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-0.08%
Today
+1.34%
This Month
+38.05%
Year To Date
+67.37%
2 Years
+94.62%
5 Years
+8.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.47%
- 📊 ETFs29.85%
- 🖥️ Technology Services17.82%
- 💻 Electronic Technology10.82%
- 💵 Cash4.02%
- 🧬 Health Technology1.66%
- 🛍️ Retail Trade1.56%
- 🍞 Consumer Non Durables1.07%
- 💰 Finance0.73%
- 🛠️ Producer Manufacturing0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.7%
- 🌍 Digital Currency33.47%
- 🇺🇸 NYSE27.84%
- 🇬🇧 LSE0.76%
- 🇫🇷 Euronext Paris0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.11%
- 🇨🇳 China1.7%
- 🇳🇱 Netherlands0.89%
- 🇰🇷 South Korea0.76%
- 🇫🇷 France0.51%
Dividends
Dividend Yield
0.59%
30 out of 44 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $IXC (4.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IXC | 0.04% | 4.39% | - |
 VOOV | 0.04% | 2.1% | - |
 SCHD | 0.04% | 3.93% | - |
 TLT | 0.03% | 1.28% | - |
 FNDF | 0.03% | 1.75% | - |
 INTC | 0.03% | 2.09% | $0.5 |
 QCOM | 0.03% | 2.05% | $3.25 |
 IDEV | 0.03% | 3.3% | - |
 VWO | 0.03% | 1.55% | - |
 EWW | 0.03% | 1.83% | - |
 TGT | 0.03% | 3.4% | $4.42 |
 IXJ | 0.02% | 1.34% | - |
 SOXX | 0.02% | 0.58% | - |
 SMSN.L | 0.02% | 2.68% | $23.68 |
 KXI | 0.02% | 2.02% | - |
 DGRO | 0.02% | 1.91% | - |
 IBM | 0.02% | 2.93% | $6.65 |
 MRK | 0.02% | 3.1% | $3.04 |
 CQQQ | 0.02% | 0.62% | - |
 MC.PA | 0.01% | 2.12% | $13 |
 NKE | 0.01% | 1.91% | $1.45 |
 VOOG | 0.01% | 0.53% | - |
 BABA | 0.01% | 1.14% | $0.98 |
 DELL | 0.01% | 1.35% | $1.63 |
 ASML | 0.01% | 0.8% | $5.57 |
 MU | 0.01% | 0.47% | $0.46 |
 QQQ | 0.01% | 0.66% | - |
 ZTS | 0.01% | 0.98% | $1.67 |
 LRCX | 0% | 1.1% | $8 |
 GOOG | 0% | 0.35% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Pay Day | Dec 4 | $5.98 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
IBM | Pay Day | Dec 10 | $1.67 |
TGT | Pay Day | Dec 10 | $1.12 |
LRCX | Ex-Dividend | Dec 11 | $0.23 |
GOOG | Pay Day | Dec 16 | $0.20 |
MRK | Ex-Dividend | Dec 16 | $0.81 |
QCOM | Pay Day | Dec 19 | $0.85 |
NKE | Pay Day | Jan 2 | $0.40 |
MRK | Pay Day | Jan 8 | $0.81 |
LRCX | Pay Day | Jan 8 | $0.23 |
Performance Metrics
Score 4.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.79% | Aug 2021 | - | 40 |
-37.95% | Nov 2015 | Nov 2017 | 24 |
-23.62% | Dec 2017 | Dec 2020 | 36 |
-15.14% | Apr 2021 | Jul 2021 | 3 |