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0%
Today
0%
This Month
+3.73%
Year To Date
+61.52%
2 Years
+133.3%
5 Years
+21.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.59%
- 🖥️ Technology Services19.36%
- 🛍️ Retail Trade14.06%
- 💰 Finance11.83%
- 📊 ETFs10.76%
- 💇♀️ Consumer Services8.5%
- 🍞 Consumer Non Durables3.25%
- ⛏️ Energy Minerals2.74%
- 💼 Commercial Services2.36%
- 🪨 Non Energy Minerals1.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.38%
- 🇺🇸 Nasdaq19.59%
- 🇬🇧 LSE5.26%
- 🇫🇷 Euronext Paris4.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.18%
- 🇨🇦 Canada7.3%
- 🇫🇷 France4.6%
- 🇬🇧 United Kingdom1.99%
Dividends
Dividend Yield
0.83%
13 out of 20 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $RIO.L (6.91%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 COST | Ex-Dividend | Feb 7 | $1.16 |
 V | Ex-Dividend | Feb 11 | $0.59 |
 XOM | Ex-Dividend | Feb 12 | $0.99 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
 GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
 BLK | Ex-Dividend | Mar 7 | $5.21 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
BLK | Pay Day | Mar 24 | $5.21 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 7/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
6.83
6.83
-2
0
2
7
7
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
6.83
6.83
-2
0
2
7
7
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.69% | Jul 2021 | Jul 2024 | 36 |
-2.3% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Jan 2021 | Apr 2021 | 3 |
-1.62% | May 2021 | Jun 2021 | 1 |
-0.02% | Oct 2024 | Nov 2024 | 1 |