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0%
Today
+7.78%
This Month
+45.31%
Year To Date
+207.08%
2 Years
+207.08%
5 Years
+75.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.31%
- 📊 ETFs25.83%
- 🪙 Cryptocurrencies18.67%
- 🍞 Consumer Non Durables6.14%
- 🚗 Consumer Durables5.89%
- 💰 Finance5.31%
- 🛍️ Retail Trade3.32%
- 💻 Electronic Technology2.53%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.1%
- 🇺🇸 NYSE37.23%
- 🌍 Digital Currency18.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.17%
- 🇨🇳 China3.32%
Dividends
Dividend Yield
0.9%
14 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $FRCB (31764.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.2% | 31764.71% | $1.08 |
 KO | 0.19% | 3.04% | $1.89 |
 VOO | 0.14% | 1.41% | - |
 VUG | 0.07% | 0.5% | - |
 MTB | 0.06% | 2.42% | $5.25 |
 META | 0.06% | 0.27% | $1 |
 BABA | 0.03% | 1.18% | $0.98 |
 BAC | 0.03% | 2.13% | $0.96 |
 GOOG | 0.03% | 0.36% | $0.2 |
 MSFT | 0.02% | 0.74% | $3 |
 MCHI | 0.02% | 0.92% | - |
 WAL | 0.02% | 1.59% | $1.47 |
 JD.US | 0.02% | 2.13% | $0.74 |
 AAPL | 0.01% | 0.43% | $0.97 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Ex-Dividend | Nov 29 | $0.48 |
WAL | Pay Day | Nov 29 | $0.38 |
MTB | Ex-Dividend | Dec 2 | $1.35 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
KO | Pay Day | Dec 16 | $0.48 |
BAC | Pay Day | Dec 27 | $0.26 |
MTB | Pay Day | Dec 31 | $1.35 |
Performance Metrics
Score 8.9/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
1.96
1.96
0
0.5
1
2
2
Sortino Ratio
7.68
7.68
0
1
2
8
8
Jensen's Alpha
41.29
41.29
-2
0
2
42
42
Omega Ratio
8.84
8.84
0
1
1.5
9
9
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
1.94
1.94
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
1.96
1.96
0
0.5
1
2
2
Sortino Ratio
7.68
7.68
0
1
2
8
8
Jensen's Alpha
41.29
41.29
-2
0
2
42
42
Omega Ratio
8.84
8.84
0
1
1.5
9
9
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
1.94
1.94
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.71% | Mar 2024 | May 2024 | 2 |
-6.61% | Jul 2023 | Oct 2023 | 3 |
-0.04% | Jun 2024 | Jul 2024 | 1 |