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+0.28%
Today
+8.17%
This Month
+43.13%
Year To Date
+74.68%
2 Years
+74.68%
5 Years
+30.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.26%
- 💻 Electronic Technology18.74%
- 💇♀️ Consumer Services15.37%
- 🧬 Health Technology10.36%
- 🖥️ Technology Services7.46%
- 🪙 Cryptocurrencies6.81%
- 🚗 Consumer Durables1.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.69%
- 🇺🇸 NYSE25.74%
- 🌍 Digital Currency6.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.43%
Dividends
Dividend Yield
0.95%
6 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.7% | 6.74% | $1.66 |
 MCD | 0.11% | 2.33% | $6.53 |
 DIS | 0.08% | 0.72% | $0.75 |
 AAPL | 0.05% | 0.43% | $0.97 |
 META | 0.02% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Ex-Dividend | Dec 2 | $1.77 |
PFE | Pay Day | Dec 2 | $0.42 |
MCD | Pay Day | Dec 16 | $1.77 |
Performance Metrics
Score 7.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
5.18
5.18
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
3.05
3.05
0
0.3
0.6
4
4
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
5.18
5.18
-2
0
2
6
6
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
3.05
3.05
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.87% | Jul 2023 | Oct 2023 | 3 |
-5.92% | Nov 2022 | Dec 2022 | 1 |
-4.24% | Dec 2023 | Jan 2024 | 1 |
-3.1% | Feb 2024 | Apr 2024 | 2 |
-1.85% | Mar 2023 | May 2023 | 2 |
-1.2% | Jan 2023 | Feb 2023 | 1 |