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0%
Today
-0.97%
This Month
+135.43%
Year To Date
+147.08%
2 Years
+155.82%
5 Years
+26.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.06%
- 📊 ETFs28.58%
- 🖥️ Technology Services5.26%
- 💻 Electronic Technology3.35%
- 🚚 Transportation2.68%
- 🏥 Health Services2.37%
- 🚗 Consumer Durables1.96%
- 💼 Commercial Services1.45%
- 💰 Finance1.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.19%
- 🇺🇸 Nasdaq20.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.8%
- 🇮🇪 Ireland1.36%
Dividends
Dividend Yield
0.25%
11 out of 17 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EWY (2.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.08% | 1.25% | - |
 QQQ | 0.05% | 0.52% | - |
 EWY | 0.04% | 2.48% | - |
 CSX | 0.02% | 1.51% | $0.46 |
 VBK | 0.02% | 0.56% | - |
 SPYG | 0.02% | 1.72% | - |
 AER | 0.01% | 0.79% | $0.25 |
 AAPL | 0.01% | 0.39% | $0.97 |
 META | 0.01% | 0.34% | $1 |
 GOOG | 0% | 0.31% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Dec 27 | $0.50 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
18.21
18.21
-2
0
2
19
19
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
18.21
18.21
-2
0
2
19
19
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.26% | Oct 2021 | Jan 2024 | 27 |
-4.58% | Mar 2024 | May 2024 | 2 |
-3.17% | Aug 2021 | Sep 2021 | 1 |
-0.97% | Nov 2024 | - | 1 |
-0.38% | May 2021 | Jul 2021 | 2 |