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0%
Today
-7.62%
This Month
-9.45%
Year To Date
+91.47%
2 Years
+52.93%
5 Years
+8.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.08%
- 💻 Electronic Technology11.56%
- 💵 Cash3.96%
- 🚗 Consumer Durables1.18%
- 💰 Finance0.36%
- 🪙 Cryptocurrencies0.3%
- 🖥️ Technology Services0.25%
- 🛍️ Retail Trade0.16%
- 💇♀️ Consumer Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.1%
- 🇺🇸 Nasdaq41.17%
- 🇺🇸 Chicago Board Options Exchange0.4%
- 🌍 Digital Currency0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.98%
- 🇹🇼 Taiwan6.06%
- 🇨🇳 China0.06%
Dividends
Dividend Yield
0.88%
23 out of 41 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IGV (8.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIA.US | 0.11% | 1.56% | - |
 SPY | 0.11% | 1.19% | - |
 SOXX | 0.1% | 0.69% | - |
 VOO | 0.08% | 1.23% | - |
 VTI | 0.08% | 1.25% | - |
 TSM | 0.07% | 1.2% | $1.74 |
 SMH | 0.06% | 0.46% | - |
 IWM | 0.05% | 1.18% | - |
 QQQ | 0.04% | 0.56% | - |
 KWEB | 0.04% | 3.04% | - |
 IGV | 0.03% | 8.51% | - |
 SOXL | 0.03% | 1.41% | - |
 VGT | 0.03% | 0.62% | - |
 TMF | 0.01% | 3.68% | - |
 TQQQ | 0.01% | 1.34% | - |
 ERX | 0.01% | 2.65% | - |
 DELL | 0% | 2.03% | $1.63 |
 UDOW | 0% | 0.88% | - |
 UPRO | 0% | 0.91% | - |
 NVDA | 0% | 0.04% | $0.02 |
 NUGT | 0% | 1.34% | - |
 COST | 0% | 0.5% | $19.22 |
 META | 0% | 0.33% | $1 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
META | Ex-Dividend | Mar 14 | $0.52 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
META | Pay Day | Mar 26 | $0.52 |
NVDA | Pay Day | Apr 2 | $0.01 |
TSM | Pay Day | Apr 10 | $0.69 |
DELL | Ex-Dividend | Apr 22 | $0.52 |
QQQ | Pay Day | Apr 30 | $- |
DELL | Pay Day | May 2 | $0.52 |
IWM | Pay Day | Jun 17 | $- |
SOXX | Pay Day | Jun 17 | $- |
ERX | Pay Day | Jul 2 | $- |
NUGT | Pay Day | Jul 2 | $- |
SOXL | Pay Day | Jul 2 | $- |
TMF | Pay Day | Jul 2 | $- |
VTI | Pay Day | Jul 2 | $- |
VOO | Pay Day | Jul 2 | $- |
VGT | Pay Day | Jul 2 | $- |
UDOW | Pay Day | Jul 3 | $- |
UPRO | Pay Day | Jul 3 | $- |
TQQQ | Pay Day | Jul 3 | $- |
KWEB | Pay Day | Dec 18 | $- |
SMH | Pay Day | Dec 24 | $1.07 |
Performance Metrics
Score 3.4/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-6.12
-6.12
-7
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-6.12
-6.12
-7
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.83% | Jan 2022 | Mar 2024 | 26 |
-11.67% | Feb 2020 | Aug 2020 | 6 |
-11.2% | Feb 2025 | - | 2 |
-8.17% | Sep 2021 | Oct 2021 | 1 |
-6.8% | Apr 2024 | May 2024 | 1 |
-2.8% | Sep 2020 | Nov 2020 | 2 |
-1.63% | Oct 2024 | Nov 2024 | 1 |
-1.59% | Nov 2021 | Dec 2021 | 1 |
-1.44% | May 2021 | Jun 2021 | 1 |
-1.36% | Feb 2021 | Apr 2021 | 2 |
-0.94% | Sep 2019 | Nov 2019 | 2 |
-0.87% | Dec 2024 | Jan 2025 | 1 |
-0.35% | Jul 2024 | Sep 2024 | 2 |