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0%
Today
0%
This Month
+3.92%
Year To Date
+54.84%
2 Years
+106.95%
5 Years
+18.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.37%
- 🖥️ Technology Services16.29%
- 💵 Cash11.19%
- 💻 Electronic Technology10.1%
- 🛍️ Retail Trade7.96%
- 💇♀️ Consumer Services4.7%
- 🚗 Consumer Durables4.12%
- 💼 Commercial Services2.66%
- 💰 Finance2.31%
- 🍞 Consumer Non Durables1.45%
- 📡 Communications1.19%
- 🪨 Non Energy Minerals0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.41%
- 🇺🇸 Nasdaq33.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.2%
- 🇨🇳 China4.77%
- 🇯🇵 Japan1.82%
- 🇨🇦 Canada0.94%
Dividends
Dividend Yield
1.39%
16 out of 18 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOOV | 0.39% | 2.19% | - |
 VEU | 0.31% | 6.34% | - |
 IVV | 0.25% | 1.41% | - |
 VZ | 0.08% | 6.82% | $2.66 |
 BAC | 0.05% | 2.2% | $0.96 |
 BABA | 0.05% | 0.99% | $0.98 |
 KO | 0.04% | 3.06% | $1.89 |
 META | 0.04% | 0.29% | $1 |
 MCD | 0.04% | 2.35% | $6.53 |
 AAPL | 0.04% | 0.53% | $0.97 |
 DIS | 0.03% | 0.88% | $0.75 |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 MSFT | 0.02% | 0.76% | $3 |
 NTDOY | 0.02% | 1.08% | $0.24 |
 MA | 0.01% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
4.45
4.45
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
4.45
4.45
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.32% | Sep 2021 | Feb 2024 | 29 |
-15.74% | May 2019 | Jul 2019 | 2 |
-9.2% | Sep 2020 | Dec 2020 | 3 |
-7.54% | Mar 2020 | Apr 2020 | 1 |
-4.25% | Apr 2024 | May 2024 | 1 |
-2.1% | Aug 2019 | Sep 2019 | 1 |
-1.74% | Dec 2024 | Jan 2025 | 1 |
-1.35% | May 2021 | Jun 2021 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |
-0.03% | Jan 2021 | Feb 2021 | 1 |