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0%
Today
0%
This Month
+3.84%
Year To Date
-10.58%
2 Years
+5.03%
5 Years
-30.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.45%
- 💻 Electronic Technology26.36%
- 📊 ETFs16.98%
- 🚗 Consumer Durables11.57%
- 🛍️ Retail Trade4.72%
- 🍞 Consumer Non Durables1.56%
- 💰 Finance1.37%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.05%
- 🇺🇸 NYSE27.68%
- 🇳🇱 Euronext Amsterdam2.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.05%
- 🇳🇱 Netherlands2.27%
- 🇬🇧 United Kingdom2.11%
- 🇹🇼 Taiwan1.84%
- 🇨🇦 Canada1.54%
- 🇮🇱 Israel1.22%
Dividends
Dividend Yield
0.46%
22 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.16% | 3.8% | - |
 HPE | 0.03% | 2.45% | $0.51 |
 IWM | 0.03% | 1.23% | - |
 IJS | 0.03% | 1.94% | - |
 DELL | 0.03% | 1.72% | $1.63 |
 AVGO | 0.02% | 0.98% | $19.7 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 TSM | 0.02% | 0.93% | $1.74 |
 VOO | 0.02% | 1.26% | - |
 MSFT | 0.01% | 0.76% | $3 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 SMH | 0.01% | 0.44% | - |
 MU | 0.01% | 0.5% | $0.46 |
 VTI | 0.01% | 1.26% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 CIBR | 0.01% | 0.76% | - |
 VUG | 0% | 0.51% | - |
 SCHG | 0% | 0.44% | - |
 IYW | 0% | 0.17% | - |
 MRVL | 0% | 0.21% | $0.24 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.2/10
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-21.11
-21.11
-22
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-21.11
-21.11
-22
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.77% | Jan 2018 | - | 85 |