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-0.51%
Today
+10.51%
This Month
+65.66%
Year To Date
+226.85%
2 Years
+159.22%
5 Years
+25.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash53.43%
- 💻 Electronic Technology34.25%
- 🖥️ Technology Services13.9%
- 🚗 Consumer Durables12.38%
- 🛍️ Retail Trade6.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.43%
- 🇺🇸 NYSE5.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.25%
Dividends
Dividend Yield
0.07%
2 out of 5 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.74% | $3 |
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
MSFT | Pay Day | Dec 12 | $0.83 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 6.4/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.23% | Nov 2021 | Jun 2023 | 19 |
-7.76% | Aug 2023 | Nov 2023 | 3 |
-7.58% | Feb 2020 | Mar 2020 | 1 |
-6.99% | Apr 2021 | Jun 2021 | 2 |
-5.5% | Aug 2021 | Sep 2021 | 1 |
-3.23% | Aug 2020 | Oct 2020 | 2 |
-2.97% | Jun 2024 | Aug 2024 | 2 |
-2.9% | Mar 2024 | Apr 2024 | 1 |
-1.64% | Jan 2021 | Mar 2021 | 2 |