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+0.03%
Today
+0.37%
This Month
+359.96%
Year To Date
+1245.99%
2 Years
+745.29%
5 Years
+99.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash90.12%
- 💻 Electronic Technology7.06%
- 🪙 Cryptocurrencies6.8%
- 🖥️ Technology Services4.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.27%
- 🌍 Digital Currency6.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.27%
Dividends
Dividend Yield
0.02%
4 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.01% | 0.71% | $3 |
 GOOG | 0.01% | 0.35% | $0.2 |
 META | 0% | 0.25% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 8.2/10
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
142.13
142.13
-2
0
2
143
143
Omega Ratio
2.45
2.45
0
1
1.5
3
3
Treynor Ratio
4.36
4.36
0
0.75
1.25
5
5
Information Ratio
1.13
1.13
0
0.3
0.6
2
2
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
142.13
142.13
-2
0
2
143
143
Omega Ratio
2.45
2.45
0
1
1.5
3
3
Treynor Ratio
4.36
4.36
0
0.75
1.25
5
5
Information Ratio
1.13
1.13
0
0.3
0.6
2
2
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.08% | Dec 2021 | Jun 2023 | 18 |
-37% | Dec 2023 | Mar 2024 | 3 |
-25.73% | Sep 2023 | Oct 2023 | 1 |
-16.6% | Jul 2023 | Aug 2023 | 1 |
-1.82% | Apr 2024 | May 2024 | 1 |
-1.47% | Jul 2024 | Aug 2024 | 1 |