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+0.57%
Today
+6.97%
This Month
+53.77%
Year To Date
+132.67%
2 Years
+150.56%
5 Years
+24.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.77%
- 🖥️ Technology Services23.98%
- 🪙 Cryptocurrencies12.98%
- ⚡ Utilities11.46%
- 💰 Finance9.32%
- 📊 ETFs8.38%
- 💵 Cash0.12%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.07%
- 🇺🇸 NYSE25.41%
- 🌍 Digital Currency12.98%
- 🇫🇷 Euronext Paris11.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.07%
- 🇫🇷 France11.46%
- 🇨🇦 Canada0.03%
Dividends
Dividend Yield
1.24%
8 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (9.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.51% | 9.26% | $1.43 |
 VIE.PA | 0.26% | 4.47% | $1.25 |
 IBM | 0.24% | 3.11% | $6.65 |
 GDX | 0.11% | 1.34% | - |
 MSFT | 0.06% | 0.74% | $3 |
 AAPL | 0.03% | 0.43% | $0.97 |
 GOOG | 0.02% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
IBM | Pay Day | Dec 10 | $1.67 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 7.3/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.2% | Oct 2021 | Jun 2023 | 20 |
-7.22% | Jul 2023 | Oct 2023 | 3 |
-6.58% | Apr 2021 | Jul 2021 | 3 |
-5.44% | Sep 2020 | Oct 2020 | 1 |
-5.39% | Jan 2021 | Mar 2021 | 2 |
-4.9% | Aug 2021 | Sep 2021 | 1 |
-4.48% | Mar 2024 | Apr 2024 | 1 |