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0%
Today
0%
This Month
+3.98%
Year To Date
+85.73%
2 Years
+144.25%
5 Years
+22.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.84%
- 💵 Cash23.09%
- 🖥️ Technology Services20.06%
- 🚚 Transportation7.82%
- 🚗 Consumer Durables6.34%
- 💇♀️ Consumer Services3.72%
- 💰 Finance2.89%
- 📊 ETFs2.41%
- 📡 Communications2.24%
- 💼 Commercial Services2.03%
- 🛠️ Producer Manufacturing1.94%
- 🪨 Non Energy Minerals0.45%
- 🛍️ Retail Trade0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.49%
- 🇺🇸 NYSE23.72%
- 🇩🇪 FRA3.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.57%
- 🇬🇧 United Kingdom6.81%
- 🇩🇪 Germany3.92%
- 🇳🇱 Netherlands3.85%
- 🇧🇷 Brazil1.04%
- 🇦🇷 Argentina0.82%
- 🇺🇾 Uruguay0.4%
- 🇱🇺 Luxembourg0.32%
Dividends
Dividend Yield
0.94%
15 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.36% | 9.21% | $9.06 |
 VOD | 0.18% | 8.15% | $0.94 |
 F | 0.11% | 7.74% | $0.78 |
 TFC | 0.11% | 4.37% | $2.08 |
 MSFT | 0.03% | 0.76% | $3 |
 XLF | 0.03% | 1.48% | - |
 ASML | 0.03% | 0.77% | $5.57 |
 LRCX | 0.02% | 1.06% | $8 |
 GGAL | 0.01% | 3.72% | $1.57 |
 AVGO | 0.01% | 0.98% | $19.7 |
 GOOG | 0.01% | 0.29% | $0.2 |
 DIS | 0.01% | 0.88% | $0.75 |
 ARGT | 0.01% | 2.2% | - |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 4.5/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-3.28
-3.28
-4
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.68% | Jul 2021 | Nov 2024 | 40 |
-11.61% | Sep 2020 | Nov 2020 | 2 |
-1.62% | Jun 2020 | Aug 2020 | 2 |
-0.45% | Dec 2024 | Jan 2025 | 1 |