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+0%
Today
+27.96%
This Month
+46.37%
Year To Date
+150.63%
2 Years
+223.64%
5 Years
-3.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.29%
- 🪙 Cryptocurrencies26.41%
- 💻 Electronic Technology15.56%
- 🚗 Consumer Durables11.75%
- 💵 Cash10.22%
- 🛍️ Retail Trade4.67%
- 🧬 Health Technology1.28%
- 🛠️ Producer Manufacturing0.87%
- 🍞 Consumer Non Durables0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.35%
- 🌍 Digital Currency26.41%
- 🇺🇸 NYSE6.06%
- 🇫🇷 Euronext Paris0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.28%
- 🇳🇱 Netherlands2.95%
- 🇨🇳 China1.18%
- 🇫🇷 France0.61%
Dividends
Dividend Yield
0.1%
7 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ASML | 0.03% | 0.85% | $5.57 |
 MSFT | 0.02% | 0.74% | $3 |
 CRM | 0.01% | 0.35% | $0.4 |
 BABA | 0.01% | 1.18% | $0.98 |
 MC.PA | 0.01% | 2.23% | $13 |
 GOOG | 0.01% | 0.36% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.96
-13.96
-14
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-13.96
-13.96
-14
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.18
-0.18
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.34% | Jul 2018 | Feb 2024 | 67 |
-13.56% | Jun 2024 | Oct 2024 | 4 |
-7.48% | Mar 2024 | May 2024 | 2 |