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-0.41%
Today
-0.41%
This Month
+4.87%
Year To Date
+123.11%
2 Years
+212.21%
5 Years
+24.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.57%
- 🪙 Cryptocurrencies19.53%
- 💵 Cash19.2%
- 🚗 Consumer Durables9.49%
- 🖥️ Technology Services9.45%
- 💰 Finance6.67%
- 💇♀️ Consumer Services6.1%
- 📊 ETFs3.29%
- 🛍️ Retail Trade3.12%
- 🛠️ Producer Manufacturing2.58%
- 💼 Commercial Services1.91%
- 🍞 Consumer Non Durables1.54%
- 🏭 Industrial Services1.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.63%
- 🇺🇸 NYSE20.46%
- 🌍 Digital Currency19.53%
- 🇭🇰 Hong Kong Exchanges4.04%
- 🇫🇷 Euronext Paris0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.71%
- 🇨🇳 China4.04%
- 🇨🇭 Switzerland3.09%
- 🇫🇷 France0.94%
Dividends
Dividend Yield
0.34%
15 out of 28 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MS (2.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MS | 0.07% | 2.62% | $3.4 |
 GS | 0.05% | 1.83% | $11 |
 GRMN | 0.04% | 1.38% | $3.71 |
 CAT | 0.04% | 1.49% | $5.31 |
 SBUX | 0.03% | 2.19% | $2.24 |
 NKE | 0.03% | 1.96% | $1.45 |
 AAPL | 0.02% | 0.53% | $0.97 |
 WM | 0.02% | 1.36% | $2.9 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 META | 0.01% | 0.29% | $1 |
 V | 0.01% | 0.65% | $2.01 |
 MSFT | 0.01% | 0.76% | $3 |
 GOOG | 0% | 0.29% | $0.2 |
 MA | 0% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
MS | Pay Day | Feb 14 | $0.92 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
Performance Metrics
Score 7.3/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
8.87
8.87
-2
0
2
9
9
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
8.87
8.87
-2
0
2
9
9
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
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 |
|---|---|---|---|
-49.17% | Dec 2021 | May 2024 | 29 |
-12.78% | Feb 2020 | May 2020 | 3 |
-7.48% | Sep 2021 | Oct 2021 | 1 |
-5.24% | Sep 2020 | Nov 2020 | 2 |
-4.54% | May 2021 | Aug 2021 | 3 |
-0.22% | Jul 2024 | Aug 2024 | 1 |