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-0.08%
Today
-0.08%
This Month
+3.87%
Year To Date
+34.68%
2 Years
+34.68%
5 Years
+23.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.55%
- 🖥️ Technology Services19.19%
- 🪙 Cryptocurrencies7.2%
- 🛍️ Retail Trade5.93%
- 🚚 Transportation5.19%
- 💻 Electronic Technology4.62%
- 💰 Finance2.96%
- 💼 Commercial Services2.65%
- 🍞 Consumer Non Durables2.6%
- 💵 Cash1.48%
- ⛏️ Energy Minerals1.1%
- 🧬 Health Technology1.07%
- 📦 Distribution Services0.85%
- 🏭 Industrial Services0.72%
- 💇♀️ Consumer Services0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE26.01%
- 🇺🇸 NYSE25.55%
- 🇺🇸 Nasdaq21.55%
- 🌍 Digital Currency7.2%
- 🇺🇸 Chicago Board Options Exchange6.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.82%
- 🇨🇦 Canada4.1%
- 🇺🇾 Uruguay1.88%
- 🇨🇭 Switzerland1.21%
- 🇬🇧 United Kingdom1.12%
- 🇸🇬 Singapore1.07%
- 🇮🇱 Israel0.52%
- 🇨🇳 China0.39%
- 🇹🇼 Taiwan0.18%
- 🇱🇺 Luxembourg0.1%
- 🇮🇪 Ireland0.09%
Dividends
Dividend Yield
0.21%
29 out of 82 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INDA | 0.05% | 0.78% | - |
 TFC | 0.05% | 4.37% | $2.08 |
 PGR | 0.02% | 1.99% | $1.15 |
 EQT | 0.01% | 1.23% | $0.62 |
 TJX | 0.01% | 1.2% | $1.42 |
 MSFT | 0.01% | 0.76% | $3 |
 V | 0.01% | 0.65% | $2.01 |
 GS | 0.01% | 1.83% | $11 |
 JPM | 0.01% | 1.8% | $4.4 |
 WMT | 0% | 0.85% | $0.81 |
 MCK | 0% | 0.46% | $2.48 |
 IAG.L | 0% | 0.61% | - |
 VLTO | 0% | 0.37% | $0.27 |
 AXP | 0% | 0.88% | $2.6 |
 BABA | 0% | 0.99% | $0.98 |
 WING | 0% | 0.33% | $0.88 |
 HWM | 0% | 0.24% | $0.19 |
 META | 0% | 0.29% | $1 |
 TSM | 0% | 0.93% | $1.74 |
 AVGO | 0% | 0.98% | $19.7 |
 EME | 0% | 0.22% | $0.79 |
 GOOG | 0% | 0.29% | $0.2 |
 ACN | 0% | 1.44% | $4.99 |
 MA | 0% | 0.49% | $2.46 |
 MU | 0% | 0.5% | $0.46 |
 GOOGL | 0% | 0.29% | $0.2 |
 GE | 0% | 0.55% | $0.44 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
HWM | Ex-Dividend | Feb 7 | $0.10 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
TJX | Ex-Dividend | Feb 13 | $0.38 |
ACN | Pay Day | Feb 14 | $1.48 |
TFC | Ex-Dividend | Feb 14 | $0.52 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
HWM | Pay Day | Feb 25 | $0.10 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
TFC | Pay Day | Mar 3 | $0.52 |
TJX | Pay Day | Mar 6 | $0.38 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GS | Pay Day | Mar 28 | $3.00 |
MCK | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 4.7/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
2.34
2.34
0
0.3
0.6
3
3
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
2.34
2.34
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.88% | Aug 2023 | Nov 2023 | 3 |
-6.7% | Apr 2024 | Nov 2024 | 7 |
-2.5% | Dec 2024 | Jan 2025 | 1 |