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-0.05%
Today
-0.05%
This Month
+2.32%
Year To Date
+88.11%
2 Years
+273.69%
5 Years
+27.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.12%
- 📊 ETFs14.89%
- 🛍️ Retail Trade11.89%
- 🚗 Consumer Durables6.81%
- 💰 Finance5.53%
- 💻 Electronic Technology4.96%
- 💼 Commercial Services4.06%
- 🧬 Health Technology3.57%
- 💵 Cash2.83%
- 🪙 Cryptocurrencies2.46%
- 🚚 Transportation2.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.16%
- 🇺🇸 NYSE25.78%
- 🌍 Digital Currency2.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.48%
- 🇹🇼 Taiwan1.56%
Dividends
Dividend Yield
0.29%
10 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.93%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 COST | Ex-Dividend | Feb 7 | $1.16 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
 V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
 LLY | Ex-Dividend | Feb 14 | $1.50 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
V | Pay Day | Mar 3 | $0.59 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 7.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
27.54
27.54
-2
0
2
28
28
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
27.54
27.54
-2
0
2
28
28
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.61% | Dec 2016 | Oct 2017 | 10 |
-44.77% | Sep 2021 | May 2024 | 32 |
-39.1% | Jan 2018 | Jun 2020 | 29 |
-37.05% | Feb 2014 | Nov 2016 | 33 |
-24.97% | May 2021 | Aug 2021 | 3 |
-11.81% | Nov 2013 | Dec 2013 | 1 |
-9.2% | Sep 2020 | Nov 2020 | 2 |
-1.74% | Jul 2024 | Sep 2024 | 2 |
-0.05% | Oct 2024 | Nov 2024 | 1 |