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-0.37%
Today
-0.37%
This Month
+3.05%
Year To Date
+55.26%
2 Years
+160.42%
5 Years
+24.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.39%
- 💻 Electronic Technology25.7%
- 🪙 Cryptocurrencies13.05%
- 📊 ETFs11.91%
- 🚗 Consumer Durables7.94%
- 🪨 Non Energy Minerals6.68%
- 📡 Communications3.03%
- 🏭 Industrial Services1.38%
- 📦 Distribution Services1.24%
- ⚡ Utilities0.72%
- 💇♀️ Consumer Services0.72%
- 🛠️ Producer Manufacturing0.62%
- 🧬 Health Technology0.61%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.28%
- 🇺🇸 NYSE22.51%
- 🌍 Digital Currency13.05%
- 🇬🇧 LSE3.64%
- 🇫🇷 Euronext Paris0.45%
- 🇺🇸 Chicago Board Options Exchange0.39%
- 🇩🇰 Copenhagen Stock Exchange0.37%
- 🇩🇪 FRA0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.2%
- 🇿🇦 South Africa4.99%
- 🇬🇧 United Kingdom3.64%
- 🇫🇮 Finland0.71%
- 🇫🇷 France0.45%
- 🇩🇰 Denmark0.37%
- 🇩🇪 Germany0.31%
- 🇨🇦 Canada0.3%
- 🇨🇳 China0.06%
Dividends
Dividend Yield
0.63%
23 out of 65 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.11% | 4.68% | $1.11 |
 DGRO | 0.06% | 2.38% | - |
 HMY | 0.05% | 0.93% | $0.08 |
 TLT | 0.04% | 1.42% | - |
 BND | 0.04% | 1.3% | - |
 VZ | 0.04% | 6.82% | $2.66 |
 INTC | 0.04% | 2.57% | $0.5 |
 BBY.L | 0.04% | 2.55% | $0.12 |
 GEN | 0.03% | 1.86% | $0.5 |
 FAST | 0.03% | 2.18% | $1.48 |
 DELL | 0.03% | 1.72% | $1.63 |
 ORCL | 0.02% | 0.94% | $1.6 |
 MSFT | 0.02% | 0.76% | $3 |
 NEE | 0.02% | 2.88% | $1.97 |
 NOK | 0.02% | 2.19% | $0.1 |
 META | 0.01% | 0.29% | $1 |
 SQQQ | 0.01% | 11.25% | - |
 X | 0.01% | 0.54% | $0.2 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MU | 0% | 0.5% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ENTG | 0% | 0.39% | $0.4 |
Next Dividends
Performance Metrics
Score 7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
6.84
6.84
-2
0
2
7
7
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
6.84
6.84
-2
0
2
7
7
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.78% | Nov 2021 | Sep 2024 | 34 |
-7.09% | May 2021 | Oct 2021 | 5 |
-3.42% | Dec 2024 | - | 3 |
-0.82% | Sep 2020 | Nov 2020 | 2 |
-0.65% | Apr 2020 | May 2020 | 1 |
-0.01% | Feb 2021 | Mar 2021 | 1 |