-3.26%
Today
-6.32%
This Month
-7.28%
Year To Date
+44.28%
2 Years
+70.01%
5 Years
+10.41%
Annualized
- peterlavi
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.99%
- 🖥️ Technology Services23.94%
- 💰 Finance19.78%
- 🛍️ Retail Trade10.01%
- 💵 Cash7.46%
- 💼 Commercial Services3.54%
- 🧬 Health Technology2.02%
- 🪙 Cryptocurrencies1.48%
- 🚚 Transportation1.41%
- 💻 Electronic Technology0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.95%
- 🇺🇸 NYSE39.99%
- 🇺🇸 Chicago Board Options Exchange5.55%
- 🌍 Digital Currency1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.95%
- 🇸🇬 Singapore1.41%
- 🇰🇾 Cayman Islands0.69%
- 🇹🇼 Taiwan0.45%
Dividends
Dividend Yield
0.48%
12 out of 22 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SCHW (1.47%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Mar 13 | $0.83 |
 META | Ex-Dividend | Mar 14 | $0.52 |
 IBKR | Pay Day | Mar 14 | $0.25 |
 GOOG | Pay Day | Mar 17 | $0.20 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
 AVGO | Ex-Dividend | Mar 20 | $0.59 |
META | Pay Day | Mar 26 | $0.52 |
AVGO | Pay Day | Mar 31 | $0.59 |
TSM | Pay Day | Apr 10 | $0.69 |
 IVV | Pay Day | Jun 17 | $1.61 |
 VOO | Pay Day | Jul 2 | $1.78 |
 SSO | Pay Day | Jul 3 | $0.19 |
 INDA | Pay Day | Dec 20 | $0.40 |
Performance Metrics
Score 5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Drawdowns
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- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.65% | Jan 2022 | Mar 2024 | 26 |
-8.56% | Feb 2025 | - | 2 |
-6.5% | Sep 2021 | Oct 2021 | 1 |
-5.4% | Sep 2020 | Dec 2020 | 3 |
-5.36% | Jul 2019 | Jan 2020 | 6 |
-2.94% | Apr 2024 | May 2024 | 1 |
-2.51% | Feb 2021 | Apr 2021 | 2 |
-2% | Feb 2020 | Mar 2020 | 1 |
-1.44% | May 2021 | Jun 2021 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |
-0.35% | Jun 2020 | Jul 2020 | 1 |
-0.25% | Nov 2021 | Dec 2021 | 1 |
-0.05% | Dec 2024 | Jan 2025 | 1 |