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-3.4%
Today
-6.95%
This Month
-7.85%
Year To Date
+57.93%
2 Years
+42.43%
5 Years
+10.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.26%
- 💻 Electronic Technology23.37%
- 🖥️ Technology Services7.81%
- 💵 Cash4.17%
- 💇♀️ Consumer Services3.07%
- 🚗 Consumer Durables2.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.37%
- 🇺🇸 Nasdaq42.83%
- 🇬🇧 LSE3.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.58%
Dividends
Dividend Yield
1.24%
23 out of 25 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VEA | 0.18% | 3.14% | - |
 VTI | 0.13% | 1.25% | - |
 VOO | 0.13% | 1.23% | - |
 VT.US | 0.07% | 1.9% | - |
 VOOV | 0.07% | 2.03% | - |
 VGK | 0.07% | 3.26% | - |
 VEU | 0.06% | 3.07% | - |
 VBR | 0.06% | 1.98% | - |
 ISF.L | 0.06% | 3.49% | - |
 VWO | 0.06% | 3.16% | - |
 VTV | 0.06% | 2.2% | - |
 IUSV | 0.04% | 2.08% | - |
 IUSA.L | 0.04% | 1.94% | - |
 MCD | 0.04% | 2.15% | $6.53 |
 SBUX | 0.03% | 2.33% | $2.24 |
 IJR | 0.03% | 2.12% | - |
 QQQ | 0.02% | 0.56% | - |
 VB | 0.02% | 1.32% | - |
 META | 0.02% | 0.34% | $1 |
 AAPL | 0.01% | 0.44% | $0.97 |
 SOXX | 0.01% | 0.69% | - |
 GOOG | 0.01% | 0.48% | $0.2 |
 NVDA | 0.01% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
META | Ex-Dividend | Mar 14 | $0.52 |
GOOG | Pay Day | Mar 17 | $0.20 |
MCD | Pay Day | Mar 17 | $1.77 |
META | Pay Day | Mar 26 | $0.52 |
ISF.L | Pay Day | Mar 26 | $0.05 |
IUSA.L | Pay Day | Mar 26 | $0.16 |
NVDA | Pay Day | Apr 2 | $0.01 |
QQQ | Pay Day | Apr 30 | $0.57 |
IJR | Pay Day | Jun 17 | $- |
IUSV | Pay Day | Jun 17 | $0.42 |
SOXX | Pay Day | Jun 17 | $0.31 |
VT.US | Pay Day | Jun 25 | $0.58 |
VEA | Pay Day | Jun 25 | $0.46 |
VWO | Pay Day | Jun 25 | $0.17 |
VEU | Pay Day | Jun 25 | $0.46 |
VGK | Pay Day | Jun 25 | $1.03 |
VBR | Pay Day | Jul 1 | $1.02 |
VTV | Pay Day | Jul 1 | $1.01 |
VB | Pay Day | Jul 2 | $0.85 |
VOOV | Pay Day | Jul 2 | $0.99 |
VTI | Pay Day | Jul 2 | $0.95 |
VOO | Pay Day | Jul 2 | $1.78 |
Performance Metrics
Score 6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
2.96
2.96
-2
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
2.96
2.96
-2
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
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 |
|---|---|---|---|
-24.03% | Jan 2022 | Jun 2023 | 17 |
-10.36% | Aug 2023 | Dec 2023 | 4 |
-6.34% | Dec 2024 | - | 4 |
-3.72% | Apr 2024 | May 2024 | 1 |
-2.71% | Sep 2021 | Oct 2021 | 1 |
-0.94% | Nov 2021 | Dec 2021 | 1 |