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-0.55%
Today
-0.55%
This Month
+1.33%
Year To Date
+42.8%
2 Years
+42.8%
5 Years
+28.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.78%
- 🖥️ Technology Services18.29%
- 💵 Cash17.68%
- 🪙 Cryptocurrencies11.38%
- 🛍️ Retail Trade10.44%
- 🧬 Health Technology4.87%
- 💰 Finance4.66%
- 📊 ETFs3.02%
- 🚗 Consumer Durables2.95%
- 💼 Commercial Services2.55%
- 🍞 Consumer Non Durables2.11%
- 🪨 Non Energy Minerals1.76%
- 💇♀️ Consumer Services1.66%
- 🏥 Health Services1.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.63%
- 🇺🇸 NYSE17.78%
- 🌍 Digital Currency11.38%
- 🇬🇧 LSE3.02%
- 🇫🇷 Euronext Paris0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.09%
- 🇹🇼 Taiwan2.35%
- 🇰🇾 Cayman Islands1.3%
- 🇫🇷 France0.75%
- 🇩🇪 Germany0.67%
Dividends
Dividend Yield
0.32%
21 out of 39 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.04% | 0.53% | $0.97 |
 JPM | 0.03% | 1.8% | $4.4 |
 ABBV | 0.02% | 3.42% | $6.06 |
 AVGO | 0.02% | 0.98% | $19.7 |
 TSM | 0.02% | 0.93% | $1.74 |
 HD | 0.02% | 2.18% | $8.52 |
 UFPI | 0.02% | 1.14% | $1.26 |
 BAC | 0.02% | 2.2% | $0.96 |
 UNH | 0.02% | 1.51% | $7.74 |
 GOOG | 0.02% | 0.29% | $0.2 |
 PRMB | 0.02% | 1.11% | $0.34 |
 WMT | 0.01% | 0.85% | $0.81 |
 MC.PA | 0.01% | 1.85% | $13 |
 META | 0.01% | 0.29% | $1 |
 ORCL | 0.01% | 0.94% | $1.6 |
 V | 0.01% | 0.65% | $2.01 |
 MA | 0.01% | 0.49% | $2.46 |
 COST | 0% | 0.47% | $19.22 |
 SAP | 0% | 0.63% | $1.73 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 5.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
2.63
2.63
0
0.3
0.6
3
3
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
2.63
2.63
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.28% | Aug 2023 | Dec 2023 | 4 |
-7.16% | Apr 2024 | Jun 2024 | 2 |
-3.04% | Jul 2024 | Nov 2024 | 4 |
-0.91% | May 2023 | Jun 2023 | 1 |