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+1.33%
Today
+11.49%
This Month
+40.54%
Year To Date
+109.92%
2 Years
+109.92%
5 Years
+44.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.35%
- 🪙 Cryptocurrencies27.5%
- 📊 ETFs10.13%
- 🖥️ Technology Services9.67%
- 🛍️ Retail Trade8.84%
- 💇♀️ Consumer Services6.27%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.61%
- 🌍 Digital Currency27.5%
- 🇺🇸 NYSE14.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.13%
Dividends
Dividend Yield
0.46%
6 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.14% | 2.17% | $3.25 |
 TLT | 0.13% | 1.28% | - |
 DELL | 0.11% | 1.27% | $1.63 |
 DIS | 0.05% | 0.72% | $0.75 |
 GOOG | 0.03% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
GOOG | Pay Day | Dec 16 | $0.20 |
QCOM | Pay Day | Dec 19 | $0.85 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 9/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.77
1.77
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
17.45
17.45
-2
0
2
18
18
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
6.03
6.03
0
0.3
0.6
7
7
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.77
1.77
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
17.45
17.45
-2
0
2
18
18
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
6.03
6.03
0
0.3
0.6
7
7
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.49% | Jul 2023 | Oct 2023 | 3 |
-5.15% | Jun 2024 | Oct 2024 | 4 |
-4.53% | Mar 2024 | Apr 2024 | 1 |
-2.37% | Jan 2023 | Feb 2023 | 1 |
-0.42% | Mar 2023 | Apr 2023 | 1 |