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-0.09%
Today
-0.09%
This Month
+3.35%
Year To Date
+80.44%
2 Years
+14.87%
5 Years
-2.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.33%
- 📊 ETFs18.47%
- 💰 Finance14.59%
- 💻 Electronic Technology12.07%
- 🛠️ Producer Manufacturing6.34%
- 🪙 Cryptocurrencies5.41%
- 💇♀️ Consumer Services5.1%
- 💵 Cash3.24%
- 🚚 Transportation2.8%
- 🧬 Health Technology2.53%
- 🛍️ Retail Trade2.43%
- 📦 Distribution Services2.36%
- 🚗 Consumer Durables1.91%
- 🍞 Consumer Non Durables1.69%
- 🏭 Industrial Services1.13%
- 🧪 Process Industries1.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.06%
- 🇺🇸 NYSE41.82%
- 🌍 Digital Currency5.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.41%
- 🇺🇾 Uruguay2.43%
- 🇳🇴 Norway2.01%
- 🇰🇾 Cayman Islands1.56%
Dividends
Dividend Yield
0.64%
16 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.16% | 6.37% | $1.66 |
 SCHD | 0.14% | 3.8% | - |
 OPRA | 0.09% | 4.26% | $0.78 |
 AVGO | 0.06% | 0.98% | $19.7 |
 JPM | 0.05% | 1.8% | $4.4 |
 VONG | 0.03% | 0.52% | - |
 HCI | 0.03% | 1.31% | $1.6 |
 VGT | 0.02% | 0.5% | - |
 MSFT | 0.02% | 0.76% | $3 |
 DAL | 0.01% | 0.74% | $0.3 |
 POWL | 0.01% | 0.44% | $1.06 |
 SIXG | 0.01% | 0.28% | - |
 GOOGL | 0.01% | 0.29% | $0.2 |
 FIX | 0% | 0.27% | $1.02 |
 RCL | 0% | 0.36% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.4/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.05
-14.05
-15
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.05
-14.05
-15
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.38% | Sep 2021 | - | 41 |
-35.97% | Sep 2018 | Jan 2021 | 28 |
-7.34% | Feb 2021 | May 2021 | 3 |