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-0.48%
Today
-3.68%
This Month
-2%
Year To Date
+32.44%
2 Years
+32.44%
5 Years
+20.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.59%
- 💼 Commercial Services30.72%
- 🪙 Cryptocurrencies10.74%
- 🧬 Health Technology5.66%
- 🏭 Industrial Services4.93%
- 💵 Cash3.02%
- 🚗 Consumer Durables2.91%
- ⛏️ Energy Minerals2.26%
- 🏥 Health Services2.25%
- 🚚 Transportation1.94%
- 💻 Electronic Technology1.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.52%
- 🇺🇸 Nasdaq33.47%
- 🌍 Digital Currency10.74%
- 🇮🇹 Borsa Italiana9.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.82%
- 🇮🇹 Italy9.43%
- 🇮🇱 Israel2.23%
- 🇨🇦 Canada1.94%
Dividends
Dividend Yield
0.58%
15 out of 24 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $DLG.MI (2.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 V | 0.09% | 0.67% | $2.01 |
 MSFT | 0.07% | 0.83% | $3 |
 WM | 0.07% | 1.37% | $2.9 |
 DLG.MI | 0.06% | 2.07% | $0.67 |
 DIA.MI | 0.06% | 1.16% | $1.15 |
 GOOG | 0.05% | 0.48% | $0.2 |
 MA | 0.05% | 0.54% | $2.46 |
 UNH | 0.04% | 1.73% | $7.74 |
 TFII | 0.04% | 1.95% | $1.48 |
 SPGI | 0.02% | 0.77% | $3.62 |
 HCC | 0.01% | 0.66% | $0.3 |
 REY.MI | 0.01% | 0.68% | $1 |
 INTU | 0.01% | 0.69% | $3.6 |
 TMO | 0% | 0.31% | $1.48 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Performance Metrics
Score 5.6/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
-0.4
-0.4
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
-0.4
-0.4
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.82% | Feb 2025 | - | 2 |
-5.7% | Aug 2023 | Nov 2023 | 3 |
-4.96% | Apr 2024 | Jul 2024 | 3 |
-0.9% | Dec 2024 | Jan 2025 | 1 |
-0.72% | Aug 2024 | Sep 2024 | 1 |