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+1.39%
Today
+10.7%
This Month
+62.5%
Year To Date
+165.37%
2 Years
+221.87%
5 Years
+38.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40%
- 🪙 Cryptocurrencies23.39%
- 🧬 Health Technology10.39%
- 🚗 Consumer Durables9.4%
- 💻 Electronic Technology5.61%
- 💼 Commercial Services3.56%
- 🛍️ Retail Trade2.46%
- 🪨 Non Energy Minerals2.31%
- 💰 Finance2.28%
- 🛠️ Producer Manufacturing0.5%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.42%
- 🇺🇸 NYSE32.08%
- 🌍 Digital Currency23.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.74%
- 🇨🇳 China4.06%
- 🇨🇦 Canada2.31%
- 🇰🇾 Cayman Islands1.39%
Dividends
Dividend Yield
0.06%
6 out of 30 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WPM (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WPM | 0.02% | 1% | $0.61 |
 AAPL | 0.01% | 0.43% | $0.97 |
 GOOG | 0.01% | 0.34% | $0.2 |
 GM | 0.01% | 0.87% | $0.42 |
 META | 0% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GM | Ex-Dividend | Dec 6 | $0.12 |
WPM | Pay Day | Dec 6 | $0.16 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
GOOG | Pay Day | Dec 16 | $0.20 |
GM | Pay Day | Dec 19 | $0.12 |
Performance Metrics
Score 8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
21.72
21.72
-2
0
2
22
22
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
21.72
21.72
-2
0
2
22
22
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.57% | Oct 2021 | Feb 2024 | 28 |
-42.26% | Jan 2018 | Jun 2020 | 29 |
-20% | May 2016 | Jun 2016 | 1 |
-14.31% | Dec 2015 | Apr 2016 | 4 |
-9.63% | Mar 2024 | May 2024 | 2 |
-9.17% | Aug 2020 | Oct 2020 | 2 |
-6.93% | Jul 2015 | Sep 2015 | 2 |
-6.85% | Aug 2021 | Sep 2021 | 1 |
-5.12% | Sep 2014 | Feb 2015 | 5 |
-4.21% | Feb 2021 | Mar 2021 | 1 |
-4.08% | Mar 2015 | May 2015 | 2 |
-3.48% | Apr 2021 | May 2021 | 1 |
-2.67% | Aug 2017 | Sep 2017 | 1 |
-2.6% | Dec 2020 | Jan 2021 | 1 |
-2.48% | Jun 2024 | Aug 2024 | 2 |