Loading...
-0.4%
Today
-0.4%
This Month
-0.07%
Year To Date
+130.64%
2 Years
+146.52%
5 Years
+3.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.09%
- 🖥️ Technology Services18.24%
- 🪙 Cryptocurrencies12.1%
- 💰 Finance10.65%
- 💇♀️ Consumer Services7.46%
- 🚗 Consumer Durables4.32%
- 🚚 Transportation3.13%
- 🛍️ Retail Trade0.32%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.93%
- 🇺🇸 NYSE15.49%
- 🌍 Digital Currency12.1%
- 🇫🇮 Helsinki Stock Exchange1.59%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.77%
- 🇫🇮 Finland1.59%
- 🇯🇵 Japan1.09%
- 🇨🇳 China0.46%
- 🇸🇬 Singapore0.18%
- 🇹🇼 Taiwan0.11%
Dividends
Dividend Yield
0.23%
21 out of 61 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NOKIA.HE (2.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.76% | $3 |
 JPM | 0.05% | 1.8% | $4.4 |
 NOKIA.HE | 0.05% | 2.88% | $0.13 |
 GOOG | 0.03% | 0.29% | $0.2 |
 BKNG | 0.01% | 0.74% | $17.5 |
 NTDOY | 0.01% | 1.08% | $0.24 |
 DIS | 0.01% | 0.88% | $0.75 |
 NVDA | 0.01% | 0.03% | $0.02 |
 INTC | 0% | 2.57% | $0.5 |
 QCOM | 0% | 1.97% | $3.25 |
 NTES | 0% | 2.37% | $2.58 |
 YY | 0% | 2.04% | $0.71 |
 TSM | 0% | 0.93% | $1.74 |
 MU | 0% | 0.5% | $0.46 |
 0700.HK | 0% | 0.85% | $3.4 |
 AAPL | 0% | 0.53% | $0.97 |
 META | 0% | 0.29% | $1 |
 EA | 0% | 0.62% | $0.76 |
 3888.HK | 0% | 0.36% | $0.14 |
 SONY | 0% | 0.41% | $0.49 |
 GOOGL | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.89
-6.89
-7
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.89
-6.89
-7
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-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 |
|---|---|---|---|
-63.04% | Nov 2013 | Feb 2021 | 87 |
-59.62% | Nov 2021 | Nov 2024 | 36 |
-8.57% | Sep 2021 | Oct 2021 | 1 |
-6.64% | May 2021 | Aug 2021 | 3 |
-2.76% | Dec 2024 | - | 2 |