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0%
Today
0%
This Month
+3.16%
Year To Date
+47.05%
2 Years
+52.08%
5 Years
+10.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.47%
- 💵 Cash2.5%
- 🪨 Non Energy Minerals2.02%
- 🛍️ Retail Trade0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.16%
- 🇺🇸 Nasdaq15.72%
- 🇬🇧 LSE8.03%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada2.02%
- 🇨🇳 China0.43%
Dividends
Dividend Yield
0.89%
28 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCHI (3.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPYG | 0.08% | 1.44% | - |
 IUSV | 0.07% | 2.29% | - |
 VT.US | 0.06% | 2.9% | - |
 ITOT | 0.06% | 1.41% | - |
 XLB | 0.05% | 2% | - |
 GOLD.BARRICK | 0.05% | 2.47% | $0.4 |
 VOE | 0.05% | 2.41% | - |
 IJJ | 0.04% | 2% | - |
 VTI | 0.04% | 1.26% | - |
 VTV | 0.04% | 2.22% | - |
 XLK | 0.04% | 0.67% | - |
 VO | 0.04% | 1.59% | - |
 IWN | 0.04% | 2.05% | - |
 IUSG | 0.03% | 0.71% | - |
 QQQ | 0.03% | 0.64% | - |
 VOO | 0.03% | 1.26% | - |
 MCHI | 0.03% | 3.68% | - |
 IUSA.L | 0.02% | 1.01% | - |
 IVW | 0.02% | 0.51% | - |
 VUG | 0.02% | 0.51% | - |
 VGT | 0.02% | 0.5% | - |
 IWF | 0.02% | 0.42% | - |
 TLT | 0.01% | 1.42% | - |
 AGG | 0.01% | 1.32% | - |
 BND | 0.01% | 1.3% | - |
 IEF | 0.01% | 1.32% | - |
 GDX | 0.01% | 1.03% | - |
 BABA | 0% | 0.99% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.01
-2.01
-3
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-2.01
-2.01
-3
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-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 |
|---|---|---|---|
-23.95% | Jan 2022 | Dec 2023 | 23 |
-15.79% | Feb 2020 | Jul 2020 | 5 |
-4.3% | Apr 2024 | May 2024 | 1 |
-3.83% | Sep 2021 | Oct 2021 | 1 |
-3.57% | Sep 2020 | Nov 2020 | 2 |
-3.01% | Mar 2019 | May 2019 | 2 |
-2.53% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Jan 2021 | Apr 2021 | 3 |
-1.09% | Nov 2021 | Dec 2021 | 1 |
-0.86% | Oct 2024 | Nov 2024 | 1 |