Dafne17 avatar
Dafne17
šŸ‡¦šŸ‡ŗ Macro Stock Investor.
535 copiers.
+0.07%
Today
+3.97%
This Month
+3.97%
Year To Date
+159.98%
2 Years
+378.58%
5 Years
+15.54%
Annualized
  • Dafne17
  • S&P 500
  • +Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • šŸ“Š ETFs
    39.02%
  • šŸŖ™ Cryptocurrencies
    31.19%
  • šŸ–„ļø Technology Services
    11.9%
  • šŸ’» Electronic Technology
    9.86%
  • šŸ›ļø Retail Trade
    3.03%
  • šŸš— Consumer Durables
    2.13%
  • šŸ’¼ Commercial Services
    1.24%
  • šŸ’‡ā€ā™€ļø Consumer Services
    1.03%
  • šŸšš Transportation
    0.53%
  • šŸ’µ Cash
    0.08%

Exchanges Breakdown

  • Exchange
  • Total
  • šŸ‡ŗšŸ‡ø Nasdaq
    50.76%
  • šŸŒ Digital Currency
    31.19%
  • šŸ‡ŗšŸ‡ø NYSE
    14.95%
  • šŸ‡ŗšŸ‡ø Chicago Board Options Exchange
    2.23%
  • šŸ‡¬šŸ‡§ LSE
    0.83%

Countries Breakdown

  • Country
  • Total
  • šŸ‡ŗšŸ‡ø United States
    28.44%
  • šŸ‡ØšŸ‡¦ Canada
    0.47%
  • šŸ‡ØšŸ‡³ China
    0.43%
  • šŸ‡®šŸ‡± Israel
    0.39%

Dividends

Dividend Yield

0.39%

17 out of 36 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VWO (9.66%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
QQQ
QQQ
0.13%
0.64%
-
VWO
VWO
0.07%
9.66%
-
VOOV
VOOV
0.07%
2.24%
-
JEPQ
JEPQ
0.03%
1.22%
-
FXI
FXI
0.02%
2.97%
-
META
META
0.02%
0.33%
$1
INDA
INDA
0.02%
0.75%
-
AAPL
AAPL
0.01%
0.41%
$0.97
TAN
TAN
0.01%
0.47%
-
BABA
BABA
0%
1.15%
$0.98
MSFT
MSFT
0%
0.75%
$3
GOOG
GOOG
0%
0.31%
$0.2
XLF
XLF
0%
1.54%
-
NVDA
NVDA
0%
0.02%
$0.02
VOO
VOO
0%
1.28%
-
CRM
CRM
0%
0.36%
$0.4
LIT
LIT
0%
0.05%
-

Next Dividends

Instrument
Type
Date
Pay Per Share
CRM
CRM
Pay Day
Jan 9
$0.40
MSFT
MSFT
Ex-Dividend
Feb 20
$0.83
MSFT
MSFT
Pay Day
Mar 13
$0.83

Performance Metrics

Score 5.6/10

Beta

1.32
1.32
0
0.8
1.2
0
2

Sharpe Ratio

0.51
0.51
0
0.5
1
1.5
1.5

Sortino Ratio

0.86
0.86
0
1
2
3
3

Jensen's Alpha

2.93
2.93
-2
0
2
4.5
4.5

Omega Ratio

1.21
1.21
0
1
1.5
2.5
2.5

Treynor Ratio

1.1
1.1
0
0.75
1.25
2
2

Information Ratio

0.24
0.24
0
0.3
0.6
1
1

Calmar Ratio

0.24
0.24
0
0.3
0.6
1
1

Drawdowns

  • Dafne17
  • S&P 500

Worst Drawdowns

Depth
Start
End
Total months
-61.06%
Jan 2018Nov 202034
-47.91%
Nov 2021Feb 202427
-10.22%
May 2021Aug 20213
-8.17%
Apr 2024May 20241
-6.6%
Sep 2021Oct 20211
-4.46%
Jul 2024Oct 20243
-1.84%
Dec 2024Jan 20251

Monthly Performance