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-0.03%
Today
-0.03%
This Month
+5.94%
Year To Date
+347.61%
2 Years
+272.47%
5 Years
+12.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.32%
- 🖥️ Technology Services17.78%
- 🛍️ Retail Trade17.52%
- 💰 Finance15.41%
- 🚗 Consumer Durables11.7%
- 🍞 Consumer Non Durables3.32%
- 💇♀️ Consumer Services1.9%
- 🧬 Health Technology1.89%
- 🛠️ Producer Manufacturing1.64%
- 🪙 Cryptocurrencies1.25%
- ⚡ Utilities0.78%
- 💵 Cash0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.42%
- 🇺🇸 NYSE23.82%
- 🌍 Digital Currency1.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.4%
- 🇺🇾 Uruguay4.3%
- 🇨🇭 Switzerland3.32%
- 🇬🇧 United Kingdom1.23%
Dividends
Dividend Yield
0.46%
14 out of 27 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ARCC (8.11%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 O | Ex-Dividend | Feb 3 | $0.26 |
 COST | Ex-Dividend | Feb 7 | $1.16 |
 WFC | Ex-Dividend | Feb 7 | $0.40 |
 AXP | Pay Day | Feb 10 | $0.70 |
 RMD | Ex-Dividend | Feb 13 | $0.53 |
O | Pay Day | Feb 14 | $0.26 |
 CAT | Pay Day | Feb 20 | $1.41 |
COST | Pay Day | Feb 21 | $1.16 |
 GS | Ex-Dividend | Feb 28 | $3.00 |
WFC | Pay Day | Mar 1 | $0.40 |
 GM | Ex-Dividend | Mar 7 | $0.12 |
GM | Pay Day | Mar 20 | $0.12 |
RMD | Pay Day | Mar 20 | $0.53 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 5.3/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.56% | Jan 2018 | Jul 2023 | 66 |
-16.83% | Sep 2023 | Dec 2023 | 3 |
-8.79% | Apr 2024 | Nov 2024 | 7 |
-4.11% | Dec 2024 | Jan 2025 | 1 |