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0%
Today
0%
This Month
-1.5%
Year To Date
-18.31%
2 Years
+525.83%
5 Years
+51.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.46%
- 💻 Electronic Technology13.17%
- 📊 ETFs11.79%
- 💵 Cash8.76%
- 🧬 Health Technology6.55%
- 🍞 Consumer Non Durables3.76%
- 📈 Indexes2.33%
- 💰 Finance2.16%
- 💇♀️ Consumer Services1.59%
- 💹 Forex0.7%
- ❓ Other0.66%
- 🛠️ Producer Manufacturing0.54%
- 🛍️ Retail Trade0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.81%
- 🇺🇸 NYSE21.76%
- 🌍 CFD2.33%
- 🇬🇧 LSE1.44%
- 🌍 Extended Hours Trading0.98%
- 🌍 FX0.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.06%
- 🇮🇱 Israel7.09%
- 🇳🇱 Netherlands3.41%
- 🇱🇺 Luxembourg2.04%
- 🇹🇼 Taiwan1.5%
- 🇰🇷 South Korea1.44%
Dividends
Dividend Yield
0.37%
17 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SMSN.L (2.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.07% | 1.96% | $1.45 |
 ALL | 0.04% | 1.91% | $3.62 |
 TLT | 0.04% | 1.42% | - |
 SMSN.L | 0.04% | 2.7% | $23.68 |
 XBI | 0.04% | 1.41% | - |
 ASML | 0.03% | 0.77% | $5.57 |
 DPZ | 0.02% | 1.34% | $5.44 |
 INTC | 0.02% | 2.57% | $0.5 |
 MSFT | 0.02% | 0.76% | $3 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 TSM | 0.01% | 0.93% | $1.74 |
 SMH | 0.01% | 0.44% | - |
 TAN | 0.01% | 0.49% | - |
 NKE.EXT | 0.01% | 1.73% | $1.33 |
 COST | 0% | 0.47% | $19.22 |
 NVDA.EXT | 0% | 0.03% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 8/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
107.84
107.84
-2
0
2
108
108
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
18.02
18.02
0
0.75
1.25
19
19
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
107.84
107.84
-2
0
2
108
108
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
18.02
18.02
0
0.75
1.25
19
19
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.23% | May 2020 | Nov 2020 | 6 |
-19.06% | Feb 2023 | - | 24 |
-12% | Jul 2021 | Mar 2022 | 8 |
-3.45% | Sep 2022 | Nov 2022 | 2 |
-3.13% | Apr 2022 | May 2022 | 1 |
-2.6% | Jan 2021 | Mar 2021 | 2 |