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+0.72%
Today
+4.85%
This Month
+68.12%
Year To Date
+156.43%
2 Years
+174.58%
5 Years
+56.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables28.25%
- 💻 Electronic Technology27.71%
- 🖥️ Technology Services14.79%
- 🪙 Cryptocurrencies14.79%
- 🛍️ Retail Trade3.2%
- 💵 Cash3.11%
- 🧬 Health Technology3.06%
- 🍞 Consumer Non Durables2.84%
- 💰 Finance2.71%
- 💇♀️ Consumer Services0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.13%
- 🇬🇧 LSE19.1%
- 🌍 Digital Currency14.79%
- 🇺🇸 NYSE6.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.09%
- 🇬🇧 United Kingdom19.1%
Dividends
Dividend Yield
0.3%
11 out of 28 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBM | 0.07% | 2.93% | $6.65 |
 INTC | 0.06% | 2.09% | $0.5 |
 ULVR.L | 0.05% | 3.1% | $1.47 |
 JPM | 0.04% | 1.87% | $4.4 |
 NKE | 0.02% | 1.91% | $1.45 |
 META | 0.02% | 0.25% | $1 |
 MCD | 0.01% | 2.32% | $6.53 |
 GOOGL | 0.01% | 0.35% | $0.2 |
 BAC | 0.01% | 2.13% | $0.96 |
 AAPL | 0% | 0.41% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
ULVR.L | Pay Day | Dec 6 | $0.48 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
IBM | Pay Day | Dec 10 | $1.67 |
MCD | Pay Day | Dec 16 | $1.77 |
GOOGL | Pay Day | Dec 16 | $0.20 |
BAC | Pay Day | Dec 27 | $0.26 |
NVDA | Pay Day | Dec 27 | $0.01 |
NKE | Pay Day | Jan 2 | $0.40 |
Performance Metrics
Score 8.9/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
3.42
3.42
0
1
2
4
4
Jensen's Alpha
29.82
29.82
-2
0
2
30
30
Omega Ratio
4.5
4.5
0
1
1.5
5
5
Treynor Ratio
2.75
2.75
0
0.75
1.25
3
3
Information Ratio
1.96
1.96
0
0.3
0.6
2
2
Calmar Ratio
3.78
3.78
0
0.3
0.6
4
4
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.51
1.51
0
0.5
1
2
2
Sortino Ratio
3.42
3.42
0
1
2
4
4
Jensen's Alpha
29.82
29.82
-2
0
2
30
30
Omega Ratio
4.5
4.5
0
1
1.5
5
5
Treynor Ratio
2.75
2.75
0
0.75
1.25
3
3
Information Ratio
1.96
1.96
0
0.3
0.6
2
2
Calmar Ratio
3.78
3.78
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.49% | Jul 2023 | Oct 2023 | 3 |
-8.42% | Jul 2022 | Oct 2022 | 3 |
-6.04% | Nov 2022 | Dec 2022 | 1 |
-4.81% | Mar 2024 | Apr 2024 | 1 |
-3.72% | Dec 2023 | Jan 2024 | 1 |
-3.19% | May 2022 | Jun 2022 | 1 |
-3.02% | Mar 2023 | Apr 2023 | 1 |