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+3.42%
Today
+2.7%
This Month
+2.7%
Year To Date
+193.07%
2 Years
+122.36%
5 Years
+20.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.44%
- 💻 Electronic Technology29.52%
- 🚗 Consumer Durables15.11%
- 🪙 Cryptocurrencies8.66%
- 🛠️ Producer Manufacturing2.91%
- 🧬 Health Technology1.68%
- 💰 Finance1.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.54%
- 🌍 Digital Currency8.66%
- 🇭🇰 Hong Kong Exchanges2.91%
- 🇺🇸 NYSE1.68%
- 🇫🇷 Euronext Paris1.67%
- 🇩🇪 FRA0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.22%
- 🇨🇳 China2.91%
- 🇫🇷 France1.67%
- 🇩🇪 Germany0.54%
Dividends
Dividend Yield
0.42%
7 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMW.DE (7.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.2% | 0.74% | $3 |
 AAPL | 0.09% | 0.42% | $0.97 |
 BMW.DE | 0.04% | 7.76% | $6 |
 01211.HK | 0.04% | 1.32% | $3.41 |
 META | 0.03% | 0.32% | $1 |
 GOOG | 0.01% | 0.31% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 6.4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
9.12
9.12
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
9.12
9.12
-2
0
2
10
10
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.53% | Dec 2021 | Dec 2023 | 24 |
-25.7% | Nov 2020 | Aug 2021 | 9 |
-5.36% | Apr 2024 | May 2024 | 1 |
-4.37% | Sep 2021 | Oct 2021 | 1 |
-0.96% | Oct 2024 | Nov 2024 | 1 |
-0.7% | Jan 2025 | - | 1 |