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0%
Today
0%
This Month
+5.13%
Year To Date
+64.17%
2 Years
-23.15%
5 Years
-7.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.24%
- 💻 Electronic Technology21.76%
- 📊 ETFs8.05%
- 🍞 Consumer Non Durables7.78%
- 🛍️ Retail Trade7.6%
- 🖥️ Technology Services6.93%
- ⛏️ Energy Minerals5.52%
- ⚡ Utilities4.43%
- 💹 Forex3.85%
- 🏭 Industrial Services3.31%
- 🛠️ Producer Manufacturing2.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.9%
- 🇺🇸 Nasdaq33.31%
- 🌍 FX3.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.37%
- 🇮🇱 Israel3.78%
Dividends
Dividend Yield
0.95%
15 out of 19 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.15% | 3.06% | $1.89 |
 NEE | 0.13% | 2.88% | $1.97 |
 XOM | 0.11% | 3.63% | $3.76 |
 SLB | 0.09% | 2.76% | $1.05 |
 COP | 0.08% | 3.16% | $3.25 |
 PG | 0.07% | 2.43% | $3.83 |
 GD | 0.07% | 2.21% | $5.48 |
 QCOM | 0.06% | 1.97% | $3.25 |
 ADI | 0.05% | 1.74% | $3.56 |
 VOO | 0.05% | 1.26% | - |
 AAPL | 0.03% | 0.53% | $0.97 |
 CSL | 0.03% | 0.99% | $3.4 |
 MSFT | 0.02% | 0.76% | $3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
SLB | Ex-Dividend | Feb 5 | $0.28 |
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
PG | Pay Day | Feb 18 | $1.01 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CSL | Pay Day | Mar 3 | $1.00 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
QCOM | Pay Day | Mar 27 | $0.85 |
SLB | Pay Day | Apr 3 | $0.28 |
Performance Metrics
Score 2.3/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-9.01
-9.01
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-9.01
-9.01
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Dec 2021 | - | 39 |
-24.15% | Aug 2021 | Oct 2021 | 2 |