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+1.23%
Today
+11.47%
This Month
+29.62%
Year To Date
+46.39%
2 Years
+87.65%
5 Years
+14.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.87%
- 🪙 Cryptocurrencies28.48%
- 💻 Electronic Technology15.63%
- 🖥️ Technology Services6.96%
- 💇♀️ Consumer Services6.91%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.48%
- 🇺🇸 Nasdaq22.59%
- 🇺🇸 NYSE6.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.5%
Dividends
Dividend Yield
0.54%
3 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CSCO | 0.43% | 2.78% | $1.58 |
 MSFT | 0.05% | 0.74% | $3 |
 DIS | 0.05% | 0.72% | $0.75 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 12 | $0.83 |
CSCO | Ex-Dividend | Jan 3 | $0.40 |
CSCO | Pay Day | Jan 22 | $0.40 |
Performance Metrics
Score 6.3/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
6.2
6.2
-2
0
2
7
7
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
6.2
6.2
-2
0
2
7
7
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.01% | Oct 2021 | - | 37 |
-19.54% | Apr 2015 | Apr 2016 | 12 |
-15.59% | Jan 2018 | Apr 2020 | 27 |
-9.29% | May 2016 | Jun 2016 | 1 |
-6.17% | Aug 2020 | Oct 2020 | 2 |
-5.97% | Feb 2015 | Mar 2015 | 1 |
-5.96% | Oct 2016 | Mar 2017 | 5 |
-4.08% | Aug 2021 | Sep 2021 | 1 |
-1.92% | Feb 2014 | Apr 2014 | 2 |
-0.97% | May 2014 | Jun 2014 | 1 |
-0.57% | Apr 2021 | May 2021 | 1 |
-0.05% | Oct 2014 | Nov 2014 | 1 |