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0%
Today
0%
This Month
+3.65%
Year To Date
+88%
2 Years
+60.24%
5 Years
+6.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.53%
- 📊 ETFs24.08%
- 💻 Electronic Technology15.28%
- 🛍️ Retail Trade9.42%
- 🚗 Consumer Durables5.24%
- 💼 Commercial Services1.41%
- 💵 Cash1.29%
- 🧬 Health Technology1.19%
- ⚡ Utilities1.17%
- 🛠️ Producer Manufacturing1.11%
- 🧪 Process Industries1.03%
- 💇♀️ Consumer Services0.48%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.06%
- 🇺🇸 NYSE31.31%
- 🇨🇭 SIX1.11%
- 🇩🇪 FRA0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.98%
- 🇹🇼 Taiwan2.04%
- 🇨🇦 Canada1.75%
- 🇨🇳 China1.53%
- 🇨🇭 Switzerland1.11%
- 🇩🇪 Germany0.46%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0.49%
16 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.07% | 7.74% | $0.78 |
 VTI | 0.06% | 1.26% | - |
 MSFT | 0.06% | 0.76% | $3 |
 QQQ | 0.05% | 0.64% | - |
 EVRG | 0.05% | 4.04% | $2.54 |
 MRK | 0.04% | 3.2% | $3.04 |
 BMW.DE | 0.04% | 7.62% | $6 |
 GOOG | 0.03% | 0.29% | $0.2 |
 ALB | 0.02% | 1.91% | $1.6 |
 ABBN.ZU | 0.02% | 1.74% | $0.87 |
 TSM | 0.02% | 0.93% | $1.74 |
 META | 0.02% | 0.29% | $1 |
 BABA | 0.02% | 0.99% | $0.98 |
 CRM | 0.01% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
 TAN | 0% | 0.49% | - |
Performance Metrics
Score 3.3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.06
-4.06
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.06
-4.06
-5
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.79% | Feb 2018 | Nov 2024 | 81 |
-8.98% | Jul 2017 | Aug 2017 | 1 |
-2.05% | Sep 2017 | Oct 2017 | 1 |
-0.27% | Dec 2024 | Jan 2025 | 1 |