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-0.07%
Today
+1.22%
This Month
+42.33%
Year To Date
+43.14%
2 Years
+43.14%
5 Years
+35.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.98%
- 💻 Electronic Technology27.06%
- 🪙 Cryptocurrencies12.88%
- 🛍️ Retail Trade11.38%
- 💇♀️ Consumer Services6.3%
- 📊 ETFs4.45%
- 🍞 Consumer Non Durables3.94%
- 🏥 Health Services2.98%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.69%
- 🇺🇸 NYSE15.39%
- 🌍 Digital Currency12.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.72%
- 🇨🇦 Canada7.64%
- 🇳🇱 Netherlands6.55%
Dividends
Dividend Yield
0.48%
10 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.15% | 2.32% | $6.53 |
 NKE | 0.08% | 1.96% | $1.45 |
 MSFT | 0.06% | 0.72% | $3 |
 ELV | 0.05% | 1.78% | $6.22 |
 ASML | 0.05% | 0.81% | $5.57 |
 AAPL | 0.03% | 0.39% | $0.97 |
 GOOGL | 0.02% | 0.31% | $0.2 |
 META | 0.02% | 0.34% | $1 |
 QQQ | 0.01% | 0.52% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Dec 27 | $0.50 |
NVDA | Pay Day | Dec 27 | $0.01 |
NKE | Pay Day | Jan 2 | $0.40 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 7.1/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.87
3.87
0
1
2
4
4
Jensen's Alpha
10.64
10.64
-2
0
2
11
11
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
3.79
3.79
0
0.75
1.25
4
4
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
4.12
4.12
0
0.3
0.6
5
5
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.87
3.87
0
1
2
4
4
Jensen's Alpha
10.64
10.64
-2
0
2
11
11
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
3.79
3.79
0
0.75
1.25
4
4
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
4.12
4.12
0
0.3
0.6
5
5
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.16% | Feb 2024 | Jul 2024 | 5 |
-1.57% | Sep 2024 | Oct 2024 | 1 |