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0%
Today
+9.95%
This Month
+49.68%
Year To Date
+136.19%
2 Years
+247.54%
5 Years
+28.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.03%
- 🪙 Cryptocurrencies10.55%
- 💵 Cash10.4%
- 💻 Electronic Technology4.04%
- 🖥️ Technology Services1.21%
- ⛏️ Energy Minerals1.15%
- 💰 Finance0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.36%
- 🇺🇸 Nasdaq28.74%
- 🌍 Digital Currency10.55%
- 🇫🇮 Helsinki Stock Exchange1.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.07%
- 🇫🇮 Finland1.15%
Dividends
Dividend Yield
0.89%
8 out of 10 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NESTE.HE (8.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.28% | 1.41% | - |
 VTI | 0.26% | 1.4% | - |
 QQQ | 0.17% | 0.66% | - |
 NESTE.HE | 0.1% | 8.41% | $1.2 |
 O | 0.04% | 5.41% | $3.09 |
 DELL | 0.02% | 1.18% | $1.63 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOG | 0% | 0.36% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Dec 2 | $0.26 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
O | Pay Day | Dec 13 | $0.26 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 7.1/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
13.21
13.21
-2
0
2
14
14
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
13.21
13.21
-2
0
2
14
14
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.16% | Oct 2021 | Feb 2024 | 28 |
-16.82% | Apr 2021 | Sep 2021 | 5 |
-12.55% | Jan 2020 | Apr 2020 | 3 |
-6.22% | Mar 2024 | Jun 2024 | 3 |
-4.96% | Aug 2020 | Sep 2020 | 1 |
-0.5% | Jul 2024 | Aug 2024 | 1 |