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-0.17%
Today
-0.17%
This Month
+4.68%
Year To Date
+62.81%
2 Years
+62.81%
5 Years
+51.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance40.95%
- 💼 Commercial Services20.24%
- 💇♀️ Consumer Services10.54%
- 💻 Electronic Technology7.91%
- 🖥️ Technology Services7.19%
- 🚗 Consumer Durables6.2%
- 🪙 Cryptocurrencies3.52%
- 🧬 Health Technology1.94%
- 📡 Communications1.5%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE73.75%
- 🇺🇸 Nasdaq22.72%
- 🌍 Digital Currency3.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.07%
- 🇹🇼 Taiwan2.4%
Dividends
Dividend Yield
1.04%
12 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IIPR (10.49%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 V | Ex-Dividend | Feb 11 | $0.59 |
 LLY | Ex-Dividend | Feb 14 | $1.50 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
 GS | Ex-Dividend | Feb 28 | $3.00 |
 TMUS | Ex-Dividend | Feb 28 | $0.88 |
V | Pay Day | Mar 3 | $0.59 |
 BLK | Ex-Dividend | Mar 7 | $5.21 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS | Pay Day | Mar 13 | $0.88 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
GS | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 8.8/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
2.08
2.08
0
0.5
1
3
3
Sortino Ratio
6.42
6.42
0
1
2
7
7
Jensen's Alpha
17.64
17.64
-2
0
2
18
18
Omega Ratio
3.24
3.24
0
1
1.5
4
4
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
2.08
2.08
0
0.5
1
3
3
Sortino Ratio
6.42
6.42
0
1
2
7
7
Jensen's Alpha
17.64
17.64
-2
0
2
18
18
Omega Ratio
3.24
3.24
0
1
1.5
4
4
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.31% | Dec 2024 | - | 2 |
-1.85% | Apr 2024 | May 2024 | 1 |