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0%
Today
+1.21%
This Month
+1.21%
Year To Date
+9.48%
2 Years
+23.36%
5 Years
+7.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash72.89%
- 🖥️ Technology Services15.67%
- 💻 Electronic Technology5.14%
- 💼 Commercial Services2.8%
- 🛠️ Producer Manufacturing2.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq18.12%
- 🇺🇸 NYSE8.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.73%
- 🇮🇱 Israel2.64%
Dividends
Dividend Yield
0.08%
3 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DE (1.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.04% | 0.76% | $3 |
 DE | 0.04% | 1.39% | $5.76 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DE | Pay Day | Feb 10 | $1.62 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 5.3/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.53% | Jan 2020 | Feb 2021 | 13 |
-8.84% | Dec 2024 | - | 2 |
-8.3% | Apr 2022 | Aug 2024 | 28 |
-7.61% | Jan 2016 | Apr 2016 | 3 |
-6.67% | Dec 2018 | Nov 2019 | 11 |
-5.99% | Nov 2017 | Mar 2018 | 4 |
-5.29% | Sep 2016 | Mar 2017 | 6 |
-5.19% | Nov 2015 | Dec 2015 | 1 |
-3.97% | Oct 2021 | Jan 2022 | 3 |
-2.03% | May 2021 | Jun 2021 | 1 |
-1.75% | Oct 2024 | Nov 2024 | 1 |
-1.1% | Jul 2017 | Sep 2017 | 2 |
-0.75% | Jul 2016 | Aug 2016 | 1 |
-0.51% | Aug 2021 | Sep 2021 | 1 |
-0.04% | Aug 2018 | Sep 2018 | 1 |