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+0.32%
Today
+7.12%
This Month
+26.56%
Year To Date
+61.79%
2 Years
+31.46%
5 Years
+9.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π₯οΈ Technology Services21.87%
- π ETFs12.48%
- π° Finance8.86%
- πͺ Cryptocurrencies8.75%
- π Transportation8.05%
- πΌ Commercial Services7.84%
- π» Electronic Technology7.66%
- π΅ Cash4.98%
- π Consumer Non Durables4.67%
- ποΈ Retail Trade4.48%
- π οΈ Producer Manufacturing4.31%
- π Consumer Durables3.82%
- π₯ Health Services3.08%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ NYSE46.5%
- πΊπΈ Nasdaq35.44%
- π Digital Currency8.75%
- π¬π§ LSE5.18%
Countries Breakdown
- Country
- Total
- πΊπΈ United States62.96%
- π¬π§ United Kingdom5.18%
- πΉπΌ Taiwan3.63%
- π¨πΎ Cyprus2.87%
Dividends
Dividend Yield
1.02%
19 out of 24 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $FRO (9.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRO | 0.27% | 9.43% | $2.17 |
 JPM | 0.1% | 1.91% | $4.4 |
 BAC | 0.08% | 2.17% | $0.96 |
 PEP | 0.07% | 3.3% | $5.15 |
 VOO | 0.07% | 1.41% | - |
 CAT | 0.06% | 1.42% | $5.31 |
 PG | 0.06% | 2.32% | $3.83 |
 IAG.L | 0.04% | 0.84% | - |
 UNH | 0.04% | 1.36% | $7.74 |
 TSM | 0.04% | 1.04% | $1.74 |
 QQQ | 0.03% | 0.66% | - |
 GM | 0.03% | 0.87% | $0.42 |
 MSFT | 0.03% | 0.74% | $3 |
 V | 0.03% | 0.7% | $2.01 |
 MA | 0.02% | 0.52% | $2.46 |
 CRM | 0.02% | 0.37% | $0.4 |
 GOOG | 0.01% | 0.34% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Dec 2 | $0.59 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
GM | Ex-Dividend | Dec 6 | $0.12 |
PEP | Ex-Dividend | Dec 6 | $1.36 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
UNH | Ex-Dividend | Dec 9 | $2.10 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
GOOG | Pay Day | Dec 16 | $0.20 |
UNH | Pay Day | Dec 17 | $2.10 |
GM | Pay Day | Dec 19 | $0.12 |
BAC | Pay Day | Dec 27 | $0.26 |
PEP | Pay Day | Jan 6 | $1.36 |
TSM | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 3.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.1% | Dec 2021 | Nov 2023 | 23 |
-2.63% | Mar 2024 | May 2024 | 2 |