-3.45%
Today
-8.24%
This Month
-13.1%
Year To Date
+8.32%
2 Years
+4.6%
5 Years
+1.39%
Annualized
- LiveOffDividends
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.1%
- 🖥️ Technology Services11.19%
- 🪙 Cryptocurrencies7.62%
- 💻 Electronic Technology6.97%
- 💰 Finance4.44%
- 🛍️ Retail Trade3.26%
- 🚗 Consumer Durables2.42%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.11%
- 🇺🇸 NYSE35.7%
- 🇩🇪 Xetra ETFs14.95%
- 🌍 Digital Currency7.62%
- 🇬🇧 LSE2.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.84%
Dividends
Dividend Yield
0.34%
23 out of 39 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TQQQ (1.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.03% | 1.34% | - |
 MSFT | 0.03% | 0.8% | $3 |
 SSO | 0.02% | 0.84% | - |
 SPXL | 0.02% | 0.73% | - |
 XLK | 0.02% | 0.68% | - |
 SOXX | 0.02% | 0.69% | - |
 GOOGL | 0.02% | 0.46% | $0.2 |
 SPYG | 0.02% | 0.61% | - |
 AAPL | 0.02% | 0.42% | $0.97 |
 IUSG | 0.02% | 0.59% | - |
 QQQ | 0.02% | 0.56% | - |
 VONG | 0.01% | 0.56% | - |
 FTEC | 0.01% | 0.51% | - |
 META | 0.01% | 0.32% | $1 |
 VOOG | 0.01% | 0.49% | - |
 IWF | 0.01% | 0.47% | - |
 VUG | 0.01% | 0.47% | - |
 MGK | 0.01% | 0.44% | - |
 SMH | 0.01% | 0.46% | - |
 IVW | 0.01% | 0.43% | - |
 SCHG | 0.01% | 0.4% | - |
 IYW | 0.01% | 0.21% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
MSFT | Pay Day | Mar 13 | $0.83 |
META | Ex-Dividend | Mar 14 | $0.52 |
GOOGL | Pay Day | Mar 17 | $0.20 |
META | Pay Day | Mar 26 | $0.52 |
NVDA | Pay Day | Apr 2 | $0.01 |
QQQ | Pay Day | Apr 30 | $- |
IYW | Pay Day | Jun 17 | $- |
IUSG | Pay Day | Jun 17 | $- |
IWF | Pay Day | Jun 17 | $- |
IVW | Pay Day | Jun 17 | $- |
SOXX | Pay Day | Jun 17 | $- |
FTEC | Pay Day | Jun 25 | $- |
XLK | Pay Day | Jun 26 | $- |
SPYG | Pay Day | Jun 26 | $- |
SCHG | Pay Day | Jul 1 | $- |
MGK | Pay Day | Jul 1 | $- |
VUG | Pay Day | Jul 1 | $- |
VONG | Pay Day | Jul 1 | $- |
SPXL | Pay Day | Jul 2 | $- |
VOOG | Pay Day | Jul 2 | $- |
SSO | Pay Day | Jul 3 | $- |
TQQQ | Pay Day | Jul 3 | $- |
SMH | Pay Day | Dec 24 | $- |
Performance Metrics
Score 2.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Drawdowns
- LiveOffDividends
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.62% | Apr 2022 | Jan 2023 | 9 |
-12.37% | Feb 2025 | - | 2 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |