 |
 ROCKB.CO | 0% | 1.67% | $43 |
 PRY.MI | 0% | 1.04% | $0.7 |
 NKE | 0% | 1.96% | $1.45 |
 TSM | 0% | 0.93% | $1.74 |
 GRMN | 0% | 1.38% | $3.71 |
 BHP | 0% | 5.88% | $3.01 |
 CC | 0% | 5.27% | $1 |
 BBY | 0% | 4.38% | $3.72 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 UPS | 0% | 5.71% | $6.5 |
 MU | 0% | 0.5% | $0.46 |
 JPM | 0% | 1.8% | $4.4 |
 BABA | 0% | 0.99% | $0.98 |
 HE | 0% | 3.61% | $1.43 |
 AEP | 0% | 3.68% | $3.47 |
 FTS | 0% | 4.19% | $1.73 |
 FNF | 0% | 3.34% | $1.89 |
 SU.PA | 0% | 1.42% | $3.5 |
 NEX.PA | 0% | 2.45% | $2.3 |
 GAW.L | 0% | 3.62% | $5.5 |
 INTC | 0% | 2.57% | $0.5 |
 ABBV | 0% | 3.42% | $6.06 |
 FR.PA | 0% | 3.7% | $0.4 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 GILD | 0% | 3.17% | $3.04 |
 GS | 0% | 1.83% | $11 |
 FCX | 0% | 1.67% | $0.6 |
 SW | 0% | 2.34% | $1.18 |
 TGT | 0% | 3.23% | $4.42 |
 AAPL | 0% | 0.53% | $0.97 |
 FORTUM.HE | 0% | 8.24% | $1.15 |
 AMGN | 0% | 3.2% | $8.76 |
 TXN | 0% | 2.88% | $5.14 |
 UI | 0% | 0.59% | $2.4 |
 V | 0% | 0.65% | $2.01 |
 SBUX | 0% | 2.19% | $2.24 |
 ASML | 0% | 0.77% | $5.57 |
 MRK | 0% | 3.2% | $3.04 |
 CDI.PA | 0% | 2.01% | $13 |
 NTES | 0% | 2.37% | $2.58 |
 MC.PA | 0% | 1.85% | $13 |
 TM | 0% | 2.58% | $4.64 |
 NEE | 0% | 2.88% | $1.97 |
 BND | 0% | 1.3% | - |
 BOL.ST | 0% | 2.25% | $7.5 |
 LMT | 0% | 2.79% | $12.45 |
 WYNN | 0% | 1.15% | $1 |
 VIE.PA | 0% | 4.53% | $1.25 |
 NTDOY | 0% | 1.08% | $0.24 |
 EWY | 0% | 2.4% | - |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 BCC | 0% | 0.65% | $0.8 |
 AGRO | 0% | 3.52% | $0.33 |
 NHY.OL | 0% | 3.72% | $2.5 |
 CRM | 0% | 0.47% | $0.4 |
 QCOM | 0% | 1.97% | $3.25 |
 WY | 0% | 2.61% | $0.78 |
 INDA | 0% | 0.78% | - |
 HUM | 0% | 1.21% | $3.54 |
 LDOS | 0% | 1.08% | $1.5 |
 INTU | 0% | 0.65% | $3.6 |
 ECL | 0% | 0.94% | $2.24 |
 ORK.OL | 0% | 2.86% | $3 |
 META | 0% | 0.29% | $1 |
 MA | 0% | 0.49% | $2.46 |
 RHM.DE | 0% | 0.76% | $5.7 |
 LRCX | 0% | 1.06% | $8 |
 TTEK | 0% | 0.63% | $1.07 |
 HAS | 0% | 3.63% | $2.8 |
 NOC | 0% | 1.65% | $7.67 |
 LUV | 0% | 2.34% | $0.72 |
 BLK | 0% | 1.91% | $20.2 |
 PRX.NV | 0% | 0.27% | $0.07 |
 COST | 0% | 0.47% | $19.22 |
 WAB | 0% | 0.38% | $0.74 |
 ORSTED.CO | 0% | 0.46% | - |
 VRSK | 0% | 0.54% | $1.46 |
 NDA.DE | 0% | 1.86% | $1.4 |
 CCJ | 0% | 0.24% | $0.09 |
 NVDA | 0% | 0.03% | $0.02 |
 RYAAY | 0% | 1.8% | $0.93 |
 NVTKL.L | 0% | 109.46% | - |
 BKNG | 0% | 0.74% | $17.5 |
 GOOGL | 0% | 0.29% | $0.2 |
 AIR.PA | 0% | 1.08% | $1.8 |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
BMY | Pay Day | Feb 3 | $0.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
O | Ex-Dividend | Feb 3 | $0.26 |
UVV | Pay Day | Feb 3 | $0.81 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
ABBV | Pay Day | Feb 14 | $1.64 |
AES | Pay Day | Feb 14 | $0.18 |
O | Pay Day | Feb 14 | $0.26 |
SW | Ex-Dividend | Feb 14 | $0.43 |
FTS | Ex-Dividend | Feb 18 | $0.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
 DOYU | Pay Day | Feb 20 | $9.94 |
COST | Pay Day | Feb 21 | $1.16 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
TTEK | Pay Day | Feb 26 | $0.06 |
SCCO | Pay Day | Feb 27 | $0.70 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
GAW.L | Pay Day | Feb 28 | $1.89 |
TGT | Pay Day | Mar 1 | $1.12 |
FTS | Pay Day | Mar 1 | $0.44 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
AEP | Pay Day | Mar 10 | $0.93 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
IMB.L | Pay Day | Mar 31 | $0.69 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.7/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
30.52
30.52
-2
0
2
31
31
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.83
2.83
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
30.52
30.52
-2
0
2
31
31
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.83
2.83
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.93% | Jan 2018 | - | 85 |
-6.34% | Oct 2017 | Nov 2017 | 1 |