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0%
Today
0%
This Month
+1.72%
Year To Date
+63.99%
2 Years
+95.33%
5 Years
+16.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.6%
- 🛍️ Retail Trade7.8%
- 💻 Electronic Technology7.79%
- 🖥️ Technology Services7.51%
- 💵 Cash6.98%
- 💇♀️ Consumer Services5.8%
- 💰 Finance5.57%
- 🛠️ Producer Manufacturing3.07%
- 🚗 Consumer Durables2.97%
- 🍞 Consumer Non Durables1.17%
- 🚚 Transportation0.86%
- 💼 Commercial Services0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.1%
- 🇺🇸 Nasdaq22.05%
- 🇬🇧 LSE13.39%
- 🇭🇰 Hong Kong Exchanges4.23%
- 🇫🇷 Euronext Paris0.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.99%
- 🇨🇳 China5.2%
- 🇯🇵 Japan2.58%
- 🇨🇦 Canada2.11%
- 🇫🇷 France0.88%
- 🇮🇱 Israel0.29%
Dividends
Dividend Yield
0.66%
18 out of 36 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.38% | 1.26% | - |
 TFC | 0.09% | 4.37% | $2.08 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 NTDOY | 0.03% | 1.08% | $0.24 |
 CSCO | 0.03% | 2.64% | $1.58 |
 GD | 0.02% | 2.21% | $5.48 |
 DIS | 0.01% | 0.88% | $0.75 |
 AXP | 0.01% | 0.88% | $2.6 |
 GS | 0.01% | 1.83% | $11 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 CRM | 0.01% | 0.47% | $0.4 |
 BKNG | 0.01% | 0.74% | $17.5 |
 AGCO | 0.01% | 1.11% | $1.16 |
 JD.US | 0.01% | 1.82% | $0.74 |
 BABA | 0.01% | 0.99% | $0.98 |
 HLT | 0% | 0.23% | $0.6 |
 VNT | 0% | 0.26% | $0.1 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-0.67
-0.67
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-0.67
-0.67
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.06% | Sep 2021 | Nov 2024 | 38 |
-5.01% | Mar 2021 | Jun 2021 | 3 |
-1.68% | Jul 2021 | Aug 2021 | 1 |
-1.54% | Oct 2020 | Nov 2020 | 1 |
-1.11% | Dec 2024 | Jan 2025 | 1 |