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+2.95%
Today
+21.45%
This Month
+55.42%
Year To Date
+133.76%
2 Years
+133.76%
5 Years
+107.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies55.91%
- 💻 Electronic Technology18.03%
- 🛍️ Retail Trade7.66%
- 🧪 Process Industries3.03%
- ⚡ Utilities2.97%
- 🖥️ Technology Services2.92%
- 🚗 Consumer Durables2.82%
- 🧬 Health Technology2.52%
- 🍞 Consumer Non Durables2.07%
- ⛏️ Energy Minerals2%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency55.91%
- 🇺🇸 Nasdaq28.71%
- 🇺🇸 NYSE8.9%
- 🇫🇷 Euronext Paris6.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.6%
- 🇫🇷 France6.41%
Dividends
Dividend Yield
0.58%
10 out of 22 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (9.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.13% | 9.28% | $1.43 |
 TTE.PA | 0.11% | 5.52% | $3.06 |
 JNJ | 0.08% | 3.21% | $4.81 |
 KO | 0.06% | 3.08% | $1.89 |
 AEP | 0.06% | 3.69% | $3.47 |
 AI.PA | 0.06% | 1.84% | $2.91 |
 WMT | 0.04% | 0.95% | $0.81 |
 AAPL | 0.03% | 0.43% | $0.97 |
 GOOG | 0.01% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Ex-Dividend | Nov 26 | $1.24 |
KO | Ex-Dividend | Nov 29 | $0.48 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
AEP | Pay Day | Dec 10 | $0.93 |
JNJ | Pay Day | Dec 10 | $1.24 |
WMT | Ex-Dividend | Dec 13 | $0.21 |
GOOG | Pay Day | Dec 16 | $0.20 |
KO | Pay Day | Dec 16 | $0.48 |
NVDA | Pay Day | Dec 27 | $0.01 |
TTE.PA | Ex-Dividend | Dec 31 | $0.86 |
TTE.PA | Pay Day | Jan 6 | $0.86 |
WMT | Pay Day | Jan 6 | $0.21 |
Performance Metrics
Score 9/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.84
1.84
0
0.5
1
2
2
Sortino Ratio
4.48
4.48
0
1
2
5
5
Jensen's Alpha
19.88
19.88
-2
0
2
20
20
Omega Ratio
2.87
2.87
0
1
1.5
3
3
Treynor Ratio
2.66
2.66
0
0.75
1.25
3
3
Information Ratio
1.46
1.46
0
0.3
0.6
2
2
Calmar Ratio
5.73
5.73
0
0.3
0.6
6
6
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.84
1.84
0
0.5
1
2
2
Sortino Ratio
4.48
4.48
0
1
2
5
5
Jensen's Alpha
19.88
19.88
-2
0
2
20
20
Omega Ratio
2.87
2.87
0
1
1.5
3
3
Treynor Ratio
2.66
2.66
0
0.75
1.25
3
3
Information Ratio
1.46
1.46
0
0.3
0.6
2
2
Calmar Ratio
5.73
5.73
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.92% | Mar 2024 | Apr 2024 | 1 |
-5.85% | Jul 2023 | Oct 2023 | 3 |
-2.92% | Jul 2024 | Aug 2024 | 1 |