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+0.33%
Today
+15.07%
This Month
+64.6%
Year To Date
+152.35%
2 Years
+202.25%
5 Years
+24.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.04%
- 🖥️ Technology Services23.62%
- 🚗 Consumer Durables22.83%
- 📊 ETFs9.25%
- 🪙 Cryptocurrencies6.62%
- 🍞 Consumer Non Durables3.41%
- 🛍️ Retail Trade2.38%
- 💇♀️ Consumer Services2.28%
- 💵 Cash0.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.82%
- 🇺🇸 NYSE19%
- 🌍 Digital Currency6.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.05%
- 🇹🇼 Taiwan6.32%
- 🇱🇺 Luxembourg0.2%
Dividends
Dividend Yield
0.34%
13 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $KO (3.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.07% | 1.04% | $1.74 |
 KO | 0.06% | 3.08% | $1.89 |
 AAPL | 0.06% | 0.43% | $0.97 |
 MSFT | 0.05% | 0.74% | $3 |
 NKE | 0.03% | 2.06% | $1.45 |
 SBUX | 0.02% | 2.36% | $2.24 |
 MCD | 0.02% | 2.33% | $6.53 |
 META | 0.02% | 0.27% | $1 |
 GOOG | 0.01% | 0.34% | $0.2 |
 INTC | 0% | 2.08% | $0.5 |
 QQQ | 0% | 0.66% | - |
 DIS | 0% | 0.72% | $0.75 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KO | Ex-Dividend | Nov 29 | $0.48 |
SBUX | Pay Day | Nov 29 | $0.61 |
MCD | Ex-Dividend | Dec 2 | $1.77 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
GOOG | Pay Day | Dec 16 | $0.20 |
KO | Pay Day | Dec 16 | $0.48 |
MCD | Pay Day | Dec 16 | $1.77 |
NVDA | Pay Day | Dec 27 | $0.01 |
NKE | Pay Day | Jan 2 | $0.40 |
TSM | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 6.2/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
4.87
4.87
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
4.87
4.87
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.95% | Nov 2021 | May 2024 | 30 |
-19.36% | Jan 2020 | May 2020 | 4 |
-15.4% | Aug 2020 | Oct 2020 | 2 |
-10.98% | Jan 2021 | Jul 2021 | 6 |
-4.81% | Aug 2021 | Sep 2021 | 1 |