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-1.68%
Today
-3.49%
This Month
-6.77%
Year To Date
+52.62%
2 Years
+16.38%
5 Years
+0.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.09%
- 📊 ETFs21.36%
- 🪙 Cryptocurrencies11%
- 🖥️ Technology Services5.65%
- 💻 Electronic Technology3.36%
- 💰 Finance2.53%
- 🛠️ Producer Manufacturing2.25%
- 🍞 Consumer Non Durables1.35%
- 🛍️ Retail Trade0.69%
- 🧬 Health Technology0.67%
- 📡 Communications0.43%
- 🧪 Process Industries0.42%
- 🪨 Non Energy Minerals0.28%
- 🚚 Transportation0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.45%
- 🇺🇸 Nasdaq12.61%
- 🌍 Digital Currency11%
- 🇭🇰 Hong Kong Exchanges2.51%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇬🇧 LSE0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.75%
- 🇨🇳 China3.78%
- 🇳🇱 Netherlands1.49%
- 🇨🇭 Switzerland0.89%
Dividends
Dividend Yield
0.67%
23 out of 36 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (10.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SQQQ | 0.35% | 10.15% | - |
 SPXL | 0.09% | 0.73% | - |
 BLK | 0.03% | 2.26% | $20.2 |
 SOXL | 0.03% | 1.41% | - |
 TQQQ | 0.02% | 1.34% | - |
 MWA | 0.02% | 0.97% | $0.25 |
 JPM | 0.02% | 2.09% | $4.4 |
 SCHD | 0.02% | 3.49% | - |
 ASML | 0.01% | 0.84% | $5.57 |
 DG.US | 0.01% | 2.84% | $2.36 |
 KO | 0.01% | 2.71% | $1.89 |
 INDA | 0.01% | 0.83% | - |
 FCF | 0.01% | 3.35% | $0.51 |
 KWEB | 0.01% | 3.04% | - |
 0700.HK | 0.01% | 0.66% | $3.4 |
 MSFT | 0.01% | 0.84% | $3 |
 FCX | 0% | 1.76% | $0.6 |
 ATR | 0% | 1.17% | $1.64 |
 3888.HK | 0% | 0.32% | $0.14 |
 AVGO | 0% | 1.23% | $19.7 |
 GOOGL | 0% | 0.49% | $0.2 |
 AAPL | 0% | 0.44% | $0.97 |
 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 |
KO | Ex-Dividend | Mar 14 | $0.51 |
GOOGL | Pay Day | Mar 17 | $0.20 |
AVGO | Ex-Dividend | Mar 20 | $0.59 |
BLK | Pay Day | Mar 24 | $5.21 |
AVGO | Pay Day | Mar 31 | $0.59 |
KO | Pay Day | Apr 1 | $0.51 |
NVDA | Pay Day | Apr 2 | $0.01 |
ASML | Ex-Dividend | Apr 28 | $1.92 |
ASML | Pay Day | May 6 | $1.92 |
SCHD | Pay Day | Jul 1 | $0.27 |
SOXL | Pay Day | Jul 2 | $0.15 |
SPXL | Pay Day | Jul 2 | $0.34 |
SQQQ | Pay Day | Jul 3 | $0.80 |
TQQQ | Pay Day | Jul 3 | $0.28 |
KWEB | Pay Day | Dec 18 | $1.02 |
INDA | Pay Day | Dec 20 | $0.40 |
Performance Metrics
Score 2.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.86
-7.86
-8
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.86
-7.86
-8
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.55% | Sep 2020 | Nov 2024 | 50 |
-10.17% | Aug 2019 | May 2020 | 9 |
-10.16% | Dec 2024 | - | 4 |