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-0.45%
Today
-1.16%
This Month
-1.16%
Year To Date
+999.32%
2 Years
+1129.69%
5 Years
+78.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.84%
- 💻 Electronic Technology22.64%
- 📊 ETFs18.66%
- 🖥️ Technology Services8.37%
- 🛍️ Retail Trade6.59%
- 🍞 Consumer Non Durables5.8%
- 💇♀️ Consumer Services5.39%
- 🚚 Transportation1.39%
- 📡 Communications1.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.32%
- 🌍 Digital Currency29.84%
- 🇺🇸 Nasdaq28.04%
- 🇫🇷 Euronext Paris5.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.38%
- 🇳🇱 Netherlands6.83%
- 🇫🇷 France5.8%
- 🇨🇦 Canada4.49%
Dividends
Dividend Yield
0.57%
11 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HPQ (3.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.24% | 1.28% | - |
 DELL | 0.08% | 1.55% | $1.63 |
 CDI.PA | 0.06% | 2.16% | $13 |
 MC.PA | 0.06% | 2.02% | $13 |
 HPQ | 0.05% | 3.36% | $1.1 |
 ASML | 0.05% | 0.77% | $5.57 |
 META | 0.01% | 0.32% | $1 |
 AAPL | 0.01% | 0.42% | $0.97 |
 MSFT | 0% | 0.75% | $3 |
 GOOG | 0% | 0.31% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Jan 22 | $0.44 |
DELL | Pay Day | Jan 31 | $0.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 9.2/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
6.87
6.87
0
1
2
7
7
Jensen's Alpha
62.77
62.77
-2
0
2
63
63
Omega Ratio
2.42
2.42
0
1
1.5
3
3
Treynor Ratio
7.98
7.98
0
0.75
1.25
8
8
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
5.34
5.34
0
0.3
0.6
6
6
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
6.87
6.87
0
1
2
7
7
Jensen's Alpha
62.77
62.77
-2
0
2
63
63
Omega Ratio
2.42
2.42
0
1
1.5
3
3
Treynor Ratio
7.98
7.98
0
0.75
1.25
8
8
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
5.34
5.34
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.12% | Jun 2024 | Oct 2024 | 4 |
-8.34% | Dec 2024 | - | 2 |
-7.55% | Apr 2024 | May 2024 | 1 |
-7.51% | May 2023 | Jun 2023 | 1 |
-5.08% | Jul 2023 | Oct 2023 | 3 |
-3.81% | Jun 2020 | Jan 2023 | 31 |