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+0.17%
Today
+1.19%
This Month
+114.17%
Year To Date
+224.03%
2 Years
+105.65%
5 Years
+18.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology61.71%
- 🖥️ Technology Services22.24%
- 🚗 Consumer Durables9.64%
- 🪙 Cryptocurrencies3.43%
- 💇♀️ Consumer Services1.78%
- 🛍️ Retail Trade0.84%
- 💼 Commercial Services0.2%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq93.6%
- 🌍 Digital Currency3.43%
- 🇺🇸 NYSE2.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.02%
- 🇨🇳 China0.39%
Dividends
Dividend Yield
0.27%
5 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.14% | 0.41% | $0.97 |
 MSFT | 0.06% | 0.71% | $3 |
 GOOG | 0.05% | 0.35% | $0.2 |
 DIS | 0.01% | 0.71% | $0.75 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
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 6.1/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
5.79
5.79
-2
0
2
6
6
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
5.79
5.79
-2
0
2
6
6
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.13% | Dec 2020 | Jan 2024 | 37 |
-17.34% | Jun 2020 | Jul 2020 | 1 |
-8.16% | Feb 2024 | May 2024 | 3 |
-1.44% | Apr 2020 | May 2020 | 1 |