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-0.01%
Today
+15.93%
This Month
+98.48%
Year To Date
+399.7%
2 Years
+399.7%
5 Years
+123.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.21%
- 💻 Electronic Technology15.72%
- 🖥️ Technology Services9.78%
- 💵 Cash6.62%
- 🚗 Consumer Durables6.27%
- 💰 Finance4%
- 💇♀️ Consumer Services3.93%
- 🛍️ Retail Trade2.88%
- 🍞 Consumer Non Durables2.32%
- 🧬 Health Technology1.72%
- 🏭 Industrial Services0.68%
- 📊 ETFs0.66%
- ⛏️ Energy Minerals0.52%
- 🧪 Process Industries0.52%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.21%
- 🇺🇸 Nasdaq27.82%
- 🇺🇸 NYSE17.06%
- 🇫🇷 Euronext Paris1.97%
- 🇨🇭 SIX1.72%
- 🇬🇧 LSE0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.17%
- 🇮🇹 Italy4.04%
- 🇫🇷 France1.97%
- 🇨🇭 Switzerland1.72%
- 🇮🇪 Ireland0.55%
- 🇯🇵 Japan0.46%
- 🇰🇷 South Korea0.42%
Dividends
Dividend Yield
0.2%
21 out of 36 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.03% | 0.62% | $2.64 |
 CVX | 0.02% | 4.02% | $6.28 |
 NKE | 0.01% | 1.95% | $1.45 |
 BLK | 0.01% | 1.97% | $20.2 |
 MCD | 0.01% | 2.34% | $6.53 |
 RMS.PA | 0.01% | 1.24% | $25 |
 BKNG | 0.01% | 0.68% | $17.5 |
 SMSN.L | 0.01% | 2.57% | $23.68 |
 AAPL | 0.01% | 0.43% | $0.97 |
 AI.PA | 0.01% | 1.82% | $2.91 |
 WM | 0.01% | 1.34% | $2.9 |
 PARAA | 0.01% | 0.89% | $0.2 |
 ACN | 0.01% | 1.49% | $4.99 |
 ICE | 0.01% | 1.13% | $1.77 |
 MC.PA | 0.01% | 2.23% | $13 |
 MSFT | 0.01% | 0.74% | $3 |
 ALC.ZU | 0.01% | 0.31% | $0.24 |
 JOE | 0.01% | 1.03% | $0.48 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
 SONY | 0% | 0.55% | $0.49 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Ex-Dividend | Dec 2 | $1.77 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
BLK | Ex-Dividend | Dec 5 | $5.10 |
BKNG | Ex-Dividend | Dec 6 | $8.75 |
WM | Ex-Dividend | Dec 6 | $0.75 |
JOE | Pay Day | Dec 6 | $0.14 |
CVX | Pay Day | Dec 10 | $1.63 |
MSFT | Pay Day | Dec 12 | $0.83 |
MCD | Pay Day | Dec 16 | $1.77 |
ICE | Ex-Dividend | Dec 16 | $0.45 |
PARAA | Ex-Dividend | Dec 16 | $0.05 |
WM | Pay Day | Dec 20 | $0.75 |
BLK | Pay Day | Dec 23 | $5.10 |
NVDA | Pay Day | Dec 27 | $0.01 |
BKNG | Pay Day | Dec 31 | $8.75 |
ICE | Pay Day | Dec 31 | $0.45 |
NKE | Pay Day | Jan 2 | $0.40 |
PARAA | Pay Day | Jan 2 | $0.05 |
Performance Metrics
Score 8.8/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
1.97
1.97
0
0.5
1
2
2
Sortino Ratio
7.09
7.09
0
1
2
8
8
Jensen's Alpha
73.56
73.56
-2
0
2
74
74
Omega Ratio
6.06
6.06
0
1
1.5
7
7
Treynor Ratio
3.73
3.73
0
0.75
1.25
4
4
Information Ratio
1.93
1.93
0
0.3
0.6
2
2
Calmar Ratio
9.75
9.75
0
0.3
0.6
10
10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
1.97
1.97
0
0.5
1
2
2
Sortino Ratio
7.09
7.09
0
1
2
8
8
Jensen's Alpha
73.56
73.56
-2
0
2
74
74
Omega Ratio
6.06
6.06
0
1
1.5
7
7
Treynor Ratio
3.73
3.73
0
0.75
1.25
4
4
Information Ratio
1.93
1.93
0
0.3
0.6
2
2
Calmar Ratio
9.75
9.75
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.73% | Aug 2023 | Sep 2023 | 1 |
-8.26% | Mar 2024 | Apr 2024 | 1 |
-4.4% | Jun 2024 | Sep 2024 | 3 |