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-0.09%
Today
-0.09%
This Month
+3.75%
Year To Date
+75.54%
2 Years
+29.85%
5 Years
+8.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs74.47%
- 🖥️ Technology Services8.82%
- 🪙 Cryptocurrencies3.92%
- 💰 Finance3.39%
- 💻 Electronic Technology2.57%
- 🛍️ Retail Trade2.35%
- 💼 Commercial Services2.08%
- 🧩 Miscellaneous1.28%
- 🏭 Industrial Services0.91%
- 💵 Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.85%
- 🇺🇸 Nasdaq25.21%
- 🌍 Digital Currency3.92%
- 🇺🇸 Chicago Board Options Exchange0.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.39%
Dividends
Dividend Yield
1.21%
18 out of 27 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $REET (6.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPYG | 0.28% | 1.44% | - |
 REET | 0.28% | 6.79% | - |
 SCHD | 0.13% | 3.8% | - |
 VTI | 0.13% | 1.26% | - |
 VT.US | 0.1% | 2.9% | - |
 MCHI | 0.07% | 3.68% | - |
 VOX | 0.05% | 1.11% | - |
 QQQ | 0.03% | 0.64% | - |
 IVV | 0.03% | 1.41% | - |
 VOO | 0.02% | 1.26% | - |
 INTC | 0.02% | 2.57% | $0.5 |
 OIH | 0.01% | 1.96% | - |
 MA | 0.01% | 0.49% | $2.46 |
 VGT | 0.01% | 0.5% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 ITA | 0.01% | 1.12% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
Performance Metrics
Score 4.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.3% | Feb 2022 | Feb 2024 | 24 |
-5.22% | Apr 2024 | May 2024 | 1 |
-1.71% | Dec 2024 | Jan 2025 | 1 |
-0.11% | Jul 2024 | Aug 2024 | 1 |