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0%
Today
0%
This Month
+4.61%
Year To Date
+65.7%
2 Years
+48.77%
5 Years
+10.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.27%
- 💵 Cash28.84%
- 🛍️ Retail Trade10.66%
- 📊 ETFs10.16%
- 💰 Finance8.47%
- 📈 Indexes5.54%
- 💼 Commercial Services4.51%
- 💻 Electronic Technology4.47%
- ⛏️ Energy Minerals0.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.91%
- 🇺🇸 NYSE20.83%
- 🌍 CFD5.54%
- 🇬🇧 LSE4.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.17%
- 🇮🇱 Israel4.58%
- 🇬🇧 United Kingdom0.42%
Dividends
Dividend Yield
0.58%
14 out of 21 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PLUS.L (5.34%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA | Pay Day | Feb 7 | $0.76 |
 GD | Pay Day | Feb 7 | $1.42 |
 AXP | Pay Day | Feb 10 | $0.70 |
 V | Ex-Dividend | Feb 11 | $0.59 |
 MSCI | Ex-Dividend | Feb 14 | $1.80 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
 IBKR | Ex-Dividend | Feb 28 | $0.25 |
MSCI | Pay Day | Feb 28 | $1.80 |
V | Pay Day | Mar 3 | $0.59 |
 QCOM | Ex-Dividend | Mar 6 | $0.85 |
 VNOM | Ex-Dividend | Mar 6 | $0.65 |
MSFT | Pay Day | Mar 13 | $0.83 |
VNOM | Pay Day | Mar 13 | $0.65 |
IBKR | Pay Day | Mar 14 | $0.25 |
QCOM | Pay Day | Mar 27 | $0.85 |
Performance Metrics
Score 3.7/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-3.2
-3.2
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-3.2
-3.2
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.14% | Sep 2021 | Jun 2024 | 33 |
-24.19% | Jan 2020 | Aug 2020 | 7 |
-15.81% | Aug 2016 | Jan 2017 | 5 |
-14.28% | Feb 2018 | Apr 2019 | 14 |
-8.64% | Jun 2016 | Jul 2016 | 1 |
-7.33% | May 2019 | Jul 2019 | 2 |
-6.16% | Sep 2020 | Nov 2020 | 2 |
-3.77% | Aug 2019 | Nov 2019 | 3 |
-2.29% | Sep 2017 | Oct 2017 | 1 |
-2.03% | Jul 2024 | Nov 2024 | 4 |
-1.39% | May 2021 | Jun 2021 | 1 |
-1.18% | Jan 2021 | Feb 2021 | 1 |
-1.16% | Mar 2021 | Apr 2021 | 1 |