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0%
Today
0%
This Month
+4.07%
Year To Date
+91.61%
2 Years
+40.46%
5 Years
+10.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.7%
- 📊 ETFs23.48%
- 💻 Electronic Technology23.25%
- 🛍️ Retail Trade11.24%
- ⛏️ Energy Minerals5.66%
- 🚚 Transportation2.99%
- 💇♀️ Consumer Services2.92%
- 💼 Commercial Services2.55%
- 💵 Cash2.18%
- 🚗 Consumer Durables0.92%
- 🧬 Health Technology0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61%
- 🇺🇸 NYSE26.37%
- 🇬🇧 LSE8.31%
- 🇺🇸 Chicago Board Options Exchange1.85%
- 🇩🇪 FRA0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.41%
- 🇬🇧 United Kingdom8.31%
- 🇹🇼 Taiwan5.68%
- 🇨🇳 China2.92%
- 🇨🇦 Canada2.67%
- 🇮🇪 Ireland1.36%
- 🇩🇪 Germany0.92%
- 🇮🇱 Israel0.69%
Dividends
Dividend Yield
0.56%
15 out of 21 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DTG.DE (4.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.12% | 4.08% | $0.8 |
 CVE | 0.09% | 3.48% | $0.44 |
 QQQ | 0.06% | 0.64% | - |
 MSFT | 0.06% | 0.76% | $3 |
 TSM | 0.05% | 0.93% | $1.74 |
 DTG.DE | 0.04% | 4.45% | $1.9 |
 META | 0.03% | 0.29% | $1 |
 DAL | 0.02% | 0.74% | $0.3 |
 AAPL | 0.02% | 0.53% | $0.97 |
 INDA | 0.01% | 0.78% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 MA | 0.01% | 0.49% | $2.46 |
 MRVL | 0.01% | 0.21% | $0.24 |
 LLY | 0% | 0.67% | $4.86 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Performance Metrics
Score 4.5/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.42% | Nov 2021 | Dec 2023 | 25 |
-3.68% | Apr 2024 | May 2024 | 1 |
-2.89% | Jul 2024 | Sep 2024 | 2 |