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-0.1%
Today
+0.59%
This Month
+0.59%
Year To Date
+49.42%
2 Years
+56.37%
5 Years
+37.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.56%
- 📊 ETFs23.43%
- 💵 Cash20.12%
- 💰 Finance9.49%
- 💻 Electronic Technology5.5%
- 🪙 Cryptocurrencies3.92%
- 🚚 Transportation2.94%
- 🛍️ Retail Trade2.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.6%
- 🇺🇸 Nasdaq36.04%
- 🌍 Digital Currency3.92%
- 🇺🇸 Chicago Board Options Exchange3.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.69%
- 🇱🇺 Luxembourg3.78%
- 🇮🇱 Israel1.99%
- 🇰🇾 Cayman Islands1.08%
Dividends
Dividend Yield
0.71%
9 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DJP (4.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DJP | 0.35% | 4.19% | - |
 VOO | 0.16% | 1.3% | - |
 IEF | 0.1% | 1.35% | - |
 INDA | 0.03% | 0.78% | - |
 MSFT | 0.02% | 0.75% | $3 |
 CRM | 0.01% | 0.38% | $0.4 |
 META | 0.01% | 0.32% | $1 |
 AAPL | 0.01% | 0.42% | $0.97 |
 GOOG | 0.01% | 0.31% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 8.6/10
Beta
0.77
0.77
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
26.95
26.95
-2
0
2
27
27
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
3.55
3.55
0
0.75
1.25
4
4
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
0.77
0.77
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
26.95
26.95
-2
0
2
27
27
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
3.55
3.55
0
0.75
1.25
4
4
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Nov 2021 | - | 39 |
-16.39% | Sep 2018 | Jun 2019 | 9 |
-12.62% | Feb 2018 | Aug 2018 | 6 |
-10.12% | Jul 2019 | Jan 2020 | 6 |
-8.63% | Sep 2017 | Oct 2017 | 1 |
-6.99% | Feb 2020 | May 2020 | 3 |
-5.71% | Sep 2021 | Oct 2021 | 1 |
-4.68% | Sep 2020 | Nov 2020 | 2 |
-4.43% | Nov 2016 | Dec 2016 | 1 |
-2.75% | Jul 2021 | Aug 2021 | 1 |
-2.65% | Jun 2016 | Jul 2016 | 1 |
-2.27% | Aug 2016 | Oct 2016 | 2 |
-2.01% | Mar 2021 | May 2021 | 2 |