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+338.12%
Today
+366.11%
This Month
+416.75%
Year To Date
+633.09%
2 Years
+177.7%
5 Years
+38.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.2%
- 💻 Electronic Technology23.65%
- 🧬 Health Technology8.57%
- 🚗 Consumer Durables7.91%
- 📊 ETFs5.41%
- 🛠️ Producer Manufacturing4.89%
- 🛍️ Retail Trade4.13%
- 🏭 Industrial Services3.99%
- 💇♀️ Consumer Services3.5%
- 💰 Finance3.42%
- 💼 Commercial Services3.15%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.44%
- 🇺🇸 NYSE38.97%
- 🇬🇧 LSE3.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.74%
- 🇹🇼 Taiwan7.79%
- 🇬🇧 United Kingdom3.42%
- 🇩🇪 Germany3.17%
- 🇮🇹 Italy2.3%
Dividends
Dividend Yield
0.36%
13 out of 25 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BARC.L (3.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BARC.L | 0.11% | 3.19% | $0.08 |
 TSM | 0.08% | 1.03% | $1.74 |
 DELL | 0.04% | 1.18% | $1.63 |
 SAP | 0.02% | 0.73% | $1.73 |
 MSFT | 0.02% | 0.74% | $3 |
 INTU | 0.02% | 0.58% | $3.6 |
 TMO | 0.02% | 0.3% | $1.48 |
 WMS | 0.02% | 0.47% | $0.58 |
 RACE | 0.01% | 0.62% | $2.64 |
 GE | 0.01% | 0.51% | $0.44 |
 MRVL | 0.01% | 0.26% | $0.24 |
 RCL | 0% | 0.17% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
WMS | Ex-Dividend | Dec 2 | $0.16 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
TMO | Ex-Dividend | Dec 13 | $0.39 |
WMS | Pay Day | Dec 16 | $0.16 |
NVDA | Pay Day | Dec 27 | $0.01 |
INTU | Ex-Dividend | Jan 9 | $1.04 |
TSM | Pay Day | Jan 9 | $0.62 |
TMO | Pay Day | Jan 15 | $0.39 |
INTU | Pay Day | Jan 17 | $1.04 |
Performance Metrics
Score 2.1/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.61
-0.61
-1
1
2
3
3
Jensen's Alpha
-22.62
-22.62
-23
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.84
-0.84
-1
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.61
-0.61
-1
1
2
3
3
Jensen's Alpha
-22.62
-22.62
-23
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.84
-0.84
-1
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.43% | Feb 2021 | - | 45 |