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-0.79%
Today
-0.79%
This Month
+4.88%
Year To Date
+126.38%
2 Years
+68.77%
5 Years
+13.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.5%
- 🖥️ Technology Services23.66%
- 🛍️ Retail Trade14.21%
- 💻 Electronic Technology10.92%
- 🚗 Consumer Durables5.12%
- 💇♀️ Consumer Services2.58%
- 🚚 Transportation2.46%
- 💼 Commercial Services2.25%
- 🧬 Health Technology1.38%
- 🍞 Consumer Non Durables1.04%
- 💰 Finance0.99%
- 🛠️ Producer Manufacturing0.97%
- 💵 Cash0.82%
- ⚡ Utilities0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.66%
- 🌍 Digital Currency33.5%
- 🇺🇸 NYSE15.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.64%
- 🇺🇾 Uruguay3.4%
Dividends
Dividend Yield
0.36%
17 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MPW (9.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.05% | 4.71% | $2.54 |
 JNJ | 0.04% | 3.26% | $4.81 |
 TSN | 0.04% | 3.51% | $1.96 |
 SBUX | 0.03% | 2.19% | $2.24 |
 MSFT | 0.03% | 0.76% | $3 |
 GOOG | 0.02% | 0.29% | $0.2 |
 MPW | 0.02% | 9.81% | $0.6 |
 META | 0.02% | 0.29% | $1 |
 AAPL | 0.02% | 0.53% | $0.97 |
 WMT | 0.02% | 0.85% | $0.81 |
 FDX | 0.01% | 2.04% | $5.16 |
 NEE | 0.01% | 2.88% | $1.97 |
 DE | 0.01% | 1.27% | $5.76 |
 DIS | 0.01% | 0.88% | $0.75 |
 CRM | 0.01% | 0.47% | $0.4 |
 V | 0.01% | 0.65% | $2.01 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
DE | Pay Day | Feb 10 | $1.62 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
SBUX | Pay Day | Feb 28 | $0.61 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.42
-1.42
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.42
-1.42
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.88% | Nov 2021 | Oct 2024 | 35 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |