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+3.71%
Today
+4.15%
This Month
+4.15%
Year To Date
+165.27%
2 Years
+116.7%
5 Years
+39.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.5%
- 💻 Electronic Technology19.83%
- 🚗 Consumer Durables12.24%
- 🖥️ Technology Services11.24%
- 💰 Finance9.56%
- 💼 Commercial Services6.82%
- ⛏️ Energy Minerals5.38%
- 🛍️ Retail Trade5.31%
- 🍞 Consumer Non Durables4.08%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.71%
- 🌍 Digital Currency25.5%
- 🇺🇸 NYSE21.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.37%
- 🇨🇭 Switzerland4.08%
Dividends
Dividend Yield
0.48%
9 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.19% | 3.46% | $3.76 |
 LMT | 0.12% | 2.65% | $12.45 |
 JPM | 0.1% | 1.91% | $4.4 |
 NOC | 0.05% | 1.71% | $7.67 |
 META | 0.02% | 0.32% | $1 |
 AAPL | 0.01% | 0.42% | $0.97 |
 GOOG | 0% | 0.31% | $0.2 |
 GOOGL | 0% | 0.31% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jan 31 | $1.25 |
Performance Metrics
Score 7.6/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
20.12
20.12
-2
0
2
21
21
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.17
2.17
0
1
2
3
3
Jensen's Alpha
20.12
20.12
-2
0
2
21
21
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.3% | Nov 2022 | Jan 2023 | 2 |
-10.88% | Jul 2023 | Dec 2023 | 5 |
-4.2% | Apr 2024 | Sep 2024 | 5 |
-3.15% | Oct 2024 | Nov 2024 | 1 |
-1.67% | May 2023 | Jun 2023 | 1 |
-1.63% | Jan 2024 | Feb 2024 | 1 |
-0.7% | Dec 2024 | - | 2 |
-0.11% | Feb 2023 | Mar 2023 | 1 |