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0%
Today
+19.27%
This Month
+74.93%
Year To Date
+150.44%
2 Years
+360.2%
5 Years
+36.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology36.19%
- šŖ Cryptocurrencies34.22%
- š Consumer Durables18.97%
- š„ļø Technology Services10.63%
- šµ Cash0%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq65.78%
- š Digital Currency34.22%
Countries Breakdown
- Country
- Total
- šŗšø United States65.78%
Dividends
Dividend Yield
0.09%
5 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.04% | 0.43% | $0.97 |
 MSFT | 0.03% | 0.74% | $3 |
 GOOG | 0.01% | 0.36% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8.7/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
27.83
27.83
-2
0
2
28
28
Omega Ratio
2.39
2.39
0
1
1.5
3
3
Treynor Ratio
5.36
5.36
0
0.75
1.25
6
6
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
27.83
27.83
-2
0
2
28
28
Omega Ratio
2.39
2.39
0
1
1.5
3
3
Treynor Ratio
5.36
5.36
0
0.75
1.25
6
6
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.53% | Dec 2021 | Apr 2023 | 16 |
-10.17% | Jul 2023 | Nov 2023 | 4 |
-8.35% | Mar 2024 | Apr 2024 | 1 |
-7.55% | Jun 2024 | Sep 2024 | 3 |
-4.19% | Aug 2021 | Sep 2021 | 1 |
-4.07% | Aug 2020 | Oct 2020 | 2 |
-3.47% | Dec 2020 | Feb 2021 | 2 |
-1.64% | Oct 2021 | Nov 2021 | 1 |