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0%
Today
0%
This Month
+3.15%
Year To Date
+8.69%
2 Years
+20.55%
5 Years
+8.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.02%
- 💰 Finance1.82%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE71.2%
- 🇺🇸 Nasdaq17.46%
- 🇩🇪 Xetra ETFs6.13%
- 🇺🇸 Chicago Board Options Exchange5.05%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.64%
23 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EWZ (8.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWW | 0.4% | 6.47% | - |
 HYG | 0.19% | 1.81% | - |
 EWZ | 0.14% | 8.62% | - |
 HDV | 0.12% | 3.91% | - |
 EMB | 0.12% | 1.95% | - |
 PDBC | 0.09% | 4.32% | - |
 GDXJ | 0.08% | 2.3% | - |
 DJP | 0.08% | 4.18% | - |
 EEM | 0.07% | 3.41% | - |
 XLF | 0.06% | 1.48% | - |
 LQD | 0.04% | 1.45% | - |
 IWM | 0.04% | 1.23% | - |
 ARGT | 0.04% | 2.2% | - |
 SHY | 0.03% | 1.33% | - |
 ITA | 0.03% | 1.12% | - |
 IUSC.DE | 0.03% | 4.73% | - |
 TIP | 0.02% | 0.59% | - |
 XBI | 0.02% | 1.41% | - |
 INDA | 0.02% | 0.78% | - |
 QQQ | 0.01% | 0.64% | - |
 BIL | 0.01% | 1.42% | - |
 SOXX | 0% | 0.66% | - |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.35
-2.35
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-2.35
-2.35
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.86% | Feb 2023 | Jul 2024 | 17 |
-9.16% | Jun 2022 | Nov 2022 | 5 |
-3.37% | Dec 2024 | - | 2 |
-1.66% | Dec 2022 | Jan 2023 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |