Loading...
+0.06%
Today
+7.03%
This Month
+59.46%
Year To Date
+161.82%
2 Years
+243.36%
5 Years
+18.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology46.52%
- š„ļø Technology Services27.02%
- šļø Retail Trade11.87%
- š ETFs10.47%
- š Consumer Durables2.38%
- šŖ Cryptocurrencies1.69%
- šµ Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq88.15%
- šŗšø NYSE10.1%
- š Digital Currency1.69%
Countries Breakdown
- Country
- Total
- šŗšø United States78.31%
- šŗš¾ Uruguay6.64%
- šØš¦ Canada2.83%
Dividends
Dividend Yield
0.24%
9 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VTV (2.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VTV | 0.05% | 2.37% | - |
 VOO | 0.04% | 1.41% | - |
 MSFT | 0.04% | 0.74% | $3 |
 VTI | 0.03% | 1.4% | - |
 AAPL | 0.03% | 0.43% | $0.97 |
 QQQ | 0.02% | 0.66% | - |
 META | 0.01% | 0.27% | $1 |
 GOOG | 0.01% | 0.34% | $0.2 |
 NVDA | 0.01% | 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 6.3/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.04
5.04
-2
0
2
6
6
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.04
5.04
-2
0
2
6
6
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.14% | Oct 2021 | Feb 2024 | 28 |
-24.35% | Sep 2018 | May 2019 | 8 |
-15.33% | Nov 2015 | Mar 2017 | 16 |
-12.49% | Jan 2020 | Mar 2020 | 2 |
-9.8% | Oct 2014 | Jan 2015 | 3 |
-8.81% | Aug 2020 | Oct 2020 | 2 |
-8.78% | Mar 2015 | Sep 2015 | 6 |
-7.24% | Feb 2021 | May 2021 | 3 |
-6.95% | Aug 2021 | Sep 2021 | 1 |
-5.7% | Jul 2019 | Oct 2019 | 3 |
-5.37% | Jan 2018 | Apr 2018 | 3 |
-5.23% | Mar 2024 | Apr 2024 | 1 |
-3.99% | Jun 2024 | Aug 2024 | 2 |
-3.11% | May 2017 | Jun 2017 | 1 |
-0.6% | Jun 2018 | Jul 2018 | 1 |
-0.57% | Jun 2021 | Jul 2021 | 1 |