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0%
Today
+16.41%
This Month
+73.27%
Year To Date
+163.99%
2 Years
+401.9%
5 Years
+47.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.36%
- 💵 Cash12.19%
- 💰 Finance11.99%
- 🚗 Consumer Durables11.44%
- 💼 Commercial Services8.63%
- 🛍️ Retail Trade7.88%
- 💻 Electronic Technology7.2%
- 📊 ETFs5.94%
- 🍞 Consumer Non Durables4.05%
- 💇♀️ Consumer Services3.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.33%
- 🇺🇸 NYSE31.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.41%
- 🇨🇦 Canada6.22%
Dividends
Dividend Yield
0.16%
6 out of 13 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.08% | 2.06% | $1.45 |
 WYNN | 0.03% | 1.1% | $1 |
 META | 0.02% | 0.27% | $1 |
 MSFT | 0.02% | 0.74% | $3 |
 GOOG | 0.01% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
WYNN | Pay Day | Nov 27 | $0.25 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NKE | Pay Day | Jan 2 | $0.40 |
Performance Metrics
Score 7.7/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
19.35
19.35
-2
0
2
20
20
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
19.35
19.35
-2
0
2
20
20
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.18% | Oct 2021 | Aug 2024 | 34 |
-10.79% | Jul 2020 | Oct 2020 | 3 |
-9.21% | May 2021 | Jul 2021 | 2 |
-0.84% | Aug 2021 | Sep 2021 | 1 |