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+0.02%
Today
+1.05%
This Month
+14.25%
Year To Date
+37.11%
2 Years
+58.67%
5 Years
+37.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.75%
- 📊 ETFs25.51%
- 💵 Cash19.87%
- 💰 Finance9.38%
- 💻 Electronic Technology6.32%
- 🚚 Transportation4.04%
- 🪙 Cryptocurrencies2.45%
- 🛍️ Retail Trade2.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.31%
- 🇺🇸 Nasdaq36.52%
- 🇺🇸 Chicago Board Options Exchange4.47%
- 🌍 Digital Currency2.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.68%
- 🇱🇺 Luxembourg3.24%
- 🇮🇱 Israel1.8%
- 🇰🇾 Cayman Islands1.43%
Dividends
Dividend Yield
0.35%
8 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOO (1.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.18% | 1.41% | - |
 IEF | 0.1% | 1.19% | - |
 MSFT | 0.02% | 0.74% | $3 |
 CRM | 0.01% | 0.42% | $0.4 |
 AAPL | 0.01% | 0.43% | $0.97 |
 META | 0.01% | 0.25% | $1 |
 GOOG | 0.01% | 0.24% | $0.2 |
 INDA | 0.01% | 0.14% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Nov 21 | $0.83 |
MSFT | Pay Day | Dec 12 | $0.83 |
Performance Metrics
Score 8.6/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
27.41
27.41
-2
0
2
28
28
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.63
3.63
0
0.75
1.25
4
4
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
27.41
27.41
-2
0
2
28
28
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
3.63
3.63
0
0.75
1.25
4
4
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Oct 2021 | - | 36 |
-16.39% | Aug 2018 | May 2019 | 9 |
-12.62% | Jan 2018 | Jul 2018 | 6 |
-10.11% | Jun 2019 | Dec 2019 | 6 |
-8.63% | Aug 2017 | Sep 2017 | 1 |
-7% | Jan 2020 | Apr 2020 | 3 |
-5.71% | Aug 2021 | Sep 2021 | 1 |
-4.68% | Aug 2020 | Oct 2020 | 2 |
-4.43% | Oct 2016 | Nov 2016 | 1 |
-2.75% | Jun 2021 | Jul 2021 | 1 |
-2.65% | May 2016 | Jun 2016 | 1 |
-2.27% | Jul 2016 | Sep 2016 | 2 |
-2.01% | Feb 2021 | Apr 2021 | 2 |