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0%
Today
0%
This Month
+8.29%
Year To Date
+199.09%
2 Years
+179.35%
5 Years
+12.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.51%
- 💻 Electronic Technology28.68%
- 💰 Finance12.05%
- 💵 Cash7.32%
- 🛍️ Retail Trade4.17%
- 🏥 Health Services3.98%
- 🛠️ Producer Manufacturing3.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.15%
- 🇺🇸 NYSE24.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.1%
- 🇨🇦 Canada4.13%
- 🇹🇼 Taiwan4.07%
Dividends
Dividend Yield
0.44%
11 out of 23 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.79%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
 ATKR | Ex-Dividend | Feb 18 | $0.32 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
ATKR | Pay Day | Feb 28 | $0.32 |
 LMT | Ex-Dividend | Mar 3 | $3.30 |
 BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
 HCA | Ex-Dividend | Mar 17 | $0.72 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
HCA | Pay Day | Mar 31 | $0.72 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.45% | Feb 2018 | Dec 2023 | 70 |
-11.19% | Apr 2024 | Jun 2024 | 2 |
-10.04% | May 2016 | May 2017 | 12 |
-8.14% | Jan 2024 | Feb 2024 | 1 |
-7.31% | Aug 2024 | Oct 2024 | 2 |
-5.92% | Dec 2024 | Jan 2025 | 1 |
-2.42% | Sep 2017 | Oct 2017 | 1 |
-1.32% | Jul 2017 | Aug 2017 | 1 |