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-0.33%
Today
-0.33%
This Month
+1.88%
Year To Date
+28.01%
2 Years
+28.01%
5 Years
+21.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31%
- 📊 ETFs29.61%
- 🖥️ Technology Services19.16%
- 🪙 Cryptocurrencies13.18%
- 💰 Finance3.23%
- 🛍️ Retail Trade2.26%
- 🍞 Consumer Non Durables1.51%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.56%
- 🇺🇸 NYSE28.34%
- 🌍 Digital Currency13.18%
- 🇩🇪 Xetra ETFs1.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.52%
- 🇨🇦 Canada2.13%
- 🇹🇼 Taiwan1.77%
- 🇮🇱 Israel1.76%
Dividends
Dividend Yield
0.6%
17 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MO (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.12% | 7.66% | $3.92 |
 VOO | 0.09% | 1.26% | - |
 IBM | 0.07% | 2.61% | $6.65 |
 IQQ6.DE | 0.05% | 2.71% | - |
 QQQ | 0.05% | 0.64% | - |
 CSCO | 0.05% | 2.64% | $1.58 |
 CVS | 0.04% | 4.71% | $2.54 |
 SMH | 0.03% | 0.44% | - |
 BAC | 0.02% | 2.2% | $0.96 |
 TSM | 0.02% | 0.93% | $1.74 |
 AAPL | 0.02% | 0.53% | $0.97 |
 MSFT | 0.01% | 0.76% | $3 |
 BN.US | 0.01% | 0.53% | $0.3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 CIBR | 0.01% | 0.76% | - |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 4.7/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
-8.69
-8.69
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
3.43
3.43
0
0.3
0.6
4
4
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
-8.69
-8.69
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
3.43
3.43
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.98% | Apr 2024 | May 2024 | 1 |
-4.09% | Jan 2024 | Feb 2024 | 1 |
-2.45% | Dec 2024 | - | 2 |
-1.36% | Jul 2024 | Sep 2024 | 2 |