Loading...
0%
Today
+3.57%
This Month
+310.29%
Year To Date
+1174.7%
2 Years
+894.46%
5 Years
+106.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.56%
- 🖥️ Technology Services19.62%
- 💻 Electronic Technology17.7%
- 🚗 Consumer Durables4.93%
- 🛍️ Retail Trade4.19%
- 💼 Commercial Services3.1%
- 💵 Cash1.07%
- 🧬 Health Technology1.03%
- 🛠️ Producer Manufacturing0.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.98%
- 🇬🇧 LSE34.56%
- 🇺🇸 NYSE14.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.41%
- 🇨🇳 China1.77%
- 🇹🇼 Taiwan1.25%
Dividends
Dividend Yield
0.18%
16 out of 26 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AVGO | 0.02% | 1.28% | $19.7 |
 INTC | 0.02% | 2.04% | $0.5 |
 BABA | 0.02% | 1.18% | $0.98 |
 QCOM | 0.02% | 2.14% | $3.25 |
 TSM | 0.01% | 1.03% | $1.74 |
 MSFT | 0.01% | 0.74% | $3 |
 META | 0.01% | 0.27% | $1 |
 V | 0.01% | 0.69% | $2.01 |
 MA | 0.01% | 0.51% | $2.46 |
 CRM | 0.01% | 0.35% | $0.4 |
 AMAT | 0.01% | 0.87% | $1.44 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOGL | 0.01% | 0.36% | $0.2 |
 MU | 0% | 0.45% | $0.46 |
 TMO | 0% | 0.3% | $1.48 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
V | Pay Day | Dec 2 | $0.59 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
AMAT | Pay Day | Dec 12 | $0.40 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
TMO | Ex-Dividend | Dec 13 | $0.39 |
GOOGL | Pay Day | Dec 16 | $0.20 |
QCOM | Pay Day | Dec 19 | $0.85 |
NVDA | Pay Day | Dec 27 | $0.01 |
TSM | Pay Day | Jan 9 | $0.62 |
TMO | Pay Day | Jan 15 | $0.39 |
Performance Metrics
Score 8/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
4.1
4.1
0
1
2
5
5
Jensen's Alpha
153.31
153.31
-2
0
2
154
154
Omega Ratio
3.34
3.34
0
1
1.5
4
4
Treynor Ratio
4.09
4.09
0
0.75
1.25
5
5
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.35
2.35
0
0.3
0.6
3
3
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
4.1
4.1
0
1
2
5
5
Jensen's Alpha
153.31
153.31
-2
0
2
154
154
Omega Ratio
3.34
3.34
0
1
1.5
4
4
Treynor Ratio
4.09
4.09
0
0.75
1.25
5
5
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.35
2.35
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.63% | Aug 2021 | Mar 2023 | 19 |
-40.53% | Aug 2023 | Oct 2023 | 2 |
-13.97% | Feb 2024 | Mar 2024 | 1 |
-1.46% | Jun 2024 | Aug 2024 | 2 |