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+0.3%
Today
+5.86%
This Month
+31.01%
Year To Date
+77.28%
2 Years
+134.41%
5 Years
+22.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.57%
- 💻 Electronic Technology19.98%
- 🖥️ Technology Services10.72%
- 🛍️ Retail Trade9.29%
- 🪙 Cryptocurrencies9.09%
- 💼 Commercial Services5.35%
- 🚗 Consumer Durables3.59%
- 🪨 Non Energy Minerals2.87%
- 🧬 Health Technology2.27%
- 💇♀️ Consumer Services1.69%
- 💰 Finance1.62%
- 🚚 Transportation1.51%
- 🍞 Consumer Non Durables1.18%
- ⛏️ Energy Minerals0.96%
- 📡 Communications0.31%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.81%
- 🇺🇸 NYSE41.13%
- 🌍 Digital Currency9.09%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇺🇸 Chicago Board Options Exchange0.94%
- 🇩🇪 Xetra ETFs0.56%
- 🇩🇰 Copenhagen Stock Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58%
- 🇺🇾 Uruguay2.88%
- 🇨🇳 China2.86%
- 🇨🇦 Canada1.76%
- 🇩🇰 Denmark0.33%
- 🇩🇪 Germany0.25%
- 🇸🇪 Sweden0.05%
Dividends
Dividend Yield
0.62%
37 out of 77 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.13% | 1.41% | - |
 MRK | 0.05% | 3.16% | $3.04 |
 CNQ | 0.04% | 4.68% | $1.48 |
 VNQ | 0.03% | 4.35% | - |
 QQQ | 0.03% | 0.66% | - |
 FCX | 0.03% | 1.37% | $0.6 |
 NKE | 0.02% | 2.06% | $1.45 |
 XBI | 0.02% | 1.63% | - |
 0728.HK | 0.02% | 6.27% | $0.26 |
 AAPL | 0.02% | 0.43% | $0.97 |
 EWY | 0.02% | 2.61% | - |
 GOLD.BARRICK | 0.02% | 2.26% | $0.4 |
 MCD | 0.02% | 2.33% | $6.53 |
 BABA | 0.02% | 1.13% | $0.98 |
 V | 0.01% | 0.7% | $2.01 |
 GDX | 0.01% | 1.34% | - |
 MA | 0.01% | 0.52% | $2.46 |
 VHT | 0.01% | 1.35% | - |
 EMB | 0.01% | 1.71% | - |
 TLT | 0.01% | 1.28% | - |
 MSFT | 0.01% | 0.74% | $3 |
 MPWR | 0.01% | 0.85% | $4.5 |
 CRM | 0.01% | 0.37% | $0.4 |
 IUSB | 0.01% | 1.34% | - |
 MCHI | 0.01% | 0.92% | - |
 0968.HK | 0.01% | 7.67% | $0.23 |
 META | 0% | 0.27% | $1 |
 IVV | 0% | 1.16% | - |
 NOVO-B.CO | 0% | 1.36% | $9.4 |
 DIS | 0% | 0.72% | $0.75 |
 MU | 0% | 0.47% | $0.46 |
 GOOG | 0% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 MRVL | 0% | 0.27% | $0.24 |
 INDA | 0% | 0.14% | - |
 TAN | 0% | 0.12% | - |
 LIT | 0% | 0.23% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GOLD.BARRICK | Ex-Dividend | Nov 29 | $0.10 |
MCD | Ex-Dividend | Dec 2 | $1.77 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
V | Pay Day | Dec 2 | $0.59 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOLD.BARRICK | Pay Day | Dec 16 | $0.10 |
GOOG | Pay Day | Dec 16 | $0.20 |
MCD | Pay Day | Dec 16 | $1.77 |
MRK | Ex-Dividend | Dec 16 | $0.81 |
NKE | Pay Day | Jan 2 | $0.40 |
MRK | Pay Day | Jan 8 | $0.81 |
Performance Metrics
Score 6.5/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
2.09
2.09
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
2.09
2.09
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
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 |
|---|---|---|---|
-39.44% | Oct 2021 | May 2024 | 31 |
-6.46% | Aug 2021 | Sep 2021 | 1 |
-3.1% | Apr 2021 | May 2021 | 1 |
-2.45% | Aug 2020 | Oct 2020 | 2 |