Loading...
+0.06%
Today
-3.39%
This Month
-3.72%
Year To Date
+13.61%
2 Years
+6.09%
5 Years
+1.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs95.86%
- šŖ Cryptocurrencies2.83%
- šµ Cash1.41%
Exchanges Breakdown
- Exchange
- Total
- šŗšø NYSE68.8%
- šŗšø Nasdaq14.61%
- šŗšø Chicago Board Options Exchange6.53%
- š¬š§ LSE5.92%
- š Digital Currency2.83%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
2.05%
22 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SDIV (11.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.44% | 11.05% | - |
 IEUR | 0.19% | 3.18% | - |
 EZU | 0.17% | 2.57% | - |
 VWO | 0.15% | 3.14% | - |
 VTI | 0.13% | 1.36% | - |
 VB | 0.09% | 1.52% | - |
 VXUS | 0.09% | 3.15% | - |
 IEF | 0.08% | 3.6% | - |
 VEU | 0.08% | 3.03% | - |
 XLE | 0.08% | 3.06% | - |
 VOO | 0.07% | 1.36% | - |
 VTV | 0.07% | 2.27% | - |
 EWJ | 0.07% | 2.29% | - |
 VBR | 0.06% | 2.27% | - |
 TIP | 0.06% | 2.42% | - |
 VT.US | 0.06% | 1.95% | - |
 QQQ | 0.04% | 0.64% | - |
 XLF | 0.04% | 1.43% | - |
 VUG | 0.03% | 0.52% | - |
 IWM | 0.03% | 1.24% | - |
 TAN | 0.01% | 0.54% | - |
 SMH | 0.01% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
IEF | Pay Day | Jun 7, 2025 | $- |
TIP | Pay Day | Jun 7, 2025 | $- |
EWJ | Pay Day | Jun 17, 2025 | $- |
IWM | Pay Day | Jun 17, 2025 | $- |
IEUR | Pay Day | Jun 17, 2025 | $- |
EZU | Pay Day | Jun 17, 2025 | $- |
VBR | Pay Day | Jul 1, 2025 | $- |
VUG | Pay Day | Jul 1, 2025 | $- |
VB | Pay Day | Jul 2, 2025 | $- |
SMH | Pay Day | Dec 24, 2025 | $- |
TAN | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 2.5/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.79
-2.79
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.79
-2.79
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.05
0.05
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.04% | Jan 2022 | May 2024 | 28 |
-5.86% | Feb 2025 | - | 3 |
-1.67% | Dec 2024 | Jan 2025 | 1 |
-1.4% | Oct 2024 | Nov 2024 | 1 |