-4.55%
Today
-7.78%
This Month
-8.03%
Year To Date
+55.78%
2 Years
+38.35%
5 Years
+7.48%
Annualized
- Tibi05
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade24%
- 🖥️ Technology Services14.04%
- 💵 Cash11.17%
- 💰 Finance9.58%
- 💻 Electronic Technology8.85%
- 🛠️ Producer Manufacturing8.09%
- 🚚 Transportation7.79%
- 🪙 Cryptocurrencies4.67%
- 💇♀️ Consumer Services3.53%
- 🍞 Consumer Non Durables3.52%
- 📊 ETFs3.39%
- 🪨 Non Energy Minerals1.54%
- 🧬 Health Technology1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.09%
- 🇺🇸 NYSE35.56%
- 🌍 Digital Currency4.67%
- 🇩🇪 FRA4.48%
- 🇳🇱 Euronext Amsterdam2.34%
- 🇸🇪 Stockholm Stock Exchange2.23%
- 🇫🇷 Euronext Paris1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48%
- 🇸🇬 Singapore10.17%
- 🇺🇾 Uruguay5.93%
- 🇨🇦 Canada4.57%
- 🇩🇪 Germany4.48%
- 🇳🇱 Netherlands2.34%
- 🇸🇪 Sweden2.23%
- 🇫🇷 France1.67%
- 🇮🇪 Ireland1.61%
- 🇰🇾 Cayman Islands0.98%
Dividends
Dividend Yield
0.46%
13 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $RI.PA (4.53%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() NVDA | Ex-Dividend | Mar 12 | $0.01 |
![]() LUV | Ex-Dividend | Mar 12 | $0.18 |
![]() MSFT | Pay Day | Mar 13 | $0.83 |
![]() META | Ex-Dividend | Mar 14 | $0.52 |
![]() MCD | Pay Day | Mar 17 | $1.77 |
![]() GOLD.BARRICK | Pay Day | Mar 17 | $0.10 |
![]() META | Pay Day | Mar 26 | $0.52 |
![]() NVDA | Pay Day | Apr 2 | $0.01 |
![]() LUV | Pay Day | Apr 2 | $0.18 |
![]() ZTS | Ex-Dividend | Apr 21 | $0.50 |
![]() ZTS | Pay Day | Jun 3 | $0.50 |
![]() IWM | Pay Day | Jun 17 | $0.56 |
Performance Metrics
Score 5.2/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
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- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-47.76% | Jul 2021 | Nov 2024 | 40 |
-22.31% | Nov 2020 | Jan 2021 | 2 |
-9.2% | Dec 2024 | - | 4 |