+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
- š ETFs39.02%
- šŖ Cryptocurrencies31.19%
- š„ļø Technology Services11.9%
- š» Electronic Technology9.86%
- šļø Retail Trade3.03%
- š Consumer Durables2.13%
- š¼ Commercial Services1.24%
- šāāļø Consumer Services1.03%
- š Transportation0.53%
- šµ Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq50.76%
- š Digital Currency31.19%
- šŗšø NYSE14.95%
- šŗšø Chicago Board Options Exchange2.23%
- š¬š§ LSE0.83%
Countries Breakdown
- Country
- Total
- šŗšø United States28.44%
- šØš¦ Canada0.47%
- šØš³ China0.43%
- š®š± Israel0.39%
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 | 0.13% | 0.64% | - |
VWO | 0.07% | 9.66% | - |
VOOV | 0.07% | 2.24% | - |
JEPQ | 0.03% | 1.22% | - |
FXI | 0.02% | 2.97% | - |
META | 0.02% | 0.33% | $1 |
INDA | 0.02% | 0.75% | - |
AAPL | 0.01% | 0.41% | $0.97 |
TAN | 0.01% | 0.47% | - |
BABA | 0% | 1.15% | $0.98 |
MSFT | 0% | 0.75% | $3 |
GOOG | 0% | 0.31% | $0.2 |
XLF | 0% | 1.54% | - |
NVDA | 0% | 0.02% | $0.02 |
VOO | 0% | 1.28% | - |
CRM | 0% | 0.36% | $0.4 |
LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
CRM | Pay Day | Jan 9 | $0.40 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
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
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 2018 | Nov 2020 | 34 |
-47.91% | Nov 2021 | Feb 2024 | 27 |
-10.22% | May 2021 | Aug 2021 | 3 |
-8.17% | Apr 2024 | May 2024 | 1 |
-6.6% | Sep 2021 | Oct 2021 | 1 |
-4.46% | Jul 2024 | Oct 2024 | 3 |
-1.84% | Dec 2024 | Jan 2025 | 1 |