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+0.66%
Today
+25.01%
This Month
+338.85%
Year To Date
+1093.5%
2 Years
+1239.72%
5 Years
+86.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.2%
- 🪙 Cryptocurrencies26.76%
- 💻 Electronic Technology12.04%
- 📊 ETFs11.73%
- 💇♀️ Consumer Services5.88%
- 🛍️ Retail Trade5.08%
- 🍞 Consumer Non Durables4.92%
- 🛠️ Producer Manufacturing3.71%
- 🚚 Transportation1.37%
- 📡 Communications1.29%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.74%
- 🇺🇸 Nasdaq33.56%
- 🌍 Digital Currency26.76%
- 🇫🇷 Euronext Paris4.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.3%
- 🇫🇷 France4.92%
- 🇨🇦 Canada3.27%
Dividends
Dividend Yield
0.43%
11 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPQ (3.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.12% | 1.05% | - |
 DELL | 0.07% | 1.27% | $1.63 |
 CDI.PA | 0.06% | 2.43% | $13 |
 MC.PA | 0.06% | 2.28% | $13 |
 CAT | 0.05% | 1.42% | $5.31 |
 HPQ | 0.05% | 3.01% | $1.1 |
 AAPL | 0.01% | 0.43% | $0.97 |
 META | 0.01% | 0.27% | $1 |
 MSFT | 0% | 0.74% | $3 |
 GOOG | 0% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
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 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
Performance Metrics
Score 9.1/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
7.25
7.25
0
1
2
8
8
Jensen's Alpha
62.51
62.51
-2
0
2
63
63
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
9.06
9.06
0
0.75
1.25
10
10
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
5.17
5.17
0
0.3
0.6
6
6
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
7.25
7.25
0
1
2
8
8
Jensen's Alpha
62.51
62.51
-2
0
2
63
63
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
9.06
9.06
0
0.75
1.25
10
10
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
5.17
5.17
0
0.3
0.6
6
6
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 |