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+1.15%
Today
+27.3%
This Month
+39.31%
Year To Date
+66.31%
2 Years
+135.86%
5 Years
+1.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies66%
- šµ Cash9.13%
- š ETFs9.1%
- š„ļø Technology Services8.28%
- š» Electronic Technology5.01%
- š¼ Commercial Services2.07%
- š° Finance1.54%
- š Consumer Durables0.99%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency66%
- šŗšø Nasdaq20.55%
- šŗšø NYSE6.44%
Countries Breakdown
- Country
- Total
- šŗšø United States18.89%
- šØš³ China0.28%
Dividends
Dividend Yield
0.11%
14 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IEMG (1.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.03% | 1.41% | - |
 MSFT | 0.02% | 0.74% | $3 |
 QQQ | 0.02% | 0.66% | - |
 JNK | 0.01% | 1.68% | - |
 IEF | 0.01% | 1.19% | - |
 TLT | 0.01% | 1.28% | - |
 META | 0% | 0.27% | $1 |
 IEMG | 0% | 1.91% | - |
 TIP | 0% | 0.64% | - |
 V | 0% | 0.7% | $2.01 |
 GOOG | 0% | 0.34% | $0.2 |
 TAN | 0% | 0.12% | - |
 NVDA | 0% | 0.02% | $0.02 |
 LIT | 0% | 0.23% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Dec 2 | $0.59 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 3/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-4.62
-4.62
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-4.62
-4.62
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.14% | Oct 2018 | Mar 2021 | 29 |
-45.14% | Apr 2021 | Feb 2024 | 34 |
-23.49% | Mar 2024 | Oct 2024 | 7 |