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-0.36%
Today
-0.36%
This Month
+8.81%
Year To Date
+127.91%
2 Years
+13.21%
5 Years
+3.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.52%
- 🪙 Cryptocurrencies19.4%
- 📊 ETFs18.61%
- 💻 Electronic Technology15.83%
- 💰 Finance5.97%
- 🛍️ Retail Trade5%
- 🧬 Health Technology3.63%
- 💇♀️ Consumer Services2.17%
- 🏥 Health Services2.03%
- 💼 Commercial Services2.02%
- ⚡ Utilities1.79%
- 🍞 Consumer Non Durables1.72%
- ⛏️ Energy Minerals1.33%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.66%
- 🇺🇸 NYSE32.38%
- 🌍 Digital Currency19.4%
- 🇬🇧 LSE0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.49%
- 🇳🇱 Netherlands1.56%
- 🇩🇰 Denmark1.46%
- 🇨🇭 Switzerland0.91%
- 🇬🇧 United Kingdom0.56%
Dividends
Dividend Yield
0.66%
31 out of 41 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.13% | 1.26% | - |
 VXUS | 0.07% | 6.6% | - |
 BATS.L | 0.04% | 7.39% | $2.36 |
 IEMG | 0.04% | 4.39% | - |
 KO | 0.04% | 3.06% | $1.89 |
 CVX | 0.03% | 4.42% | $6.28 |
 UNH | 0.03% | 1.51% | $7.74 |
 GOOGL | 0.03% | 0.29% | $0.2 |
 AAPL | 0.03% | 0.53% | $0.97 |
 CIVI | 0.02% | 3.94% | $2 |
 VTI | 0.02% | 1.26% | - |
 QQQ | 0.02% | 0.64% | - |
 MSFT | 0.02% | 0.76% | $3 |
 META | 0.02% | 0.29% | $1 |
 NVO | 0.02% | 1.21% | $0.98 |
 AXP | 0.01% | 0.88% | $2.6 |
 MU | 0.01% | 0.5% | $0.46 |
 CB | 0.01% | 1.32% | $3.49 |
 ASML | 0.01% | 0.77% | $5.57 |
 VST | 0.01% | 0.52% | $0.85 |
 V | 0.01% | 0.65% | $2.01 |
 GS | 0.01% | 1.83% | $11 |
 WMT | 0.01% | 0.85% | $0.81 |
 DIS | 0.01% | 0.88% | $0.75 |
 DPZ | 0.01% | 1.34% | $5.44 |
 COST | 0% | 0.47% | $19.22 |
 MA | 0% | 0.49% | $2.46 |
 BKNG | 0% | 0.74% | $17.5 |
 NVDA | 0% | 0.03% | $0.02 |
 WING | 0% | 0.33% | $0.88 |
 KNSL | 0% | 0.14% | $0.58 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BATS.L | Pay Day | Feb 3 | $0.74 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
CVX | Pay Day | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
GS | Pay Day | Mar 28 | $3.00 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.67% | Dec 2021 | Jan 2025 | 37 |
-11.75% | Sep 2021 | Oct 2021 | 1 |