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+2.61%
Today
+1.49%
This Month
+1.49%
Year To Date
+126.44%
2 Years
+19.66%
5 Years
+4.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.41%
- 💻 Electronic Technology24.46%
- 🚗 Consumer Durables15.37%
- 🛍️ Retail Trade13.03%
- 📊 ETFs2.39%
- 💵 Cash1.98%
- 🪙 Cryptocurrencies1.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.32%
- 🇺🇸 NYSE6.34%
- 🌍 Digital Currency1.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.32%
- 🇹🇼 Taiwan0.95%
Dividends
Dividend Yield
0.17%
7 out of 15 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.76% | $3 |
 GOOG | 0.06% | 0.31% | $0.2 |
 CRM | 0.01% | 0.37% | $0.4 |
 TSM | 0.01% | 0.97% | $1.74 |
 PEGA | 0.01% | 0.13% | $0.12 |
 MRVL | 0.01% | 0.21% | $0.24 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PEGA | Pay Day | Jan 16 | $0.03 |
MRVL | Pay Day | Jan 30 | $0.06 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.9/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-5.66
-5.66
-6
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-5.66
-5.66
-6
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.12% | May 2021 | Feb 2024 | 33 |
-10.24% | Jul 2024 | Dec 2024 | 5 |
-8.39% | Mar 2024 | Jun 2024 | 3 |
-1.09% | Jan 2025 | - | 1 |
-1.05% | Feb 2021 | Mar 2021 | 1 |