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+0.05%
Today
+10.23%
This Month
+113.65%
Year To Date
+140.11%
2 Years
+140.11%
5 Years
+57.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.58%
- 💻 Electronic Technology16.67%
- 📊 ETFs15.63%
- 🖥️ Technology Services4.72%
- 🪙 Cryptocurrencies4.21%
- 🚗 Consumer Durables3.81%
- 💹 Forex3.66%
- 🌾 Commodities2.75%
- 📈 Indexes2.59%
- 🧬 Health Technology1.97%
- 🛍️ Retail Trade1.46%
- ⛏️ Energy Minerals0.91%
- 🍞 Consumer Non Durables0.9%
- ⚡ Utilities0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.51%
- 🇺🇸 Nasdaq21.19%
- 🌍 Digital Currency4.21%
- 🌍 FX3.66%
- 🌍 Commodity2.75%
- 🌍 CFD2.59%
- 🇺🇸 Chicago Board Options Exchange1.6%
- 🇬🇧 LSE0.87%
- 🇮🇹 Borsa Italiana0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.33%
- 🇳🇱 Netherlands1.35%
- 🇨🇦 Canada1.1%
- 🇬🇧 United Kingdom0.87%
- 🇩🇪 Germany0.73%
- 🇨🇳 China0.67%
Dividends
Dividend Yield
0.23%
14 out of 38 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WEC (3.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LMT | 0.06% | 2.38% | $12.45 |
 INTC | 0.04% | 2.08% | $0.5 |
 XOM | 0.03% | 3.19% | $3.76 |
 WEC | 0.02% | 3.36% | $3.23 |
 NKE | 0.02% | 2.06% | $1.45 |
 RTX | 0.02% | 2.08% | $2.44 |
 NXPI | 0.02% | 1.84% | $4.06 |
 STMMI.MI | 0.01% | 1.46% | $0.28 |
 AAPL | 0.01% | 0.43% | $0.97 |
 MSFT | 0% | 0.74% | $3 |
 COST | 0% | 0.48% | $19.22 |
 INDA | 0% | 0.14% | - |
 GOOG | 0% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
WEC | Pay Day | Dec 1 | $0.84 |
LMT | Ex-Dividend | Dec 2 | $3.30 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
XOM | Pay Day | Dec 10 | $0.99 |
MSFT | Pay Day | Dec 12 | $0.83 |
RTX | Pay Day | Dec 12 | $0.63 |
GOOG | Pay Day | Dec 16 | $0.20 |
LMT | Pay Day | Dec 27 | $3.30 |
NKE | Pay Day | Jan 2 | $0.40 |
Performance Metrics
Score 9.2/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
7.02
7.02
0
1
2
8
8
Jensen's Alpha
32.54
32.54
-2
0
2
33
33
Omega Ratio
3.26
3.26
0
1
1.5
4
4
Treynor Ratio
5.02
5.02
0
0.75
1.25
6
6
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
5.37
5.37
0
0.3
0.6
6
6
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1.91
1.91
0
0.5
1
2
2
Sortino Ratio
7.02
7.02
0
1
2
8
8
Jensen's Alpha
32.54
32.54
-2
0
2
33
33
Omega Ratio
3.26
3.26
0
1
1.5
4
4
Treynor Ratio
5.02
5.02
0
0.75
1.25
6
6
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
5.37
5.37
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.86% | Jul 2023 | Nov 2023 | 4 |
-2.6% | Apr 2023 | May 2023 | 1 |
-2.07% | Jan 2023 | Feb 2023 | 1 |
-0.49% | Dec 2023 | Jan 2024 | 1 |