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+0.2%
Today
-4.51%
This Month
+1.72%
Year To Date
+122.36%
2 Years
-4.82%
5 Years
-1.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.84%
- 💻 Electronic Technology34.89%
- 💵 Cash17.55%
- 🛍️ Retail Trade3.76%
- 🚗 Consumer Durables2.42%
- 💇♀️ Consumer Services1.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.29%
- 🇭🇰 Hong Kong Exchanges11.57%
- 🇺🇸 NYSE5.65%
- 🇫🇷 Euronext Paris0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.39%
- 🇨🇳 China16.23%
- 🇳🇱 Netherlands2.11%
- 🇹🇼 Taiwan0.78%
- 🇫🇷 France0.63%
Dividends
Dividend Yield
0.23%
9 out of 16 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $FDJU.PA (5.66%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Ex-Dividend | Mar 12 | $0.01 |
 MSFT | Pay Day | Mar 13 | $0.83 |
 GOOG | Pay Day | Mar 17 | $0.20 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
 AVGO | Ex-Dividend | Mar 20 | $0.59 |
AVGO | Pay Day | Mar 31 | $0.59 |
NVDA | Pay Day | Apr 2 | $0.01 |
TSM | Pay Day | Apr 10 | $0.69 |
 ASML | Ex-Dividend | Apr 28 | $1.92 |
ASML | Pay Day | May 6 | $1.92 |
 FDJU.PA | Ex-Dividend | May 27 | $2.22 |
FDJU.PA | Pay Day | Jun 3 | $2.22 |
 DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-10.05
-10.05
-11
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-10.05
-10.05
-11
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.44% | Sep 2021 | - | 43 |
-24.11% | May 2021 | Aug 2021 | 3 |