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+2.69%
Today
-0.15%
This Month
-0.15%
Year To Date
+92.87%
2 Years
-36.97%
5 Years
-13.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.06%
- 💻 Electronic Technology25.49%
- 🚗 Consumer Durables8.73%
- 💰 Finance7.17%
- 🪙 Cryptocurrencies5.25%
- 🛍️ Retail Trade5.16%
- 🍞 Consumer Non Durables3.74%
- 🪨 Non Energy Minerals3.55%
- 📊 ETFs0.6%
- 💵 Cash0.21%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.8%
- 🇺🇸 NYSE20.18%
- 🇬🇧 LSE10.9%
- 🌍 Digital Currency5.25%
- 🇺🇸 Chicago Board Options Exchange0.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.52%
- 🇬🇧 United Kingdom13.28%
- 🇨🇭 Switzerland3.74%
- 🇨🇳 China0.35%
Dividends
Dividend Yield
1.36%
12 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PHNX.L (10.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.77% | 10.73% | $0.53 |
 RIO | 0.26% | 7.19% | $4.34 |
 CCH.L | 0.11% | 2.92% | $0.79 |
 INTC | 0.06% | 2.59% | $0.5 |
 ORCL | 0.05% | 1.01% | $1.6 |
 AVGO | 0.04% | 0.95% | $19.7 |
 MSFT | 0.03% | 0.74% | $3 |
 META | 0.02% | 0.32% | $1 |
 GOOG | 0.01% | 0.31% | $0.2 |
 MU | 0.01% | 0.45% | $0.46 |
 AAPL | 0.01% | 0.42% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Jan 23 | $0.40 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 2.1/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-17.78
-17.78
-18
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.98
-0.98
-1
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-17.78
-17.78
-18
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.98
-0.98
-1
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.11% | Dec 2021 | - | 38 |