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+0%
Today
+14.88%
This Month
+131.28%
Year To Date
+151.91%
2 Years
+151.91%
5 Years
+134.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.7%
- 🖥️ Technology Services3.09%
- 🚗 Consumer Durables2.24%
- 💰 Finance2.09%
- 📦 Distribution Services1.86%
- 🪙 Cryptocurrencies1.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE5.14%
- 🇺🇸 Nasdaq4.01%
- 🌍 Digital Currency1.04%
- 🇫🇷 Euronext Paris-0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.19%
- 🇨🇦 Canada-0.01%
- 🇫🇷 France-0.02%
Dividends
Dividend Yield
0.01%
12 out of 25 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPQ (2.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DBRG | 0.01% | 0.32% | $0.04 |
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.36% | $0.2 |
 MSFT | 0% | 0.74% | $3 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
 HPQ | 0% | 2.89% | $1.1 |
 CAT | 0% | 1.36% | $5.31 |
 MC.PA | 0% | 2.23% | $13 |
 CDI.PA | 0% | 2.37% | $13 |
 DELL | 0% | 1.18% | $1.63 |
 IWM | 0% | 1.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
CDI.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
CDI.PA | Pay Day | Dec 4 | $5.98 |
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 |
DBRG | Ex-Dividend | Dec 31 | $0.01 |
DBRG | Pay Day | Jan 15 | $0.01 |
Performance Metrics
Score 8.2/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
1.5
1.5
0
0.5
1
2
2
Sortino Ratio
4.17
4.17
0
1
2
5
5
Jensen's Alpha
46.62
46.62
-2
0
2
47
47
Omega Ratio
2.41
2.41
0
1
1.5
3
3
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
1.12
1.12
0
0.3
0.6
2
2
Calmar Ratio
6.33
6.33
0
0.3
0.6
7
7
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
1.5
1.5
0
0.5
1
2
2
Sortino Ratio
4.17
4.17
0
1
2
5
5
Jensen's Alpha
46.62
46.62
-2
0
2
47
47
Omega Ratio
2.41
2.41
0
1
1.5
3
3
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
1.12
1.12
0
0.3
0.6
2
2
Calmar Ratio
6.33
6.33
0
0.3
0.6
7
7
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.83% | Mar 2024 | Sep 2024 | 6 |