-0.33%
Today
+3.74%
This Month
+3.74%
Year To Date
+231.25%
2 Years
+193.73%
5 Years
+28.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π΅ Cash30.75%
- π» Electronic Technology26.53%
- π Consumer Durables22.58%
- πΌ Commercial Services6.11%
- π° Finance6.03%
- ποΈ Retail Trade5.2%
- π₯οΈ Technology Services4.95%
- π Consumer Non Durables2.52%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq70.65%
- πΊπΈ NYSE3.27%
Countries Breakdown
- Country
- Total
- πΊπΈ United States68.71%
- π¨π¦ Canada5.2%
Dividends
Dividend Yield
0.17%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
---|---|---|---|
AVGO | 0.07% | 0.92% | $19.7 |
NKE | 0.05% | 2.05% | $1.45 |
INTC | 0.03% | 2.34% | $0.5 |
GOOG | 0.01% | 0.3% | $0.2 |
NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
---|
Performance Metrics
Score 7.3/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
9
9
-2
0
2
10
10
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
---|---|---|---|
-45.74% | Dec 2021 | Nov 2023 | 23 |
-5.37% | Sep 2020 | Nov 2020 | 2 |
-5.04% | Sep 2021 | Oct 2021 | 1 |
-2.68% | Jan 2021 | Apr 2021 | 3 |
-1.52% | May 2021 | Jun 2021 | 1 |
-0.55% | Apr 2024 | May 2024 | 1 |