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+0.7%
Today
+19.15%
This Month
+128.54%
Year To Date
+341.66%
2 Years
+851.96%
5 Years
+71.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.89%
- 🚗 Consumer Durables15.33%
- 📊 ETFs11.62%
- 🛍️ Retail Trade11.46%
- 🖥️ Technology Services10.02%
- 💻 Electronic Technology4.23%
- 🧬 Health Technology2.7%
- 🏭 Industrial Services2.06%
- 💰 Finance1.51%
- 🚚 Transportation1.49%
- 💇♀️ Consumer Services0.93%
- 🧪 Process Industries0.89%
- 🛠️ Producer Manufacturing0.88%
- 🍞 Consumer Non Durables0.84%
- 💼 Commercial Services0.31%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.89%
- 🇺🇸 Nasdaq31.97%
- 🇺🇸 NYSE31.49%
- 🇭🇰 Hong Kong Exchanges0.56%
- 🇩🇪 FRA0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.32%
- 🇮🇪 Ireland7.61%
- 🇨🇳 China3.71%
- 🇨🇦 Canada1.92%
- 🇱🇺 Luxembourg1.66%
- 🇧🇲 Bermuda1.07%
- 🇨🇭 Switzerland0.88%
- 🇸🇬 Singapore0.67%
- 🇮🇱 Israel0.3%
- 🇩🇪 Germany0.27%
- 🇺🇾 Uruguay0.25%
Dividends
Dividend Yield
0.36%
23 out of 77 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $JWN (3.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.14% | 1.41% | - |
 HSY | 0.03% | 3.15% | $5.12 |
 AMGN | 0.02% | 3.13% | $8.76 |
 GD | 0.02% | 1.99% | $5.48 |
 APD | 0.02% | 2.15% | $7.04 |
 ITW | 0.02% | 2.18% | $5.6 |
 ADP | 0.02% | 1.92% | $5.45 |
 ACN | 0.01% | 1.5% | $4.99 |
 JPM | 0.01% | 1.91% | $4.4 |
 CB | 0.01% | 1.25% | $3.49 |
 YINN | 0.01% | 0.53% | - |
 JNJ | 0.01% | 3.21% | $4.81 |
 JWN | 0.01% | 3.42% | $0.76 |
 VIPS | 0.01% | 3.03% | $0.41 |
 JD.US | 0.01% | 2.1% | $0.74 |
 TTEK | 0.01% | 0.56% | $1.07 |
 EBAY | 0% | 1.78% | $1.04 |
 BABA | 0% | 1.13% | $0.98 |
 WMT | 0% | 0.95% | $0.81 |
 0700.HK | 0% | 0.83% | $3.4 |
 BKNG | 0% | 0.7% | $17.5 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Ex-Dividend | Nov 26 | $1.24 |
TTEK | Ex-Dividend | Nov 27 | $0.06 |
EBAY | Ex-Dividend | Nov 29 | $0.27 |
JWN | Ex-Dividend | Dec 3 | $0.19 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
BKNG | Ex-Dividend | Dec 6 | $8.75 |
AMGN | Pay Day | Dec 9 | $2.25 |
JNJ | Pay Day | Dec 10 | $1.24 |
WMT | Ex-Dividend | Dec 13 | $0.21 |
EBAY | Pay Day | Dec 13 | $0.27 |
ADP | Ex-Dividend | Dec 13 | $1.54 |
TTEK | Pay Day | Dec 13 | $0.06 |
HSY | Pay Day | Dec 16 | $1.37 |
JWN | Pay Day | Dec 18 | $0.19 |
NVDA | Pay Day | Dec 27 | $0.01 |
BKNG | Pay Day | Dec 31 | $8.75 |
ITW | Ex-Dividend | Dec 31 | $1.50 |
ADP | Pay Day | Jan 1 | $1.54 |
WMT | Pay Day | Jan 6 | $0.21 |
ITW | Pay Day | Jan 10 | $1.50 |
Performance Metrics
Score 9/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
46.58
46.58
-2
0
2
47
47
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
5.41
5.41
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.62
3.62
0
0.3
0.6
4
4
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
46.58
46.58
-2
0
2
47
47
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
5.41
5.41
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.62
3.62
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.48% | Nov 2021 | Feb 2023 | 15 |
-14.73% | Mar 2024 | Apr 2024 | 1 |
-14.38% | Jun 2023 | Sep 2023 | 3 |
-9.71% | Feb 2021 | Sep 2021 | 7 |
-8.89% | May 2024 | Aug 2024 | 3 |
-7.86% | Aug 2020 | Dec 2020 | 4 |
-6.47% | Apr 2023 | May 2023 | 1 |