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+0.39%
Today
+4.95%
This Month
+28.87%
Year To Date
+179.18%
2 Years
+179.12%
5 Years
+60.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services56.52%
- 💵 Cash19.46%
- 🪙 Cryptocurrencies11.46%
- 💻 Electronic Technology10.72%
- 🛍️ Retail Trade3.46%
- 📊 ETFs2.02%
- 🚗 Consumer Durables0.99%
- 🧬 Health Technology0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.7%
- 🌍 Digital Currency11.46%
- 🇺🇸 NYSE2.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.65%
Dividends
Dividend Yield
0.23%
6 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MRK (3.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.13% | 0.27% | $1 |
 MRK | 0.03% | 3.2% | $3.04 |
 MSFT | 0.03% | 0.74% | $3 |
 VOO | 0.03% | 1.41% | - |
 GOOG | 0.01% | 0.34% | $0.2 |
 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 |
MRK | Ex-Dividend | Dec 16 | $0.81 |
NVDA | Pay Day | Dec 27 | $0.01 |
MRK | Pay Day | Jan 8 | $0.81 |
Performance Metrics
Score 9/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
37.18
37.18
-2
0
2
38
38
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
4.48
4.48
0
0.75
1.25
5
5
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
4.25
4.25
0
0.3
0.6
5
5
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.71
3.71
0
1
2
4
4
Jensen's Alpha
37.18
37.18
-2
0
2
38
38
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
4.48
4.48
0
0.75
1.25
5
5
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
4.25
4.25
0
0.3
0.6
5
5
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.75% | Mar 2024 | Aug 2024 | 5 |
-10.32% | Jul 2022 | Dec 2022 | 5 |
-4.47% | Jul 2023 | Oct 2023 | 3 |
-4.22% | Sep 2024 | Oct 2024 | 1 |