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-0.09%
Today
-0.09%
This Month
+2.91%
Year To Date
+84.78%
2 Years
+16.99%
5 Years
+4.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.56%
- 🖥️ Technology Services26.65%
- 💻 Electronic Technology20.54%
- 💼 Commercial Services5.32%
- 🪙 Cryptocurrencies4.87%
- 💰 Finance4.19%
- 🧬 Health Technology2.57%
- 🛍️ Retail Trade2.19%
- 🚗 Consumer Durables1.77%
- 💵 Cash0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.48%
- 🇺🇸 NYSE19.62%
- 🌍 Digital Currency4.87%
- 🇺🇸 Chicago Board Options Exchange1.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.22%
- 🇹🇼 Taiwan2.51%
- 🇳🇱 Netherlands1.51%
Dividends
Dividend Yield
0.39%
19 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $QCOM (1.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.1% | 0.64% | - |
 AVGO | 0.05% | 0.98% | $19.7 |
 QCOM | 0.03% | 1.97% | $3.25 |
 TSM | 0.02% | 0.93% | $1.74 |
 WCLD | 0.02% | 1.58% | - |
 MSCI | 0.02% | 1.11% | $5.96 |
 CIBR | 0.02% | 0.76% | - |
 V | 0.02% | 0.65% | $2.01 |
 MSFT | 0.02% | 0.76% | $3 |
 XLK | 0.01% | 0.67% | - |
 ASML | 0.01% | 0.77% | $5.57 |
 MA | 0.01% | 0.49% | $2.46 |
 AAPL | 0.01% | 0.53% | $0.97 |
 SMH | 0.01% | 0.44% | - |
 VGT | 0.01% | 0.5% | - |
 CRM | 0.01% | 0.47% | $0.4 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
MSCI | Ex-Dividend | Feb 14 | $1.80 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSCI | Pay Day | Feb 28 | $1.80 |
V | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-3.84
-3.84
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-3.84
-3.84
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.08% | Nov 2021 | Sep 2024 | 34 |