Loading...
+1.95%
Today
+0.71%
This Month
+0.71%
Year To Date
+439.37%
2 Years
+262.62%
5 Years
+47.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology66.98%
- 🖥️ Technology Services15.59%
- 💵 Cash7.67%
- 🪙 Cryptocurrencies5.88%
- 💰 Finance2.77%
- 🚗 Consumer Durables2.07%
- 🛠️ Producer Manufacturing1.25%
- 🛍️ Retail Trade1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.29%
- 🇬🇧 LSE40.3%
- 🌍 Digital Currency5.88%
- 🇺🇸 NYSE2.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.03%
- 🇬🇧 United Kingdom40.3%
- 🇹🇼 Taiwan1.78%
- 🇮🇱 Israel1.25%
- 🇨🇳 China0.38%
Dividends
Dividend Yield
0.19%
11 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.06% | 2.59% | $0.5 |
 META | 0.04% | 0.32% | $1 |
 QCOM | 0.03% | 2.04% | $3.25 |
 AVGO | 0.02% | 0.95% | $19.7 |
 TSM | 0.02% | 0.95% | $1.74 |
 AAPL | 0.01% | 0.42% | $0.97 |
 GOOG | 0.01% | 0.31% | $0.2 |
 BABA | 0% | 1.19% | $0.98 |
 MU | 0% | 0.45% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
 MRVL | 0% | 0.21% | $0.24 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MRVL | Pay Day | Jan 30 | $0.06 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 8.5/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.25
2.25
0
1
2
3
3
Jensen's Alpha
29.93
29.93
-2
0
2
30
30
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.62
2.62
0
0.75
1.25
3
3
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.25
2.25
0
1
2
3
3
Jensen's Alpha
29.93
29.93
-2
0
2
30
30
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.62
2.62
0
0.75
1.25
3
3
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.3% | Oct 2021 | Jun 2023 | 20 |
-8.07% | Apr 2024 | May 2024 | 1 |
-6.38% | Sep 2023 | Nov 2023 | 2 |
-4.87% | Jun 2021 | Aug 2021 | 2 |
-2.1% | Jul 2024 | Aug 2024 | 1 |
-1.3% | Dec 2024 | - | 2 |