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+0.02%
Today
+8.14%
This Month
+11.56%
Year To Date
+55.27%
2 Years
+111.95%
5 Years
+17.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.29%
- 💻 Electronic Technology24.44%
- 📊 ETFs12.06%
- 💼 Commercial Services8.75%
- 🛍️ Retail Trade7.76%
- 💰 Finance6.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.94%
- 🇬🇧 LSE12.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.94%
Dividends
Dividend Yield
0.32%
7 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.1% | 2.08% | $0.5 |
 MSFT | 0.08% | 0.74% | $3 |
 AVGO | 0.06% | 1.29% | $19.7 |
 AAPL | 0.05% | 0.43% | $0.97 |
 GOOG | 0.03% | 0.34% | $0.2 |
 META | 0.02% | 0.27% | $1 |
 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 6/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.03% | Oct 2021 | - | 37 |
-24.56% | Aug 2018 | Jan 2019 | 5 |
-12.18% | Jun 2019 | Nov 2019 | 5 |
-12.09% | Aug 2020 | Oct 2020 | 2 |
-9.09% | Jan 2020 | Mar 2020 | 2 |
-5.71% | Apr 2019 | May 2019 | 1 |
-4.11% | Aug 2021 | Sep 2021 | 1 |
-3.9% | Jun 2021 | Jul 2021 | 1 |
-3.85% | Feb 2018 | Apr 2018 | 2 |
-2.98% | Mar 2021 | May 2021 | 2 |
-1.06% | Feb 2019 | Mar 2019 | 1 |