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-0.22%
Today
-0.22%
This Month
+4.7%
Year To Date
+102.76%
2 Years
+119.6%
5 Years
+19.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.71%
- 🖥️ Technology Services11.59%
- 💇♀️ Consumer Services9.93%
- 🪙 Cryptocurrencies9.79%
- 💻 Electronic Technology7.6%
- 🍞 Consumer Non Durables4.52%
- 🛍️ Retail Trade4.45%
- 💰 Finance4.01%
- 🛠️ Producer Manufacturing3.9%
- 🧬 Health Technology3.7%
- 💵 Cash0.49%
- 💼 Commercial Services0.27%
- 🚗 Consumer Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.03%
- 🇺🇸 Nasdaq31.46%
- 🌍 Digital Currency9.79%
- 🇩🇪 FRA0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.33%
- 🇨🇦 Canada1.25%
- 🇨🇳 China1.2%
- 🇩🇪 Germany0.21%
Dividends
Dividend Yield
0.77%
17 out of 43 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.12% | 3.26% | $4.81 |
 O | 0.1% | 5.73% | $3.09 |
 NKE | 0.09% | 1.96% | $1.45 |
 MMM | 0.09% | 2.37% | $5.21 |
 CVS | 0.08% | 4.71% | $2.54 |
 MCD | 0.07% | 2.35% | $6.53 |
 TGT | 0.05% | 3.23% | $4.42 |
 JPM | 0.04% | 1.8% | $4.4 |
 DIS | 0.03% | 0.88% | $0.75 |
 MSFT | 0.02% | 0.76% | $3 |
 AAPL | 0.02% | 0.53% | $0.97 |
 VUG | 0.02% | 0.51% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 META | 0.01% | 0.29% | $1 |
 S92.DE | 0.01% | 3.69% | $0.5 |
 GOOG | 0.01% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
O | Ex-Dividend | Feb 3 | $0.26 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
TGT | Pay Day | Mar 1 | $1.12 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.2/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-2.96
-2.96
-3
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-2.96
-2.96
-3
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.67% | Nov 2021 | - | 39 |
-5% | May 2021 | Aug 2021 | 3 |
-4.68% | Sep 2021 | Oct 2021 | 1 |
-2.99% | Oct 2020 | Nov 2020 | 1 |
-1.01% | Jun 2020 | Jul 2020 | 1 |