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0%
Today
0%
This Month
+1.19%
Year To Date
+63.71%
2 Years
+146.33%
5 Years
+19.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.11%
- 🖥️ Technology Services21.09%
- 📊 ETFs15.8%
- 💻 Electronic Technology14.06%
- 🛍️ Retail Trade8.89%
- 🚚 Transportation5.42%
- 💼 Commercial Services5.14%
- 💰 Finance4.27%
- 🍞 Consumer Non Durables2.13%
- ⛏️ Energy Minerals1.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.22%
- 🇺🇸 NYSE29.06%
- 🇩🇰 Copenhagen Stock Exchange5.42%
- 🇬🇧 LSE1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.47%
- 🇩🇰 Denmark5.42%
- 🇬🇧 United Kingdom1%
Dividends
Dividend Yield
0.87%
13 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MAERSKB.CO (4.86%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA | Pay Day | Feb 7 | $0.76 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
 V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
 CVX | Ex-Dividend | Feb 14 | $1.71 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
 GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
 LMT | Ex-Dividend | Mar 3 | $3.30 |
CVX | Pay Day | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 7.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
6.32
6.32
-2
0
2
7
7
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
6.32
6.32
-2
0
2
7
7
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.33% | Jan 2022 | Jun 2023 | 17 |
-11.69% | Feb 2020 | Apr 2020 | 2 |
-10.91% | Sep 2020 | Nov 2020 | 2 |
-7.82% | Aug 2023 | Dec 2023 | 4 |
-5.9% | Sep 2021 | Oct 2021 | 1 |
-1.43% | Jul 2024 | Sep 2024 | 2 |
-1.36% | Apr 2024 | May 2024 | 1 |
-1.16% | Jul 2021 | Aug 2021 | 1 |
-1.02% | Oct 2024 | Nov 2024 | 1 |
-0.5% | Jan 2021 | Feb 2021 | 1 |
-0.02% | Jan 2024 | Feb 2024 | 1 |