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-2.74%
Today
-2.74%
This Month
+3.47%
Year To Date
+165.52%
2 Years
+675.39%
5 Years
+46.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies87.43%
- 💰 Finance4.44%
- 💻 Electronic Technology1.28%
- 🚗 Consumer Durables1.14%
- 🛍️ Retail Trade1.14%
- 🏭 Industrial Services0.97%
- 📦 Distribution Services0.73%
- 🛠️ Producer Manufacturing0.66%
- 🧪 Process Industries0.62%
- 🖥️ Technology Services0.61%
- 🏥 Health Services0.34%
- 🍞 Consumer Non Durables0.32%
- 💼 Commercial Services0.32%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency87.43%
- 🇺🇸 Nasdaq6.49%
- 🇺🇸 NYSE6.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.29%
- 🇬🇧 United Kingdom0.63%
- 🇨🇭 Switzerland0.33%
- 🇵🇷 Puerto Rico0.32%
Dividends
Dividend Yield
0.1%
22 out of 50 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $OFG (2.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SNA | 0.01% | 2.17% | $7.2 |
 PG | 0.01% | 2.43% | $3.83 |
 OFG | 0.01% | 2.46% | $0.94 |
 EIG | 0.01% | 2.4% | $1.14 |
 CF | 0.01% | 2.17% | $1.8 |
 ADP | 0.01% | 1.94% | $5.45 |
 PATK | 0.01% | 1.54% | $2.1 |
 UNH | 0.01% | 1.51% | $7.74 |
 LECO | 0% | 1.45% | $2.77 |
 CAT | 0% | 1.49% | $5.31 |
 WSM | 0% | 1.08% | $3.83 |
 CB | 0% | 1.32% | $3.49 |
 PRI | 0% | 1.14% | $2.8 |
 NVT | 0% | 1.18% | $0.75 |
 LIN | 0% | 1.25% | $5.33 |
 MSI | 0% | 0.86% | $3.82 |
 ACM | 0% | 0.87% | $0.84 |
 GWW | 0% | 0.77% | $7.63 |
 MCK | 0% | 0.46% | $2.48 |
 AAPL | 0% | 0.53% | $0.97 |
 L | 0% | 0.29% | $0.25 |
 FIX | 0% | 0.27% | $1.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVT | Pay Day | Feb 7 | $0.20 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
GWW | Ex-Dividend | Feb 10 | $2.05 |
AAPL | Pay Day | Feb 13 | $0.25 |
CF | Ex-Dividend | Feb 14 | $0.50 |
PG | Pay Day | Feb 18 | $1.01 |
CAT | Pay Day | Feb 20 | $1.41 |
WSM | Pay Day | Feb 21 | $0.57 |
CF | Pay Day | Feb 28 | $0.50 |
GWW | Pay Day | Mar 1 | $2.05 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
OFG | Ex-Dividend | Mar 31 | $0.30 |
MCK | Pay Day | Apr 1 | $0.71 |
ADP | Pay Day | Apr 1 | $1.54 |
OFG | Pay Day | Apr 15 | $0.30 |
Performance Metrics
Score 8.1/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
36.9
36.9
-2
0
2
37
37
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.18
1.18
0
0.3
0.6
2
2
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
36.9
36.9
-2
0
2
37
37
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.18
1.18
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.55% | Apr 2024 | Nov 2024 | 7 |
-25.08% | Jan 2022 | Nov 2023 | 22 |
-18.02% | Dec 2024 | - | 2 |
-14.4% | Jan 2020 | Jun 2020 | 5 |
-9% | Jan 2024 | Feb 2024 | 1 |
-4.35% | Sep 2020 | Nov 2020 | 2 |
-1.7% | Nov 2021 | Dec 2021 | 1 |
-1.34% | Jun 2021 | Oct 2021 | 4 |
-1.24% | Dec 2020 | Jan 2021 | 1 |
-0.87% | Jul 2020 | Aug 2020 | 1 |