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-0.33%
Today
+2.58%
This Month
+78.65%
Year To Date
+165.46%
2 Years
+608.15%
5 Years
+31.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.59%
- 💵 Cash22.52%
- 💻 Electronic Technology15.36%
- 🖥️ Technology Services11.07%
- 🚗 Consumer Durables5.3%
- 📊 ETFs3.92%
- 💰 Finance3.17%
- 🛠️ Producer Manufacturing1.59%
- 🛍️ Retail Trade1.41%
- 💼 Commercial Services0.96%
- 🧪 Process Industries0.45%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.59%
- 🇺🇸 Nasdaq25.25%
- 🇺🇸 NYSE7.86%
- 🇭🇰 Hong Kong Exchanges6.2%
- 🇬🇧 LSE3.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.16%
- 🇨🇳 China2.32%
- 🇹🇼 Taiwan0.63%
Dividends
Dividend Yield
0.18%
9 out of 28 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $IIPR (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.05% | 1.17% | - |
 IIPR | 0.04% | 6.74% | $7.34 |
 CMI | 0.03% | 1.86% | $6.72 |
 HPQ | 0.02% | 3.06% | $1.1 |
 BABA | 0.02% | 1.14% | $0.98 |
 MSFT | 0.01% | 0.71% | $3 |
 APD | 0.01% | 2.11% | $7.04 |
 TSM | 0.01% | 1.01% | $1.74 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
CMI | Pay Day | Dec 5 | $1.82 |
HPQ | Ex-Dividend | Dec 11 | $0.29 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
NVDA | Pay Day | Dec 27 | $0.01 |
HPQ | Pay Day | Jan 2 | $0.29 |
APD | Ex-Dividend | Jan 2 | $1.77 |
TSM | Pay Day | Jan 9 | $0.62 |
APD | Pay Day | Feb 10 | $1.77 |
Performance Metrics
Score 7.4/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
20.92
20.92
-2
0
2
21
21
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
20.92
20.92
-2
0
2
21
21
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Aug 2021 | Jan 2024 | 29 |
-27.66% | Apr 2021 | Jul 2021 | 3 |
-20.19% | Oct 2018 | Jul 2020 | 21 |
-12.24% | Mar 2024 | Sep 2024 | 6 |
-8.41% | Aug 2020 | Oct 2020 | 2 |
-2.87% | Nov 2020 | Dec 2020 | 1 |