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0%
Today
+3.32%
This Month
+23.63%
Year To Date
+31.88%
2 Years
-54.04%
5 Years
-21.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.93%
- 💵 Cash29.28%
- 💻 Electronic Technology16.85%
- 📊 ETFs7.83%
- 🧬 Health Technology5.13%
- 🛍️ Retail Trade4.78%
- 🚚 Transportation4.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.5%
- 🇺🇸 NYSE20.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.19%
- 🇹🇼 Taiwan1.86%
Dividends
Dividend Yield
0.21%
10 out of 18 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $AVGO (1.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.74% | $3 |
 AVGO | 0.05% | 1.29% | $19.7 |
 LLY | 0.03% | 0.69% | $4.86 |
 TSM | 0.02% | 1.04% | $1.74 |
 GOOG | 0.02% | 0.34% | $0.2 |
 GOOGL | 0.01% | 0.34% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 MU | 0.01% | 0.47% | $0.46 |
 AAPL | 0.01% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
LLY | Pay Day | Dec 10 | $1.30 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
GOOG | Pay Day | Dec 16 | $0.20 |
GOOGL | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
TSM | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 2.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-16.03
-16.03
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.36
-1.36
-2
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-16.03
-16.03
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-1.36
-1.36
-2
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.89% | May 2021 | - | 42 |