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+0.25%
Today
+9.77%
This Month
+34.71%
Year To Date
+84.87%
2 Years
+42.22%
5 Years
+6.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services65.89%
- 📊 ETFs10.03%
- 🖥️ Technology Services8.6%
- 🪙 Cryptocurrencies6.89%
- 🚗 Consumer Durables3.82%
- 💻 Electronic Technology3.66%
- 🧪 Process Industries0.54%
- 🧬 Health Technology0.33%
- 🍞 Consumer Non Durables0.13%
- 📦 Distribution Services0.08%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.69%
- 🇺🇸 Nasdaq17.4%
- 🌍 Digital Currency6.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.06%
Dividends
Dividend Yield
0.22%
12 out of 35 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SIRI (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.05% | 1.41% | - |
 SIRI | 0.04% | 4.24% | $0.1 |
 VOOV | 0.03% | 2.1% | - |
 RCL | 0.02% | 0.17% | - |
 VTI | 0.02% | 1.4% | - |
 MSFT | 0.02% | 0.74% | $3 |
 VGT | 0.01% | 0.56% | - |
 META | 0.01% | 0.27% | $1 |
 VOOG | 0.01% | 0.53% | - |
 GOOG | 0.01% | 0.34% | $0.2 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 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 3.3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-3.43
-3.43
-4
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-3.43
-3.43
-4
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.98% | Jan 2021 | Oct 2024 | 45 |
-27.49% | May 2018 | Dec 2020 | 31 |
-5.01% | Apr 2016 | May 2016 | 1 |
-2% | Oct 2016 | Feb 2017 | 4 |
-0.86% | Feb 2018 | Apr 2018 | 2 |