Loading...
+0.07%
Today
-3.97%
This Month
-6.71%
Year To Date
+13.48%
2 Years
+21.26%
5 Years
+4.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.03%
- 💵 Cash16.36%
- 🪙 Cryptocurrencies3.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.97%
- 🇺🇸 Nasdaq22.14%
- 🇺🇸 Chicago Board Options Exchange10.92%
- 🌍 Digital Currency3.8%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.02%
21 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EWH (3.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XLP | 0.11% | 2.5% | - |
 EWH | 0.1% | 3.96% | - |
 THD | 0.08% | 3.67% | - |
 EWT | 0.08% | 2.51% | - |
 XLF | 0.07% | 1.43% | - |
 QQQ | 0.07% | 0.64% | - |
 FXI | 0.07% | 1.5% | - |
 XLV | 0.06% | 1.6% | - |
 EZU | 0.05% | 2.57% | - |
 KWEB | 0.05% | 2.94% | - |
 EWJ | 0.05% | 2.29% | - |
 EWL | 0.05% | 1.97% | - |
 INDA | 0.04% | 0.78% | - |
 XLI | 0.04% | 1.47% | - |
 SOXX | 0.03% | 0.79% | - |
 EWY | 0.03% | 2.39% | - |
 IHI | 0.02% | 0.45% | - |
 IWO | 0.01% | 0.92% | - |
 CIBR | 0.01% | 0.26% | - |
 TAN | 0.01% | 0.54% | - |
 CQQQ | 0.01% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QQQ | Pay Day | Apr 24, 2025 | $- |
EWJ | Pay Day | Jun 17, 2025 | $- |
FXI | Pay Day | Jun 17, 2025 | $- |
EWL | Pay Day | Jun 17, 2025 | $- |
IHI | Pay Day | Jun 17, 2025 | $- |
THD | Pay Day | Jun 17, 2025 | $1.14 |
IWO | Pay Day | Jun 17, 2025 | $- |
EZU | Pay Day | Jun 17, 2025 | $- |
EWH | Pay Day | Jun 17, 2025 | $- |
SOXX | Pay Day | Jun 17, 2025 | $- |
XLI | Pay Day | Jun 26, 2025 | $- |
KWEB | Pay Day | Dec 18, 2025 | $- |
EWY | Pay Day | Dec 20, 2025 | $1.30 |
EWT | Pay Day | Dec 20, 2025 | $1.72 |
INDA | Pay Day | Dec 20, 2025 | $- |
TAN | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.29% | Nov 2021 | - | 42 |
-4.85% | Sep 2021 | Oct 2021 | 1 |
-2.12% | Jul 2021 | Aug 2021 | 1 |
-1.32% | Mar 2021 | Apr 2021 | 1 |
-0.99% | May 2021 | Jun 2021 | 1 |