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-0.53%
Today
-0.53%
This Month
+2.74%
Year To Date
+107.65%
2 Years
+8.92%
5 Years
+2.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.76%
- 💻 Electronic Technology22.89%
- 🪙 Cryptocurrencies15.71%
- 📊 ETFs11.76%
- 🛍️ Retail Trade5.69%
- 🧬 Health Technology4.06%
- 💵 Cash2.23%
- 💼 Commercial Services2.23%
- 🍞 Consumer Non Durables2.01%
- 💰 Finance1.96%
- 🏥 Health Services1.17%
- 💇♀️ Consumer Services0.82%
- 📡 Communications0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.54%
- 🇺🇸 NYSE19.85%
- 🌍 Digital Currency15.71%
- 🇬🇧 LSE4.16%
- 🇭🇰 Hong Kong Exchanges2.74%
- 🇫🇷 Euronext Paris1.53%
- 🇺🇸 Chicago Board Options Exchange1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.44%
- 🇨🇳 China2.74%
- 🇫🇷 France1.53%
- 🇬🇧 United Kingdom1.36%
- 🇹🇼 Taiwan1.26%
- 🇳🇱 Netherlands0.57%
- 🇨🇦 Canada0.16%
Dividends
Dividend Yield
0.43%
25 out of 42 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.76% | $3 |
 VOO | 0.04% | 1.26% | - |
 JPM | 0.04% | 1.8% | $4.4 |
 VZ | 0.03% | 6.82% | $2.66 |
 AAPL | 0.03% | 0.53% | $0.97 |
 JNJ | 0.03% | 3.26% | $4.81 |
 CRM | 0.02% | 0.47% | $0.4 |
 IWM | 0.02% | 1.23% | - |
 MCD | 0.02% | 2.35% | $6.53 |
 QQQ | 0.02% | 0.64% | - |
 UNH | 0.02% | 1.51% | $7.74 |
 META | 0.02% | 0.29% | $1 |
 RMS.PA | 0.01% | 0.92% | $25 |
 AVGO | 0.01% | 0.98% | $19.7 |
 LLY | 0.01% | 0.67% | $4.86 |
 TSM | 0.01% | 0.93% | $1.74 |
 GOOG | 0.01% | 0.29% | $0.2 |
 INDA | 0.01% | 0.78% | - |
 RL | 0.01% | 1.29% | $3.08 |
 COST | 0.01% | 0.47% | $19.22 |
 GOOGL | 0% | 0.29% | $0.2 |
 ASML | 0% | 0.77% | $5.57 |
 MA | 0% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
 0700.HK | 0% | 0.85% | $3.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
JNJ | Pay Day | Mar 4 | $1.24 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.4/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.7
-8.7
-9
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-8.7
-8.7
-9
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.24% | Jul 2021 | Nov 2024 | 40 |
-0.1% | Dec 2024 | Jan 2025 | 1 |