-6.75%
Today
-10.5%
This Month
-23.52%
Year To Date
+30.26%
2 Years
+29.11%
5 Years
+18.57%
Annualized
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- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- ๐ป Electronic Technology35.26%
- ๐ฅ๏ธ Technology Services23.94%
- ๐ Consumer Durables8.57%
- ๐ฐ Finance7.42%
- ๐๏ธ Retail Trade6.94%
- ๐ผ Commercial Services2.81%
- ๐ช Cryptocurrencies2.62%
- ๐งฌ Health Technology2.36%
- ๐ก Communications1.98%
- ๐ Consumer Non Durables1.71%
- ๐ Transportation1.56%
- ๐โโ๏ธ Consumer Services1.32%
- โ๏ธ Energy Minerals1.27%
- ๐ ETFs1%
- ๐ชจ Non Energy Minerals0.67%
- ๐ ๏ธ Producer Manufacturing0.58%
- ๐ต Cash0%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq55.47%
- ๐บ๐ธ NYSE33.89%
- ๐ฉ๐ช FRA8.02%
- ๐ Digital Currency2.62%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States79.43%
- ๐ฉ๐ช Germany8.02%
- ๐จ๐ณ China5.63%
- ๐น๐ผ Taiwan1.52%
- ๐ฎ๐ฑ Israel1.12%
- ๐ฌ๐ง United Kingdom0.67%
Dividends
Dividend Yield
1.17%
27 out of 57 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $GSBD (14.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
![]() VOW3.DE | 0.16% | 8.24% | $9.06 |
![]() MBG.DE | 0.13% | 6.96% | $5.3 |
![]() PAH3.DE | 0.08% | 6.46% | $2.56 |
![]() C | 0.07% | 3.32% | $2.12 |
![]() DHL.DE | 0.07% | 4.37% | $1.85 |
![]() GSBD | 0.06% | 14.78% | - |
![]() SIRI | 0.06% | 4.38% | $0.1 |
![]() O | 0.06% | 5.31% | $3.09 |
![]() USB | 0.05% | 4.65% | $1.94 |
![]() RIO | 0.04% | 6.46% | $4.34 |
![]() BAC | 0.04% | 2.58% | $0.96 |
![]() ALLY | 0.04% | 3.62% | $1.2 |
![]() DTE.DE | 0.04% | 2.61% | $0.77 |
![]() INTC | 0.04% | 2.53% | $0.5 |
![]() STZ | 0.04% | 2.12% | $3.68 |
![]() VZ | 0.03% | 5.74% | $2.66 |
![]() BABA | 0.03% | 0.74% | $0.98 |
![]() GOOG | 0.02% | 0.48% | $0.2 |
![]() OXY | 0.02% | 1.91% | $0.8 |
![]() TSM | 0.02% | 1.23% | $1.74 |
![]() MSFT | 0.02% | 0.84% | $3 |
![]() AAPL | 0.02% | 0.44% | $0.97 |
![]() TQQQ | 0.01% | 1.34% | - |
![]() MU | 0.01% | 0.53% | $0.46 |
![]() META | 0.01% | 0.34% | $1 |
![]() VRT | 0.01% | 0.16% | $0.06 |
![]() NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|---|---|---|
![]() NVDA | Ex-Dividend | Mar 12 | $0.01 |
![]() MSFT | Pay Day | Mar 13 | $0.83 |
![]() META | Ex-Dividend | Mar 14 | $0.52 |
![]() O | Pay Day | Mar 14 | $0.27 |
![]() GOOG | Pay Day | Mar 17 | $0.20 |
![]() TSM | Ex-Dividend | Mar 18 | $0.69 |
![]() VRT | Ex-Dividend | Mar 18 | $0.04 |
![]() META | Pay Day | Mar 26 | $0.52 |
![]() VRT | Pay Day | Mar 27 | $0.04 |
![]() BAC | Pay Day | Mar 28 | $0.26 |
![]() GSBD | Ex-Dividend | Mar 31 | $0.32 |
![]() NVDA | Pay Day | Apr 2 | $0.01 |
![]() VZ | Ex-Dividend | Apr 10 | $0.68 |
![]() TSM | Pay Day | Apr 10 | $0.69 |
![]() OXY | Pay Day | Apr 15 | $0.24 |
![]() RIO | Pay Day | Apr 17 | $2.25 |
![]() GSBD | Pay Day | Apr 28 | $0.32 |
![]() VZ | Pay Day | May 1 | $0.68 |
![]() TQQQ | Pay Day | Jul 3 | $0.28 |
Performance Metrics
Score 5.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
0.51
0.51
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
0.51
0.51
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Drawdowns
- amitranjansahu
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-17.99% | Jan 2025 | - | 3 |
-11.82% | Aug 2023 | Dec 2023 | 4 |
-3.94% | Apr 2024 | Jun 2024 | 2 |
-3.12% | Jul 2024 | Sep 2024 | 2 |
-1.82% | Apr 2023 | Jun 2023 | 2 |
-0.34% | Jan 2024 | Feb 2024 | 1 |