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+0.28%
Today
+12.42%
This Month
+44.59%
Year To Date
+116.93%
2 Years
+99.95%
5 Years
+18.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.17%
- 🖥️ Technology Services18.92%
- 💰 Finance17.38%
- 💵 Cash13.92%
- 💇♀️ Consumer Services7.64%
- 🛍️ Retail Trade5.39%
- 🪨 Non Energy Minerals4.83%
- 🚚 Transportation2.93%
- 📊 ETFs2.24%
- 🪙 Cryptocurrencies1.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.34%
- 🇺🇸 Nasdaq25.24%
- 🇬🇧 LSE11.91%
- 🌍 Digital Currency1.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.34%
- 🇬🇧 United Kingdom11.91%
Dividends
Dividend Yield
0.49%
8 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WFC (2.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.19% | 1.91% | $4.4 |
 WFC | 0.15% | 2.04% | $1.4 |
 NUE | 0.07% | 1.46% | $2.13 |
 DIS | 0.03% | 0.72% | $0.75 |
 IAG.L | 0.02% | 0.84% | - |
 VOO | 0.02% | 1.41% | - |
 VOOG | 0.01% | 0.53% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
WFC | Pay Day | Dec 1 | $0.40 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 4.2/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-1.46
-1.46
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-1.46
-1.46
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.63% | Oct 2021 | Jan 2024 | 27 |
-5.4% | Mar 2024 | Apr 2024 | 1 |
-4.26% | May 2021 | Jul 2021 | 2 |
-1.27% | Sep 2020 | Oct 2020 | 1 |
-0.07% | Aug 2021 | Sep 2021 | 1 |