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+2.89%
Today
+15.62%
This Month
+80.91%
Year To Date
+137.51%
2 Years
-9.58%
5 Years
-4.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.44%
- 💵 Cash26.72%
- 💻 Electronic Technology8.63%
- 🚗 Consumer Durables8.23%
- 🖥️ Technology Services5.42%
- 🛍️ Retail Trade0.97%
- 💼 Commercial Services0.4%
- 🧬 Health Technology0.17%
- 🛠️ Producer Manufacturing0.15%
- 💇♀️ Consumer Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.44%
- 🇺🇸 Nasdaq20.37%
- 🇺🇸 NYSE3.57%
- 🇭🇰 Hong Kong Exchanges0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.87%
- 🇨🇳 China0.65%
- 🇹🇼 Taiwan0.31%
- 🇸🇬 Singapore0.11%
- 🇯🇵 Japan0.06%
- 🇮🇱 Israel0.04%
- 🇨🇭 Switzerland0.03%
Dividends
Dividend Yield
0.04%
27 out of 74 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AVGO | 0% | 1.29% | $19.7 |
 INTC | 0% | 2.08% | $0.5 |
 QCOM | 0% | 2.17% | $3.25 |
 BABA | 0% | 1.13% | $0.98 |
 TSM | 0% | 1.04% | $1.74 |
 MSFT | 0% | 0.74% | $3 |
 CSCO | 0% | 2.78% | $1.58 |
 META | 0% | 0.27% | $1 |
 NTES | 0% | 2.78% | $2.58 |
 V | 0% | 0.7% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
 CRM | 0% | 0.37% | $0.4 |
 AAPL | 0% | 0.43% | $0.97 |
 GOOGL | 0% | 0.34% | $0.2 |
 MA | 0% | 0.52% | $2.46 |
 AMAT | 0% | 0.89% | $1.44 |
 ORCL | 0% | 0.84% | $1.6 |
 MU | 0% | 0.47% | $0.46 |
 HON | 0% | 1.93% | $4.27 |
 DLB | 0% | 1.5% | $1.17 |
 LOGI | 0% | 1.76% | $1.18 |
 0700.HK | 0% | 0.83% | $3.4 |
 TMO | 0% | 0.3% | $1.48 |
 EA | 0% | 0.46% | $0.76 |
 SONY | 0% | 0.55% | $0.49 |
 3888.HK | 0% | 0.43% | $0.14 |
 GE | 0% | 0.52% | $0.44 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
EA | Ex-Dividend | Nov 27 | $0.19 |
NTES | Ex-Dividend | Nov 29 | $0.44 |
V | Pay Day | Dec 2 | $0.59 |
DLB | Ex-Dividend | Dec 3 | $0.33 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
HON | Pay Day | Dec 6 | $1.13 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
DLB | Pay Day | Dec 10 | $0.33 |
AMAT | Pay Day | Dec 12 | $0.40 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
NTES | Pay Day | Dec 13 | $0.44 |
TMO | Ex-Dividend | Dec 13 | $0.39 |
GOOGL | Pay Day | Dec 16 | $0.20 |
EA | Pay Day | Dec 18 | $0.19 |
QCOM | Pay Day | Dec 19 | $0.85 |
NVDA | Pay Day | Dec 27 | $0.01 |
CSCO | Ex-Dividend | Jan 3 | $0.40 |
TSM | Pay Day | Jan 9 | $0.62 |
TMO | Pay Day | Jan 15 | $0.39 |
CSCO | Pay Day | Jan 22 | $0.40 |
Performance Metrics
Score 5.5/10
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
51.24
51.24
-2
0
2
52
52
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
51.24
51.24
-2
0
2
52
52
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.5% | Aug 2022 | Feb 2024 | 18 |
-42.42% | Mar 2024 | - | 8 |
-13.06% | Jun 2022 | Jul 2022 | 1 |