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+3.3%
Today
+3.38%
This Month
+3.38%
Year To Date
+272.46%
2 Years
+383.19%
5 Years
+25.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.57%
- 💻 Electronic Technology27.47%
- 🖥️ Technology Services24.58%
- 💼 Commercial Services5.21%
- 🛍️ Retail Trade4.92%
- 💵 Cash0.3%
- 📊 ETFs0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.69%
- 🌍 Digital Currency37.57%
- 🇺🇸 NYSE3.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.19%
Dividends
Dividend Yield
0.11%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.74% | $3 |
 V | 0.02% | 0.68% | $2.01 |
 GOOG | 0.01% | 0.31% | $0.2 |
 META | 0.01% | 0.32% | $1 |
 NVDA | 0.01% | 0.03% | $0.02 |
 QQQ | 0% | 0.66% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 6.9/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.8% | Nov 2021 | Feb 2024 | 27 |
-29.45% | Jan 2018 | Jun 2019 | 17 |
-13.4% | May 2021 | Aug 2021 | 3 |
-11.58% | Feb 2020 | Apr 2020 | 2 |
-10.5% | Jul 2019 | Jan 2020 | 6 |
-8.64% | Apr 2024 | May 2024 | 1 |
-7.54% | Sep 2021 | Oct 2021 | 1 |
-7.17% | Sep 2020 | Nov 2020 | 2 |
-4.15% | Jul 2024 | Oct 2024 | 3 |
-1.77% | Dec 2024 | - | 2 |