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0%
Today
+18.93%
This Month
+49.99%
Year To Date
+126.29%
2 Years
+109.89%
5 Years
+40.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services54.29%
- 💻 Electronic Technology18.44%
- 🚗 Consumer Durables12.6%
- 🛍️ Retail Trade10.56%
- 💼 Commercial Services2.13%
- 📊 ETFs1.97%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.99%
- 🇺🇸 NYSE24.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.02%
Dividends
Dividend Yield
0.17%
9 out of 22 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOO (1.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.74% | $3 |
 AAPL | 0.03% | 0.43% | $0.97 |
 GOOG | 0.02% | 0.34% | $0.2 |
 CRM | 0.01% | 0.37% | $0.4 |
 COST | 0.01% | 0.48% | $19.22 |
 META | 0.01% | 0.27% | $1 |
 VOO | 0.01% | 1.41% | - |
 QQQ | 0.01% | 0.66% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 7.4/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
9.84
9.84
-2
0
2
10
10
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
9.84
9.84
-2
0
2
10
10
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.11% | Jul 2022 | Feb 2023 | 7 |
-11.79% | Jul 2023 | Oct 2023 | 3 |
-8.97% | May 2022 | Jun 2022 | 1 |
-6.95% | Mar 2024 | Apr 2024 | 1 |
-2.17% | Mar 2023 | Apr 2023 | 1 |
-1.23% | Dec 2023 | Jan 2024 | 1 |
-0.47% | Jul 2024 | Aug 2024 | 1 |