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-0.34%
Today
-0.34%
This Month
+2.65%
Year To Date
+204.96%
2 Years
+204.96%
5 Years
-100%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.06%
- 🪙 Cryptocurrencies9.31%
- 💻 Electronic Technology6.24%
- 🛍️ Retail Trade5.88%
- 📊 ETFs4.67%
- 🍞 Consumer Non Durables1.52%
- 💇♀️ Consumer Services1.49%
- ⚡ Utilities1.29%
- 💰 Finance0.43%
- 🏥 Health Services0.42%
- 🚚 Transportation0.34%
- 📡 Communications0.28%
- 🧬 Health Technology0.08%
- 🧪 Process Industries0.02%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.73%
- 🇺🇸 Nasdaq22.38%
- 🌍 Digital Currency9.31%
- 🇫🇷 Euronext Paris1.59%
- 🇮🇹 Borsa Italiana0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.66%
- 🇳🇱 Netherlands1.67%
- 🇫🇷 France1.59%
- 🇨🇳 China0.08%
- 🇹🇼 Taiwan0.03%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.17%
24 out of 44 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.06% | 1.23% | - |
 O | 0.02% | 5.73% | $3.09 |
 DELL | 0.02% | 1.72% | $1.63 |
 CDI.PA | 0.02% | 2.01% | $13 |
 MC.PA | 0.01% | 1.85% | $13 |
 HPQ | 0.01% | 3.48% | $1.1 |
 ASML | 0.01% | 0.77% | $5.57 |
 VST | 0.01% | 0.52% | $0.85 |
 AAPL | 0% | 0.53% | $0.97 |
 META | 0% | 0.29% | $1 |
 AVGO | 0% | 0.98% | $19.7 |
 MSFT | 0% | 0.76% | $3 |
 JNJ | 0% | 3.26% | $4.81 |
 BABA | 0% | 0.99% | $0.98 |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 EL.PA | 0% | 1.49% | $3.95 |
 CAP.PA | 0% | 1.92% | $3.4 |
 LIN | 0% | 1.25% | $5.33 |
 STMMI.MI | 0% | 1.57% | $0.28 |
 IDCC | 0% | 0.93% | $1.6 |
 TSM | 0% | 0.93% | $1.74 |
 LLY | 0% | 0.67% | $4.86 |
 GOOGL | 0% | 0.29% | $0.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
O | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
LLY | Pay Day | Mar 10 | $1.50 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
HPQ | Pay Day | Apr 2 | $0.29 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2.8/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-8.97
-8.97
-9
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-1.68
-1.68
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-8.97
-8.97
-9
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-1.68
-1.68
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Jul 2014 | - | 128 |