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+0.12%
Today
+10.29%
This Month
+232.45%
Year To Date
+804.14%
2 Years
+914.91%
5 Years
+76.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.72%
- 🪙 Cryptocurrencies16.34%
- 💻 Electronic Technology10.24%
- 📊 ETFs6.37%
- 🍞 Consumer Non Durables4.59%
- 💇♀️ Consumer Services4.37%
- 🛍️ Retail Trade3.61%
- 🛠️ Producer Manufacturing3.04%
- 💰 Finance2.71%
- 📡 Communications1.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.54%
- 🇺🇸 NYSE21.53%
- 🌍 Digital Currency16.34%
- 🇫🇷 Euronext Paris4.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.41%
- 🇫🇷 France4.59%
- 🇨🇦 Canada2.29%
Dividends
Dividend Yield
0.27%
11 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HPQ (2.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DELL | 0.05% | 1.33% | $1.63 |
 CDI.PA | 0.05% | 2.11% | $13 |
 MC.PA | 0.05% | 1.99% | $13 |
 CAT | 0.04% | 1.35% | $5.31 |
 HPQ | 0.04% | 2.98% | $1.1 |
 IWM | 0.03% | 1.05% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 META | 0% | 0.25% | $1 |
 MSFT | 0% | 0.74% | $3 |
 GOOG | 0% | 0.24% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Oct 21 | $1.41 |
DELL | Ex-Dividend | Oct 22 | $0.44 |
DELL | Pay Day | Nov 1 | $0.44 |
CAT | Pay Day | Nov 20 | $1.41 |
MSFT | Ex-Dividend | Nov 21 | $0.83 |
CDI.PA | Ex-Dividend | Dec 2 | $5.98 |
MC.PA | Ex-Dividend | Dec 2 | $5.98 |
CDI.PA | Pay Day | Dec 4 | $5.98 |
MC.PA | Pay Day | Dec 4 | $5.98 |
MSFT | Pay Day | Dec 12 | $0.83 |
Performance Metrics
Score 8.9/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
6.88
6.88
0
1
2
7
7
Jensen's Alpha
57.5
57.5
-2
0
2
58
58
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
8.28
8.28
0
0.75
1.25
9
9
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
4.86
4.86
0
0.3
0.6
5
5
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
6.88
6.88
0
1
2
7
7
Jensen's Alpha
57.5
57.5
-2
0
2
58
58
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
8.28
8.28
0
0.75
1.25
9
9
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
4.86
4.86
0
0.3
0.6
5
5
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.12% | May 2024 | Sep 2024 | 4 |
-7.55% | Mar 2024 | Apr 2024 | 1 |
-7.51% | Apr 2023 | May 2023 | 1 |
-5.08% | Jun 2023 | Sep 2023 | 3 |
-3.81% | May 2020 | Dec 2022 | 31 |