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+0%
Today
+24.32%
This Month
+308.92%
Year To Date
+341.06%
2 Years
+341.06%
5 Years
+293.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology12.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.39%
- 🇫🇷 Euronext Paris-0.29%
- 🌍 Digital Currency-1.67%
- 🇺🇸 NYSE-2.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.19%
- 🇨🇦 Canada-0.2%
- 🇫🇷 France-0.29%
Dividends
Dividend Yield
-0.02%
11 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPQ (2.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
 GOOG | 0% | 0.36% | $0.2 |
 MSFT | 0% | 0.74% | $3 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
 HPQ | 0% | 2.89% | $1.1 |
 CAT | 0% | 1.36% | $5.31 |
 MC.PA | 0% | 2.23% | $13 |
 CDI.PA | 0% | 2.37% | $13 |
 DELL | 0% | 1.18% | $1.63 |
 IWM | -0.01% | 1.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
CDI.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
CDI.PA | Pay Day | Dec 4 | $5.98 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8.7/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
164.46
164.46
-2
0
2
165
165
Omega Ratio
4.44
4.44
0
1
1.5
5
5
Treynor Ratio
7.11
7.11
0
0.75
1.25
8
8
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
164.46
164.46
-2
0
2
165
165
Omega Ratio
4.44
4.44
0
1
1.5
5
5
Treynor Ratio
7.11
7.11
0
0.75
1.25
8
8
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.09% | May 2024 | Sep 2024 | 4 |
-7.19% | Mar 2024 | Apr 2024 | 1 |