Loading...
+1.11%
Today
-0.88%
This Month
-2.95%
Year To Date
+9.03%
2 Years
-5.55%
5 Years
-1.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.92%
- 🛠️ Producer Manufacturing11.58%
- 💻 Electronic Technology9.36%
- 💵 Cash7.84%
- 💰 Finance6.03%
- 🪨 Non Energy Minerals4.49%
- 🚗 Consumer Durables3.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.08%
- 🇺🇸 Nasdaq35.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.84%
- 🇲🇽 Mexico4.49%
Dividends
Dividend Yield
1.18%
14 out of 16 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EWW (4.09%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 ADI | Pay Day | Mar 17 | $0.99 |
 AVGO | Ex-Dividend | Mar 20 | $0.59 |
AVGO | Pay Day | Mar 31 | $0.59 |
 AXP | Ex-Dividend | Apr 4 | $0.82 |
AXP | Pay Day | May 9 | $0.82 |
 AMAT | Ex-Dividend | May 22 | $0.46 |
AMAT | Pay Day | Jun 12 | $0.46 |
 EWW | Pay Day | Jun 17 | $- |
 IVV | Pay Day | Jun 17 | $- |
 ITOT | Pay Day | Jun 17 | $- |
 ACWI | Pay Day | Jun 17 | $0.94 |
 EWG | Pay Day | Jun 17 | $- |
 CIBR | Pay Day | Jun 28 | $- |
 ERX | Pay Day | Jul 2 | $- |
Performance Metrics
Score 2.5/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-6.79
-6.79
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-6.79
-6.79
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.31% | Jan 2022 | Oct 2024 | 33 |
-9.73% | Dec 2024 | - | 4 |
-0.58% | Nov 2021 | Dec 2021 | 1 |