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0%
Today
+14.63%
This Month
+116.73%
Year To Date
+230.5%
2 Years
+1376.82%
5 Years
+63.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.77%
- 💻 Electronic Technology14.57%
- 🖥️ Technology Services10.93%
- 🪙 Cryptocurrencies8.86%
- 💼 Commercial Services5.42%
- 📊 ETFs1.55%
- 🛠️ Producer Manufacturing1.39%
- 💇♀️ Consumer Services0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.77%
- 🇺🇸 NYSE9.36%
- 🌍 Digital Currency8.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.7%
- 🇨🇦 Canada1.87%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
0.02%
3 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AMAT (0.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AMAT | 0.01% | 0.87% | $1.44 |
 NVDA | 0% | 0.02% | $0.02 |
 TAN | 0% | 0.12% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
AMAT | Pay Day | Dec 12 | $0.40 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 7.7/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
84.25
84.25
-2
0
2
85
85
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
4.05
4.05
0
0.75
1.25
5
5
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
84.25
84.25
-2
0
2
85
85
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
4.05
4.05
0
0.75
1.25
5
5
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.73% | Jan 2018 | Dec 2020 | 35 |
-45.26% | Aug 2021 | Dec 2023 | 28 |
-44.63% | Mar 2016 | Mar 2017 | 12 |
-28.53% | Jun 2017 | Jul 2017 | 1 |
-20.08% | Jan 2021 | Mar 2021 | 2 |
-19.22% | Aug 2017 | Oct 2017 | 2 |
-12.69% | May 2021 | Jul 2021 | 2 |
-6.47% | Mar 2024 | Apr 2024 | 1 |
-3.04% | Jun 2024 | Aug 2024 | 2 |