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-0.07%
Today
-0.07%
This Month
+0.97%
Year To Date
+56.66%
2 Years
+143.84%
5 Years
+23.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.86%
- 💻 Electronic Technology21.7%
- 💵 Cash20.11%
- 🖥️ Technology Services10.01%
- 💰 Finance8.31%
- 🪙 Cryptocurrencies6.91%
- 🧬 Health Technology3.17%
- 🛍️ Retail Trade2.88%
- 💇♀️ Consumer Services2.7%
- 💼 Commercial Services0.6%
- 🚗 Consumer Durables0.14%
- 🛠️ Producer Manufacturing0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.7%
- 🇺🇸 Nasdaq35.91%
- 🌍 Digital Currency6.91%
- 🇬🇧 LSE1.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇹🇼 Taiwan1.44%
- 🇨🇳 China0.14%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
0.72%
16 out of 25 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C | Ex-Dividend | Feb 3 | $0.56 |
 O | Ex-Dividend | Feb 3 | $0.26 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
 V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
 JNJ | Ex-Dividend | Feb 18 | $1.24 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
C | Pay Day | Feb 28 | $0.56 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM | Pay Day | Apr 10 | $0.69 |
 DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
7.09
7.09
-2
0
2
8
8
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
7.09
7.09
-2
0
2
8
8
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.42% | Nov 2021 | Feb 2024 | 27 |
-18.84% | Feb 2020 | Jul 2020 | 5 |
-7.72% | May 2021 | Aug 2021 | 3 |
-5.88% | Sep 2020 | Nov 2020 | 2 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-4.11% | Apr 2024 | May 2024 | 1 |
-2.73% | Aug 2019 | Sep 2019 | 1 |
-0.74% | Dec 2024 | Jan 2025 | 1 |