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+1.42%
Today
+11.24%
This Month
+36.23%
Year To Date
+88.72%
2 Years
+160.84%
5 Years
+25.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.58%
- 🖥️ Technology Services20.2%
- 📊 ETFs18.54%
- 💻 Electronic Technology11.65%
- 🛍️ Retail Trade8.62%
- 🍞 Consumer Non Durables7.09%
- 💰 Finance4.31%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.25%
- 🇺🇸 Nasdaq31.85%
- 🌍 Digital Currency29.58%
- 🇦🇺 Sydney4.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.56%
- 🇦🇺 Australia4.31%
Dividends
Dividend Yield
0.81%
10 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KO (3.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.14% | 1.41% | - |
 CBA.ASX | 0.13% | 2.98% | $4.55 |
 VTI | 0.12% | 1.4% | - |
 KO | 0.1% | 3.08% | $1.89 |
 MSFT | 0.09% | 0.74% | $3 |
 WMT | 0.08% | 0.95% | $0.81 |
 NKE | 0.08% | 2.06% | $1.45 |
 AAPL | 0.05% | 0.43% | $0.97 |
 META | 0.02% | 0.27% | $1 |
 GOOGL | 0.01% | 0.34% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Ex-Dividend | Nov 29 | $0.48 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
WMT | Ex-Dividend | Dec 13 | $0.21 |
GOOGL | Pay Day | Dec 16 | $0.20 |
KO | Pay Day | Dec 16 | $0.48 |
NKE | Pay Day | Jan 2 | $0.40 |
WMT | Pay Day | Jan 6 | $0.21 |
Performance Metrics
Score 6.3/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.59% | Dec 2020 | Oct 2024 | 46 |
-7.15% | Aug 2020 | Sep 2020 | 1 |