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-1.86%
Today
+0.76%
This Month
+0.76%
Year To Date
+94.19%
2 Years
+137.07%
5 Years
+18.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies56.6%
- š ETFs21.46%
- š„ļø Technology Services12.25%
- š° Finance3.13%
- š Consumer Durables1.5%
- šµ Cash1.27%
- š§¬ Health Technology1.17%
- šāāļø Consumer Services1.12%
- š Consumer Non Durables0.9%
- š» Electronic Technology0.87%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency56.6%
- šŗšø NYSE22.79%
- šŗšø Nasdaq19.61%
Countries Breakdown
- Country
- Total
- šŗšø United States19.77%
- šØš Switzerland1.17%
Dividends
Dividend Yield
0.26%
10 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVS (3.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.05% | 1.28% | - |
 NVS | 0.04% | 3.23% | $3.2 |
 QQQ | 0.04% | 0.66% | - |
 XLF | 0.04% | 1.58% | - |
 KO | 0.03% | 3.18% | $1.89 |
 MCD | 0.03% | 2.4% | $6.53 |
 XLB | 0.02% | 2.13% | - |
 MSFT | 0.01% | 0.75% | $3 |
 META | 0.01% | 0.32% | $1 |
 AAPL | 0% | 0.42% | $0.97 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 6.4/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.56
5.56
-2
0
2
6
6
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.56
5.56
-2
0
2
6
6
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.08% | Nov 2021 | Dec 2023 | 25 |
-21.51% | Apr 2024 | Nov 2024 | 7 |
-15.27% | Jan 2020 | Aug 2020 | 7 |
-11.2% | Dec 2024 | - | 2 |
-7.34% | Sep 2020 | Nov 2020 | 2 |
-4.23% | Sep 2021 | Oct 2021 | 1 |
-3.27% | Jan 2024 | Feb 2024 | 1 |
-1.51% | Jun 2021 | Aug 2021 | 2 |